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InfoFlo Solutions

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102 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.5
Serving customers since
2002

Profile Name

Star Rating

79
21
0
1
1

InfoFlo Solutions Reviews

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Profile Name
Star Rating
79
21
0
1
1
Meagan M.
MM
Meagan M.
08/18/2026
Validated Reviewer
Verified Current User
Review source: Seller invite

Easy to use client CM system for small nonprofit

The software is easy to use and makes sense! I love to know that I can easily see anything I need to for a client and understand the whole picture.
Ashley C.
AC
Ashley C.
06/17/2026
Validated Reviewer
Verified Current User
Review source: G2 invite

Fast, Customizable, and Secure Case Management with Outstanding Support!

I appreciate the fast response times from the sales director assigned to my organization- Shai Berliner. I can email him an update request, and he will have it implemented before the day is over. It is more customizable compared to other case management platforms. As a transitional housing organization, I like that we can combine our housing information within our client database. Having a secure software is essential.
HW
Harrison W.
12/19/2025
Validated Reviewer
Review source: Organic
Translated Using AI

Multifunctional integration, a tool for enhancing work efficiency

What I like most about InfoFlo Software is its integration and comprehensiveness. It combines key customer relationship management functions such as contact management, sales opportunity control, and sales forecasting into one, avoiding the issues of data non-interoperability and cumbersome operations that come with using multiple software. This allows businesses to complete complex customer management workflows on a single platform. This integration effectively enhances work efficiency, optimizes data management and analysis, and also strengthens team collaboration, ensuring that team members have access to the latest customer information and business data. InfoFlo's powerful integration capabilities enable businesses to manage customer relationships more efficiently and accurately. Additionally, the initial setup of InfoFlo Software is relatively easy, and after integration, there is no need for manual repetitive data entry, reducing workload and information omissions, and improving the smoothness of workflows.

About

Contact

Phone:
1 416-223-4353
HQ Location:
Toronto, Canada

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What is InfoFlo Solutions?

Infoflo's easy to use software is all about managing relationships with your customers and contacts. It is a fully integrated contact, relationship, 
email, calendar, document & task management solution. Its special features include document archiving, collaboration, along with all the popular contact management software options. Most CRM solutions include features that are too expensive for businesses and are not user-friendly enough. As a result, these solutions typically involve recurring maintenance and software update costs, in addition to initial assessment and consultant costs. Contact Management Software companies like Salesforce, Act!, Goldmine all do this...we don't. We believe that software should be a one time cost. For this reason Our Easy-To-Use contact manager software includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Our Customers appreciate this pricing model and take advantage of our free upgrades for life option. Download a free trial now! http://www.carmelvision.com/downloads.htm

Details

Year Founded
2002