InfoLobby marketing automation and integration

InfoLobby is a cloud-based project and data management platform that combines spreadsheet-like interfaces with database functionality.

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What you can automate with InfoLobby

InfoLobby is a cloud-based project and data management platform that combines spreadsheet-like interfaces with database functionality. It’s built for teams that need to organise, track, and collaborate on structured information — think project tracking, asset management, client databases, or compliance registers — without the limitations of a traditional spreadsheet. The platform stands out for its visual approach to data management. Users can switch between grid views, Kanban boards, calendars, and Gantt charts depending on how they need to see their information. This flexibility makes it useful across departments, from operations teams tracking deliverables to sales teams managing their pipeline. InfoLobby becomes significantly more powerful when connected to other business systems. Rather than manually exporting data or re-entering information across platforms, you can use workflow automation to keep InfoLobby in sync with your CRM, accounting software, or communication tools. Our business automation team helps organisations set up exactly these kinds of integrations, and our system integration services ensure data flows reliably between platforms. If your organisation is hitting the ceiling of what spreadsheets can do — broken formulas, version control nightmares, no audit trail — InfoLobby offers a structured alternative. For businesses wanting to go further with automation and AI-driven workflows, our AI consulting team can assess where tools like InfoLobby fit into a larger digital strategy.

InfoLobby FAQs

Frequently Asked Questions

Common questions about how InfoLobby consultants can help with integration and implementation

InfoLobby provides relational database capabilities, role-based permissions, multiple view types (grid, Kanban, Gantt, calendar), and an audit trail. Unlike spreadsheets, it handles multi-user collaboration without version conflicts and enforces data consistency through field types and validation rules.

InfoLobby works well for project tracking, asset management, inventory systems, client databases, compliance registers, and any scenario where structured data needs to be organised, shared, and reported on by a team.

Yes. InfoLobby provides API access that allows it to connect with other business tools. For automated data flows between InfoLobby and your other platforms, workflow automation tools like n8n can handle the integration without custom development.

InfoLobby includes role-based access controls, SSL encryption, and audit logging. You can control who has access to specific workspaces, tables, and records, which makes it suitable for managing data that requires restricted access.

InfoLobby supports real-time collaboration with multiple concurrent users. Changes are synced across all users, and the platform maintains a history of edits so you can track who changed what and when.

Yes. You can create filtered views, summary calculations, and visual charts directly within the platform. For more advanced reporting needs, data can be exported or pulled via API into dedicated analytics tools.

How it works

Implementing InfoLobby

Step 1

Identify Your Use Case

Determine which data management challenge you want to solve first. Starting with a single, well-defined use case (like project tracking or client management) gives you a quick win and helps your team learn the platform.

Step 2

Design Your Data Structure

Plan your tables, fields, and relationships before building. Think about what information you need to capture, how records relate to each other, and what views your team will need for their daily work.

Step 3

Build and Populate Your Workspace

Create your tables in InfoLobby, define field types and validation rules, and import your existing data. Start clean — this is a good opportunity to fix data quality issues you've been living with.

Step 4

Configure Views for Different Teams

Set up grid, Kanban, calendar, or Gantt views tailored to how each team member or department needs to interact with the data. The right view makes adoption much smoother.

Step 5

Set Up Permissions and Access Controls

Define who can view, edit, and manage each workspace and table. Getting permissions right from the start prevents data leaks and ensures people only see what's relevant to their role.

Step 6

Connect to Your Other Systems

Use InfoLobby's API or a workflow automation platform to sync data with your CRM, email, accounting, or other tools. This eliminates duplicate data entry and keeps all your systems aligned.