--- 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: '2026-07-13' 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 praise the **ease of use** of InfoFlo Software, highlighting its quick access to important customer data. (3 reviews) - Users value the **terrific customer support** of InfoFlo Software, enhancing their overall experience with the program. (2 reviews) - Users value the **powerful organizational capabilities** of InfoFlo, enhancing customer management and accessibility of data. (1 reviews) - Users love the **easy access** to important customer data, praising the program's simplicity and excellent support. (1 reviews) - Users value the **integration capabilities** of InfoFlo Software, providing a centralized solution for all business data needs. (1 reviews) - Organization Efficiency (1 reviews) - Task Management (1 reviews) **What users dislike:** - Users report **bugs and glitches** in InfoFlo Software, such as contact duplication after updates, impacting usability. (1 reviews) - Users face challenges with **integration issues** and software glitches that disrupt functionality and cause frustration. (1 reviews) - Users feel the software needs **more bundles** available to enhance its overall functionality and user experience. (1 reviews) - Users find the **interface outdated** and occasionally receive confusing support, though clarification is provided when requested. (1 reviews) ## InfoFlo Software Reviews ### 1. 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. ### 2. Excellent product at a reasonable price **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2017 **What do you like best about InfoFlo Software?** It is simple to use and is sufficient for most of my needs **What do you dislike about InfoFlo Software?** There are some improvements (shortcuts) that could be made **Recommendations to others considering InfoFlo Software:** It is worth its price **What problems is InfoFlo Software solving and how is that benefiting you?** Complete information on my 2000 contacts and follow up on quotes and correspondence in general ### 3. Amazing Product- Makes work much more efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Ronen K. | Lawyer, Law Practice, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2016 **What do you like best about InfoFlo Software?** Very intuitive and Easy to Use- Our staff learned how to use the product very fast Friendly and fast support. More particularly, a very effective system for a law firm like mine. **What do you dislike about InfoFlo Software?** Everything is amazing that there's nothing negative with the software. It actually makes working much faster and very user-friendly. **What problems is InfoFlo Software solving and how is that benefiting you?** We needed to track our deadlines and we needed faster solutions, Infoflo presented the best one! Now, we can view anything we like in one click!.....or we ### 4. been searching to replace ms business contact manager **Rating:** 5.0/5.0 stars **Reviewed by:** eric w. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2016 **What do you like best about InfoFlo Software?** infoflo crm offers seamless integration with outlook ..a big plus compared to most of the web based solutions out there. Very rich in features and can purchase the wide variety of modules as needed. The learning curve is short and the folks at Carmel are very eager to help with set up and post installation issues or questions. The price is very competitive and their "one time purchase" policy is a rarity in the industry along with updates for life. Shai is the best..very helpful. **What do you dislike about InfoFlo Software?** they should have a reasonably priced annual subscription which would cover updates and software support. they should have cloud access along with on premise. **Recommendations to others considering InfoFlo Software:** buy it ! **What problems is InfoFlo Software solving and how is that benefiting you?** as an independent manufacturers rep. this software helps to organize clients, tasks, project management and follow ups. a big time saver great display when on the phone with a client...all information is at your finger tips and the search engine is fast. ### 5. Customer Support for InfFlo **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Industrial Automation | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2016 **What do you like best about InfoFlo Software?** InfoFlo is really simple to use and provides a capability I had not found in other CRMs I have reviewed. I like the idea that it is not a monthly fee base CRM. As a small business, the monthly fee for many CRMs while reasonable for some others are expensive and this never stops. InfoFlo, you size what you need with the Add-Ons. I needed some help in how my emails were being displayed or not displayed. I had missed an important point about how emails are brought into InfoFlo by first populating the contact if it is unknown. Shai Berliner was most excellent in helping me. InfoFlo videos do show you the proper method. I am one of those Engineers who never look at a manual to run something and this was the problem of not knowing how to populate a contact to bring new emails for that contact into Infoflo. I am very big on Customer service and InfoFlo has provide excellent support. I highly recommend them for a best value CRM for small business. **What do you dislike about InfoFlo Software?** I wish that the software was linked better with QuickBooks. I will be looking forward to more integration with QuickBooks in the future. **What problems is InfoFlo Software solving and how is that benefiting you?** information request overload from sales inquiries to technical support. ### 6. Intuitive and cost effective with great integration **Rating:** 5.0/5.0 stars **Reviewed by:** Garett L. | Senior Partner, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2016 **What do you like best about InfoFlo Software?** It's easy to use interface cuts down on the learning curve of a new system. They have great videos to go along with every feature. Easily integrate with Gmail and Outlook users. No subscription or annual maintenance fees. Free upgrades for life. **What do you dislike about InfoFlo Software?** Nothing so far. The experience with InfoFlo has been a pleasant one. **What problems is InfoFlo Software solving and how is that benefiting you?** Sales cycle, easily finding information, marketing. ### 7. Very good and affordable sales contact database. Easy to use and quick to respond. **Rating:** 5.0/5.0 stars **Reviewed by:** Roger P. | Area Sales Manager, Industrial Automation, Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2016 **What do you like best about InfoFlo Software?** Searches for individual contacts and companies and groups is quick and easy. Also, I like the onhe time charge because I do not like to get charged every month for a subscription. **What do you dislike about InfoFlo Software?** Every additional function is a add on and it cost extra. But if you do not really need them, you do not have to purchase. A better search engine should have been included in the basic product offering though. **What problems is InfoFlo Software solving and how is that benefiting you?** Do not let sales leads and prospects fall through the cracks. ### 8. Love the CRM **Rating:** 4.5/5.0 stars **Reviewed by:** John F. | Owner, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2015 **What do you like best about InfoFlo Software?** InfoFlo allows the user to select the modules that best fit their company needs. Not only do they let you use the application for a 30 day trial, they actually provide you with tech support on how to use the product during this time. See FACEBOOK post: Just purchased InfoFlo last week and have it up and running all of my previous CRM data. Once you figure out the import features using the company and categories features it is awesome. I need to give a special thanks to Shai B. for all his help. He ensured InfoFlo would meet all my needs prior to purchasing the software and he was right. This one time purchase will same me over $1200 each year. Thank you SIR! **What do you dislike about InfoFlo Software?** Learning a new system. Not really an application dislike. **Recommendations to others considering InfoFlo Software:** If you are looking for a easy to use application for tracking your prospects as well as clients and policies, this application is great. I was able to use this software not only for CRM prospecting, but policy management as well for my Life/Health Business. Thanks InfoFlo **What problems is InfoFlo Software solving and how is that benefiting you?** Most importantly, I am able to organize my client data. I am an old school guy that likes having my data on my PC. The cloud is fine, but if you have internet issues, you are out of luck. I live in a small market and internet issues are the norm. If you want to access your data while you on are the road, they offer a module for this as well. I can't wait tell they add a module that calls my clients, sets the appointment and writes the business.................! ### 9. Infoflo allows our business to keep up with open jobs. **Rating:** 5.0/5.0 stars **Reviewed by:** Tiffany B. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2015 **What do you like best about InfoFlo Software?** We use the stages, appointments, and emails more than anything I think. It all helps us stay on track so that we don't get behind or let a customer fall between the cracks. **What do you dislike about InfoFlo Software?** There was a few bugs to begin with and we ended up having to start over but since then it seems to be working great! **What problems is InfoFlo Software solving and how is that benefiting you?** We sell Chiropractic equipment. The software helps us keep track of all the customer information and open orders. We have stages listed for when we send estimates, when we are waiting on payment, when we need to build the tables, when the tables ship, and a follow up stage to see how the customer likes the tables. It helps us keep track of everything so that we don not lose someone and so that we get the tables built in a timely manner. The fact that we can make an appointment to pop up as a reminder helps a lot. It's great that everyone can see all the customer emails whether you sent it originally or not. That lets us help the customers if they call in without having to ask the original sender. ### 10. InfoFlo is an Integral Part of our Business **Rating:** 4.5/5.0 stars **Reviewed by:** Sheila S. | Publisher, Publishing, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2014 **What do you like best about InfoFlo Software?** The learning curve for InfoFlo is short which is a big plus when training new sales reps yet it is big on benefits and usability. **What do you dislike about InfoFlo Software?** On the top of my wish list for InfoFlo is more robust options for the admin. **What problems is InfoFlo Software solving and how is that benefiting you?** Great American Publishers uses InfoFlo in both our sales & production departments. In sales, InfoFlo servers as our CRM/Database Manager and does a terrific job providing our sales reps with all the tools they need for effectively managing their customer list and call backs. InfoFlo also provides our Director with the tools she needs to evaluate calls and sales effort for each rep. In Production, we use InfoFlo's Project Management add-on to effectively manage each cookbook through the full production phase utilizing Tasks to assign and control workflow. We also love the Email Marketing add-on. ### 11. Finally someone used their brain! **Rating:** 5.0/5.0 stars **Reviewed by:** Alex Z. | CEO/ Co-founder Learning Fever, E-Learning, Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2015 **What do you like best about InfoFlo Software?** To have everything on one screen, to be able to connect a client with thier emails and company and sales its is just amazing. **What do you dislike about InfoFlo Software?** Have not found one yet. But there seem to be a bug or two in the software which requires re-booting every once in a while. **Recommendations to others considering InfoFlo Software:** Just like learning a new language, you need to stick with it and once you get over the initial stage of the learning the software ( which was less than a day for me) then you see how easy everything will become. You feel you are finally in control of your business! **What problems is InfoFlo Software solving and how is that benefiting you?** We are now completely paper free. We are able to pick up the phone and have all the details of a client in front of us, I think the clients are feeling the difference as well. ### 12. Infoflo review **Rating:** 4.5/5.0 stars **Reviewed by:** Nick T. | Managing Director, Human Resources, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2015 **What do you like best about InfoFlo Software?** Infoflo is very intuitive and as a result very easy to use. I run a small executive search firm and the level of functionality of the database suits my business needs perfectly. The add on products are relevant and again, very easy to install and use. The one off price is very reasonable as is the price of the add on products. I have been very impressed by the customer service of Carmel Vision . I had some questions when first using the system and Shai Berliner , an account manager at Carmel Vision has been really helpful. I would not hesitate in recommending Infoflo. **What do you dislike about InfoFlo Software?** I have been using Infoflo for only a month and thus far I have not discovered anything that I dislike about the system. **What problems is InfoFlo Software solving and how is that benefiting you?** I use the system as a CRM it enables me to keep up-to-date records . It has also assisted me to manage projects. well ### 13. We use InfoFlo for our main workflow/operational process/BI functions **Rating:** 4.5/5.0 stars **Reviewed by:** Paul W. | Vice President, Financial Services, Enterprise (> 1000 emp.) **Reviewed Date:** April 03, 2015 **What do you like best about InfoFlo Software?** Ease of use! It is an extraordinarily intuitive User Interface, which allows us to get new employees up to speed and productive in a very fast manner. SUPPORT - CarmelVision has been exceptional, both in terms of normal day-in/day-out operational support, but more importantly, when we have critical business/production issues, they help us resume normal operation, normally within a couple of hours! I've never heard of commercial software with this kind of support. **What do you dislike about InfoFlo Software?** really nothing about current content, rather what would be missing. It would be nice to have a form of automated workflow, i.e. having the creation of a certain type of document create a task for a particular employee, without the manual tasking. **Recommendations to others considering InfoFlo Software:** Great price point. Especially, in that it gives us complete control and ownership of our data **What problems is InfoFlo Software solving and how is that benefiting you?** Work process automation. This tracks all of our information , clients, and providers, and allows us to facilitate our billing and followup. ### 14. Intelligent Contact Management **Rating:** 4.0/5.0 stars **Reviewed by:** Tracey L. | Founder, Consumer Services, Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2015 **What do you like best about InfoFlo Software?** Inexpensive, extensible. There are no subscription fees. You purchase what you need as you need it. **What do you dislike about InfoFlo Software?** Not Mac compatible. Loses connection to server regularly. Initialization after updates can be frustrating. **Recommendations to others considering InfoFlo Software:** This is not a FINRA compliant CRM. If you're in financial services, you'll need to investigate another tool. Also, when you're using the trial version, understand that the features included are more than just the core product. If you do the trial and then purchase the software, you may lose features you had with the trial version if you don't purchase other components. Do take advantage of the guided tour. Seeing the features implemented by a knowledgeable person is very helpful in developing an implementation strategy. **What problems is InfoFlo Software solving and how is that benefiting you?** Integration of contacts, email, calendars ### 15. Can't Run Our Company Without InfoFlo **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberlee C. | President of Sales & Marketing, Business Supplies and Equipment, Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2015 **What do you like best about InfoFlo Software?** This software program has changed everything in our office. Our contact management is so much easier to keep track of, and with email integration, it makes our life so much easier and helps with time management. I highly reccomend InfoFlo to small and large businesses becuase the sky is the limit. **What do you dislike about InfoFlo Software?** It took me a few day's to get used to using this program because I am so used to using another progam that I have been using for 7 years and the opportunity's section could add a few more options, but other than that, I absolutely love this program **Recommendations to others considering InfoFlo Software:** I highly recommend InfoFlo Software because of the ease of use and versatility of the program. **What problems is InfoFlo Software solving and how is that benefiting you?** We have everything in one program, where as before, we emailed seperately, had a seperate calender and seperate contact manager. Basically, we had to copy and past every email into our contact manager if we wanted to track it, which was very time consuming and frustrating at times ### 16. Impressive capabilities in a low cost CRM software **Rating:** 5.0/5.0 stars **Reviewed by:** Aleksandros L. | Official Manager, Music, Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2014 **What do you like best about InfoFlo Software?** Enormous deal of media contacts can be handled and get reports with a single click. Clicking a contact gives you all the details and history from a variety of lists. Not to mention that the price is extremely low and you can get only the add-on goodies that you need. **What do you dislike about InfoFlo Software?** I think that there should be better graphics. Of course is not critical for a CRM program but a small improvement can happen **Recommendations to others considering InfoFlo Software:** If you need an easy to use yet powerfull CRM software you have to try it out! **What problems is InfoFlo Software solving and how is that benefiting you?** I can handle my database and arrange my mailing lists in an efficient way while I can receive reports and inspect whatever I wish fast and easy. ### 17. Simple to Use - but Effective **Rating:** 5.0/5.0 stars **Reviewed by:** Dan L. | President, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2015 **What do you like best about InfoFlo Software?** This CRM is very user friendly - easy to set up and intuitive to use. The relationship feature between Contact and Company is handy. The custom fields features are nice, complete with check boxes. I like the pricing model where we can buy the core and add only what we need. **What do you dislike about InfoFlo Software?** So far, I have not found anything that I dislike about InfoFlo. **Recommendations to others considering InfoFlo Software:** Use company policies to create data protocols for use in the CRM. This will help keep data consistent from record to record. **What problems is InfoFlo Software solving and how is that benefiting you?** Tracking data for clients, prospects, and support activities. InfoFlo reduced our admin time to setup and service each client in our system. ### 18. Smoother workflow with InfoFlo **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher T. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2014 **What do you like best about InfoFlo Software?** InfoFlo is a valuable information organization solution, with additional add-on services available. We opted for the reporting function, which has made it easy to provide clients with feedback, as well as creating customizable reports for our own billing purposes. Our business has integrated InfoFlo as the fundamental software for our day-to-day workflow and communications. **What do you dislike about InfoFlo Software?** At this moment, the software does not have a mobile component which would be welcome however not essential to our day to day business activities **What problems is InfoFlo Software solving and how is that benefiting you?** Infoflo allows our business to stay up-to-date on client information, correspondence and documents. The software is user friendly and sync’s with Microsoft Outlook, allowing our entire company easy access to the same information. The ability to customize sync times means there is little to no delay in refreshing new information. Updates/Changes made to an account are instantly viewable company-wide. The seamless communication InfoFlo provides has saved us time and & cut out confusion. InfoFlo has proven to be highly customizable while remaining user friendly. We were pleased to the extent of which we can customize the software to our specific needs. The customer support we have received since utilizing this software has been attentive, knowledgeable and friendly. InfoFlo has been a essential tool in keeping our accounts organized and our business running smoothly. ### 19. Easy To Use, Manage and Extend **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel H. | ICT, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2014 **What do you like best about InfoFlo Software?** the best part of this product was the way Carmel Vision, Were willing to help us move our existing data across from our old system. no job was to big or small, they were willing to help. every issue we came across was swiftly ironed out by the guys at infoflo to help us get the best out of there system. there are very few Company's that will work this closely with you to make sure 100% there product suits your needs **What do you dislike about InfoFlo Software?** the only thing i can honestly say i disliked was the fact that Carmel vision are based in Canada, as we are UK based so if anything where to go wrong we would have to wait till late afternoon to fix this. but this has not really been an issue at all!! **Recommendations to others considering InfoFlo Software:** The Best Support by far **What problems is InfoFlo Software solving and how is that benefiting you?** Loss of data was a huge issue for us, now we can keep track of all our data with very little worries. it also helps keep our staff organised, since the installation of infoflo, our call rates have gone through the roof!. when it comes to our sales pipelines infoflo has kept everything in one place for us now, instead of having to go back and forth between different programs infoflo has made our lives much easier and much more organised. Another great feature is the email syncing, now we can truly prioritize our emails, lets face it clients come first! ### 20. One of the best CRM software **Rating:** 4.5/5.0 stars **Reviewed by:** Chacko V. | Owner, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2015 **What do you like best about InfoFlo Software?** Handling of emails - both incoming and outgoing emails are connected to a contact **What do you dislike about InfoFlo Software?** A few more features can be added to the incoming emails - an icon for replied, forwarded emails. Also saving a draft email should be a must, Many times a long email to a client is completed over a few days. **Recommendations to others considering InfoFlo Software:** For a small business, I would strongly recommend Infoflo **What problems is InfoFlo Software solving and how is that benefiting you?** flow of information. recording when received, who handled and when completed etc ### 21. One stop info and follow up clients **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2015 **What do you like best about InfoFlo Software?** I was looking for a software where I could have all my clients names and adress, company etc but most something that could also link their info with their social medias AND pictures. Why pictures, because my business is about working with women's posture and presentation. And I needed to be able to recognise them the minute I would receive an email from them, in order to so good follow up. InfoFlo just responded exactly what I needed! **What do you dislike about InfoFlo Software?** A bit difficult to personalise the looks of the emails. **Recommendations to others considering InfoFlo Software:** I have and will continue **What problems is InfoFlo Software solving and how is that benefiting you?** All info in one place with pictures of clients! The benifits are more personalised communication with clients ### 22. One of the best tools I have tried for organizing information **Rating:** 5.0/5.0 stars **Reviewed by:** Jean K. | President, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2015 **What do you like best about InfoFlo Software?** I love the ability to attach any kind of document or email to a specific contact. Another great feature is the ability to see all the history of all communications with specific contacts. **What do you dislike about InfoFlo Software?** Learning to navigate the program is not as intuitive as I would like. **Recommendations to others considering InfoFlo Software:** This is a very good, financially affordable solution for small businesses. **What problems is InfoFlo Software solving and how is that benefiting you?** The problems that this software solves are: 1. Organizing data and information for each contact 2. Accessing email/Word programs without leaving InfoFlo 3. Accessing the history of all communications with my contacts. The benefits are that I am more efficient, using less time to find information. ### 23. Great CRM software for our web-based businesses **Rating:** 4.0/5.0 stars **Reviewed by:** Lee H. | Owner, Food & Beverages, Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2015 **What do you like best about InfoFlo Software?** We like how user friendly the software is as well as how accessible the staff have been to us. **What do you dislike about InfoFlo Software?** We would like to be able to import sales information by customer. **What problems is InfoFlo Software solving and how is that benefiting you?** We're trying to manage three web-based business at the same time. Info Flo has enabled us to do this better and more efficiently. ### 24. I'm an investment advisor so keeping in regular contact with my clients is very important. **Rating:** 4.0/5.0 stars **Reviewed by:** Roger C. | Investment Advisor, Financial Services, Enterprise (> 1000 emp.) **Reviewed Date:** March 12, 2015 **What do you like best about InfoFlo Software?** It allows me to keep notes for all my interactions with my clients and is quite easy to use. It's interface is straightforward and provides me with all the relevant contact info I need for my clients. It also has other functions which I have yet to explore but am looking forward to learning about. **What do you dislike about InfoFlo Software?** Nothing at this point **Recommendations to others considering InfoFlo Software:** Give them a chance **What problems is InfoFlo Software solving and how is that benefiting you?** Ease of use to use software to keep myself organized ### 25. Easy to install and quick to get started with **Rating:** 4.5/5.0 stars **Reviewed by:** Tim S. | Owner, Logistics and Supply Chain, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2014 **What do you like best about InfoFlo Software?** This software is a good, stable and very affordable CRM. It has a couple of features that I would consider essential: integration with Outlook and the possibility to install on our own servers rather than the cloud. Getting the basics down is very quick, and the website provides a series of tutorial videos which are quite good for getting started. Add-ons provide a good way to extend the product and tailor it to your needs without over-paying for features you never use. Lastly, the developers are responsive and provide quite informative, and very friendly, support. The website has a 'chat' feature as well as a ticketing system for more detailed requests. **What do you dislike about InfoFlo Software?** The Opportunities section is slightly limited, and the Dashboard still needs some improvement to become truly useful. Also, sometimes tasks seem to get stuck in the dashboard view even after they have been marked as complete. **Recommendations to others considering InfoFlo Software:** Check carefully which add-ons you may need. We ended up with the Reporting, Outlook and Project additions. The trial edition lets you test them all - make a lot of use of the trial time so you can be sure which ones are essential. **What problems is InfoFlo Software solving and how is that benefiting you?** We are using this as a CRM in its most literal sense. Being able to login from any PC and share our customer data through the company has been a huge benefit. Secondly, Outlook integration means I can get and set appointments from anywhere and have them mirrored in my Exchange and my InfoFlo calendars seamlessly. ### 26. Impressed with InfoFlo **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony K. | Insurance Agent, Insurance **Reviewed Date:** November 06, 2014 **What do you like best about InfoFlo Software?** Here at Kasper Insurance Agency we have been using InfoFlo for the last 6 months. I really appreciated the sales process where we were able to try the product before purchasing. The representative went way beyond normal efforts to answer my question. There was no high pressure in his presentation. We just recently had an issue with Windows 8.1 and after purchasing the tech support they fixed my problem in a very timely manner. I really can't express the appreciation for all there effort. **What do you dislike about InfoFlo Software?** I really have no dislikes at this point. **What problems is InfoFlo Software solving and how is that benefiting you?** One of the main benefits is having one calendar for all of our agent in one place. This has really helped us manage our appointments as an agency. ### 27. Infoflo after 3 months **Rating:** 3.5/5.0 stars **Reviewed by:** Brett R. | MD, Industrial Automation, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2014 **What do you like best about InfoFlo Software?** fully function database which is quick and ha many features **What do you dislike about InfoFlo Software?** i would like to be able to copy and paste from infoflo to other applications. Also for data entry i would like to have buttons to adjust upper/lowercase letters for consistency of data entry. i would like some global macro capabilities. **What problems is InfoFlo Software solving and how is that benefiting you?** everyone in the business now has a central source of data for our customers and knows where the info should be entered and where to find it. Tracking customer problems is therefore now a team approach. ### 28. Infoflow - helped me get organised **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2015 **What do you like best about InfoFlo Software?** I like the ease of use of this product and also the back up is fantastic **What do you dislike about InfoFlo Software?** In reports my clients are sorted in alphabetical order by christian name and not surname **What problems is InfoFlo Software solving and how is that benefiting you?** This helps me to keep my clients files in order ### 29. First Class Experience with InfoFlo **Rating:** 5.0/5.0 stars **Reviewed by:** Jacob (Coby) W. | Associate, Law Practice, Mid-Market (51-1000 emp.) **Reviewed Date:** November 25, 2014 **What do you like best about InfoFlo Software?** InfoFlo has proved to be an indispensable and useful tool that helps me manage customers, keep track of customers and gain a better grasp of pertinent information. As well, the pricing model works well for my business and all of my interactions with the customer service team have been pleasant and useful. **What do you dislike about InfoFlo Software?** There is not anything I would change about InfoFlo as it meets my needs. **What problems is InfoFlo Software solving and how is that benefiting you?** One of the greatest benefits I've realized is the ability to completely sync InfoFlo with Microsoft Outlook. It has streamlined many actions and made me more efficient. ### 30. Info Flow is cost effective for ma and allows me to have complete control of my business information **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2015 **What do you like best about InfoFlo Software?** I like the flat fee concept and then have access to a data base that I can control. With this control I can create custom fields that make it easy to track my business. **What do you dislike about InfoFlo Software?** It would be nice to have all the add on features at a lower price **What problems is InfoFlo Software solving and how is that benefiting you?** I create custom fields that allow me to track all kinds of data and run reports so that I know how my business is growing. ### 31. Easy to use and quick results. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** March 18, 2015 **What do you like best about InfoFlo Software?** Info Flow is very easy to work with. Their customer service dept has always helped us when issues arise. We tried other programs before we can to use Info Flow. I would highly recommend this program to any business. **What do you dislike about InfoFlo Software?** So far I have no complaints. The program seems to fit our needs at this time. **Recommendations to others considering InfoFlo Software:** Yes **What problems is InfoFlo Software solving and how is that benefiting you?** We were able to categorize all of our leads by state and retrieve them in an easy manner. ### 32. Good Software **Rating:** 4.5/5.0 stars **Reviewed by:** Meredith G. | Owner, Furniture, Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2014 **What do you like best about InfoFlo Software?** It's pretty easy to add/edit/delete contacts & companies and organize them in categories. It syncs to my outlook quickly. The tech team uploaded all my contacts with little issue. I trusted them to remote in while I was not at my computer. This saved me a lot of valuable time. **What do you dislike about InfoFlo Software?** When I do a search and instead of a window telling me that what I'm looking for cannot be found I get a weird error box with coding. **What problems is InfoFlo Software solving and how is that benefiting you?** I needed an affordable program. ### 33. Easy to use CRM software to increase business productivity and team efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Joe A. | Digital Marketing & Business Development, Internet, Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2013 **What do you like best about InfoFlo Software?** InfoFlo features easy to use controls and interface customizations. This program was carefully designed with the focus on utilizing the most heavily used CRM features plus enhanced add-ons. My favorite feature is the customizable dashboard option that allows for multi-pane views of various screens (contact list, emails, tasks, calendar). **What do you dislike about InfoFlo Software?** I'm not a fan of some default options. After I customized display views and sorting, I was able to fine tune the program to my liking. **Recommendations to others considering InfoFlo Software:** Try it out! You will not regret it. **What problems is InfoFlo Software solving and how is that benefiting you?** For starters, we no longer have to keep spreadsheets with contact information, project activity and notes. That was such a time wasting process. Not to mention, it was a pain to quickly share this information with my colleagues. InfoFlo gives me the ability to track a customer, add notes and email. Then, I can assign this contact to a specific category type. Best of all, my colleagues and Boss can view all of this information from their own machines. I don't have to answer 100 questions from 15 people. InfoFlo has all the information right there! ### 34. I have been using InfoFlo CRM software for the past year. **Rating:** 4.0/5.0 stars **Reviewed by:** Clive R. | Operations Manager (P/T), Financial Services **Reviewed Date:** January 23, 2014 **What do you like best about InfoFlo Software?** I have reviewed many CRM software and found the out-of-the-box simplicity of InfoFlo to be just fantastic. I was up and running with the "trial" in no time, and I have since purchased a few more addons. I set up my office for remote access so I can have access from a "client" whether I am at another desk, or out of the country; I still have access to attachments, my sent emails, etc. **What do you dislike about InfoFlo Software?** Every software have their drawbacks; I would like to be able to permanently change the font settings of the emails that I compose. I consistently use Century Gothic font set and the system keeps reverting back to Times Roman. So far I am unable to disable all the various holiday that are reflected in the calendar (minor annoyance). **Recommendations to others considering InfoFlo Software:** If you are not a very technical person I would definitely suggest getting the Scheduled Backup addon. I re-installed my Server operating system and thought I had backed up the database. I lost some important email communications, however, the incoming emails were recovered from Outlook. **What problems is InfoFlo Software solving and how is that benefiting you?** I wanted to solve the problem of centralized email repository regardless of which computer I use without having to set up Outlook on every computer. I no longer have to try and remember which computer I sent an email from anymore. Of course, if I send from my iPhone it doesn't get populated to my server. Perhaps an iPhone app will be coming soon. ### 35. Relational CRM that provides an all in one solution **Rating:** 4.5/5.0 stars **Reviewed by:** Tom S. | Owner, Marketing and Advertising **Reviewed Date:** January 23, 2014 **What do you like best about InfoFlo Software?** Being able to see at a glance the relationships between contacts, groups, and projects across the spectrum of communications and key data about our customers. Using Infoflo with Carmel Vision's nanoPBX provides for linking phone conversations and voicemail to clients and prospects which provides us with a quick reference access to prior conversations and helps us maintain compliance requirements. Carmel Visions sales, customer service and tech support team is provide personal attention and support which goes beyond the norm. **What do you dislike about InfoFlo Software?** The nanoPBX configuration needs to be re-setup whenever their is a modem or computer hardware change; this is understandable given the complexity of the product, however it requires additional paid tech support expense. **Recommendations to others considering InfoFlo Software:** After extensive research with other CRM's, infoflo provides a unique solution at a lower cost over time. **What problems is InfoFlo Software solving and how is that benefiting you?** A complete view of relationships and communications between us and clients in one solution. This is unique and time saving. ### 36. A Consultant's Prayer Answered **Rating:** 5.0/5.0 stars **Reviewed by:** Charles M. | Chief Executive Officer, Utilities **Reviewed Date:** November 19, 2013 **What do you like best about InfoFlo Software?** As consultants we not only needed a CRM to keep track of our clients we also needed basic project management tools and document management tools so that our various teams can collaborate on common projects but also share information in a sane manner. It has also been a pet hate that most mail and contact systems do not “connect” email to contacts, projects, tasks and companies and that they also become almost personal filing systems, treating mail and attachments as personal rather than company information. Over the years we have used a well-known major CRM but it has simply become too expensive to maintain and like most such products was more focused on the prospect to client to sales chain and offered little that is practical to those of us who do not run large sales organisations but need contact management and basic project management and marketing tools. The ability to create a project and connect all contacts, email and documents and share these across the team is paramount. Then we found InfoFlo. Brilliant!!! The right mix of tools, people who listen to end users, and good old fashioned friendly service. And the price is simply fantastic. A couple of days to install, configure and import our existing contact base and were away laughing. This was so easy to do. We have been using InfoFlo for 6 months now and are constantly finding better and more efficient ways to do the things we do every day. We have fewer meetings as we can share so much information. The application is intuitive and easy to learn to use, our team just started using it. From the point of a consultants view this is the best tool we have used. We would recommend it to any small to medium sized organisation that needs to share its business functions across its teams. **What do you dislike about InfoFlo Software?** Although invisible to most users the inability to store documents where I want in my server is a minor bleat (Infoflo stores attachments and documents in its own bespoke directory system) as well as the inability to move and store email attachments where I want. I appreciate that to most users this is a non issue but we still like to manage our files etc within project directories. **Recommendations to others considering InfoFlo Software:** This is a great tool for those in sales and those like us, consultants, who want to "connect" emails, events documents, faxes etc. and manage our client's projects. The free trial is the complete application so it is easily trialed and well worth the effort. **What problems is InfoFlo Software solving and how is that benefiting you?** All communications are now carried out in Infoflo and are shared across the company (as appropriate). We have one interface for everything and although we use other business tools for document production and analysis all files are directly linked to clients and projects. No more second guessing and searching for files. Infoflo has really sped up our monthly project reporting as all activities can be summarized with a few mouse clicks. ### 37. I couldn't find a better software like InfoFlo in comparison price/performance! **Rating:** 4.0/5.0 stars **Reviewed by:** Koray K. | Owner, Packaging and Containers, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2014 **What do you like best about InfoFlo Software?** The best is definetly everything is under one window and you don't need anything else to send&recieve emails, converting PDF of files and finding in a minute that what I need. **What do you dislike about InfoFlo Software?** Definetly, not online! It needs to have an online connection from browser and also mobile apps. **What problems is InfoFlo Software solving and how is that benefiting you?** all database of customers with categorization easily. I can see all my teams' eamiling with customers. and document management... I don't need to create folders in windows... ### 38. Excellent platform for creating an efficient and cost effective collaboration environment. **Rating:** 4.5/5.0 stars **Reviewed by:** FRANK R. | President & CEO, Information Technology and Services **Reviewed Date:** January 24, 2014 **What do you like best about InfoFlo Software?** We evaluated several CRM systems and other applications to use as a collaboration environment for our company's projects and every time we finished the evaluation of a software solution and compared results we ended up with InfoFlo as our pick because of it's functionality, integration capabilities with other COTS, ease of implementation and use, and overall value. **What do you dislike about InfoFlo Software?** It only works on Windows platforms. Would like to see an app for IOS and Android platforms. **What problems is InfoFlo Software solving and how is that benefiting you?** The biggest problem we had was having every one in our teams working off the "same sheet of music". InfoFlo alleviates the burden of managing the workflow and ensuring access to the right documents and information for everybody on the project teams. ### 39. Excellent value and unbeatable price performance! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 26, 2013 **What do you like best about InfoFlo Software?** InfoFlo is easy to use and very intuitive. Even a novice CRM user can take advantage of nearly all of the features the product has to offer in the first two weeks or so. **What do you dislike about InfoFlo Software?** Reports cannot be scheduled to run automatically but the company will write a "script" to have your reports run on a schedule. **Recommendations to others considering InfoFlo Software:** Try this product before you buy an expensive solution. I had my doubts at first because the price was so low but it works great and has all the functions that I found while evaluating more expensive options. **What problems is InfoFlo Software solving and how is that benefiting you?** We finally have our documents, notes, contacts, projects and business relationships organized. We can schedule and prioritize tasks so that nothing falls through the cracks and we have a much better handle on promise dates and detailed customer information that we can pull up in an instant. That keeps our customers happy. With InfoFlow's PBX, our customer's information automatically pops up when a customer calls. That helps us provide a level personalized service we didn't have before. ### 40. Meets all objectives of our organisation by keeping all departments on the same page. **Rating:** 4.5/5.0 stars **Reviewed by:** George B. | President, Machinery, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2013 **What do you like best about InfoFlo Software?** Email integration, task and project set ups, contact data storage all attached to individual contacts. **What do you dislike about InfoFlo Software?** No ability to use smart phone or tablets with program. I am told it is in development. **Recommendations to others considering InfoFlo Software:** I have used Act, Ecco and Maximizer in the past. Infoflo is the one that takes the best features of the other programs and combines them into one platform **What problems is InfoFlo Software solving and how is that benefiting you?** Project planning and sync with staff. Tasks and follow ups keep everyone on same page. Achieve of contacts and their emails is outstanding. ### 41. Great for Small Office **Rating:** 4.0/5.0 stars **Reviewed by:** Clayton W. | Information Security & Compliance Executive, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** January 24, 2014 **What do you like best about InfoFlo Software?** InfoFlo is a great tool for small office and associate sharing of project and contact information. Also have the the pbx to reduce phone expense and allow remote access to contacts. I use it to keep up-to-date with clients and send quick reminders and contact information. **What do you dislike about InfoFlo Software?** Nothing to dislike. InfoFlo has great product and customer support. **What problems is InfoFlo Software solving and how is that benefiting you?** Good when you want to begin a coordinate campaign with other project members. ### 42. Excellent for a company that has employees in different locations. **Rating:** 4.5/5.0 stars **Reviewed by:** Kelli S. | Office Manager, Investment Management, Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2014 **What do you like best about InfoFlo Software?** We have independent contractors all over the country and InfoFlo is an excellent way to stay connected. **What do you dislike about InfoFlo Software?** Getting support is time consuming and not very thorough once you receive a reply. **What problems is InfoFlo Software solving and how is that benefiting you?** Having independent all over the US, we can easily know what is going on in each others pipelines. ### 43. Great CRM software **Rating:** 4.0/5.0 stars **Reviewed by:** Roberto G. | Owner/ Realtor, Real Estate **Reviewed Date:** January 17, 2014 **What do you like best about InfoFlo Software?** I love the multi-pane views of different screens that makes navigation easy to reach all contact information and email history **What do you dislike about InfoFlo Software?** It takes sometime to customize and learn the software **Recommendations to others considering InfoFlo Software:** Great product for the price! **What problems is InfoFlo Software solving and how is that benefiting you?** Great tool to keep in touch with clients, easy to link all client activities with email and documents ### 44. Easy to use **Rating:** 3.5/5.0 stars **Reviewed by:** Jim T. | Managing Director, Financial Services **Reviewed Date:** January 24, 2014 **What do you like best about InfoFlo Software?** Infloflo is easy to operate and navigate between functions. **What do you dislike about InfoFlo Software?** I'd like to see an automatic follow-up contact date field for new business prospects **What problems is InfoFlo Software solving and how is that benefiting you?** Able to track and organizing new client prospects ### 45. Excellent price/performance product **Rating:** 4.0/5.0 stars **Reviewed by:** Greg F. | Principal/Enterprise Zone Tax Credit Specialist, Management Consulting **Reviewed Date:** November 26, 2013 **What do you like best about InfoFlo Software?** I am not a power user and the InfoFlo software does all the things that I need it to do at a budget friendly price. **What do you dislike about InfoFlo Software?** I would like more flexibility in document storage. **What problems is InfoFlo Software solving and how is that benefiting you?** I needed a basic CRM software solution and this does the job at a reasonable cost. ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-16+17%3A58%3A37+-0500&secure%5Bsession_id%5D=a41a452a-5ecf-4270-b52a-80e8fe3b3001&secure%5Btoken%5D=e7abc34f5e47766b6bc53ce89e283baae8b8f8b92a95deed8ee5e89a683ab5eb&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 (428 reviews) - [DonorPerfect](https://www.g2.com/products/donorperfect/reviews) - 4.4/5.0 (562 reviews)