# InfoFlo Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about InfoFlo Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/96628/InfoFlo --- # InfoFlo Software Review 2026: Features, Integrations, Pros & Cons Last updated on April 14, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) InfoFlo ## What is InfoFlo? InfoFlo is a private cloud that can be installed on your server or our secure cloud. It's an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook and Gmail sync on the market! It is a fully integrated contact, relationship, email, calendar, document, sales, task management solution and VoIP. It includes a Quick Books sync. We believe that software should be a one time cost. InfoFlo includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! ## What is InfoFlo used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Contact Management](https://www.capterra.com/contact-management-software/)[Telephony](https://www.capterra.com/telephony-software/) Overall rating Based on 97 user reviews Reviews sentiment Positive 91% Neutral 6% Negative 3% Starting price $20 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## InfoFlo alternatives Highest Rated [4.8 (69)](https://www.capterra.com/p/124958/NewOrg-Management-System/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.2 (86)](https://www.capterra.com/p/200357/Casebook-Platform/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 84% of reviewers rated it above 4 stars [4.5 (1,059)](https://www.capterra.com/p/132388/CharityTracker/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.5 (29)](https://www.capterra.com/p/172299/Health-Cloud/#reviews) Starting price $350.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/96628/InfoFlo/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Contact Database 4.4 (8) 75.00% of 8 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Contact Management 4.5 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Reporting/Analytics 4.3 (4) 75.00% of 4 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Data Import/Export 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Import and export data to and from software applications Search/Filter 4.3 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria Task Management 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression InfoFlo 154 features Define levels of authorization for access to specific files or systems Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Generate one-off reports that meet information requirements System alerts about the need to escalate an issue or request Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling Schedule appointments via a calendar Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Creation, administration, and evaluation of assessments or tests Manage assets throughout their lifecycle to optimize profit Manage attendance for classes, shifts, meetings, or events System that automatically dials calls Distribute/route/connect calls Create, manage, and send invoices or bills to customers A call center that both makes and receives calls Report incoming and outgoing calls for specific extensions Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Notifications/alerts for upcoming events or tasks Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. Details about the length of time a phone call lasts, starting from when the call gets initiated till it ends Collects essential call data such as call origin, call destination, call length, and other transaction details Listen to live phone conversations for the purpose of training and assessing agent performance Record the audio of phone conversations for quality assurance purposes Sends voice calls to a specific queue based on predetermined criteria Highlight specific time marks for annotation and review purposes Identify the number and contact information of a caller before answering the phone Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Group campaigns by project, client, or campaign for better management. Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Access and track notes regarding case activities and updates within case files Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Manage a group of members established for coordinating plans, programs, or other initiatives Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Computer-telephony integration is the use of computers to manage telephone calls Configure existing workflows to meet your organization's needs Search and check for conflicts of interest or statutes of limitations Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Track, store, and access client contracts or licenses Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Access previous interactions or concerns to maintain customer relationships Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Creation and customization of dashboards Import and export data to and from software applications Manage and maintain a detailed record of information and updates associated with each court case Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Receive and/or send email notifications for urgent updates, requests, or other information Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Track delivered, received, and opened emails Access names, contact information, and roles of employees in a centralized repository Track employee schedules, availability, and performance across projects and tasks Schedule and manage the logistics of activities and other gatherings Monitor and record expenses such as purchases or charges incurred Move files across different systems or networks Software specialized for accountants and accounting firms Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals Software specialized for non-profit organizations Form predictions based on past and present data/trends Store, manage and track all forms in a centralized location Establish measurable goals and objectives and track their progress over a specific period of time Monitor application statuses, proposals and award funds Managing service requests, incidents, IT issues & support with a ticketing system Compliant with HIPAA, which sets standards for sensitive patient data protection A call center that primarily receives calls, typically customer service focused Track and monitor incoming call statistics Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Captures invoice data and maintains comprehensive records for auditing and reporting purposes Creation, processing, verification, and execution of invoices till the payment is made Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response Track and monitor a specific set of keywords Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Store information about leads or contacts and track, manage and nurture them throughout the sales process Agents choose who to call and when Automate workflows and trigger campaigns based on customer actions Database of members to track personal information of individuals and families Access software remotely via mobile devices Manage and support multiple locations Record the audio of phone conversations for quality assurance purposes Track all opportunities for potential sales and convert them into recurring revenue A call center that primarily makes calls, typically sales focused Track and monitor outgoing call statistics System calls multiple numbers at once and connects the agent to the first number that answers Process of managing several related projects or business activities to achieve organizational goals Document and report the progress of ongoing projects Reporting on how each user, task or process has advanced since its initiation Type of outbound calling system that automatically dials a list of phone numbers and connects agents with answered calls Plan and coordinate all the resources, costs and time needed to execute assignments Measure time to completion or hours worked for projects Tools designed to streamline the process of lead generation and management for sales teams Monitor wait time and abandonment for incoming requests that have not been routed Generate quotes or estimates for customers Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Record live video calls to play later Ability to record, store, update, and retrieve information Log and store the source of contacts/leads Log and store the source of contacts/leads Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Pipeline view and tracking lead status Automatically record calls at predetermined times Plan availability and assign specific time slots for tasks and resources Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc. Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Online portal through which end users can access the system, manage tasks, or obtain information Share contacts with other applications like Gmail and CRM Enables the connectivity to send and receive calls over the internet Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status over time for a request, process, asset, or transaction Create and administer polls and surveys Create, manage and track all task activities and progression Track and manage the scheduling of tasks Organize customer data and accounts by user or geography Turns text into natural sounding speech Set up connections to third-party platforms to improve business processes Measure and track time including hours worked and paid time off (PTO) Track employee/learner's progression through training programs Manage bookkeeping for client trust accounts Manage calls that were missed or not attended Consolidate and integrate communication tools as one platform or entity to enhance business communication and collaboration Connect with meeting participants remotely over video Computer-based system that allows users to send and receive voice messages Place/receive calls through voice over IP connection Manage volunteer information and direct volunteer resources Web form that allows users to enter data that is sent and processed for different reasons Seamlessly integrates with 3rd party websites Track calls answered by employees Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.4 (93) 4.4 Based on 93 reviews ## Pricing Value for money 4.6 (87) Free Trial [View pricing plan details](https://www.capterra.com/p/96628/InfoFlo/pricing/) Cloud $20.00 Per User,Per Month Value for money 4.6 (87) 4.6 Based on 87 reviews ## Integrations [ WordPress](https://www.capterra.com/p/131687/WordPress/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[ Google Contacts](https://www.capterra.com/p/203196/Google-Contacts/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (91) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (91) 4.3 Based on 91 reviews ## User reviews Overall rating 4.5 Based on 97 reviews Filter by rating 5(60) 4(28) 3(6) 2(0) 1(3) Mentioned topic Sorted by most recent SR Samantha R. Finance Accounting ### "Great Service!!!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 April 12, 2026 Pros Simple CRM, easy contact tracking, integrates with your email, and boosts small business productivity Cons Outdated interface, limited advanced features, weaker mobile experience, and fewer integrations than modern CRMs Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Print Shop Publishing ### "The best software out there " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 25, 2026 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. 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! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CM Colton M. Senior Human Resources Recruiter Leisure, Travel & Tourism ### "A useful platform with easy-to-use tools" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 November 17, 2025 The functionality and control of my data have improved, and with a smoother integration, I can make calls, record communications, and invoice from within a single integrated ecosystem. Pros InfoFlo allows me to add only the modules I need, such as advanced tasks, permissions, invoicing, and document management, making everything more personalized and preventing the system from feeling overwhelming or too cumbersome for my team, because we only activate what we actually use. Having mobile access is useful when I'm out of the office because I can view my task list, contacts, history, and schedule meetings or follow-ups before a call. It's a very secure platform, and I feel confident storing important documents without fear of anything happening. Cons There are occasional errors like freezes and error messages, especially when there are many active tasks or data, but restarting the application fixes everything, although it does interrupt my workflow. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AK Allison K. Manager Automotive ### "Read Before You Buy!" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 March 7, 2023 Please look into all options before making a decision; I wish my company took the time to research better. I would recommend Sales Force, Monday.com etc. Pros I have yet to have a positive experience while using InfoFlo. I have made several attempts as has all of my staff and it is just not a good program. Cons The program is not user friendly. Simple tasks, like assigning a sales rep to an account is not available. When we ask to add the feature we are told it will cost thousands of dollars and will take months as they do not have the "manpower" to get it done. Each step of the way when we have attempted to use the program features are just not available. I believe they bring you in and try and get you to spend money on upgrades, then they say we don't have the "manpower" to write the code... next thing you know months have passed and they refuse to discuss any type of refund. RUN! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor January 15, 2024 Unfortunately this customers' staff member who was left in charge of the project had a technology gap when it came to implementing software. We spent a lot of time with them free of charge but there was always an issue and they were not flexibile or open to any change (scared of change). We are sorry it did not work out for them. We have a over a 95% successful implementation rate with all our customers. AU Anonymous User Ingeniero Construction ### "Producto fantástico" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 March 2, 2023 Pros La gestión de contactos y llamadas. Funciona bastante bien. Cons Necesitas un poco de aprendizaje inicial para hacerte con el programa. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CA Chris A. MD Real Estate ### "InfoFlo Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 February 24, 2023 Very good replacement for Goldmine which I had been using >15 years Pros Ease of use Calendar function Cons Not possible to integrate with 3CXOccasional software glitches eg. on updating recently all the contacts were duplicated Reasons for choosing InfoFlo Feature set. Price/ performance Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. YA Yousef A. sales Retail ### "I really like this app" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 February 20, 2023 amazing I tried more app works in crm but the infoflo is the best Pros an easy and fast to achieve my work with good experience Cons can you contact the app with WhatsApp I think it will be good Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ME Manuel E. Tecnic Hospital & Health Care ### "Bueno" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 28, 2022 Muy bueno con herramientas profesionales Pros Su gestion de contactos y también de llamadas Cons Algo dificil si no tienes experiencia alguna Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BK Bahar K. Customer Relationship Manager Retail ### "Cost efficient and comprehensive CRM " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 11, 2022 Pros InfoFlo is the best CRM in the market in terms of features to proce ratio. Cons InfoFlo should provide a better customer support for their users. Switched from [Pobuca Connect](https://www.capterra.com/p/148335/Pobuca-Connect/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. YB Yvonne B. Owner Financial Services ### "Fantastic Product shame about the price" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 April 1, 2022 All my CRM issues go away with this product and I like that it's not a subscription but paying for all you need in one go is a a hard hit to take. Pros Honestly an excellent product all around Cons Integration was so easy and fast nothing but praise for that but pricing is a bit of a bait and switch after a trail that includes everything comes the reality were the basic product while affordable doesn't do much and the add on really add up fast. Switched from [CentrixOne Email Marketing](https://www.capterra.com/p/232616/CentrixOne-Email-Marketing/) More features and avoid a never ending monthly fee. Alternatives considered [Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/) Reasons for choosing InfoFlo Monthly subscription fee Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/96628/InfoFlo/reviews/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)