# InfoFlo Software Reviews **Vendor:** InfoFlo Solutions **Category:** [Human Services Software](https://www.g2.com/categories/human-services) **Average Rating:** 4.5/5.0 **Total Reviews:** 94 ## About InfoFlo Software 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. ## InfoFlo Software Pros & Cons **What users like:** - Users highlight the **ease of use** of InfoFlo Software, finding it efficient for accessing important customer data. (3 reviews) - Users praise the **terrific customer support** of InfoFlo Software, enhancing their overall experience with the program. (2 reviews) - Users appreciate the **powerful organizational capabilities** of InfoFlo, making customer management seamless and efficient. (1 reviews) - Users love the **easy access** to important customer data with InfoFlo Software, praising its simplicity and support. (1 reviews) - Users value the **integration capabilities** of InfoFlo Software, as it centralizes all business data efficiently. (1 reviews) - Organization Efficiency (1 reviews) - Task Management (1 reviews) **What users dislike:** - Users report **frequent bugs** in InfoFlo Software, including glitches and issues with integration, impacting usability. (1 reviews) - Users face **integration issues** with InfoFlo Software, particularly with 3CX and recurring software glitches. (1 reviews) - Users feel the software lacks **bundles** , limiting options and functionality for diverse needs. (1 reviews) - Users find the **user interface outdated** and occasionally receive confusing support, requiring further clarification. (1 reviews) ## InfoFlo Software Reviews ### 1. Multifunctional integration, a tool for enhancing work efficiency **Rating:** 4.0/5.0 stars **Reviewed by:** Harrison W. **Reviewed Date:** December 19, 2025 **What do you like best about InfoFlo Software?** 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. **What do you dislike about InfoFlo Software?** When multiple users operate simultaneously, the system occasionally becomes unstable. **What problems is InfoFlo Software solving and how is that benefiting you?** InfoFlo Software integrates contact and customer information, simplifies customer management, and improves communication accuracy. It helps sales teams manage potential opportunities and conduct sales forecasting, enhancing resource allocation efficiency. By integrating with other software, it reduces data entry work and boosts efficiency. ### 2. "Excellent CRM for your business". **Rating:** 4.5/5.0 stars **Reviewed by:** Nicolae R. | Software Engineer in Test, Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2024 **What do you like best about InfoFlo Software?** 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. **What do you dislike about InfoFlo Software?** 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. **What problems is InfoFlo Software solving and how is that benefiting you?** Infoflo is incredibly easy to use and allows us to add custom fields to meet our business needs. It also has a linking mechanism that allows us to create websites that ensure that data and documents are accessible from any location. ### 3. infoflo review **Rating:** 4.0/5.0 stars **Reviewed by:** Elizabeth H. | Enterprise (> 1000 emp.) **Reviewed Date:** April 18, 2024 **What do you like best about InfoFlo Software?** Great program that's easy to use and terrific support. It is not just a CRM you can access important data for customers it is quick and easy. **What do you dislike about InfoFlo Software?** the sofware should have more bundles available that is the only issue i have ran into just needs more bundles. **What problems is InfoFlo Software solving and how is that benefiting you?** it helps problem solving with other apps which helps daily it is easy to use and it can acess the files i need quick ### 4. Stop Thinking About It and Get this CRM Program! **Rating:** 5.0/5.0 stars **Reviewed by:** Morgan D. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2023 **What do you like best about InfoFlo Software?** Great program that's easy to use and terrific support. **What do you dislike about InfoFlo Software?** InfoFlo Software should have more bundles available. **What problems is InfoFlo Software solving and how is that benefiting you?** Data captures follow ups through to the sale and support in aftersale marketing, add on sales and customer satisfaction. Makes it easy to stay on top of it all. ### 5. Support review **Rating:** 4.0/5.0 stars **Reviewed by:** Chris A. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2023 **What do you like best about InfoFlo Software?** Ease of use & calendar/ appointments function **What do you dislike about InfoFlo Software?** Not possible to integrate with 3CX Occasional software glitch eg. ona recent software update all the contact names were duplicated (still not respolved) **What problems is InfoFlo Software solving and how is that benefiting you?** Replaced previous CRM ### 6. Infoflo Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Lee B. | Freelance Oracle NetSuite ERP Consultant Contractor, Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2022 **What do you like best about InfoFlo Software?** Info flo is an intergated ERP solution and this delivers a central architecture for all of your busines data and needs **What do you dislike about InfoFlo Software?** It is not just cloud based there is also an on premise solution and in this day and age that really isnt a viable solution the marketplace **What problems is InfoFlo Software solving and how is that benefiting you?** It is currently managing all of the data for an existing entity within the business ### 7. A great solution for teams that are working remotely **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2022 **What do you like best about InfoFlo Software?** We love that any team member can see a complete customer history, including all emails and phone calls sent and received. We can track issues in the 'Opportunities' feature, and everyone can answer customer queries. It allows us to back each other up for absences or when another team member is tied up. **What do you dislike about InfoFlo Software?** We occasionally have conflicts between InfoFlo and other software, that take time to investigate. As non-techies, we don't always figure out the conflicts quickly. **What problems is InfoFlo Software solving and how is that benefiting you?** As a small team, it's important that we are able to back each other up. Because InfoFlo allows everyone to see all email history from all team members, we are able to quickly and easily respond to customer queries, regardless of whether we have been previously involved. It also allows team members to ask each other for help in responding to a client, without having to forward or duplicate an email. Work-from-home mandates during COVID have made this especially important, as our team is no longer working in a single location. We have also been able to adapt the Opportunities feature to track customer service issues and order status, as well as sales opportunities. We love the flexibility of being able to make the program work for us, the way we need to operate. Team members can do their part, then reassign the Opportunity to another team member for the next step. Any team member can check these Opportunities at any time, to get an overview of what is happening with that file. Because InfoFlo synchronizes with Quickbooks Online, we are also able to have all of our sales invoices and estimates stored with the contact history, so we can see everything we need in one place. ### 8. Infoflo is a fantastic product which has been instrumental in developing our business **Rating:** 5.0/5.0 stars **Reviewed by:** Owen O. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2021 **What do you like best about InfoFlo Software?** Infoflo allows a complete overview of contacts and stores all their information in one place at the touch of a button. It is very user-friendly and enables users to add custom fields to suit their company requirements. The ability to integrate the incoming phone calls through Infoflo talk is an excellent tool to record all customer contact records. Infoflo also has the facility to create workflows, tasks and record all activities associated with your customers. The customer support is excellent with Infoflo staff always contactable by email to offer support and set up regular training Customer service always try to facilitate any modifications requested by the company and through infoflo being flexible it allows certain features to be modified to suit individual companies needs. **What do you dislike about InfoFlo Software?** There is nothing we dislike about Infoflo, but it might be nice in the future to see an individual identifier in the contacts list for contacts that have the same name, such as the first line of address or something similar. **What problems is InfoFlo Software solving and how is that benefiting you?** Infoflo allows the company to have a complete overview of client's interactions with staff through phone calls and tasks,, which enables the company to improve customer service ### 9. Good, simple and effective software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2021 **What do you like best about InfoFlo Software?** This CRM software is the exact solution I was looking for to keep track of my contacts. Their on-premise option was even more appealing to me because it had a one-time price with free updates. The platform is straightforward and relatively easy to navigate. This CRM option from Infoflo Solutions is perfect for those looking for a simple solution with opportunities to be a robust as you want it to be. You can have the sole on-premise option or use the online version, and you can use both versions can be used with multi-user options. Easy navigation and set up with the flexibility to fit all your needs. They also have an extensive library of information and videos for setup and its features. **What do you dislike about InfoFlo Software?** If you need extreme hand-holding for setup, there may be a slight learning curve. **What problems is InfoFlo Software solving and how is that benefiting you?** I solved my issue using several different software to track, collect and manage all notes activities and sales for clients. ### 10. Met All Our Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Laura D. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2021 **What do you like best about InfoFlo Software?** The program met our privacy requirements by allowing us to keep client data on our own server. Being a Canadian company, InfoFlo understood the Canadian privacy regulations. Outlook Sync was a much faster and easier way to file emails by client. **What do you dislike about InfoFlo Software?** That it took me a while to find this program. **What problems is InfoFlo Software solving and how is that benefiting you?** Sharing customer information within the company is much easier. We also have the Outlook sync feature which we find very handy given that several different people will work on the same client. We also are required to document each transaction with a client and this is an easy way to do that. We were able to group clients by company and by family, which we needed. ### 11. Happy small user **Rating:** 4.5/5.0 stars **Reviewed by:** Robert L. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2021 **What do you like best about InfoFlo Software?** When I first purchased the software I was concerned that, as a small user, the level of service would receive would be poor but I was pleasantly surprised. My startup issues were addressed promptly. The person I dealt with was knowledgeable and pleasant. The software was fairly easy to learn. The tutorial videos were very helpful. **What do you dislike about InfoFlo Software?** I disliked having to wait for the 30-day trial to expire before I was able to purchase and install the package design I wanted. **What problems is InfoFlo Software solving and how is that benefiting you?** I have used different contact management systems but found the Outlook sync to be a problem so I resorted to using Outlook and OneNote to track activities but it was time-consuming and inefficient. working with a single coordinated package with a reliable Outlook sync has been wonderful. ### 12. It matched our expectations **Rating:** 4.5/5.0 stars **Reviewed by:** JAVIER A. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2021 **What do you like best about InfoFlo Software?** The interface is very friendly to use, which allows starting productivity right away. No training is really needed. WE expected some CRM features and Infoflow matches all of them. **What do you dislike about InfoFlo Software?** Perhaps the fact that the opportunities section does not have an automatic self numbering option. This would be helpful to track certain parameter. **Recommendations to others considering InfoFlo Software:** First, you need to understand what your needs are. Infoflow is a great solution for practical CRM use. **What problems is InfoFlo Software solving and how is that benefiting you?** Keeping track of all quotes, customers, the communication with them. It really helps to talk to a customer, seeing the previous communications we had with them. ### 13. Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** September 15, 2021 **What do you like best about InfoFlo Software?** Not a monthly subscription makes it more preferable **What do you dislike about InfoFlo Software?** Add ons make it a bit difficult to figure out what is needed until you get them **What problems is InfoFlo Software solving and how is that benefiting you?** CRM I used is no longer available ### 14. Excellent CRM for Growing Business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2021 **What do you like best about InfoFlo Software?** The system can be customized to our needs. Utilizing the API integration with our existing website will enable our organization to improve dramatically. **What do you dislike about InfoFlo Software?** The speed of the program varies depending on the # of users accessing the system at once and the amount of data we require. **Recommendations to others considering InfoFlo Software:** 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. **What problems is InfoFlo Software 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 ### 15. Best CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Frederick S. | IT director **Reviewed Date:** June 28, 2021 **What do you like best about InfoFlo Software?** Ease of use, very intuitive. Excellent support. **What do you dislike about InfoFlo Software?** Some functions could be more streamlined. **What problems is InfoFlo Software solving and how is that benefiting you?** Infoflo provides a single place to access all of the information about our clients. ### 16. Pleased with our decision to select InfoFlo **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2020 **What do you like best about InfoFlo Software?** 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. **What do you dislike about InfoFlo Software?** I wish we had an auto tracking function for telephone calls. **What problems is InfoFlo Software 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. ### 17. Pleasantly Surprised **Rating:** 5.0/5.0 stars **Reviewed by:** Michael D. M. | Purchasing Agent (Division Head), Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2019 **What do you like best about InfoFlo Software?** 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". **What do you dislike about InfoFlo Software?** 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. **Recommendations to others considering InfoFlo Software:** 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. **What problems is InfoFlo Software 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 ### 18. Don't waste your money **Rating:** 0.0/5.0 stars **Reviewed by:** Lisa T. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2019 **What do you like best about InfoFlo Software?** This product did not live up to the advertising claims. **What do you dislike about InfoFlo Software?** 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. **Recommendations to others considering InfoFlo Software:** Do not waste your time or money as this porduct did not meet advertising claims. **What problems is InfoFlo Software 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 ### 19. Excellent Software and Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2019 **What do you like best about InfoFlo Software?** 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! **What do you dislike about InfoFlo Software?** Nothing. It has been everything we hoped for. **Recommendations to others considering InfoFlo Software:** Utilize the infoflo trial period and you will see how easy it is to use. **What problems is InfoFlo Software 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. ### 20. Great CRM Solution! **Rating:** 5.0/5.0 stars **Reviewed by:** Kerry A. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2018 **What do you like best about InfoFlo Software?** 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. **What do you dislike about InfoFlo Software?** 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. **Recommendations to others considering InfoFlo Software:** 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. **What problems is InfoFlo Software 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. ### 21. Very easy to use, good value for the price, and with most of the needed functionality **Rating:** 5.0/5.0 stars **Reviewed by:** Mathias B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2018 **What do you like best about InfoFlo Software?** 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. **What do you dislike about InfoFlo Software?** 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. **Recommendations to others considering InfoFlo Software:** Download test version and try which addon you need. Many addons are available. **What problems is InfoFlo Software 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. ### 22. Does the job intended, simple to use and highly reliable synchronization routines **Rating:** 5.0/5.0 stars **Reviewed by:** Irwin M. | Business Development / Consulting /Owner, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2018 **What do you like best about InfoFlo Software?** 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. **What do you dislike about InfoFlo Software?** 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. **Recommendations to others considering InfoFlo Software:** Need someone knowledgeable to manage the administer the software **What problems is InfoFlo Software 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. ### 23. Custom development is buggy and customer service is lacking **Rating:** 1.5/5.0 stars **Reviewed by:** John C. | Chief Information Officer, Real Estate, Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2018 **What do you like best about InfoFlo Software?** Flexibility of custom programming to enhance functionality and make it more adaptable for many business use cases **What do you dislike about InfoFlo Software?** 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. **Recommendations to others considering InfoFlo Software:** 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. **What problems is InfoFlo Software solving and how is that benefiting you?** CRM, Events and Mail List management. **Official Response from Shai Berliner:** > 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. ### 24. InfoFlow Review **Rating:** 4.5/5.0 stars **Reviewed by:** Dan M. | Sales, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2018 **What do you like best about InfoFlo Software?** 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 **What do you dislike about InfoFlo Software?** 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. **Recommendations to others considering InfoFlo Software:** Spend the time to learn how to use all the features properly. **What problems is InfoFlo Software solving and how is that benefiting you?** Has allowed for the effective management many e-mails and other information. Allow for more efficiency. ### 25. Easy to customize, Easy to Use, Great for Business! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2018 **What do you like best about InfoFlo Software?** Love the ease in customizing the product **What do you dislike about InfoFlo Software?** There really isn't anything that I dislike **Recommendations to others considering InfoFlo Software:** 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. **What problems is InfoFlo Software 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! ### 26. InfoFlo Review **Rating:** 4.5/5.0 stars **Reviewed by:** Martin C. | Founder, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2018 **What do you like best about InfoFlo Software?** Simple and intuitive. Syncs with Outlook. Very cost effective. **What do you dislike about InfoFlo Software?** I wish I could schedule a bulk email into the future **Recommendations to others considering InfoFlo Software:** Get the trail copy and give it a try. Very easy to use and does what you need. **What problems is InfoFlo Software 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. ### 27. Finally!! A great, simple, reasonably priced but powerful to use CRM for use with Outlook **Rating:** 5.0/5.0 stars **Reviewed by:** Gary F. | Broker Associate, Real Estate, Enterprise (> 1000 emp.) **Reviewed Date:** July 27, 2018 **What do you like best about InfoFlo Software?** 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! **What do you dislike about InfoFlo Software?** 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. **Recommendations to others considering InfoFlo Software:** Take advantage of the 30 free trial and upload your emails. So easy to use, I signed up in 1 week. **What problems is InfoFlo Software 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. ### 28. Extremely efficient and easy to understand software with outstanding customer service **Rating:** 4.5/5.0 stars **Reviewed by:** Laura F. | Administrative Assistant / Coordinator, Retail, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2018 **What do you like best about InfoFlo Software?** 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 **What do you dislike about InfoFlo Software?** A couple of things just as training sessions are a little pricey in my opinion **What problems is InfoFlo Software 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 ### 29. Very pleased with features and functionality **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2018 **What do you like best about InfoFlo Software?** 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. **What do you dislike about InfoFlo Software?** 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. **Recommendations to others considering InfoFlo Software:** Just check out the trial and see for yourself **What problems is InfoFlo Software 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! ### 30. Easy to use CRM database **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle M. | Accountant, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2018 **What do you like best about InfoFlo Software?** 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. **What do you dislike about InfoFlo Software?** 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! **Recommendations to others considering InfoFlo Software:** 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! **What problems is InfoFlo Software 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. ### 31. Finally found a CRM that works within our organization **Rating:** 4.0/5.0 stars **Reviewed by:** Deborah S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2018 **What do you like best about InfoFlo Software?** 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. **What do you dislike about InfoFlo Software?** 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. **What problems is InfoFlo Software solving and how is that benefiting you?** Reduce firm risk of having certain institutional knowledge with only the relationship manager, improve information sharing with the administrative staff. ### 32. Great budget friendly CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Food Production | Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2018 **What do you like best about InfoFlo Software?** The interface is good, easy to use, and very straight forward. **What do you dislike about InfoFlo Software?** Customization is available, but limited. **What problems is InfoFlo Software solving and how is that benefiting you?** Contact management to keep track of records that vary from sales to notes regarding specific instructions for each client. ### 33. Quick and Easy Implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Amy C. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2018 **What do you like best about InfoFlo Software?** How fair the pricing is. The monthly fees from other companies are quite high and get you nothing. **What do you dislike about InfoFlo Software?** I haven't found anything that I dislike yet. It was just too easy. **Recommendations to others considering InfoFlo Software:** Take the 30 day trial as it is so easy to understand and use. **What problems is InfoFlo Software solving and how is that benefiting you?** Keeping our small sales office on the same page. ### 34. InfoFlo User **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2018 **What do you like best about InfoFlo Software?** Product is highly customizable so I can customize to fit the needs of my business. **What do you dislike about InfoFlo Software?** When linking to email folders, the program requires one to check every subfolder to link rather than adding all subfolders automatically beneath a selected folder. **What problems is InfoFlo Software solving and how is that benefiting you?** InfoFlo allows me to centralize my contacts and projects in one area. ### 35. A Great CRM - smart and simple, but everything you need **Rating:** 5.0/5.0 stars **Reviewed by:** Derek S. | Advisor, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2017 **What do you like best about InfoFlo Software?** It is incredibly user friendly. Updating and customizing the system to meet your needs is simple and easy. It incorporates all of the necessities of a CRM without over complicating it. **What do you dislike about InfoFlo Software?** I have worked with a lot of CRM's and can easily describe what I dislike about all of them. I've used InfoFlo for almost a month now and haven't yet found anything that I dislike. **Recommendations to others considering InfoFlo Software:** If you want a comprehensive CRM that is simple to set-up and use, InfoFlo is for you. It meets all of my needs and integrates so smoothly with my day to day activities. **What problems is InfoFlo Software solving and how is that benefiting you?** I need a CRM to track clients, interactions, sales process, etc. but I also spend the majority of my office time on Outlook . The beauty of InfoFlo is that it feels like an extension of Outlook whereas other CRM's feel like Outlook is a connected application. With InfoFlo I use one system, that's it. ### 36. InfoFlo is User Freiendly **Rating:** 5.0/5.0 stars **Reviewed by:** Mike S. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2017 **What do you like best about InfoFlo Software?** Its great to have all tabs available from the home page to get access to information easily **What do you dislike about InfoFlo Software?** The Task tab does not bring up the contacts phone number without secondarily bringing up the summary page. **Recommendations to others considering InfoFlo Software:** If your familiar with CRM's or even if your not, take advantage of the 30 trial. It gives you ample time to get acquainted with all its features. **What problems is InfoFlo Software solving and how is that benefiting you?** I'm in a retail environment. Sorting between the casual shopper and a potential buyer can be difficult. InfoFlo makes this a breeze through the task feature. I can continue to update the task date for continued dialog with the customer until the sale is achieved. ### 37. InfoFlo Exactly what we were looking for. **Rating:** 4.5/5.0 stars **Reviewed by:** Jamie B. | Executive Manager, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2017 **What do you like best about InfoFlo Software?** Ease of use. Easy to set up, flexible, no need for coders on staff. We liked this product as it fit our needs on our budget. **What do you dislike about InfoFlo Software?** Would get more flexibility with more complicated software. We had to take a few short cuts to get it to work the way we wanted. **What problems is InfoFlo Software solving and how is that benefiting you?** Consolidated customer lists, adding task management to our day to day. Everything is so much more efficient then before. ### 38. Very good user friendly software, does exactly what you expect of CRM software **Rating:** 5.0/5.0 stars **Reviewed by:** David E. | Managing Director, Machinery, Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2017 **What do you like best about InfoFlo Software?** Easy to use, easy to navigate, automatically updates when sending emails from outlook, Great way to keep track of customer communication. If you need help, the response time is very quick and they are interested in your comments. One of the best CRM’s I’ve used **What do you dislike about InfoFlo Software?** The icons are a little dated, they need to be sharper, the system logs out if left on overnight, but that’s a personal preference. There is not much to say its an easy software to use with no issues **Recommendations to others considering InfoFlo Software:** Easy to use does what it is supposed to. **What problems is InfoFlo Software solving and how is that benefiting you?** The best aspect for me is that it links to Outlook and says me a lot of time ensuring everything is uptodate ### 39. My experience was quite positive. The technical support has been very good. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Printing | Mid-Market (51-1000 emp.) **Reviewed Date:** January 05, 2018 **What do you like best about InfoFlo Software?** The technical support has been very good. I appreciate the screen sharing function while discussing everything **What do you dislike about InfoFlo Software?** Nothing really. As I use the software it becomes more an more intuitive. **Recommendations to others considering InfoFlo Software:** Give it a try. Works very well **What problems is InfoFlo Software solving and how is that benefiting you?** We are a small company that is trying to better follow the contact management process. This software seems to fit our needs perfectly ### 40. Great CRM ! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2017 **What do you like best about InfoFlo Software?** Pretty much everything so far. Its designed in an intuitive way that allows you to navigate the program easily. In my business its essential to be able to collect, store and manage a ton of information. I dont have time to be searching for a piece of information from last quarter for instance that will make the difference of me winning the business or not. Infoflo makes it easy to manage hundreds of accounts and their activity. Also, the customer service has been great! **What do you dislike about InfoFlo Software?** Nothing yet. I supposed I have spent a lot of time figuring out how to do particular functions. But the customer service is great and so far they have helped me get to know my CRM and take advantage of its features. **Recommendations to others considering InfoFlo Software:** I would definitely recommend this program to anybody looking to invest in a CRM. Its easy to use, has everything I need and not having to subscribe and pay on a monthly basis was a big factor for me. Also, these CRM programs are huge and there can be a significant learning curve. InfoFlo's great customer service has helped speed up this learning curve. **What problems is InfoFlo Software solving and how is that benefiting you?** I am solving the issue of trying to keep track of a large number of accounts and a huge amount of information over long periods of time. Infoflo makes that easy. I only purchased this a couple of days ago but the benefits I will be receiving from this product are obvious. It quite simply does everything I need in an easy to use way. ### 41. Carmel Vision InfoFlo **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Electronics | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2017 **What do you like best about InfoFlo Software?** Systematically I am looking for CRM software, which would be free or pay one-time charge. Free version stand out as being incomplete or too restrictive for normal use. Then I found InfoFlo and download the trial version and immediately saw that this is the right thing for us. Trial version is full, so that they can peacefully find out what additional modules you need. The price for the basic version is really very low, with additional modules, the price can be much higher, but it is a one-time payment and free upgrades. The staff is very friendly and willing to help. Software is stable and works flawlessly highly recommend it as a good investment. **What do you dislike about InfoFlo Software?** - There is no instruction manual in pdf, only the knowledge base, which explains only the essential things. - Updates are very frequent and do not explain what they actually update. - There is no direct connection to Office 365 Exchange Online, just over the outlook connector. - Licensing of additional modules is sometimes muddy, such as for automatic backup you need to buy as many licenses as users, which can be a very simple function formed a significant cost. **What problems is InfoFlo Software solving and how is that benefiting you?** Finally, we have all the data, e-mails and phone numbers of customers and suppliers organized and in one place. Additional acquisitions were almost all of the additional modules which are very useful. With infoflo save a lot of time, which was previously used to search folders and Outlook. ### 42. Early Impressions of using InfoFlo CRM and Project Management **Rating:** 4.5/5.0 stars **Reviewed by:** Eric L. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** January 10, 2017 **What do you like best about InfoFlo Software?** I am a previous user of Goldmine CRM and Saleslogix so those are my reference points. The price is affordable for an individual, small business or mid-size business. All the basic functionality seems to be there. The system is modular so you can purchase the modules or functionality you need. One time purchase includes future updates, not a subscription. One of the few CRM systems with a Project Management module included. The Project Management module was a deciding factor. My needs included keeping up with companies, contacts, activities, schedules and monitoring projects. Additionally use it for sales and opportunity management. The interface is clean and easy to navigate. There is some basic customization capability. You can create a "template" that populates the task based on the type of new Project when a new project is created. Great feature. **What do you dislike about InfoFlo Software?** I like having a History Tab to keeps up with all completed activities; calls, meetings, task, projects, sales, etc. I miss not having a specific place to look at completed activity for a customer of company. There is limited customization available from the settings. You can create additional fields / custom fields, you can create task types, status, priority, etc. You can change the field labels to better fit you organization. While not highly customizable the basic system is very flexible and meets my needs. Key dislike is that the documentation is limited. There is a knowledge base online but not a "user manual" When updates are provided there is no way to find what is included, the update page is very out dated. **Recommendations to others considering InfoFlo Software:** Download the trial and test it for your particular needs. Make a list of the additional modules you will need so you have a true cost of the software. The company is very helpful in a presales environment and provided me with a demo and answered questions. I choose to schedule the demo after I had some experience with the trial. I imported contacts and companies from Excel spreadsheets. It was simple and I was able to to it myself. If you needs are more complex the company can assist you in bring in data from a previous system. **What problems is InfoFlo Software solving and how is that benefiting you?** Tracking website and SEO projects. Was using spreadsheets but InfoFlo does provide all the functionality needed to keep up with all the Company and Contact information and tracking the steps in each project. I can easily pull a list of what projects that have a particular outstanding task to complete. I can easily find the details of ### 43. InfoFlo CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Andrew E. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2017 **What do you like best about InfoFlo Software?** InfoFlo is an affordable full function CRM system that allows me to manage all aspects of my lead management and customer communication. The User Interface is outstanding, and I was able to get up and running very easily. My contacts are segmented across multiple business lines, and I can further segment contacts into various categories. This allows me to be very effective and targeted in identifying and communicating with those customers and/or leads that require my attention. The application is also fully integrated with outlook, which allows me to continue to use those outlook functions that I have grown attached to... without issue. **What do you dislike about InfoFlo Software?** There is nothing about the software application that I dislike. **What problems is InfoFlo Software solving and how is that benefiting you?** I am able to track and manage a high volume of leads. Execute targeted bulk email. Track and manage my contacts and associated communication by property (I am in the Real Estate business). Tasks are captured so nothing slips through the cracks. Leads/inquiries are segmented by properties for improved communication with the leads themselves, tenants and Realtor clients. ### 44. Fantastic and affordable software for communicating with work colleagues on a daily basis **Rating:** 5.0/5.0 stars **Reviewed by:** Matt M. | Service Manager, Construction, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2016 **What do you like best about InfoFlo Software?** I work in at a satellite office for my company and I am in constant need of communicating with others in various offices throughout the state of Florida. This software helps keep my daily activities, business projects, business contacts, and companies all in one place. In addition, I can share my data with work colleagues on a daily basis. We are able to share calendars, tasks, projects, and contacts without having to pickup the phone, text, or email each other every day. This helps us organize our respective locations and not overwhelm another college with information that may not be important to them. All of us are doing business in different markets and we need to keep our Outlook inboxes and calendars for our local areas. However, we still need to communicate with one another and this software enables us to do just that. **What do you dislike about InfoFlo Software?** I have not complaints about this software. I does everything I need to do without having to pay a monthly fee. **Recommendations to others considering InfoFlo Software:** I would recommend this software to any marketing firm or business that needs to keep track of their employee's daily activities and does not want to pay a large sum of money to accomplish that goal. In addition, this software streamlines to process of data entry. When one user enters a contact or company it is there. There is no need to search through spreadsheets or call a colleague every time you need an address or email address of someone. **What problems is InfoFlo Software solving and how is that benefiting you?** One of the great problems that I have been able to eliminate with this software is to organize my contacts. Previously, my Outlook and phone were cluttered with contacts and it made it extremely difficult to distinguish and find vendors, business associates, or customers. With the help of the InfoFlo category system and the Google Sync add on I am able to separate all of my contacts and organize them. ### 45. Best CRM for small business **Rating:** 4.5/5.0 stars **Reviewed by:** Neil M. | Owner, Facilities Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2016 **What do you like best about InfoFlo Software?** I own a small manufactures rep business and i am not a fan of having to carry all my files for all the projects that i am working on with me. With Infoflo i can link all the emails, notes, documents and contacts associates with the project and have it all in one place instead of having to search all over my computer for it. Also the staff are very knowledgeable and willing to help at any time, which is great since i am not a computer expert. **What do you dislike about InfoFlo Software?** Would be nice to add additional information to the sales/opportunities section like multiple documents and emails, but other than that it is a great product. **Recommendations to others considering InfoFlo Software:** If you are a small business owner looking for an intuitive CRM software that is easy to install and delivers what it promises then this is the one for CRM for you. Great work Infoflo team. **What problems is InfoFlo Software solving and how is that benefiting you?** The business problem i am trying to solve is having all my information for a project ready available in one area. I am now able to call the client and open up past notes, emails, documents, discussions and any other information on the project i need at a click of a but. The benefit is not wasting my clients or my time searching for information during a call or meeting. ### 46. Build to suit your business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** September 23, 2016 **What do you like best about InfoFlo Software?** The way the InfoFlo connects and communicates with other programs creates many efficiencies that we would not otherwise have. Everyday our team seems to find new way to utilize the functions within InfoFlo and helps us all to do better do our jobs and communicate large amounts of customer and product information across the company. The service and support we have received has been top level and invaluable to the success in implementing the system. The best part for us is that we continue to grow and evolve as a company the system can grow and evolve with us. **What do you dislike about InfoFlo Software?** The lack of a Mac specific program (despite work around available) can be annoying and we look forward to the release of a mobile version of the program. **Recommendations to others considering InfoFlo Software:** The trial does not do the system justice. When you are able to get into the system and set it up to mirror your business you will unlock a lot of the potential for InfoFlo. **What problems is InfoFlo Software solving and how is that benefiting you?** InfoFlo has been a huge help for our company as we continue to grow. Having the ability to customize and use the system in a way that best fits our business makes it feel like the system was custom built for us. The layout and functionality of the system makes it very easy to use and very easy to understand and navigate, even for our team members who are highly tech savvy. ### 47. InfoFlo is central to our practice management and delivery of excellent customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Wayne I. | Founder /Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2016 **What do you like best about InfoFlo Software?** The price is very competitive and their "one time purchase" policy with updates for life along with the ability to purchase additional modules as needed is ideally suited to a growing practice like ours. Additionally the integration with Outlook is a greatly appreciated feature. To be able have a history all of a client’s interactions with us, whether its emails, account data or tasks on one screen is invaluable InfoFlo has proven to be highly customizable while being user friendly. We were pleased with the extent to which we can customize the software to the specific needs of each team member. As far as pre sales and after sales support, Shai and Eran have been extremely knowledgeable and helpful. **What do you dislike about InfoFlo Software?** We have been using InfoFlo for over a year and so far this is nothing to dislike. We do have one feature request: At this moment, the software does not have a mobile component with offline client contact and calendar data which would allow us to replace another application from another vendor that we currently have to use for our travelling staff. **What problems is InfoFlo Software solving and how is that benefiting you?** InfoFlo allows us to organize and maintain up to date client and prospect data, tasks and accounting information as well as manage and assess our in house processes. Additionally we have seen an improvement in our customer service levels. Due to InfoFlo’s integrated approach we have noted a significant reduction in time spent searching for emails, documents and other information related to clients. Now thanks to InfoFlo we have an almost paperless office. ### 48. Excellent software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2015 **What do you like best about InfoFlo Software?** The best feature for ourselves was the call center feature as we run a helpline it helps us keep track of our repeat callers case notes, the intergration to voip allows us to be able to access client profiles and **What do you dislike about InfoFlo Software?** nothing to dislike about this piece of software **What problems is InfoFlo Software solving and how is that benefiting you?** The call center feature is what we needed the most and it has solved our issues ### 49. Very user friendly interface with little product training needed **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2017 **What do you like best about InfoFlo Software?** Contact management and organization. Extremely easy interface with a a low learning curve. **What do you dislike about InfoFlo Software?** No built in backup. Starting the price for the core software low and needing 2-3 to make it functional is annoying. **Recommendations to others considering InfoFlo Software:** For sales contact management this is a very good choice **What problems is InfoFlo Software solving and how is that benefiting you?** Prospect planning and follow-up. Organization of contacts are perfect...lots of flexibility. ### 50. InfoFlo helps us keep our contacts organized **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2016 **What do you like best about InfoFlo Software?** InfoFlo is easy to customize and we have been able to buy add-ons as needed to increase it's usefulness. I like that I can create as many categories as I need to group different contacts together and search for them later based on very specific search terms. **What do you dislike about InfoFlo Software?** InfoFlo can be a little bit different to get use to - importing contacts has to be done is a very specific way. Training from InfoFlo was very helpful on this front. **What problems is InfoFlo Software solving and how is that benefiting you?** Keeping contacts organized for PR outreach activities and sending mass emails to similar writers on specific topics. We are better able to track who we've talked to recently and follow through on connecting with individuals we may have not heard from in a while. ## InfoFlo Software Discussions - [How can you manage your tasks in InfoFlo?](https://www.g2.com/discussions/how-can-you-manage-your-tasks-in-infoflo) - 1 comment, 1 upvote - [How does InfoFlo's email management differ from other CRMs?](https://www.g2.com/discussions/how-does-infoflo-s-email-management-differ-from-other-crms) - 1 comment, 1 upvote - [View InfoFlo Software pricing details and edition comparison](https://www.g2.com/products/infoflo-software/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-11+13%3A43%3A30+-0500&secure%5Bsession_id%5D=6deba75d-4036-4c45-ad28-0e22c6527fca&secure%5Btoken%5D=b453d0cc5f69a3d87d53d74348fa95efb3362b457571e6b11b84f2055028e3d6&format=llm_user) ## InfoFlo Software Features **Platform Basics** - Reporting - Interoperability - Performance **Constituent Management** - Constituent Profiles - Online Portal - Donor Communications **Volunteer Management** - Opportunity Listings - Volunteer Tracking - Volunteer Scheduling - Volunteer Profiles - Document Management **Case Management** - Client Intake - Outcome Measurement - Form Builder **Marketing Automation** - Email Marketing - Lead Management - Campaign Management - Marketing ROI Analytics **Engagement & Communication Tools** - Mass Messaging - Donation Pages - Mobile Application **Platform Additional Functionality** - Mobility - Messaging **Workflow Automation** - Donor Prospecting - Data Entry - Task Delegation **Administration** - CRM Integration - Dashboards & Analytics **Platform Data** - Dashboard - Alerts and Notifications **Reporting & Analytics** - Reporting - Dashboards - Automated Reports **Integrations** - Accounting - Fundraising - Grant Management - Sales POS **Agentic AI - Nonprofit CRM** - Autonomous Task Execution - Cross-system Integration ## Top InfoFlo Software Alternatives - [CiviCRM](https://www.g2.com/products/civicrm/reviews) - 3.9/5.0 (49 reviews) - [Neon CRM](https://www.g2.com/products/neon-one-llc-neon-crm/reviews) - 4.2/5.0 (422 reviews) - [DonorPerfect](https://www.g2.com/products/donorperfect/reviews) - 4.4/5.0 (562 reviews)