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

View All Alternatives

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.

Here's how.

John C.

Chief Information Officer

Real Estate

Mid-Market (51-1000 emp.)

7/20/2018

"Custom development is buggy and customer service is lacking"

1.5/5

What do you like best about InfoFlo Impact?

Flexibility of custom programming to enhance functionality and make it more adaptable for many business use cases Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Impact?

Custom development is very buggy. Bug fixes introduced by custom work are not guaranteed like bug fixes from the out of box product. Just about every mainstream update and update for custom work has introduced new bugs to custom and out of the box functionality.

Customer service and account management is lacking. Recent interactions with their owner have left me extremely disappointed. Paid 10 hours of support upfront this year at a discounted rate, but owner recently got involved and told me it was a mistake to offer the option for us and he wanted to credit us the original amount and then bill us time and materials instead. Also recent discussions with the owner on how to handle upgrades contradict previous agreements with Account Team. Review collected by and hosted on G2.com.

Recommendations to others considering InfoFlo Impact:

If looking for out of box functionality then you are probably ok. But don't waste your time and money if you require or value custom development. No matter what they promise you in pre-sales. Review collected by and hosted on G2.com.

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

CRM, Events and Mail List management. Review collected by and hosted on G2.com.

Response from Shai Berliner of InfoFlo Impact

We always put our customers first and strive to go above and beyond their expectations. We have worked with this customer for almost 3 years and tried our best to be reasonable and accommodate his every request going as far as taking a loss on the project.

Current UserValidated ReviewerSource: Organic

Dan M.

Sales

Computer Software

Small-Business (50 or fewer emp.)

8/1/2018

"InfoFlow Review"

4.5/5

What do you like best about InfoFlo Impact?

I have been using InfoFlow very extensively now for 3 days. The email integration is very powerful. Document management is also a strong feature. Had been using Maximizer Entrepreneur Version 12 which is no longer supported. InfoFlow is a strong alternative Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Impact?

Maximizer 12 had a feature where it would inherit the company address and phone numbers into the contacts window. InfoFlow does not offer this feature. Means a lot of duplicate typing of the same information. InfoFlow tells me that they could be offering this feature shortly in an upgrade. Review collected by and hosted on G2.com.

Current UserValidated ReviewerSource: Seller invite

Verified User in Insurance

Small-Business (50 or fewer emp.)

8/4/2018

"Easy to customize, Easy to Use, Great for Business!"

5/5

What do you like best about InfoFlo Impact?

Love the ease in customizing the product Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Impact?

There really isn't anything that I dislike Review collected by and hosted on G2.com.

Recommendations to others considering InfoFlo Impact:

I highly recommend this software to any business that needs all on their customer and sales information in one place that is easy to access and use. I love that the price is a an upfront cost without hidden fees or a monthly contract. The staff is incredibly helpful and knowledgeable. Connecting to your CRM is easy and easy to customize. I think every small and large business needs a software exactly like this. Review collected by and hosted on G2.com.

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

Infoflo has solved out customer management issues greatly! Our company has multiple employees that work remotely and other CRMs was not as easy to connect to as Infoflo. The reporting tool and phone pbx system that integrates with Infoflo has made our jobs easier and productivity increase. It was easy to use and easy to integrate in everyday use. I highly recommend Infoflo! Review collected by and hosted on G2.com.

Current UserValidated ReviewerSource: Organic

Martin C.

Founder

Financial Services

Small-Business (50 or fewer emp.)

11/20/2018

"InfoFlo Review"

4.5/5

What do you like best about InfoFlo Impact?

Simple and intuitive. Syncs with Outlook. Very cost effective. Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Impact?

I wish I could schedule a bulk email into the future Review collected by and hosted on G2.com.

Recommendations to others considering InfoFlo Impact:

Get the trail copy and give it a try. Very easy to use and does what you need. Review collected by and hosted on G2.com.

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

As a commercial loan broker I needed a system to track my leads and active deals. Ability to see stage of deal, attach notes, follow up tasks and general manage this information. Benefits have been getting rid of all the scraps of paper and reminders and time savings due to organizing and automating these CRM processes. Review collected by and hosted on G2.com.

Validated ReviewerSource: Organic

Gary F.

Broker Associate

Real Estate

Enterprise (> 1000 emp.)

7/27/2018

"Finally!! A great, simple, reasonably priced but powerful to use CRM for use with Outlook"

5/5

What do you like best about InfoFlo Impact?

I have tried close to 10 CRM. Most are geared toward companies with 10 plus employees in multiple departments. I needed one for me that would help me manage my 7 work, volunteer, and personal domains and email. This is the first one where I can manage everything including in a single calendar and over 1,000 contacts. So simple to figure out. I needed some help with the email sync but Shai fixed it quickly and also recommended ways to speed performance and my productivity! AWESOME! Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Impact?

In setting up a new contact from a client's email, the default company name is the email address extension. This needs to be cleared before saving. Very minor problem but it would be preferable that the company name be left blank. I could either select from an existing account or add a new one in the blank line. Very minor problem. Review collected by and hosted on G2.com.

Recommendations to others considering InfoFlo Impact:

Take advantage of the 30 free trial and upload your emails. So easy to use, I signed up in 1 week. Review collected by and hosted on G2.com.

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

I want to manage my multiple businesses in a single CRM and database. but email using separate signatures for the business specific domain. This is the first CRM I could find that could do this key feature I need. Review collected by and hosted on G2.com.

Validated ReviewerSource: Organic

Laura F.

Administrative Assistant / Coordinator

Retail

Small-Business (50 or fewer emp.)

7/31/2018

"Extremely efficient and easy to understand software with outstanding customer service"

4.5/5

What do you like best about InfoFlo Impact?

The Employees behind this software respond immediately to your questions/concerns. Software itself is super simple and easy to use. Demos are provided and they thoroughly walk you through the software Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Impact?

A couple of things just as training sessions are a little pricey in my opinion Review collected by and hosted on G2.com.

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

-> Can track customers and contacts in one place -> Awesome for creating different categories and lists of customers especially if you have more than one business/customer database -> Can easily track payments / or easily follow up with customers -> Email marketing, to a mass majority of contacts Review collected by and hosted on G2.com.

Current UserValidated ReviewerSource: Seller invite

Verified User in Consumer Goods

Mid-Market (51-1000 emp.)

8/1/2018

"Very pleased with features and functionality"

4.5/5

What do you like best about InfoFlo Impact?

I like that after years of using other crms this was ready to go out of the box. No heavy customization to get what you need the way you need it. The support team and user interface are my two biggest pros on infoflo. Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Impact?

Form follows functions and this is extremely functional. I suppose other crms may be more hip and fresh on the interface, i just wanted a simple clean practical crm software. Review collected by and hosted on G2.com.

Recommendations to others considering InfoFlo Impact:

Just check out the trial and see for yourself Review collected by and hosted on G2.com.

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

It's moving my business notes, product mix, docs, emails, photos in to a software and out of my brain to free up my mind for the bigger picture, more sales! Review collected by and hosted on G2.com.

Current UserValidated ReviewerSource: Organic

Danielle M.

Accountant

Accounting

Small-Business (50 or fewer emp.)

3/2/2018

"Easy to use CRM database"

5/5

What do you like best about InfoFlo Impact?

I love that there's only a one time fee and that I add on features as I need them. I also love the simplicity of the design and that my information stays in my possession. I've tried samples of other CRM software. The complication of those is above my needs and so complicated to set up that I end up not using them. I've used Infoflo for several months and only love it more and more. Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Impact?

The biggest thing I dislike is my own issue. I need to upgrade the RAM on my computer because it slows everything down when it is running. I like to keep it open in the background so I can switch back and forth easily, but it uses up a lot of my computer's processing power. I knew when I purchased this computer that it was light on RAM and I would need to upgrade it at some point. Now is the time! Review collected by and hosted on G2.com.

Recommendations to others considering InfoFlo Impact:

I love using this software. I recommend trying out the wonderful free trial, then start adding in extra features as you find that you need them. Once I've found that I have additional needs, they already have a solution ready for me to implement! Review collected by and hosted on G2.com.

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

Keeping track of my client information and sales cycles. I'm still only using a very small portion of what the database is capable of, but I have one place where I can store client and prospect info and add fields and notes. Review collected by and hosted on G2.com.

Current UserValidated ReviewerSource: Seller invite

Deborah S.

Small-Business (50 or fewer emp.)

8/7/2018

"Finally found a CRM that works within our organization"

4/5

What do you like best about InfoFlo Impact?

Most CRMs seem to require you to revamp your firm's workflow to accommodate their system. With InfoFlo, we were able to customize it to work within our desired flow. Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Impact?

When exporting reports to Excel the output needs to be manipulated into a reader friendly report but if you are comfortable with Excel, it is not a big deal. Review collected by and hosted on G2.com.