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Josh P.
Advisor, 7 years

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Updated February 5, 2026
InfoFlo vs Casebook: Which is best for you?
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55+ software advisors
1 million+ businesses helped
2 million+ verified software reviews
Starting Price
$20.00
per month
$29.00
per month
Free Trial
Free Version
Screenshots
and Demo
and Demo
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See all
Top Rated
Features
Features
Contact Management
4.50
Contact Database
4.38
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Assessment Management
4.56
HIPAA Compliant
4.33
Case Notes
4.24
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Integrations
See All
See All
Pros / Cons
- 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.
- Simple tasks, like assigning a sales rep to an account is not available. When we ask to add the feature we are told it will cost thousands of dollars and will take months as they do not have the "manpower" to get it done.
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- The casebook has awesome features that allows you to store a wealth of information on clients in a short period of time almost instantaneously.
- I wish modules/fields could be moved around to make the flow better and the order work better for us, but we have managed to just skip around the things we don't need in Casebook for our job.
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Ease-of-Use
Highest performing feature
in the comparison
4.4/ 5in the comparison
3.9/ 5
Value for Money
Highest performing feature
in the comparison
4.6/ 5in the comparison
4.1/ 5
Customer Support
4.3/ 5
Highest performing feature
in the comparison
4.4/ 5in the comparison
Functionality
Highest performing feature
in the comparison
4.4/ 5in the comparison
4/ 5
Support Options
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training Options
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos
FrontRunners
N/A
N/A
Advisor
Recommendations
Recommendations
N/A
N/A
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployment Options
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad