# InfoFlo Software Reviews, Demo & Pricing - 2026 > Review of InfoFlo Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/call-accounting/infoflo-profile --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / InfoFlo 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. Overview [Reviews](https://www.softwareadvice.com/call-accounting/infoflo-profile/reviews/)[Alternatives](https://www.softwareadvice.com/call-accounting/infoflo-profile/alternatives/) # InfoFlo 2026: Benefits, Features & Pricing 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 - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview InfoFlo 4.5 [(98)](https://www.softwareadvice.com/call-accounting/infoflo-profile/reviews/) 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. Wondering if InfoFlo is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## InfoFlo User Interface ## Popular InfoFlo Alternatives Main Product InfoFlo 4.5 [(98)](https://www.softwareadvice.com/call-accounting/infoflo-profile/reviews/) Ratings Breakdown - 4.42Ease of use - 4.56Value for money - 4.29Customer support - 4.38Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Ringover](https://www.softwareadvice.com/voip/ringover-profile/) 4.7 [(876)](https://www.softwareadvice.com/voip/ringover-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.51Value for money - 4.62Customer support - 4.65Functionality Pricing Starting at $29.00 per month Get Price Alternative Product [Convoso](https://www.softwareadvice.com/voip/safesoft-contact-profile/) 4.5 [(391)](https://www.softwareadvice.com/voip/safesoft-contact-profile/reviews/) Ratings Breakdown - 4.64Ease of use - 4.48Value for money - 4.52Customer support - 4.51Functionality Pricing Starting at $90.00 per month Get Price Alternative Product [DialedIn CCaaS](https://www.softwareadvice.com/call-center/chasedata-profile/) 4.8 [(325)](https://www.softwareadvice.com/call-center/chasedata-profile/reviews/) Ratings Breakdown - 4.84Ease of use - 4.69Value for money - 4.78Customer support - 4.74Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [LiveAgent](https://www.softwareadvice.com/crm/liveagent-profile/) 4.7 [(1786)](https://www.softwareadvice.com/crm/liveagent-profile/reviews/) Ratings Breakdown - 4.57Ease of use - 4.64Value for money - 4.69Customer support - 4.57Functionality Pricing Starting at $15.00 per month Get Price Alternative Product [Readymode](https://www.softwareadvice.com/product/171343-Readymode/) 4.6 [(142)](https://www.softwareadvice.com/product/171343-Readymode/reviews/) Ratings Breakdown - 4.66Ease of use - 4.49Value for money - 4.46Customer support - 4.58Functionality Pricing Starting at $199.00 per month Get Price ## 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 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 Opportunity Management 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 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 Timer 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 Integration rated undefined from -1 review QuickBooks Online Advanced Integration rated undefined from -1 review Microsoft Outlook Integration rated undefined from -1 review WordPress Integration rated undefined from -1 review Gmail Integration rated undefined from -1 review QuickBooks Online Integration rated undefined from -1 review See all 8 integrations ## InfoFlo User Reviews Overall Rating 4.5 Ratings Breakdown 5 61% 4 30% 3 6% 2 0% 1 3% Secondary Ratings Ease of Use 4.4 Value for money 4.6 Customer support 4.3 Functionality 4.4 MM Mark M. Financial Services Self-Employed Used weekly for less than 12 months Review source Reviewed October 2018 Support is difficult to contact 5 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 3 Ease of use 4 Value for money 3 Customer support Previously 4 3 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. Read More TR Thom R. Verified reviewer Real Estate Self-Employed Used daily for less than 6 months Review source Reviewed January 2022 Onboarding to InfoFlo 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More RV Ruth V. Verified reviewer Information Services 51-200 employees Used daily for less than 6 months Review source Reviewed May 2026 Reliable CRM for Daily Business Use 4 Overall, InfoFlo is a reliable and useful CRM for managing contacts, tracking communication, and organizing customer information. It works well for daily business needs, though it could benefit from a more modern design and stronger mobile functionality. Ratings Breakdown 4 Ease of use 4 Value for money 3 Customer support 3 Functionality Pros: InfoFlo is a helpful CRM that makes it easy to manage contacts, track communication, and keep customer information organized. The features are useful for daily business tasks, and the system works well for improving productivity. It may not feel as modern as some newer CRM platforms, and the mobile experience could be better, but overall it is a reliable tool for managing customer relationships. Cons: The interface feels a bit outdated compared to newer CRM platforms, and some advanced features and integrations are limited. The mobile experience could also be improved. Read More VR Verified Reviewer Publishing 11-50 employees Used daily for more than 2 years Review source Reviewed March 2026 The best software out there 5 I love InfoFlo and all of its features! I use this on a daily basis to manage our products. We are completely satisfied with this product and all the features. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: It makes it easy for us to sell our products with ease and keeps us well organized. The ease of invoicing each customer is great Cons: There is nothing that we don't like about InfoFlo... It is a great product to use to help manage your products! Read More KB 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More jS 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More YB Yvonne B. Verified reviewer Financial Services Self-Employed Used daily for free trial Review source Reviewed April 2022 Fantastic Product shame about the price 5 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 5 Ease of use 4 Value for money 5 Customer support 5 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. Read More LT 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 1 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 1 Ease of use 1 Value for money 1 Customer support 1 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 Read More SL Sergey L. Verified reviewer Publishing Self-Employed Used daily for free trial Review source Reviewed December 2019 InfoFlo review 4 Overall experience is positive, the program is easy to learn and use. Ratings Breakdown 4 Ease of use 5 Value for money 4 Customer support 4 Functionality Pros: Integration with Outlook and Gmail is very useful feature. You can easily connect your contacts with emails and tasks (opportunities and sales). I like Desktop version and one-time purchase fee. Cons: Project feature is not properly connected to opportunities, for example, you can't convert opportunities into projects. Categories feature does not make much sense. It is better to create Leads and separate Leads from Contacts. Reasons for choosing InfoFlo Price is more competitive, desktop vs. cloud. Read More CM 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 4 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 5 Ease of use 4 Value for money 4 Customer support 5 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. Read More Showing 1 - 10 of 98 Reviews [See All Reviews](https://www.softwareadvice.com/call-accounting/infoflo-profile/reviews/) ## InfoFlo Popular Comparisons [Ringover vs InfoFlo](https://www.softwareadvice.com/call-accounting/infoflo-profile/vs/ringover/)[Convoso vs InfoFlo](https://www.softwareadvice.com/call-accounting/infoflo-profile/vs/safesoft-contact/)[DialedIn CCaaS vs InfoFlo](https://www.softwareadvice.com/call-center/chasedata-profile/vs/infoflo/)[LiveAgent vs InfoFlo](https://www.softwareadvice.com/call-accounting/infoflo-profile/vs/liveagent/)[Readymode vs InfoFlo](https://www.softwareadvice.com/compare/138010-infoflo/vs/171343-Readymode/) [Compare All Alternatives](https://www.softwareadvice.com/call-accounting/infoflo-profile/alternatives/) ## Other Top Recommended CRM Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (251) Recently recommended **110** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18785) Recently recommended **107** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (501) Recently recommended **71** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **62** times Stuck Between Options? 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