1. [Home](https://www.g2.com/) 2. ... 3. [Human Services Software](https://www.g2.com/categories/human-services) 4. [InfoFlo Software Discussions](https://www.g2.com/products/infoflo-software/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_d8877318216b6befe634de2a43b7fe4e/infoflo-software.png "Product Avatar Image") ](/products/infoflo-software/reviews) [ InfoFlo Software ](/products/infoflo-software/reviews) (95)4.5/5 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. Show More * * * ### 76.0 Nps Score Already have InfoFlo Software? ### All InfoFlo Software Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 1 year ago More Options - [ # What improvements would you suggest for InfoFlo Software to better meet your CRM needs? ](/discussions/what-improvements-would-you-suggest-for-infoflo-software-to-better-meet-your-crm-needs) What improvements would you suggest for InfoFlo Software to better meet your CRM needs? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+InfoFlo+Software+questions+and+get+answers+from+expert+users+in+our+InfoFlo+Software+Discussions+section.&title=InfoFlo+Software+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=InfoFlo+Software+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=InfoFlo+Software+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss%0aAsk+InfoFlo+Software+questions+and+get+answers+from+expert+users+in+our+InfoFlo+Software+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=InfoFlo+Software+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss%0aAsk+InfoFlo+Software+questions+and+get+answers+from+expert+users+in+our+InfoFlo+Software+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • almost 3 years ago More Options - [ # What is InfoFlo Software used for? ](/discussions/what-is-infoflo-software-used-for) What is InfoFlo Software used for? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+InfoFlo+Software+questions+and+get+answers+from+expert+users+in+our+InfoFlo+Software+Discussions+section.&title=InfoFlo+Software+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=InfoFlo+Software+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=InfoFlo+Software+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss%0aAsk+InfoFlo+Software+questions+and+get+answers+from+expert+users+in+our+InfoFlo+Software+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=InfoFlo+Software+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss%0aAsk+InfoFlo+Software+questions+and+get+answers+from+expert+users+in+our+InfoFlo+Software+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • over 4 years ago More Options - [ # Why is Infoflo was the most suitable for our business requirements ](/discussions/why-is-infoflo-was-the-most-suitable-for-our-business-requirements) Infoflo is a fantastic product which has been instrumental in developing our business We are an Irish company in the Agricultural sector who have easily adapted the software to enhance our business. Its is an excellent CRM to optimize your customer service and organizational efficiency. [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+InfoFlo+Software+questions+and+get+answers+from+expert+users+in+our+InfoFlo+Software+Discussions+section.&title=InfoFlo+Software+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=InfoFlo+Software+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=InfoFlo+Software+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss%0aAsk+InfoFlo+Software+questions+and+get+answers+from+expert+users+in+our+InfoFlo+Software+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=InfoFlo+Software+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss%0aAsk+InfoFlo+Software+questions+and+get+answers+from+expert+users+in+our+InfoFlo+Software+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • over 11 years ago Posted by InfoFlo Software Posted by InfoFlo Software More Options - [ # How can you manage your tasks in InfoFlo? ](/discussions/how-can-you-manage-your-tasks-in-infoflo) And are they shareable? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+InfoFlo+Software+questions+and+get+answers+from+expert+users+in+our+InfoFlo+Software+Discussions+section.&title=InfoFlo+Software+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=InfoFlo+Software+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=InfoFlo+Software+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss%0aAsk+InfoFlo+Software+questions+and+get+answers+from+expert+users+in+our+InfoFlo+Software+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=InfoFlo+Software+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss%0aAsk+InfoFlo+Software+questions+and+get+answers+from+expert+users+in+our+InfoFlo+Software+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • over 11 years ago Posted by InfoFlo Software Posted by InfoFlo Software More Options - [ # How does InfoFlo's email management differ from other CRMs? ](/discussions/how-does-infoflo-s-email-management-differ-from-other-crms) Does InfoFlo require CC or BCC to have all relevant email linked directly to a contact or project? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+InfoFlo+Software+questions+and+get+answers+from+expert+users+in+our+InfoFlo+Software+Discussions+section.&title=InfoFlo+Software+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=InfoFlo+Software+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=InfoFlo+Software+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss%0aAsk+InfoFlo+Software+questions+and+get+answers+from+expert+users+in+our+InfoFlo+Software+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=InfoFlo+Software+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss%0aAsk+InfoFlo+Software+questions+and+get+answers+from+expert+users+in+our+InfoFlo+Software+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/infoflo-software/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/1487565713/infoflo-software.svg "Product Avatar Image") ### Have you used InfoFlo Software before? Answer a few questions to help the InfoFlo Software community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finfoflo-software%2Fdiscuss%3Fsmall_ask%3Dinfoflo-software) No ## Top Contributors in InfoFlo Software 1 ![Shai B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shai B.") SB Loading... ### [Shai B.](https://www.g2.com/users/9c364738-f031-459f-9c93-22cfc02cc9e5 "Shai B.") Account Manager 2 pts 2 ![Ekele P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ekele P.") EP Loading... ### [Ekele P.](https://www.g2.com/users/0c230102-d4f4-4470-b291-3b483dbaf038 "Ekele P.") Global Marketing Specialist 1 pt