InfoFlo 2026: Benefits, Features & Pricing

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

How Software Advice ensures transparency

Software Advice lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Users can talk to our advisors for free to receive software recommendations matching their needs. Software providers pay us for sponsored profiles to reach users interested in their products.

How Software Advice verifies reviews

Software Advice carefully verified over 2 million reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Independent research methodology

Researchers at Software Advice use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or talk to an advisor, this has no influence on our research or methodology.

Wondering if InfoFlo is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

InfoFlo

4.4

(95)

Pricing

Starting at $20.00 per month

About InfoFlo

InfoFlo Nonprofit delivers a secure, scalable, and fully HIPAA-compliant case management solution designed to help organizations operate more efficiently. Gain a comprehensive 360° view of every client and case through a unified, intuitive dashboard.

Seamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools. Generate custom, data-driven reports to strengthen your grant proposals and demonstrate measurable outcomes and easily export these reports to Excel or CSV.

With InfoFlo Nonprofit, your organization benefits from a fully customized, cost-effective system built to align with your unique workflows and compliance requirements—empowering your team to focus on impact, not administration.

InfoFlo Screenshots

InfoFlo Pricing and Plans

Starting price: $20.00 per month

Free Trial

Free Version

Cloud

$20.00

per user, per month

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

InfoFlo Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of InfoFlo
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts/Escalation
Alerts/Notifications
API
Appointment Management
Appointment Scheduling
Archiving & Retention
Assessment Management
Asset Lifecycle Management
Attendance Management
Auto-Dialer
Automatic Call Distribution
Billing & Invoicing
Blended Call Center
By-Extension Reporting
Calendar/Reminder System
Calendar Sync
Call Center Management
Call Duration
Caller ID
Call Logging
Call Monitoring
Call Recording
Call Routing
Call Tagging
Call Volume
Campaign Management
Campaign Segmentation
Case Management
Case Notes
Certification & Licensing
Child Welfare Management
Client Management
Client Portal
Collaboration Tools
Committee Management
Communication Management
Compliance Management
Computer Telephony Integration
Configurable Workflow
Conflict Management
Contact Database
Contact Management
Contract/License Management
Conversion Tracking
CRM
Customer Database
Customer History
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard Creation
Data Import/Export
Docket Management
Document Management
Document Storage
Document Templates
Donor Management
Due Date Tracking
Email Alerts
Email Marketing
Email Templates
Email Tracking
Employee Directory
Employee Management
Event Management
Expense Tracking
File Transfer
For Accountants
For CPA Firms
Forecasting
Forms Management
For Nonprofits
Goal Setting/Tracking
Grant Management
Help Desk Management
HIPAA Compliant
Inbound Call Center
Inbound Reporting
Interaction Tracking
Internal Chat Integration
Invoice Management
Invoice Processing
IVR
Keyword Tracking
Knowledge Base Management
Lead Management
Manual Dialer
Marketing Automation
Membership Management
Mobile Access
Multi-Location
Multiple Scripts
On-Demand Recording
Outbound Call Center
Outbound Reporting
Phone Key Input
Predictive Dialer
Program Management
Progressive Dialer
Progress Reports
Progress Tracking
Project Management
Project Time Tracking
Prospecting Tools
Queue Management
Real-Time Notifications
Real-Time Reporting
Recording
Records Management
Referral Management
Referral Tracking
Registration Management
Relationship Tracking
Reminders
Reporting & Statistics
Ring Groups
Role-Based Permissions
Scheduled Recording
Scheduling
Search/Filter
Self Service Portal
Shared Contacts
SIP Trunking
Social Media Integration
SSL Security
Status Tracking
Summary Reports
Survey/Poll Management
Task Scheduling
Team Assignments
Text to Speech
Third-Party Integrations
Time Tracking
Training Management
Trust Accounting
Unattended Call Management
Unified Communications
Video Conferencing
Virtual Call Center
Virtual Extensions
Voice Customization
Voice Mail
VoIP
VoIP Connection
Volunteer Management
Web Forms
Website Integration
Who Answered Log

InfoFlo Integrations

Google Contacts

QuickBooks Online Advanced

Microsoft Outlook

WordPress

Gmail

QuickBooks Online

See all 8 integrations

InfoFlo User Reviews

Overall Rating

4.4

Ratings Breakdown

60%

31%

Secondary Ratings

Ease of Use

4.4

Value for money

4.6

Customer support

4.3

Functionality

4.4

Mark M.

Financial Services

Self-Employed

Used weekly for less than 12 months

Review source

Reviewed October 2018

Support is difficult to contact

Previously 4

I think Infoflo is a good CRM program, but it is not for someone who does not have computer support. Given that you own the software, it is much less expensive than subscription based programs.

Ratings Breakdown

Ease of use

Value for money

Customer support

Previously 4

Functionality

Previously 5

Pros:

I like this software because it is a one time cost and I feel that I own it. Subscription based pricing seems more affordable but it makes things extremely expensive if CRM is a permanent addition. I like Infoflo because I think it has most of the features that I need. I had a relatively well known CRM software program before Infoflo but it began to crash and the provider has changed to an enterprise program with an expensive monthly subscription, no individual user options and wouldn't support an individual user so I had to start over.

Cons:

The downside of Infoflo software is that you have to be proficient at maintaining and trouble shooting computer issues. Apparently a lot of the problems come from changes made automatically by my Norton antivirus software! I had a problem where Infoflo would not start automatically and I had to restart it manually. This continued for several months until it just wouldn't start. This was corrected when I asked support and they told me that I had to download updates. This was the first that I had heard of this. I thought software should work without updates. The most recent problem was that the program was not displaying any of the text describing the any of the links. I was "down" for several weeks. I finally walked into Infoflo's offices with my computer and they fixed the problem for me. My Norton antivirus had automatically deleted a file! I would have never figured it out on my own.

Thom R.

Verified reviewer

Real Estate

Self-Employed

Used daily for less than 6 months

Review source

Reviewed January 2022

Onboarding to InfoFlo

I've only been using it for very little time so I'm spending much time in the "Academy" . Learning the product is exciting knowing what I will be able to do.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The user interface is clear, segmented in to understandable sections for easy quick workflow. That is integrates with Outlook is a plus. I find InfoFlo 'feature rich' loaded with useful tools and obviously produced from people who know what a CRM requires.

Cons:

Haven't found anything so far! I'll let you know if something crops up...

Reasons for choosing InfoFlo

InfoFlo was a perfect fit for what I need! The others fell short in one or two categories.

Reasons for switching to InfoFlo

Their product is clunky, unattractive, and the onboarding and support are terrible! Price is what attracted me to them, but "you get what you pay for." Also, I Tech that conducted my Onboarding, ([SENSITIVE CONTENT]), was outstanding! Clear, patient, knowledgeable, available, I could go on and on!I used to manage call centers for some of the world's biggest companies and so I know a great representative when I see one! I don't know what you're paying [SENSITIVE CONTENT], but it's NOT enough.

Kristen B.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 2 years

Review source

Reviewed August 2019

Perfect for tracking communication with clients

Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized to our industry and products. We love the ease and functionality of the layout. Love that our phones are hosted through the same company and connected to Infoflo - we get the same great customer service if we need help with either. It has been a very successful transition to Infoflo and recommend for small and large businesses.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the ease of use and functionality of Infoflo. We needed a CRM that could track our communication with clients, including phones, emails, and appointments. Infoflo gives us that! Everyone in the office uses this daily, its has helped production and internal communication on all clients we serve.

Cons:

That we didn't know about Infoflo sooner! We probably only used 10% of a complex CRM prior to Infoflo and it was never easy or intuitive to use. With Infoflo, its much easier to train new employees on the software, keep up with processes we have put in place within Infoflo, and incorporate customer service follow up into our daily schedules.

Reasons for choosing InfoFlo

The pricing per license and not the monthly fee. The layout and ease of customization. The attention to our needs in the decision process by the Infoflo team.

Reasons for switching to InfoFlo

ACT never seemed to be working - we have constant sync issues and the layout was not great - one of the best things that we love about Infoflo is the ease to customize fields - ACT was a pain to add or remove a field

Colton M.

Verified reviewer

Leisure, Travel & Tourism

10000+ employees

Used daily for less than 12 months

Review source

Reviewed November 2025

A useful platform with easy-to-use tools

The functionality and control of my data have improved, and with a smoother integration, I can make calls, record communications, and invoice from within a single integrated ecosystem.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

InfoFlo allows me to add only the modules I need, such as advanced tasks, permissions, invoicing, and document management, making everything more personalized and preventing the system from feeling overwhelming or too cumbersome for my team, because we only activate what we actually use. Having mobile access is useful when I'm out of the office because I can view my task list, contacts, history, and schedule meetings or follow-ups before a call. It's a very secure platform, and I feel confident storing important documents without fear of anything happening.

Cons:

There are occasional errors like freezes and error messages, especially when there are many active tasks or data, but restarting the application fixes everything, although it does interrupt my workflow.

jim S.

Verified reviewer

Consumer Goods

2-10 employees

Used daily for less than 12 months

Review source

Reviewed September 2019

met our demand...to work Smarter not Harder

We are able to pull up accounts so many ways that helps us formulate better sales programs. If we need them by state or by $$$ or by various companies we represent with a couple clicks we have our needs. Like a lot of new launchs we had some questions their support has been great scheduling when it convenient for us to make sure all is working.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

gave us lots of flexibility of how we gather information .Love the fact we can choose what information we share with our staff, that way they only have info they need. New mobile version just made it even more useful. Input of information was a breeze to get started as they have a great mapping feature. The fact everything gets into a customer file with no redundancy. All emails and documents it makes us look like we have all the info...Because we do. Price----absolutely most for the money

Cons:

needs some canned reports in the standard module

Reasons for choosing InfoFlo

ease of use was better and the quality of information

Reasons for switching to InfoFlo

didn't get what we needed info from others in a manner that worked for us

Yvonne B.

Verified reviewer

Financial Services

Self-Employed

Used daily for free trial

Review source

Reviewed April 2022

Fantastic Product shame about the price

All my CRM issues go away with this product and I like that it's not a subscription but paying for all you need in one go is a a hard hit to take.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Honestly an excellent product all around

Cons:

Integration was so easy and fast nothing but praise for that but pricing is a bit of a bait and switch after a trail that includes everything comes the reality were the basic product while affordable doesn't do much and the add on really add up fast.

Reasons for choosing InfoFlo

Monthly subscription fee

Reasons for switching to InfoFlo

More features and avoid a never ending monthly fee.

Lisa T.

Verified reviewer

Architecture & Planning

11-50 employees

Used other for less than 12 months

Review source

Reviewed August 2019

Don't waste your money

This product is only good for small companies that sell via phone to individuals and do not care about mulitple contacts within a client's firm. there is no way for multiple users to enter data consistently (such as pull down menus with option to select client industry so data gets entered however a user chooses.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

While this software appears to be good on the surface, it does not perform as advertised.

Cons:

It did not fuction as advertised. the conversion of our existing data was never completed successfully. the sales team stopped returning calls once they had our money. InfoFlo management refused to provide a refund even though the product was never integrated as promised.

Reasons for choosing InfoFlo

the marketing materials and statements from the sales staff indicated it was a comprehensive replacement for ACT. It was not. They never got the functionality the same. The conversion failed 3 times. The opportunites didnot come over with the correct values so all of our forecasting was messed up. After almost a year, we gave up and went back to ACT. InfoFlo refused to return calls, refused to provide a refund.

Reasons for switching to InfoFlo

did not want a subscription model for pricing

Celeste A. O.

Verified reviewer

Media Production

11-50 employees

Used daily for less than 2 years

Reviewed February 2018

Great product yet challenges with reports and support

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Works like Business Contact Manager, easy to use, one time fee. I like the dashboard and syncing with Outlook email features.

Cons:

REPORTING is not flexible, additionally a report is needed online that we can run and just click on a client name to go straight to the contact information. Reports cannot be sorted by different fields unless you export into Exel and modify which is time consuming. Support, at times is a challenge, recently when asking for help installing the offline version of Infoflo(after 2 weeks of trying) we were told to buy support so we looked at a work around ourselves and it still would not download our data. We contacted them for the 5th time and it we were told it is an internal error that an update is coming out for it. EMAIL & POP UP REMINDERS: do not work on my computer at all, they worked one time on my IT guys computer. BACKUP: does not remind you when it is full and then we did have a backup for 3 months. They said they are working on this. MASS DELETE: cannot do this, must delete ONE entry at a time. They are working on this. DELETION OF EMAILS THAT ARE NOT A CONTACT: This cannot be done and somehow upon installation of the software we had duplicated emails and now have over 250K and cannot delete them.

Jeremy K.

Verified reviewer

Used daily for less than 6 months

Reviewed February 2018

InfoFlo offers a simple and straightforward approach to all the necessary basics of CRM!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

While we are brand new to working with the software, I appreciate the fact that you can very easily tailor the experience to your own needs. Without a doubt, after many months of trialing a plethora of CRM software, I have found that InfoFlo is the best option for a permanent (non-subscription-based), relatively inexpensive non-cloud-based experience, that offers a simple and straightforward means to organize and track legal cases. Their sales and support staff go above and beyond to help you in the decision-making process, and offer a great trial experience so that you know exactly what you are getting into. They make suggestions for what add-ons will best suit your needs and demonstrate the many ways you can customize the software to fit your practice. I have to give a special shout-out to Shai for making this one of the most pleasant purchases ever--he goes out of the way to provide you with a personal and informed experience. The fact that you can start with the basics and add on more functionality as you grow is also a truly wonderful feature. Room for expansion and free updates makes this software that will grow with your firm. If you need a product that will help your team stay organized without breaking the bank, you owe it to yourself to try InfoFlo.

Cons:

To some, the fact that InfoFlo is very simple and focused on basic tasks may be a turn-off. For our firm, however, this is precisely the reason we chose it. In the words of my supervisor, "we were only using 100 square feet of a 10,000 square foot mansion" with our previous CRM. It was costly and offered much more than we truly needed. InfoFlo offers just what we need for an affordable one-time fee.

Dustin S.

Verified reviewer

Insurance

Used daily for less than 2 years

Reviewed February 2018

Ups and Downs. The idea behind the program is great! However, Customer Support needs some work.

It does help streamline our emails and profiles for all of our clients; saving our emails to each client profile is key for our industry.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Love how it integrates with outlook. We also like how to link groups and individuals to businesses; as well as being able to save documents to the businesses profile. The general layout of the program is good and easy to use.

Cons:

First and foremost they really need to work on their customer support. A number of times we have called we have got rude comments/service from who ever answered the phone. Also, its quite annoying when there is something wrong with the software, we have to pay for support to fix it... issues with the software not working should be included in the price of buying the software!! There seems to be quite a few bugs that pop up every so often, like not being able to open emails within the program and items not syncing between computers.

Showing 1 - 10 of 95 Reviews

See All Reviews