--- title: "InfoFlo Impact Software Reviews, Demo & Pricing - 2026" description: "Review of InfoFlo Impact Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/crm/infoflo-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / InfoFlo Impact 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 Impact Review From $20/month Free trial 1 plan Wondering if InfoFlo Impact 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 Impact 4.5 [(101)](https://www.softwareadvice.com/call-accounting/infoflo-profile/reviews/) Pricing Starting at $20.00 per user per month ### About InfoFlo Impact InfoFlo Impact 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 Impact, 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 Impact is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## InfoFlo Impact User Interface ## Popular InfoFlo Impact Alternatives Main Product InfoFlo Impact 4.5 [(101)](https://www.softwareadvice.com/call-accounting/infoflo-profile/reviews/) Ratings Breakdown - 4.44Ease of use - 4.55Value for money - 4.29Customer support - 4.38Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4493)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(19024)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(7010)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/) 4.8 [(630)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.78Value for money - 4.80Customer support - 4.68Functionality Pricing Starting at $250.00 per month Get Price Alternative Product [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) 4.7 [(745)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/) Ratings Breakdown - 4.75Ease of use - 4.72Value for money - 4.49Customer support - 4.49Functionality Pricing Starting at $7.00 per year Get Price ## InfoFlo Impact Pricing and Plans InfoFlo Impact has one plan. Cloud is $20.00/user/mo billed monthly. Free trial Cloud $20.00 per user, per month Base features include contacts, case notes, document upload, dashboard, mobile access, goals and referrals. Also included custom reportingd, online intake form, shelter management, program/event management, product/gift card management and much more… 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. ### How does InfoFlo Impact pricing compare to alternatives? InfoFlo Impact's starting price is $20.00/user/month. Explore how its pricing and plan options compare with top alternatives below. | Product | Starting price | Free trial | Free version | Value for Money | | --- | --- | --- | --- | --- | | InfoFlo Impact4.5[(101)](https://www.softwareadvice.com/call-accounting/infoflo-profile/reviews/) | $20.00 /user/mo | Available | Not available | 4.5 | | [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/)4.5[(4,493)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) | $20.00 /user/mo | Not available | Available | 4.3 | | [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)4.4[(19,024)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) | $25.00 /user/mo | Available | Not available | 4.0 | | [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)4.3[(7,010)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) | $14.00 /user/mo | Available | Available | 4.3 | | [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/)4.8[(630)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) | $250.00 /mo | Available | Available | 4.8 | InfoFlo Impact4.5[(101)](https://www.softwareadvice.com/call-accounting/infoflo-profile/reviews/) * * * Starting price $20.00 /user/mo Free trial Available Free version Not available Value For Money 4.5 - [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/)4.5[(4,493)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) * * * Starting price $20.00 /user/mo Free trial Not available Free version Available Value For Money 4.3 - [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)4.4[(19,024)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) * * * Starting price $25.00 /user/mo Free trial Available Free version Not available Value For Money 4.0 - [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)4.3[(7,010)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) * * * Starting price $14.00 /user/mo Free trial Available Free version Available Value For Money 4.3 - [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/)4.8[(630)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) * * * Starting price $250.00 /mo Free trial Available Free version Available Value For Money 4.8 ## InfoFlo Impact 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 Impact 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 Caller Profiles 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 Impact 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 QuickBooks Online Integration rated undefined from -1 review Microsoft 365 Integration rated undefined from -1 review See all 7 integrations ## InfoFlo Impact User Reviews ## InfoFlo Impact customer ratings - Overall rating: 4.5/5 - Total reviews: 101 ### Rating distribution - 5 stars: 61 reviews (60%) - 4 stars: 31 reviews (31%) - 3 stars: 6 reviews (6%) - 2 stars: 0 reviews (0%) - 1 star: 3 reviews (3%) ### Secondary ratings - Ease of use: 4.4/5 - Value for money: 4.5/5 - Customer support: 4.3/5 - Functionality: 4.4/5 --- ### Excellent, Highly Customizable Case Management for Non-Profits - Overall rating: 5/5 - Reviewer: Johnny B. - Industry: Marketing and Advertising - Company size: 11-50 employees - Product usage: 1-3 years · weekly - Reviewed: August 2026 - Review source details: This review was submitted organically. No incentive was offered My overall experience has been fantastic. The platform provides all the tools a non-profit needs, backed by great customer support. If you are considering this software for your organization, I highly suggest booking a demo call with their team. They will walk you through the software and show you exactly how it can be customized for your needs. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros InfoFlo is a fantastic case management software tailored specifically for non-profits. One of the biggest highlights is the incredible customizability, which allows you to mold the software to fit your specific use cases perfectly. The support team is also exceptional, they really understand the needs of non-profits and make the setup process super easy. Whenever you need help or have questions, you get to speak directly with a real human on a call, rather than dealing with automated bots. Finally, I appreciate the flexibility of their infrastructure, they offer servers in both Canada and the US, so you have the freedom to choose exactly where you want to store your data. #### Cons I haven't encountered any significant downsides so far. The team has been incredibly helpful in overcoming any initial learning curves during the setup process, and the software works exactly as promised. --- ### Pretty solid CRM for the price - Overall rating: 4/5 - Reviewer: Ruth P. - Industry: Marketing and Advertising - Company size: 2-10 employees - Product usage: less than 1 year · daily - Reviewed: July 2026 - Review source details: This review was submitted organically. No incentive was offered We've been using InfoFlo at the office for about four months. Mainly for tracking customer info and keeping email threads in one place. I'm on it most days, usually right before a call, just to remind myself what we last talked about with someone. Before this, I was juggling Outlook and a spreadsheet, which worked until it didn't. Having it all together has made things a bit less chaotic, honestly. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros The Outlook integration is the thing I actually use. Someone calls, I pull up the contact, and I can see the email history without digging through my inbox. That alone has probably saved me a decent amount of back-and-forth. The other thing I appreciated is that we didn't have to commit to a full feature set upfront. We started with the basics and added a module a couple months in when we figured out we needed it. That flexibility helped since we weren't sure how much of it we'd actually end up using. #### Cons Interface looks a bit dated. It's functional once you've poked around enough, but if someone new is sitting down with it for the first time, they'll probably spend a few minutes just figuring out where things are. The mobile app is fine for quick lookups or dropping a note, but anything more than that and I'd rather just wait until I'm at my desk. It doesn't feel like it was really built with mobile in mind. --- ### Good value if you prefer a one-time purchase - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Marketing and Advertising - Company size: 2-10 employees - Product usage: less than 1 year · daily - Reviewed: July 2026 - Review source details: This review was submitted organically. No incentive was offered Switched to this mainly because I was tired of paying monthly fees for software I wasn't fully using. Been using it for a few months now to keep client info organized and track Outlook emails, and it does what I need without much fuss. Getting started was easier than I expected, I didn't have to watch tutorials or anything, just figured it out as I went. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros The Outlook integration is what I actually use every day. Having email history sitting right next to a client's notes means I'm not constantly switching between windows trying to remember what we talked about last time. That alone justified it for me. The fact that you can start with a stripped-down version and add things later is also nice.. I didn't feel pressured to buy more than I needed upfront. #### Cons The interface looks like it hasn't been touched in a while. Everything works, but next to something like HubSpot or even some of the free tools, it looks pretty old. A few of the menus took me a bit to figure out, nothing that stopped me from using it, but there were a couple moments where I wasn't sure where something was. You do get used to it. It's more of an annoyance than a dealbreaker, but I'd probably like it more if the UI got some attention. --- ### Reliable CRM for Daily Business Use - Overall rating: 4/5 - Reviewer: Ruth O. - Industry: Information Services - Company size: 51-200 employees - Product usage: less than 1 year · daily - Reviewed: May 2026 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 3/5 #### 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. --- ### Great Service!!! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: 11-50 employees - Product usage: a free trial · daily - Reviewed: April 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### Pros Simple CRM, easy contact tracking, integrates with your email, and boosts small business productivity #### Cons Outdated interface, limited advanced features, weaker mobile experience, and fewer integrations than modern CRMs --- ### The best software out there - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Publishing - Company size: 11-50 employees - Product usage: 3-5 years · daily - Reviewed: March 2026 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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! --- ### A useful platform with easy-to-use tools - Overall rating: 4/5 - Reviewer: Colton M. - Industry: Leisure, Travel & Tourism - Company size: 10000+ employees - Product usage: less than 1 year · daily - Reviewed: November 2025 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### 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. --- ### Support is difficult to contact - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Financial Services - Company size: Self-Employed - Product usage: less than 1 year · weekly - Reviewed: October 2018 - Review source details: This review was submitted organically. No incentive was offered 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: 3/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 3/5 #### 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. --- ### Onboarding to InfoFlo - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Real Estate - Company size: Self-Employed - Product usage: less than 1 year · daily - Reviewed: January 2022 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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... --- ### Perfect for tracking communication with clients - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Insurance - Company size: 2-10 employees - Product usage: 1-3 years · daily - Reviewed: August 2019 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- Showing 1 - 10 of 101 Reviews [See All Reviews](https://www.softwareadvice.com/call-accounting/infoflo-profile/reviews/) ## InfoFlo Impact Popular Comparisons [HubSpot CRM vs InfoFlo Impact](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/138010-infoflo/)[Salesforce Sales Cloud vs InfoFlo Impact](https://www.softwareadvice.com/compare/2764-Salesforce/vs/138010-infoflo/)[Zoho CRM vs InfoFlo Impact](https://www.softwareadvice.com/call-accounting/infoflo-profile/vs/zoho-crm/)[Kylas Sales CRM vs InfoFlo Impact](https://www.softwareadvice.com/call-accounting/infoflo-profile/vs/kylas/)[Bigin by Zoho CRM vs InfoFlo Impact](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/infoflo/)[eWay-CRM vs InfoFlo Impact](https://www.softwareadvice.com/crm/eway-profile/vs/infoflo/) [Compare All Alternatives](https://www.softwareadvice.com/call-accounting/infoflo-profile/alternatives/) ## Other Top Recommended CRM Software [SalesNOW](https://www.softwareadvice.com/marketing/salesnow-profile/) **4.6** (81) Recently recommended **58** times [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) **4.9** (33) Recently recommended **57** times [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (256) Recently recommended **55** times [kintone](https://www.softwareadvice.com/project-management/kintone-profile/) **4.7** (154) Recently recommended **55** times Stuck Between Options? Our experts can help you compare InfoFlo Impact with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice