Infolio Review
What is Infolio?
Infolio is a task and project management software that’s easy to use yet includes powerful features to facilitate collaboration and get things done faster. Whether you’re looking for a solution to manage personal projects or need a virtual space where your team can collaborate, Infolio has the tools to help you work more efficiently.
Packed with features such as multiple views, dedicated project chats, and visual boards for collaboration, Infolio can be your all-in-one project collaboration suite. It lets you add unlimited projects, attach and share files, create and assign tasks, leave comments, receive notifications, and track your team’s progress. There are also advanced features such as custom workflows with custom statuses and custom data fields to help you customize the platform based on your project requirements and turn it into a lightweight CRM.
Infolio’s drag-and-drop interface and project templates make it easy to use even for your most non-tech savvy team member. Its smart task filter helps you find exactly what you’re looking for, while the custom list and statuses feature helps you organize your workflows better.
Infolio integrates with popular cloud services such as Google Drive, Dropbox, and OneDrive.
Show MoreOverview of Infolio Benefits
Have a single source of truth for your project
Infolio is your single source of truth for your entire team. It is your central hub when managing tasks, storing materials and information, and tracking comments and versions of different files. This means it is easier to see what changes have been made by who, what is causing delays in your workflow, or where documents and other collaterals are located.
Save time and increase productivity
Since Infolio helps you keep all your documents, conversations, and tasks in one place, you no longer need to keep switching between different apps. As a result, you can stay focused and work more efficiently, thus increasing your productivity.
Moreover, Infolio integrates with top cloud services such as Google Drive, OneDrive, and Dropbox, so you can easily access all your project documents on any computer, anywhere in the world. This makes it a perfect solution for distributed teams or people working remotely.
Fewer check-ins and meetings
With Infolio’s task management features, you can easily organize tasks and know who is working on what. You can invite members, delegate tasks, set due dates, and chat with people involved in a project using the dedicated project chat panel. Additionally, you can group tasks by lists or by assignee, so you can quickly see the workload of your team members. All these features make it easy for you to stay on top of things and for your team to be on the same page.
Enrich regular task management with lightweight CRM
Infolio’s default task fields are often enough when creating new tasks. But for those times when your project needs additional fields, you can easily add new ones by using the custom data fields feature. Custom data fields allow you to add numeric values, dates, checkboxes, a dropdown menu, and additional text to your tasks. This means you can add information like contact numbers, email addresses, etc., which turns your task management platform into a lightweight CRM.
Show MoreOverview of Infolio Features
- Kanban board, calendar, and list view
- Custom fields
- Visual boards for collaboration (linked to both projects and individual tasks)
- Clean and simple UI
- Project chat
- Custom list and statuses
- Educational templates for Product Discovery and Project Management
What Problems Will Infolio Solve?
Problem #1: Managing and tracking tasks of distributed teams
A small distributed team is developing a design for a new digital product. They need a common place to share prototypes, brainstorm, and discuss their ideas. Apart from that, they need to manage and track their tasks and know the team’s progress.
With Infolio, they can generate creative ideas using virtual collaboration spaces, discuss them in project chat, and keep track of design, marketing, sales, and management activities in one place.
Problem #2: Creating projects with rich task details
The same team is actively using Kanban boards to track the project’s progress, but there is a sudden need to add more details and specific descriptions for each task.
They can continue using Infolio because the Table view allows users to create any type of project with rich task details, custom statuses, and custom fields. This expands Infolio from a regular task management platform to a lightweight CRM.
Problem #3: Organizing workflows
A freelancer is about to start his new marketing project and already has a small team. He starts using Infolio but does not know how to start his first project.
This is where Infolio’s educational templates for Product Discovery and Project Management can help. The freelancer doesn’t have to start from scratch and can get some great ideas on how to organize his team’s workflows by using templates.
Infolio Position In Our Categories
Since businesses have distinct business-related demands, it is only logical they avoid choosing an all-in-one, ideal system. Regardless, it would be almost impossible to try to pinpoint such an app even among widely used software products. The clever thing to do can be to make a list of the various essential factors which entail investigation like key features, costing, technical skill ability of staff members, business size, etc. The second step is, you should do your research systematically. Have a look at some of these Infolio evaluations and scrutinize the other software options in your list in detail. Such well-rounded product investigation ensure you weed out mismatched apps and choose the system that provides all the aspects your business requires.
Position of Infolio in our main categories:
TOP
100
Infolio is one of the top 100 Collaboration Software products
TOP
100
Infolio is one of the 100 Project Management Software products
TOP
50
Infolio is one of the top 50 Resource Management Software products
TOP
50
Infolio is one of the 50 Workflow Management Software products
Organizations have different wants and requirements and no software solution can be just right in such a condition. It is futile to try to find a perfect off-the-shelf software app that meets all your business requirements. The smart thing to do would be to adapt the solution for your special wants, staff member skill levels, finances, and other aspects. For these reasons, do not rush and subscribe to well-publicized trendy systems. Though these may be widely used, they may not be the ideal fit for your particular wants. Do your research, look into each short-listed application in detail, read a few Infolio Project Management Software reviews, contact the vendor for explanations, and finally choose the app that offers what you need.
How Much Does Infolio Cost?
Infolio Pricing Plans:
Free Trial
Standard
$0
Professional
$4.99
What are Infolio pricing details?
Infolio Pricing Plans:
Free Trial
Standard
$0
Professional
$4.99
Infolio offers a free Standard plan and a paid Professional plan. The free Standard plan is not just a trial version. It contains all the features of Infolio only with less storage compared to the Professional plan. You can also add an unlimited number of projects and there are no restrictions on team size.
The paid Professional plan provides more storage and priority customer support. If you have a larger team or if you’re a non-profit or in education, you can always contact the vendor for custom pricing.
Standard – Free every month, forever
- Unlimited projects
- Unlimited team members
- Unlimited boards and spaces
- Cloud services integrations
- All the features you can eat
- Custom fields
- 1GB storage
Professional – $4.99/user/month
- Unlimited projects
- Unlimited team members
- Unlimited boards and spaces
- Cloud services integrations
- All the features you can eat
- Custom fields
- 50GB storage
- Priority support, personal onboarding and more smiles
User Satisfaction
Positive Social Media Mentions
49
Negative Social Media Mentions
2
We realize that when you choose to get a Project Management Software it’s vital not only to see how professionals score it in their reviews, but also to check whether the real people and enterprises that bought this software are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Infolio reviews across a broad range of social media sites. The information is then displayed in a simple to understand form revealing how many people had positive and negative experience with Infolio. With that information at hand you will be equipped to make an informed buying decision that you won’t regret.
Video
Technical details
Devices Supported
- Windows
- iPhone/iPad
- Mac
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Monthly payment
Customer Types
- Small Business
- Freelancers
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Infolio?
Infolio integrations include:
- Google Drive
- OneDrive
- Dropbox
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