We couldn’t be happier with our experience working with Infoflo. From the beginning, they took the time to understand how our organization works and created a solution that truly fits our needs. They’ve been incredibly responsive, flexible, and affordable, which has been especially important for us as a nonprofit.

What really sets them apart, though, is the personal service. Our representative, Shai has been fantastic about staying in touch and making sure we’re happy and getting what we need, even long after implementation. That kind of ongoing communication and support is rare, and we really appreciate it. It’s reassuring to know we have someone we can reach out to who knows our organization and is genuinely invested in helping us.

They’ve been an absolute pleasure to work with, and we would highly recommend them to any organization looking for a company that is responsive, flexible, affordable, and truly cares about its customers. Review collected by and hosted on G2.com.

Because it is a completely customized solution, there was a substantial amount of work on our end to think through and identify exactly what we needed. While that took some time and effort, it was well worth it because we ended up with a solution that is truly tailored to our organization and works exactly the way we need it to. Infoflo was there throughout the entire process to help us think through our needs, ask the right questions, and figure out the best solutions along the way. Their guidance made the process much easier and helped us get to the perfect solution for our organization. Review collected by and hosted on G2.com.

I appreciate the fast response times from the sales director assigned to my organization- Shai Berliner. I can email him an update request, and he will have it implemented before the day is over. It is more customizable compared to other case management platforms. As a transitional housing organization, I like that we can combine our housing information within our client database. Having a secure software is essential. Review collected by and hosted on G2.com.

A big drawback is the lack of a View/Print option. Any time I want to review an application or a client’s notes and goals, I have to enter into Edit mode. As a result, we’re essentially unable to print anything from the software in a practical way. There is an option to Export the information into an Excel spreadsheet, but it only applies to applications, and you have to export all applications rather than just one individual’s. A solution would be to add an option to download or open the information in a PDF version. Review collected by and hosted on G2.com.

They adapt to everything we need, and we can access them quickly whenever we need to. Review collected by and hosted on G2.com.

We would like access to features that allow us to modify certain simple options, such as changing the wording or the placement of specific categories, for example. Being able to switch the site between French and English would also make things easier for us. Review collected by and hosted on G2.com.

It has given us a reliable way to organize and report data that not only helps us meet reporting deadlines, but also lets us manage cases involving multiple users and track client services more effectively. Review collected by and hosted on G2.com.

A way to split up clients by caseload without having to filter would be really helpful, ideally tied to the caseworker login. It took time to set up originally, but we also have a complex system and lots of changes which could have been the reason for the delays. Review collected by and hosted on G2.com.

The software is easy to use and makes sense! I love to know that I can easily see anything I need to for a client and understand the whole picture. Review collected by and hosted on G2.com.

I would love to be able to have added levels of access! Right now we have two. Review collected by and hosted on G2.com.

The customization of the software for our needs is appreciated. We are able to truly look at the data in ways that help us plan for future growth. Review collected by and hosted on G2.com.

Sometimes not being able to make small changes without contacting our representative is cumbersome. Review collected by and hosted on G2.com.

The program is very intuitive and easy to use. Review collected by and hosted on G2.com.

It would be helpful if there was an app. Review collected by and hosted on G2.com.

I like that I am able to use search features to help me find what I need quickly and easily. I appreciate the support and communication that the representatives from InfoFlo provide. Review collected by and hosted on G2.com.

Sometimes I run across technical issues that I am unable to troubleshoot on my own. Review collected by and hosted on G2.com.

What I like most about InfoFlo Software is its integration and comprehensiveness. It combines key customer relationship management functions such as contact management, sales opportunity control, and sales forecasting into one, avoiding the issues of data non-interoperability and cumbersome operations that come with using multiple software. This allows businesses to complete complex customer management workflows on a single platform. This integration effectively enhances work efficiency, optimizes data management and analysis, and also strengthens team collaboration, ensuring that team members have access to the latest customer information and business data. InfoFlo's powerful integration capabilities enable businesses to manage customer relationships more efficiently and accurately. Additionally, the initial setup of InfoFlo Software is relatively easy, and after integration, there is no need for manual repetitive data entry, reducing workload and information omissions, and improving the smoothness of workflows. Review collected by and hosted on G2.com.

When multiple users operate simultaneously, the system occasionally becomes unstable. Review collected by and hosted on G2.com.

What I appreciate most about InfoFlo is its powerful organizational capabilities that put all of our data, emails, notes, and documents at our fingertips. It is a great tool to record all customer contact records. Infoflo also gives us the ability to create workflows, tasks and record all activities associated with our clients. Review collected by and hosted on G2.com.

The user interface seems quite dated and sometimes the support staff can be a little confusing in their answers, but they always clarify if asked. Review collected by and hosted on G2.com.