--- description: Review of InfoFlo Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: InfoFlo | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Customer Communications Management Software](/directory/4742/customer-communications-mngt/software) > [InfoFlo](/software/138010/infoflo) # InfoFlo Canonical: https://www.softwareadvice.com.au/software/138010/infoflo Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.com.au/software/138010/infoflo?page=2) > 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. > > Verdict: Rated **4.5/5** by 96 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 96 Reviews | | Ease of Use | 4.4/5 | Based on overall reviews | | Customer Support | 4.3/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: InfoFlo Solutions - **Location**: Toronto, Canada - **Founded**: 2017 ## Commercial Context - **Starting Price**: USD 20.00 - **Pricing model**: Per User (Free Trial) - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: Danish, Dutch, English, French, German, Hungarian, Italian, Russian, Spanish, Turkish - **Available Countries**: Australia, Canada, Cayman Islands, China, France, Germany, Ireland, Japan, Netherlands, New Zealand, Singapore, Sweden, United Kingdom, United States ## Features - API - Access Controls/Permissions - Accounting Integration - Activity Dashboard - Activity Tracking - Ad hoc Reporting - Administrative Reporting - Alerts/Escalation - Alerts/Notifications - Appointment Management - Appointment Scheduling - Archiving & Retention - Assessment Management - Asset Lifecycle Management - Attendance Management - Auto-Dialer - Automatic Call Distribution - Billing & Invoicing - Blended Call Center - By-Extension Reporting ## Integrations (8 total) - Gmail - Google Calendar - Google Contacts - Microsoft 365 - Microsoft Outlook - QuickBooks Online - QuickBooks Online Advanced - WordPress ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Customer Communications Management Software](https://www.softwareadvice.com.au/directory/4742/customer-communications-mngt/software) ## Related Categories - [Customer Communications Management Software](https://www.softwareadvice.com.au/directory/4742/customer-communications-mngt/software) - [Lead Management Software](https://www.softwareadvice.com.au/directory/1682/lead-management/software) - [Nonprofit CRM Software](https://www.softwareadvice.com.au/directory/4788/nonprofit-crm-software/software) - [Patient Case Management Software](https://www.softwareadvice.com.au/directory/4181/patient-case-management/software) - [Tax Practice Management Software](https://www.softwareadvice.com.au/directory/4237/tax-practice-management/software) ## Alternatives 1. [NetSuite](https://www.softwareadvice.com.au/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2003 reviews) 2. [Bitrix24](https://www.softwareadvice.com.au/software/128326/bitrix24) — 4.2/5 (984 reviews) 3. [LiveAgent](https://www.softwareadvice.com.au/software/109980/liveagent) — 4.7/5 (1753 reviews) 4. [Zendesk Suite](https://www.softwareadvice.com.au/software/26892/zendesk-talk) — 4.4/5 (4072 reviews) 5. [Ring.io](https://www.softwareadvice.com.au/software/18320/ringio) — 4.1/5 (19 reviews) ## Reviews ### "Support is difficult to contact" — 5.0/5 > **Mark** | *27 October 2018* | Financial Services | Recommendation rating: 3.0/10 > > **Pros**: I like this software because it is a one time cost and I feel that I own it. Subscription based pricing seems more affordable but it makes things extremely expensive if CRM is a permanent addition. I like Infoflo because I think it has most of the features that I need. I had a relatively well known CRM software program before Infoflo but it began to crash and the provider has changed to an enterprise program with an expensive monthly subscription, no individual user options and wouldn't support an individual user so I had to start over. > > **Cons**: The downside of Infoflo software is that you have to be proficient at maintaining and trouble shooting computer issues. Apparently a lot of the problems come from changes made automatically by my Norton antivirus software\! I had a problem where Infoflo would not start automatically and I had to restart it manually. This continued for several months until it just wouldn't start. This was corrected when I asked support and they told me that I had to download updates. This was the first that I had heard of this. I thought software should work without updates. The most recent problem was that the program was not displaying any of the text describing the any of the links. I was "down" for several weeks. I finally walked into Infoflo's offices with my computer and they fixed the problem for me. My Norton antivirus had automatically deleted a file\! I would have never figured it out on my own. > > I think Infoflo is a good CRM program, but it is not for someone who does not have computer support. Given that you own the software, it is much less expensive than subscription based programs. ----- ### "Onboarding to InfoFlo" — 5.0/5 > **Thom** | *25 January 2022* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: The user interface is clear, segmented in to understandable sections for easy quick workflow. That is integrates with Outlook is a plus. I find InfoFlo 'feature rich' loaded with useful tools and obviously produced from people who know what a CRM requires. > > **Cons**: Haven't found anything so far\! I'll let you know if something crops up... > > I've only been using it for very little time so I'm spending much time in the "Academy" . Learning the product is exciting knowing what I will be able to do. ----- ### "The best software out there" — 5.0/5 > **Verified Reviewer** | *25 March 2026* | Publishing | Recommendation rating: 10.0/10 > > **Pros**: It makes it easy for us to sell our products with ease and keeps us well organized. The ease of invoicing each customer is great > > **Cons**: There is nothing that we don't like about InfoFlo... It is a great product to use to help manage your products\! > > I love InfoFlo and all of its features\! I use this on a daily basis to manage our products. We are completely satisfied with this product and all the features. ----- ### "Perfect for tracking communication with clients" — 5.0/5 > **Kristen** | *21 August 2019* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: I love the ease of use and functionality of Infoflo. We needed a CRM that could track our communication with clients, including phones, emails, and appointments. Infoflo gives us that\! Everyone in the office uses this daily, its has helped production and internal communication on all clients we serve. > > **Cons**: That we didn't know about Infoflo sooner\! We probably only used 10% of a complex CRM prior to Infoflo and it was never easy or intuitive to use. With Infoflo, its much easier to train new employees on the software, keep up with processes we have put in place within Infoflo, and incorporate customer service follow up into our daily schedules. > > Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized to our industry and products. We love the ease and functionality of the layout. Love that our phones are hosted through the same company and connected to Infoflo - we get the same great customer service if we need help with either. It has been a very successful transition to Infoflo and recommend for small and large businesses. ----- ### "met our demand...to work Smarter not Harder" — 5.0/5 > **jim** | *27 September 2019* | Consumer Goods | Recommendation rating: 10.0/10 > > **Pros**: gave us lots of flexibility of how we gather information .Love the fact we can choose what information we share with our staff, that way they only have info they need. New mobile version just made it even more useful. Input of information was a breeze to get started as they have a great mapping feature. The fact everything gets into a customer file with no redundancy. All emails and documents it makes us look like we have all the info...Because we do. Price----absolutely most for the money > > **Cons**: needs some canned reports in the standard module > > We are able to pull up accounts so many ways that helps us formulate better sales programs. If we need them by state or by $$$ or by various companies we represent with a couple clicks we have our needs. Like a lot of new launchs we had some questions their support has been great scheduling when it convenient for us to make sure all is working. ----- Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.com.au/software/138010/infoflo?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/138010/infoflo) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data