InfoFlo Impact Reviews & Product Details

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.

Seller

InfoFlo Solutions

Discussions

InfoFlo Impact Community

Languages Supported

Danish, German, English, French, Hungarian, Italian, Dutch, Polish, Russian, Spanish, Turkish

Solution Type

All-in-One

Overview by

Shai Berliner (Account Manager at InfoFlo)

Pricing

Pricing provided by InfoFlo Impact.

Cloud

$20.00

Per User Per Month

View More Pricing Information

Top-Rated Alternatives

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User Insights

Average based on 102 real user reviews.

Implementation Time

2 months

Perceived Cost

$$$$$

Typical contract price

$0k - $0k

Per Month

InfoFlo Impact Integrations

(6)

Integration information sourced from real user reviews.

InfoFlo Impact Reviews FAQs

Generated using AI

Last updated: Nov 04, 2026

What is InfoFlo Impact, and what problem is it built to solve?

InfoFlo Impact is a contact and relationship management solution that brings email, calendars, documents, and tasks together. It is built to help organizations manage customer and contact relationships in one integrated system.

What languages does InfoFlo Impact support?

InfoFlo Impact supports 4 languages: English, French, Polish, and Spanish.

What company sizes and industries is InfoFlo Impact the best fit for?

InfoFlo Impact’s reviewer-reported fit is concentrated in small businesses, with mid-market and enterprise organizations also represented. Positive customer feedback is most visible across several service-oriented and business sectors.

How long does it take to implement InfoFlo Impact across a team?

Implementation ranges from getting started in less than a day to taking a few months, depending on the setup. The most common reported go-live range is less than a day, with longer implementations also occurring.

What customer support options does InfoFlo Impact provide, and how do users find the overall support experience?

InfoFlo Impact provides self-service resources and direct support through email/help desk, chat, and phone. The support experience is often described as responsive, helpful, and knowledgeable, though some users find replies slow or unclear and say follow-up is needed.

What is the experience like for teams switching to InfoFlo Impact from another tool?

Teams have moved to InfoFlo Impact from older CRM systems and subscription-based platforms, including ACT!, GoldMine, and Salesforce. The change has been motivated by a desire for simpler day-to-day use, lower ongoing costs, easier customization, or better fit with Outlook and shared contact workflows. Some users found the transition straightforward, while data imports, setup, and learning the system can require guidance.

What features or capabilities could make InfoFlo Impact even more useful?

InfoFlo Impact could be more useful with stronger support for working away from a desktop and with more control over everyday configuration. Common improvement areas include:

Add mobile access, including offline access to key client and calendar information.
Expand self-service customization and administration, including easier control over fields, forms, permissions, and display settings.
Make reporting and workflow tasks more flexible, with improvements to exports, dashboards, and automated follow-ups.

G2 reviews are authentic and verified.

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Verified User in Real Estate

Small-Business (50 or fewer emp.)

9/15/2021

Business partner of the seller or seller's competitor, not included in G2 scores.

"Great CRM"

5/5

What do you like best about InfoFlo Impact?

Not a monthly subscription makes it more preferable Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Impact?

Add ons make it a bit difficult to figure out what is needed until you get them Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care

Small-Business (50 or fewer emp.)

6/21/2021

"Excellent CRM for Growing Business"

4.5/5

What do you like best about InfoFlo Impact?

The system can be customized to our needs. Utilizing the API integration with our existing website will enable our organization to improve dramatically. Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Impact?

The speed of the program varies depending on the # of users accessing the system at once and the amount of data we require. Review collected by and hosted on G2.com.

Recommendations to others considering InfoFlo Impact:

This system has allowed us to grow and expand our coverage without limiting our capabilities. The team at InfoFlo has continued to work with us while our organization changes and challenges as well. Review collected by and hosted on G2.com.

What problems is InfoFlo Impact solving and how is that benefiting you?

A paperless system that enables our staff who work in 5 states and 2 countries to work simultaneously and in conjunction with each other is our biggest problem that was resolved Review collected by and hosted on G2.com.

Frederick S.

IT director

6/28/2021

"Best CRM"

5/5

What do you like best about InfoFlo Impact?

Ease of use, very intuitive. Excellent support. Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Impact?

Some functions could be more streamlined. Review collected by and hosted on G2.com.

Verified User in Investment Management

Small-Business (50 or fewer emp.)

6/12/2020

"Pleased with our decision to select InfoFlo"

5/5

What do you like best about InfoFlo Impact?

We were looking for a simple to use CRM that tracks activities and maintain contacts. To date, we have added our clients and prospects including large databases utilizing the various import functions built into the system. Importantly, the program that identifies duplicate entries is a real timesaver. I have used 3 different CRM's in my career and by far our current system is the easiest to use with extensive functionality. Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Impact?

I wish we had an auto tracking function for telephone calls. Review collected by and hosted on G2.com.

What problems is InfoFlo Impact solving and how is that benefiting you?

Initially, we had some CRM freezing issues which was overcome at our end with advice from the InfoFlo team. Overall, being able to identify and track our contacts is the major benefit to date. We are still in the learning phase and believe the extensive functionality will improve our productivity. Review collected by and hosted on G2.com.

Michael D. M.

Purchasing Agent (Division Head)

Small-Business (50 or fewer emp.)

11/15/2019

"Pleasantly Surprised"

5/5

What do you like best about InfoFlo Impact?

I really like the simplistic process of each activity. Once learned, the software is easily taught to others if needed. However, there are plenty of short-clip videos so one can effectively train themselves. I also like that there are no "monthly costs" (license fee) and you can pay for the parts of the software that you need instead of being forced to buy functionality that you may not want. All of the add-ons are good, but with the way InfoFlo is packaged, you can grow at "your own pace" as the business need arises. I especially liked the Google sync add-on. I was dreading having to enter information in yet another database to make it useable for me. The Google sync saved me a great deal of time and as the saying goes "time is money". Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Impact?

I have really enjoyed using the software. Sometimes the server doesn't connect automatically and you have to connect manually. However, excellent instructions are provided to get over the hurdle. Review collected by and hosted on G2.com.

Recommendations to others considering InfoFlo Impact:

If a person or company is in the market for a simple, flexible, yet robust solution which may be implemented quickly at a reasonably contained cost, then InfoFlo may be the right fit. I work in multiple industries; Government, Religious, and Education, and I have been able to adapt the software to fit my needs. Review collected by and hosted on G2.com.

What problems is InfoFlo Impact solving and how is that benefiting you?

Because my life is multi-faceted (Pastor, Purchasing Professional, Adjunct Instructor), I am constantly meeting people. People are my vocation, and I needed a relationship management solution, that could help me be an effective colleague, counselor, and consultant, in all of those areas. InfoFlo provides a perfect solution for small consultant business models like mine. Review collected by and hosted on G2.com.

Lisa T.

President

Small-Business (50 or fewer emp.)

8/13/2019

"Don't waste your money"

0/5

What do you like best about InfoFlo Impact?

This product did not live up to the advertising claims. Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Impact?

This product is only good if you care about telephone sales to individuals. If you do other types of marketing and care about relationships with multiple contacts with a client company - don't waste your money. If you have multiple people entering data and need items such as the client's market sector or ID status entered consistently - don't waste your money. if you have an existing CRM and need to convert your data - don't choose this product as your data will not be converted correctly or consistently! Our attempts to get a refund were denied. Review collected by and hosted on G2.com.

Recommendations to others considering InfoFlo Impact:

Do not waste your time or money as this product did not meet advertising claims. Review collected by and hosted on G2.com.

What problems is InfoFlo Impact solving and how is that benefiting you?

None - this product was a waste of resources and we lost almost a year's worth of data during the attempted implementation Review collected by and hosted on G2.com.

Verified User in Telecommunications

Small-Business (50 or fewer emp.)

12/18/2019

"Excellent Software and Service"

5/5

What do you like best about InfoFlo Impact?

This is the easiest most efficient sales software we have ever used. It was affordable and perfect for our growing business. The training was exceptional! Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Impact?

Nothing. It has been everything we hoped for. Review collected by and hosted on G2.com.

Recommendations to others considering InfoFlo Impact:

Utilize the infoflo trial period and you will see how easy it is to use. Review collected by and hosted on G2.com.

What problems is InfoFlo Impact solving and how is that benefiting you?

We are now able to quote directly from software, keep track on callback and do bulk e-mails. There are just too many benefits to list. But it pretty much does everything you can imagine a sales software can do. Review collected by and hosted on G2.com.

Kerry A.

Project Surveyor

Small-Business (50 or fewer emp.)

10/17/2018

"Great CRM Solution!"

5/5

What do you like best about InfoFlo Impact?

One time, up front cost, no subscriptions and our data resides on our server. If you need additional functionality you simply purchase the module and move on. We have really liked the ability to create our own templates for Professional Reports and proposals and have the information in InfoFlo automatically fill in our fields as needed. It is great at the end of the year being able to create custom reports that detail any information we would like to know about our projects, clients, etc. Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Impact?

We have used this software for the past two years and have had minimal issues. Most of our problems were solved using the Knowledge Base on InfoFlo's website. There are parts of the CRM solution that we have tried implementing into our process, but for one reason or another don't use it. It would be nice to be able to turn certain portions of the software off to simplify the screen with what we use. Review collected by and hosted on G2.com.

Recommendations to others considering InfoFlo Impact:

We looked at many other solutions and this fit our business perfectly. We were able to customize it to what we needed and we purchased the modules that help us the most. We love InfoFlo and will continue using them and recommending them. Review collected by and hosted on G2.com.

What problems is InfoFlo Impact solving and how is that benefiting you?

Easy weekly reports of current projects. Easy end of year reports detailing any attributes about our projects we would like to know. Information is readily available and easy to input into the database. We have created our proposal templates and tied them into InfoFlo so contact information automatically populates where we need it. Review collected by and hosted on G2.com.

Mathias B.

Sales manager

Small-Business (50 or fewer emp.)

10/11/2018

"Very easy to use, good value for the price, and with most of the needed functionality"

5/5

What do you like best about InfoFlo Impact?

We are a very small company (3 employees) looking for an easy to use CRM software to share and keep information about our sales communication with our customers. Having access to customer related e-mails, documents and notes is very important. In addition, customer related tasks need to be available as well. All this we found in InfoFlo very nicely implemented and for a reasonable price. Offline synchronization is available as well, which is a great benefit when traveling without stable internet connection (airplanes, trains,…)

The support is really fast and highly motivated to help with problems and bug fixes. Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Impact?

There is not much to say, because InfoFlo is a great piece of software. Only the Outlook synchronization plug-in seems to have some small problems with using Outlook versions in another language (German). What is strongly missing is the possibility to input the department of a contact. Dealing with large companies or universities with many departments, this is valuable information and needs to be synchronized with outlook as well. A feature request is filed and hopefully this will be implemented soon. Review collected by and hosted on G2.com.

Recommendations to others considering InfoFlo Impact:

Download test version and try which addon you need. Many addons are available. Review collected by and hosted on G2.com.

What problems is InfoFlo Impact solving and how is that benefiting you?

We need to keep customer related information, documents, e-mails and tasks in one place accessible for all the team members. The data is stored in a SQL database on a server in the cloud, so that home office use is possible with a good performance. Review collected by and hosted on G2.com.

Irwin M.

Business Development / Consulting /Owner

Information Technology and Services

Small-Business (50 or fewer emp.)

9/18/2018

"Does the job intended, simple to use and highly reliable synchronization routines"

5/5

What do you like best about InfoFlo Impact?

We needed to desperately integrate a simple to use but powerful CMS system but also knew that because of our unique workflow – we would need heavy customization for any system. Cost would also be a factor, so that is when I choose InfoFlo. Also as mentioned in dislike below - they listen to comments and will make changes to suit a larger customer base. Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Impact?

The software could have more configuration options that appeal to a wider base - for instance a Task notification that is based on choice of 'due' date rather than 'start' date. Review collected by and hosted on G2.com.

Recommendations to others considering InfoFlo Impact:

Need someone knowledgeable to manage the administer the software Review collected by and hosted on G2.com.

What problems is InfoFlo Impact solving and how is that benefiting you?

Before commenting I would like to introduce our company

Marcus & Pollack LLP (M & P) is a law firm whose principal areas of concentration involve Real Estate Tax Review and Litigation (Tax Certiorari), commercial and residential tax exemptions and abatements, Condemnation, tax planning and other areas of Municipal and State law in New York City.

We have over 3500 clients – for more info see: www.marcuspollack.com

M & P used a proprietary Property Management system called ‘CliPAD’ by Genesis systems. The

system is used to view property data such as block and lot, street address, land and building size, tax class, tax abatement information, sales data, income & expense figures and hundreds of other facts stored in a SQL database – but was not a CMS or could be used as a controlled repository. That is where InfoFlo came in.

All Properties and their relationship with the Client/ClientID needed to be synchronized from the CliPAD database into InfoFlo. The CliPAD database would act as the main collection of valuable property & related client data.

1. InfoFlo would synchronize any change to Property or Client metadata as well as the Property to ClientID relationship, etc from CliPAD to InfoFlo within one minute.

2. All related emails tagged in Outlook with a unique Property-ClientID code would automatically brought into the InfoFlo database. Anyone in the company (over 30 employees) could find out if an email was received or sent based on a specific property and/or ClientID in an instant without having to go to a particular users email InBox.

3. We also had InfoFlo develop a ‘Hot Folder’ configuration so when our QR codes (another implementation developed using ‘ecopy’ to read an embedded QR code within a document that included the unique Property-ClientID and named the file such – would be saved into the Hot Folder – InfoFlo would read the unique code and automatically ingest it into the InfoFlo Document Depot under the correct property saving thousands of manual people hours.

4. A new Phase 1 completed again without a flaw in the synchronizing routine which synchronizes the same ClientID – Property relationship from CliPAD/InfoFlo to QuickBooks Premier.

This is a major improvement over our bookkeeper using our existing FoxPro customized database. Review collected by and hosted on G2.com.