--- title: "InfoFlo Software Reviews, Demo & Pricing - 2026" description: "Review of InfoFlo 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 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 Review From $20/month Free trial 1 plan 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 [(101)](https://www.softwareadvice.com/call-accounting/infoflo-profile/reviews/) Pricing Starting at $20.00 per user 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 [(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 [(4481)](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 [(18804)](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 [(6993)](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 [(620)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.78Value for money - 4.80Customer support - 4.69Functionality 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 [(742)](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 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 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 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 60% 4 31% 3 6% 2 0% 1 3% Secondary Ratings Ease of Use 4.4 Value for money 4.5 Customer support 4.3 Functionality 4.4 Johnny B. Verified reviewer Marketing and Advertising 11-50 employees Used weekly for less than 2 years Review source Reviewed August 2026 Excellent, Highly Customizable Case Management for Non-Profits 5 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 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Read More SD Sandy D. Verified reviewer Marketing and Advertising 2-10 employees Used daily for less than 6 months Review source Reviewed July 2026 Good value if you prefer a one-time purchase 4 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 5 Ease of use 4 Value for money 4 Customer support 4 Functionality 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. Reasons for switching to InfoFlo Brevo was fine for email marketing but it wasn't really built for managing client relationships. I needed something where I could track contacts, log emails, and keep notes all in one place without paying a recurring fee every month. Read More 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 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 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 RR Ruth R. Verified reviewer Marketing and Advertising 2-10 employees Used daily for less than 6 months Review source Reviewed July 2026 Pretty solid CRM for the price 4 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 5 Ease of use 4 Value for money 4 Customer support 4 Functionality 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. Read More Showing 1 - 10 of 101 Reviews [See All Reviews](https://www.softwareadvice.com/call-accounting/infoflo-profile/reviews/) ## InfoFlo Popular Comparisons [HubSpot CRM vs InfoFlo](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/138010-infoflo/)[Salesforce Sales Cloud vs InfoFlo](https://www.softwareadvice.com/compare/2764-Salesforce/vs/138010-infoflo/)[Zoho CRM vs InfoFlo](https://www.softwareadvice.com/call-accounting/infoflo-profile/vs/zoho-crm/)[Kylas Sales CRM vs InfoFlo](https://www.softwareadvice.com/call-accounting/infoflo-profile/vs/kylas/)[Bigin by Zoho CRM vs InfoFlo](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/infoflo/)[eWay-CRM vs InfoFlo](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 [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (255) Recently recommended **78** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18804) Recently recommended **73** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **55** times [BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/) **4.5** (98) Recently recommended **53** times Stuck Between Options? 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