Infoflo Pay

Look for tools that make routine work easier to complete and easier to check. Create a sample invoice, record an expense and explore the reports you use most often. Ask your team to try the same tasks. A practical workflow, clear navigation and useful integrations can matter as much as the number of features available.

Estimates & invoices

Look for tools that make routine work easier to complete and easier to check. Create a sample invoice, record an expense and explore the reports you use most often. Ask your team to try the same tasks. A practical workflow, clear navigation and useful integrations can matter as much as the number of features available.

Payments

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility.

CRM

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Mobile app and browser

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work.

Connected tools can reduce repeated work across your business. Before enabling a connection, review which records it shares, how often information updates and who can access it. Test the connection with a small set of sample records.

Connectivity

Connected tools can reduce repeated work across your business. Before enabling a connection, review which records it shares, how often information updates and who can access it. Test the connection with a small set of sample records.

Online payments

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Getting started with InfoFlo Pay is easy. To begin, you can start with a 60-day free trial and be sending your first estimate within 5 minutes of signing up!

Simple but effective interface

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work.