--- title: InfoFlo Software Reviews meta_title: 'InfoFlo Software Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 95 reviews by the users' company size, role or industry to find out how InfoFlo Software works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 95 scale: '5' date_modified: '2026-08-07' parent_category: name: Nonprofit url: https://www.g2.com/categories/nonprofit --- # 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:** 95 ## 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 value the **ease of use** of InfoFlo Software, enhancing their experience with quick access to important data. (3 reviews) - Users praise the **terrific customer support** of InfoFlo Software, enhancing their overall experience with the program. (2 reviews) - Users value the **powerful organizational capabilities** of InfoFlo, streamlining customer data and enhancing workflow management. (1 reviews) - Users value the **easy access** to important customer data in InfoFlo Software, finding it quick and user-friendly. (1 reviews) - Users value the **integration capability** of InfoFlo Software, which centralizes all business data and needs effectively. (1 reviews) - Organization Efficiency (1 reviews) - Task Management (1 reviews) **What users dislike:** - Users face **bugs** , such as software glitches and integration issues with 3CX, affecting their overall experience. (1 reviews) - Users face **integration issues** with InfoFlo Software, particularly with 3CX and occasional software glitches affecting usability. (1 reviews) - Users feel that the software suffers from a **lack of available bundles** , which limits its functionality and options. (1 reviews) - Users find the interface **difficult to navigate** , with support sometimes providing unclear information, despite follow-up clarifications. (1 reviews) ## InfoFlo Software Reviews ### 1. 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. ## 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?filters%5Bnps_score%5D%5B%5D=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+11%3A22%3A23+-0500&secure%5Bsession_id%5D=4ca3db77-5f02-4b5c-8586-a68d451c672a&secure%5Btoken%5D=0bc873bf44000c7239194a0e7d5cd8cbebc5b47b689df0a1af55d25b5305d03a&format=llm_user) ## InfoFlo Software Features **Additional Functionality** - Activity Tracking - Social Marketing - Generative AI - Accounting - Customizable Reports - CRM - Customizable Forms - Fund Accounting - Forms Management - Real-Time Analytics - Member Database - Alerts/Notifications - Communication Management - Customizable Templates - Budgeting/Forecasting - Mobile Access - Event Scheduling - Donor Management - Attendance Management - Activity Dashboard - Reporting & Statistics - Volunteer Management - Real-Time Reporting - For Nonprofits - Recurring/Subscription Billing - Access Controls/Permissions - Calendar Management - Third-Party Integrations - Customizable Branding - Registration Management - Campaign Management - Event Management - Document Storage - API - Contact Management - Website Management - Credit Card Processing - Membership Management - Data Import/Export - Electronic Payments - Accounting Integration - Grant Management - Dues Management - Committee Management - AI Copilot - Fundraising Management - Customizable Fields **Platform Basics** - Reporting - Interoperability - Performance - Ad hoc Reporting **Constituent Management** - Constituent Profiles - Online Portal - Donor Communications **Volunteer Management** - Opportunity Listings - Volunteer Tracking - Volunteer Scheduling - Volunteer Profiles - Document Management - Membership Management - Calendar Management - Event Management - Registration Management - Contact Management - Recognition Management - Communication Management - Assignment Management - Event Scheduling - Activity Tracking - Time Tracking - Attendance Tracking **Case Management** - Client Intake - Outcome Measurement - Customizable Forms **Marketing Automation** - Email Marketing - Lead Management - Campaign Management - Marketing ROI Analytics - Registration Management - Email Management - Committee Management - Calendar Management - Donor Management - Volunteer Management - Contact Management - Fundraising Management - Task Management - Forms Management - Membership Management - Workflow Management **Engagement & Communication Tools** - Mass Messaging - Donation Pages - Mobile Application - SMS Messaging **Platform Additional Functionality** - Mobility - Messaging **Workflow Automation** - Donor Prospecting - Data Entry - Task Delegation **Administration** - CRM Integration - Dashboards & Analytics - Third-Party Integrations - Activity Dashboard **Additional Functionality** - Search/Filter - Volunteer Recruiting - Mobile Access - API - Alerts/Notifications - Document Storage - For Nonprofits - CRM - AI Copilot - Surveys & Feedback - Member Directory - Customizable Forms - Self Service Portal - Customizable Fields - Customizable Reports - Personalization - Reminders - Customizable Branding - Access Controls/Permissions - Generative AI - Reporting & Statistics - Summary Reports **Platform Data** - Dashboard - Alerts and Notifications **Reporting & Analytics** - Reporting - Dashboards - Automated Reports - Summary Reports - Customizable Reports **Additional Functionality** - HIPAA Compliant - Data Collection - Scheduling - Workflow Management - Calendar Management - Activity Tracking - Data Import/Export - Mobile Access - Appointment Management - Reminders - Survey/Poll Management - Electronic Payments - Child Welfare Management - Alerts/Escalation - Reporting & Statistics - Certification & Licensing - Forms Management - Progress Tracking - Client Management - Customizable Fields - Third-Party Integrations - Employee Management - Attendance Management - Care Plan Management - Compliance Management - For Nonprofits - Role-Based Permissions - Task Management - Generative AI - Document Management - AI Copilot - Time Tracking - Intake Management - Training Management - Customizable Reports - Assessment Management - Contact Management - API - Volunteer Management - Medical History Records - Self Service Portal - Billing & Invoicing - Referral Tracking - Electronic Signature - Goal Setting/Tracking - Multi-Location - Case Management - Access Controls/Permissions - Project Time Tracking - Contact Database - Task Scheduling - Case Notes - Records Management - Progress Reports - Document Storage - Dashboard Creation - Client Portal - Reporting/Analytics - Referral Management - Program Management - Document Templates - Communication Management - Collaboration Tools **Integrations** - Accounting - Fundraising - Grant Management - Sales POS - Event Management **Agentic AI - Nonprofit CRM** - Autonomous Task Execution - Cross-system Integration - Third-Party Integrations - Social Media Integration - Accounting Integration - Website Integration **Additional Functionality** - Donation Tracking - Data Import/Export - Customer Database - Task Scheduling - Email Templates - API - For Nonprofits - Real-Time Notifications - Access Controls/Permissions - AI Copilot - Contact Database - Customizable Fields - Email Tracking - Interaction Tracking - Activity Tracking - Generative AI - Reminders - Campaign Planning - CRM - Document Storage - Mobile Access - Campaign Segmentation - Customizable Forms - Electronic Payments - Customizable Templates - Reporting & Statistics - Credit Card Processing - Web Forms ## 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 (435 reviews) - [DonorPerfect](https://www.g2.com/products/donorperfect/reviews) - 4.4/5.0 (563 reviews)