--- 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 Pros and Cons: Top Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users value the **ease of use** of InfoFlo Software, enhancing their experience with quick access to important data. [(3 mentions)](https://www.g2.com/products/infoflo-software/reviews?filters%5Bsentiment_snippet%5D=2507219&qs=pros-and-cons#reviews) Users praise the **terrific customer support** of InfoFlo Software, enhancing their overall experience with the program. [(2 mentions)](https://www.g2.com/products/infoflo-software/reviews?filters%5Bsentiment_snippet%5D=2507212&qs=pros-and-cons#reviews) Users value the **powerful organizational capabilities** of InfoFlo, streamlining customer data and enhancing workflow management. [(1 mentions)](https://www.g2.com/products/infoflo-software/reviews?filters%5Bsentiment_snippet%5D=2507202&qs=pros-and-cons#reviews) Users value the **easy access** to important customer data in InfoFlo Software, finding it quick and user-friendly. [(1 mentions)](https://www.g2.com/products/infoflo-software/reviews?filters%5Bsentiment_snippet%5D=2507205&qs=pros-and-cons#reviews) Users value the **integration capability** of InfoFlo Software, which centralizes all business data and needs effectively. [(1 mentions)](https://www.g2.com/products/infoflo-software/reviews?filters%5Bsentiment_snippet%5D=2507214&qs=pros-and-cons#reviews) Users face **bugs** , such as software glitches and integration issues with 3CX, affecting their overall experience. [(1 mentions)](https://www.g2.com/products/infoflo-software/reviews?filters%5Bsentiment_snippet%5D=2507211&qs=pros-and-cons#reviews) Users face **integration issues** with InfoFlo Software, particularly with 3CX and occasional software glitches affecting usability. [(1 mentions)](https://www.g2.com/products/infoflo-software/reviews?filters%5Bsentiment_snippet%5D=2507223&qs=pros-and-cons#reviews) Users feel that the software suffers from a **lack of available bundles** , which limits its functionality and options. [(1 mentions)](https://www.g2.com/products/infoflo-software/reviews?filters%5Bsentiment_snippet%5D=2507207&qs=pros-and-cons#reviews) Users find the interface **difficult to navigate** , with support sometimes providing unclear information, despite follow-up clarifications. [(1 mentions)](https://www.g2.com/products/infoflo-software/reviews?filters%5Bsentiment_snippet%5D=2507215&qs=pros-and-cons#reviews) ### Top Pros or Advantages of InfoFlo Software ##### 1. Ease of Use Users value the **ease of use** of InfoFlo Software, enhancing their experience with quick access to important data. [ See 3 mentions ](https://www.g2.com/products/infoflo-software/reviews?filters%5Bsentiment_snippet%5D=2507219&qs=pros-and-cons#reviews) See Related User Reviews EH Elizabeth H. Enterprise (\> 1000 emp.) 4.0/5 "infoflo review" What do you like 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. ![Morgan D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Morgan D.") MD Morgan D. Small-Business (50 or fewer emp.) 5.0/5 "Stop Thinking About It and Get this CRM Program!" What do you like about InfoFlo Software? Great program that's easy to use and terrific support. ##### 2. Customer Support Users praise the **terrific customer support** of InfoFlo Software, enhancing their overall experience with the program. [ See 2 mentions ](https://www.g2.com/products/infoflo-software/reviews?filters%5Bsentiment_snippet%5D=2507212&qs=pros-and-cons#reviews) See Related User Reviews EH Elizabeth H. Enterprise (\> 1000 emp.) 4.0/5 "infoflo review" What do you like 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. ![Morgan D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Morgan D.") MD Morgan D. Small-Business (50 or fewer emp.) 5.0/5 "Stop Thinking About It and Get this CRM Program!" What do you like about InfoFlo Software? Great program that's easy to use and terrific support. ##### 3. Customer Management Users value the **powerful organizational capabilities** of InfoFlo, streamlining customer data and enhancing workflow management. [ See 1 mentions ](https://www.g2.com/products/infoflo-software/reviews?filters%5Bsentiment_snippet%5D=2507202&qs=pros-and-cons#reviews) See Related User Reviews ![Nicolae R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nicolae R.") NR Nicolae R. Mid-Market (51-1000 emp.) 4.5/5 ""Excellent CRM for your business"." What do you like 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 fingert ##### 4. Easy Access Users value the **easy access** to important customer data in InfoFlo Software, finding it quick and user-friendly. [ See 1 mentions ](https://www.g2.com/products/infoflo-software/reviews?filters%5Bsentiment_snippet%5D=2507205&qs=pros-and-cons#reviews) See Related User Reviews EH Elizabeth H. Enterprise (\> 1000 emp.) 4.0/5 "infoflo review" What do you like 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. ##### 5. Integration Users value the **integration capability** of InfoFlo Software, which centralizes all business data and needs effectively. [ See 1 mentions ](https://www.g2.com/products/infoflo-software/reviews?filters%5Bsentiment_snippet%5D=2507214&qs=pros-and-cons#reviews) See Related User Reviews ![Lee B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lee B.") LB Lee B. Mid-Market (51-1000 emp.) 4.5/5 "Infoflo Integration" What do you like about InfoFlo Software? Info flo is an intergated ERP solution and this delivers a central architecture for all of your busines data and needs ### Top Cons or Disadvantages of InfoFlo Software ##### 1. Bugs Users face **bugs** , such as software glitches and integration issues with 3CX, affecting their overall experience. [ See 1 mentions ](https://www.g2.com/products/infoflo-software/reviews?filters%5Bsentiment_snippet%5D=2507211&qs=pros-and-cons#reviews) See Related User Reviews ![Chris A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chris A.") CA Chris A. Small-Business (50 or fewer emp.) 4.0/5 "Support review" 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 respolv ##### 2. Integration Issues Users face **integration issues** with InfoFlo Software, particularly with 3CX and occasional software glitches affecting usability. [ See 1 mentions ](https://www.g2.com/products/infoflo-software/reviews?filters%5Bsentiment_snippet%5D=2507223&qs=pros-and-cons#reviews) See Related User Reviews ![Chris A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chris A.") CA Chris A. Small-Business (50 or fewer emp.) 4.0/5 "Support review" 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 respolv ##### 3. Missing Features Users feel that the software suffers from a **lack of available bundles** , which limits its functionality and options. [ See 1 mentions ](https://www.g2.com/products/infoflo-software/reviews?filters%5Bsentiment_snippet%5D=2507207&qs=pros-and-cons#reviews) See Related User Reviews EH Elizabeth H. Enterprise (\> 1000 emp.) 4.0/5 "infoflo review" 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. ##### 4. Not User-Friendly Users find the interface **difficult to navigate** , with support sometimes providing unclear information, despite follow-up clarifications. [ See 1 mentions ](https://www.g2.com/products/infoflo-software/reviews?filters%5Bsentiment_snippet%5D=2507215&qs=pros-and-cons#reviews) See Related User Reviews ![Nicolae R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nicolae R.") NR Nicolae R. Mid-Market (51-1000 emp.) 4.5/5 ""Excellent CRM for your business"." 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. ## Top-Rated Alternatives [ ![CiviCRM](https://images.g2crowd.com/uploads/product/hd_favicon/1487565644/civicrm.svg "CiviCRM") CiviCRM 3.9/5(84) ](https://www.g2.com/products/civicrm/reviews) [ ![Neon CRM](https://images.g2crowd.com/uploads/product/hd_favicon/055c9ab478d704cca7885bcd8db5650d/neon-one-llc-neon-crm.svg "Neon CRM") Neon CRM 4.2/5(438) ](https://www.g2.com/products/neon-one-llc-neon-crm/reviews) [ ![DonorPerfect](https://images.g2crowd.com/uploads/product/hd_favicon/97d98d389d1fa793bdbbdb50169fe1ae/donorperfect.svg "DonorPerfect") DonorPerfect 4.4/5(566) ](https://www.g2.com/products/donorperfect/reviews) [ View All Alternatives ](https://www.g2.com/products/infoflo-software/competitors/alternatives) ![Alex Z.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alex Z.") AZ Alex Z. CEO/ Co-founder Learning Fever E-Learning Small-Business (50 or fewer emp.) 3/4/2015 "Finally someone used their brain!" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller NT Nick T. Managing Director Human Resources Small-Business (50 or fewer emp.) 4/15/2015 "Infoflo review " 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Paul W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Paul W.") PW Paul W. Vice President Financial Services Enterprise (\> 1000 emp.) 4/3/2015 "We use InfoFlo for our main workflow/operational process/BI functions" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Recommendations to others considering InfoFlo Software: Great price point. Especially, in that it gives us complete control and ownership of our data Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Tracey L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tracey L.") TL Tracey L. Founder Consumer Services Small-Business (50 or fewer emp.) 3/5/2015 "Intelligent Contact Management" 4/5 What do you like best about InfoFlo Software? Inexpensive, extensible. There are no subscription fees. You purchase what you need as you need it. Review collected by and hosted on G2.com. What do you dislike about InfoFlo Software? Not Mac compatible. Loses connection to server regularly. Initialization after updates can be frustrating. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is InfoFlo Software solving and how is that benefiting you? Integration of contacts, email, calendars Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Kimberlee C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kimberlee C.") KC Kimberlee C. President of Sales & Marketing Business Supplies and Equipment Small-Business (50 or fewer emp.) 3/18/2015 "Can't Run Our Company Without InfoFlo" 5/5 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Recommendations to others considering InfoFlo Software: I highly recommend InfoFlo Software because of the ease of use and versatility of the program. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Aleksandros L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Aleksandros L.") AL Aleksandros L. Official Manager Music Small-Business (50 or fewer emp.) 1/24/2014 "Impressive capabilities in a low cost CRM software" 5/5 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Recommendations to others considering InfoFlo Software: If you need an easy to use yet powerfull CRM software you have to try it out! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 3/4/2015 Current UserValidated ReviewerSource: Organic ![Dan L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dan L.") DL Dan L. President Internet Small-Business (50 or fewer emp.) 3/12/2015 "Simple to Use - but Effective" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about InfoFlo Software? So far, I have not found anything that I dislike about InfoFlo. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Christopher T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Christopher T.") CT Christopher T. Small-Business (50 or fewer emp.) 11/11/2014 "Smoother workflow with InfoFlo" 5/5 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Daniel H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Daniel H.") DH Daniel H. ICT Information Technology and Services Small-Business (50 or fewer emp.) 11/3/2014 "Easy To Use, Manage and Extend" 5/5 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 Review collected by and hosted on G2.com. 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!! Review collected by and hosted on G2.com. Recommendations to others considering InfoFlo Software: The Best Support by far Review collected by and hosted on G2.com. 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! Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Chacko V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chacko V.") CV Chacko V. Owner Accounting Small-Business (50 or fewer emp.) 3/17/2015 "One of the best CRM software" 4.5/5 What do you like best about InfoFlo Software? Handling of emails - both incoming and outgoing emails are connected to a contact Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Recommendations to others considering InfoFlo Software: For a small business, I would strongly recommend Infoflo Review collected by and hosted on G2.com. What problems is InfoFlo Software solving and how is that benefiting you? flow of information. recording when received, who handled and when completed etc Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ##### Categories on G2 [Nonprofit CRM](https://www.g2.com/categories/nonprofit-crm)[Volunteer Management](https://www.g2.com/categories/volunteer-management)[Human Services](https://www.g2.com/categories/human-services) ##### Explore More [Most efficient AI infrastructure software for digital services](https://www.g2.com/discussions/what-is-the-most-efficient-ai-infrastructure-software-for-digital-services)[What is the best way to track time for remote teams?](https://www.g2.com/discussions/what-is-the-best-way-to-track-time-for-remote-teams)[Which scientific data management systems maintain data integrity and security in research environments for organisations evaluating solutions to improve reliability?](https://www.g2.com/discussions/which-scientific-data-management-systems-maintain-data-integrity-and-security-in-research-environments-for-organisations-evaluating-solutions-to-improve-reliability%20) [Is FineReader PDF worth it for an organization moving away from a basic legacy file reader that needs OCR and editing capabilities, or does Adobe Acrobat Reader cover enough ground?](https://www.g2.com/discussions/is-finereader-pdf-worth-it-for-an-organization-moving-away-from-a-basic-legacy-file-reader-that-needs-ocr-and-editing-capabilities-or-does-adobe-acrobat-reader-cover-enough-ground)[Which purchasing solutions reduce manual processing the most and improve team productivity quickly after rollout?](https://www.g2.com/discussions/which-purchasing-solutions-reduce-manual-processing-the-most-and-improve-team-productivity-quickly-after-rollout)[Pros and Cons Details](https://www.g2.com/products/infoflo-software/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)