--- 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 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?login_required=true&page=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-08+18%3A41%3A56+-0500&secure%5Bsession_id%5D=b9b8bc58-84d2-473a-9674-263ba2e3acc6&secure%5Btoken%5D=2869259d21c5ef5180e22526899d47bace276a209de32c87d3d31b8050c75a61&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)