--- title: "InfoFlo Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about InfoFlo Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/96628/InfoFlo/" page_type: "product" language: "en" --- # InfoFlo Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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/)[Call Center](https://www.capterra.com/call-center-software/) Overall rating Based on 101 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 [4.7 (744)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.5 (4,484)](https://www.capterra.com/p/152373/HubSpot-CRM/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 [4.4 (18,808)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,996)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/96628/InfoFlo/alternatives/) ## FAQs about InfoFlo Overview ### What problems does InfoFlo solve? InfoFlo helps teams solve scattered customer records, disjointed email and call histories, and manual follow-up tracking by centralizing contacts, activities, tasks, and documents in one customizable CRM. Sales teams, service staff, mortgage brokers, and small to midsize businesses benefit most from faster reporting, bulk outreach, and Outlook-based workflows. Answer based on 60 reviews Overview ### Which roles and teams benefit most from InfoFlo? InfoFlo is most used by business owners, presidents, and other executives who need a centralized system for managing customer relationships, sales activity, and daily operations. Consultants, brokers, and business development teams use it to track leads and client communications, while administrative and marketing staff support follow-ups, contact records, and workflow organization. Answer based on 100 reviews Overview ### What company size and industries is InfoFlo built for? InfoFlo is built primarily for small businesses, which make up 95% of reviewers, and it appears most common in Financial Services at 9%. While the vendor positions InfoFlo Nonprofit for organizations needing tailored nonprofit support, reviewer adoption also includes Marketing and Advertising and Real Estate, each representing 7%. Answer based on 101 reviews Features and Usability ### What are the key features of InfoFlo? InfoFlo includes core CRM features like contact management, client management, task management, and calendar scheduling, with email integration as a key differentiator through Outlook and Gmail sync. It also offers document management, invoicing, customizable fields, and modular add-ons, so teams can link emails, notes, files, and opportunities to each contact. Answer based on 46 reviews Integrations ### How good is InfoFlo's email integration? InfoFlo connects email with contact records well and gives teams a clear view of customer conversations. Many small businesses value Outlook, Gmail, and Exchange syncing, automatic email filing, and bulk email support. Some users still report occasional sync issues, setup friction, limited mail merge flexibility, or missing features around folders and tagging. Answer based on 26 reviews Integrations ### Which third-party tools and platforms does InfoFlo integrate with? InfoFlo integrates with Outlook4Gmail and WhatsApp in reviewer mentions, and official catalog listings add Gmail, Google Calendar, Google Contacts, Microsoft 365, Microsoft Outlook, QuickBooks Online, and WordPress. These integrations span email, calendars, contacts, accounting, messaging, and website management tools used alongside CRM workflows. Answer based on 22 reviews Getting Started and Support ### How easy is it to onboard and train a team on InfoFlo? InfoFlo is straightforward for most team members to learn, with in-person training, live online sessions, webinars, documentation, and videos available. Reviewers say basic use is quick for everyday users, while admins, new teams, and less technical users may need more time for setup, customization, and areas like email management. Answer based on 13 reviews Getting Started and Support ### What customer support options does InfoFlo offer, and how do users rate the experience? InfoFlo offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. Users often describe support as helpful, fast, and willing to answer questions, but others report uneven responsiveness, limited documentation, confusing ticket handling, time-zone delays, and frustration with paid assistance for some technical issues. Answer based on 46 reviews Features and Usability ### How well does InfoFlo handle contact management? InfoFlo keeps contact records organized in one place and makes communication history easy to find. Small business teams often use it to track calls, emails, notes, tasks, and documents before follow-ups. Custom fields and linked records add flexibility, though some users mention limits with importing, mail merge, sorting, and duplicate data entry. Answer based on 33 reviews ## Features AI summary Based on 14,670 CRM reviews Capterra reviewers point to these as the CRM features buyers care about most: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) InfoFlo supports all three top-priority features: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer records organized, track deals through each stage of the sales process, and manage new prospects more effectively, allowing teams to improve follow-up, maintain visibility into sales activity, and close opportunities with greater consistency. Contact Management 4.5 (10) 90.00% of 10 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Sales Pipeline Management 5.0 (2) 150.00% of 2 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Lead Management 4.3 (3) 133.33% of 3 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Task Management 4.8 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Data Import/Export 5.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Import and export data to and from software applications 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. InfoFlo 155 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Assessment Management: Creation, administration, and evaluation of assessments or tests - Asset Lifecycle Management: Manage assets throughout their lifecycle to optimize profit - Attendance Management: Manage attendance for classes, shifts, meetings, or events - Auto-Dialer: System that automatically dials calls - Automatic Call Distribution: Distribute/route/connect calls - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Blended Call Center: A call center that both makes and receives calls - By-Extension Reporting: Report incoming and outgoing calls for specific extensions - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call Center Management: Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. - Call Duration: Details about the length of time a phone call lasts, starting from when the call gets initiated till it ends - Call Logging: Collects essential call data such as call origin, call destination, call length, and other transaction details - Call Monitoring: Listen to live phone conversations for the purpose of training and assessing agent performance - Call Recording: Record the audio of phone conversations for quality assurance purposes - Call Routing: Sends voice calls to a specific queue based on predetermined criteria - Call Tagging: Highlight specific time marks for annotation and review purposes - Caller ID: Identify the number and contact information of a caller before answering the phone - Caller Profiles: Store caller information within an accessible database - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Segmentation: Group campaigns by project, client, or campaign for better management. - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Case Notes: Access and track notes regarding case activities and updates within case files - Certification & Licensing: Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Committee Management: Manage a group of members established for coordinating plans, programs, or other initiatives - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Computer Telephony Integration: Computer-telephony integration is the use of computers to manage telephone calls - Configurable Workflow: Configure existing workflows to meet your organization's needs - Conflict Management: Search and check for conflicts of interest or statutes of limitations - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Import/Export: Import and export data to and from software applications - Docket Management: Manage and maintain a detailed record of information and updates associated with each court case - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Donor Management: Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Employee Directory: Access names, contact information, and roles of employees in a centralized repository - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Event Management: Schedule and manage the logistics of activities and other gatherings - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - File Transfer: Move files across different systems or networks - For Accountants: Software specialized for accountants and accounting firms - For CPA Firms: Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals - For Nonprofits: Software specialized for non-profit organizations - Forecasting: Form predictions based on past and present data/trends - Forms Management: Store, manage and track all forms in a centralized location - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Grant Management: Monitor application statuses, proposals and award funds - Help Desk Management: Managing service requests, incidents, IT issues & support with a ticketing system - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Inbound Call Center: A call center that primarily receives calls, typically customer service focused - Inbound Reporting: Track and monitor incoming call statistics - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - IVR: Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response - Keyword Tracking: Track and monitor a specific set of keywords - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Manual Dialer: Agents choose who to call and when - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Membership Management: Database of members to track personal information of individuals and families - Mobile Access: Access software remotely via mobile devices - Multi-Location: Manage and support multiple locations - On-Demand Recording: Record the audio of phone conversations for quality assurance purposes - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Outbound Call Center: A call center that primarily makes calls, typically sales focused - Outbound Reporting: Track and monitor outgoing call statistics - Predictive Dialer: System calls multiple numbers at once and connects the agent to the first number that answers - Program Management: Process of managing several related projects or business activities to achieve organizational goals - Progress Reports: Document and report the progress of ongoing projects - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Progressive Dialer: Type of outbound calling system that automatically dials a list of phone numbers and connects agents with answered calls - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Time Tracking: Measure time to completion or hours worked for projects - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Queue Management: Monitor wait time and abandonment for incoming requests that have not been routed - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Recording: Record live video calls to play later - Records Management: Ability to record, store, update, and retrieve information - Referral Management: Log and store the source of contacts/leads - Referral Tracking: Log and store the source of contacts/leads - Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Pipeline Management: Pipeline view and tracking lead status - Scheduled Recording: Automatically record calls at predetermined times - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search: Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Shared Contacts: Share contacts with other applications like Gmail and CRM - SIP Trunking: Enables the connectivity to send and receive calls over the internet - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - Survey/Poll Management: Create and administer polls and surveys - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Territory Management: Organize customer data and accounts by user or geography - Text to Speech: Turns text into natural sounding speech - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Training Management: Track employee/learner's progression through training programs - Trust Accounting: Manage bookkeeping for client trust accounts - Unattended Call Management: Manage calls that were missed or not attended - Unified Communications: Consolidate and integrate communication tools as one platform or entity to enhance business communication and collaboration - Video Conferencing: Connect with meeting participants remotely over video - Voice Mail: Computer-based system that allows users to send and receive voice messages - VoIP Connection: Place/receive calls through voice over IP connection - Volunteer Management: Manage volunteer information and direct volunteer resources - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Website Integration: Seamlessly integrates with 3rd party websites - Who Answered Log: Track calls answered by employees - Workflow Management: 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 (97) 4.4 Based on 97 reviews ## Pricing Value for money 4.5 (91) Free Trial [View pricing plan details](https://www.capterra.com/p/96628/InfoFlo/pricing/) Cloud $20.00 Per User,Per Month Value for money 4.5 (91) 4.5 Based on 91 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 (95) 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 (95) 4.3 Based on 95 reviews ## User reviews Overall rating 4.5 Based on 101 reviews Filter by rating 5(61) 4(31) 3(6) 2(0) 1(3) Mentioned topic Sorted by most recent Johnny B. CEO Marketing and Advertising ### "Excellent, Highly Customizable Case Management for Non-Profits" 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 August 3, 2026 My overall experience has been fantastic. The platform provides all the tools a non-profit needs, backed by great customer support. If you are considering this software for your organization, I highly suggest booking a demo call with their team. They will walk you through the software and show you exactly how it can be customized for your needs. Pros InfoFlo is a fantastic case management software tailored specifically for non-profits. One of the biggest highlights is the incredible customizability, which allows you to mold the software to fit your specific use cases perfectly. The support team is also exceptional, they really understand the needs of non-profits and make the setup process super easy. Whenever you need help or have questions, you get to speak directly with a real human on a call, rather than dealing with automated bots. Finally, I appreciate the flexibility of their infrastructure, they offer servers in both Canada and the US, so you have the freedom to choose exactly where you want to store your data. Cons I haven't encountered any significant downsides so far. The team has been incredibly helpful in overcoming any initial learning curves during the setup process, and the software works exactly as promised. 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. RR Ruth R. Marketing Assistant Marketing and Advertising ### "Pretty solid CRM for the price" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 July 6, 2026 We've been using InfoFlo at the office for about four months. Mainly for tracking customer info and keeping email threads in one place. I'm on it most days, usually right before a call, just to remind myself what we last talked about with someone. Before this, I was juggling Outlook and a spreadsheet, which worked until it didn't. Having it all together has made things a bit less chaotic, honestly. Pros The Outlook integration is the thing I actually use. Someone calls, I pull up the contact, and I can see the email history without digging through my inbox. That alone has probably saved me a decent amount of back-and-forth. The other thing I appreciated is that we didn't have to commit to a full feature set upfront. We started with the basics and added a module a couple months in when we figured out we needed it. That flexibility helped since we weren't sure how much of it we'd actually end up using. Cons Interface looks a bit dated. It's functional once you've poked around enough, but if someone new is sitting down with it for the first time, they'll probably spend a few minutes just figuring out where things are. The mobile app is fine for quick lookups or dropping a note, but anything more than that and I'd rather just wait until I'm at my desk. It doesn't feel like it was really built with mobile in mind. 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. SD Sandy D. Marketing Assistant Marketing and Advertising ### "Good value if you prefer a one-time purchase" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 July 2, 2026 Switched to this mainly because I was tired of paying monthly fees for software I wasn't fully using. Been using it for a few months now to keep client info organized and track Outlook emails, and it does what I need without much fuss. Getting started was easier than I expected, I didn't have to watch tutorials or anything, just figured it out as I went. Pros The Outlook integration is what I actually use every day. Having email history sitting right next to a client's notes means I'm not constantly switching between windows trying to remember what we talked about last time. That alone justified it for me. The fact that you can start with a stripped-down version and add things later is also nice.. I didn't feel pressured to buy more than I needed upfront. Cons The interface looks like it hasn't been touched in a while. Everything works, but next to something like HubSpot or even some of the free tools, it looks pretty old. A few of the menus took me a bit to figure out, nothing that stopped me from using it, but there were a couple moments where I wasn't sure where something was. You do get used to it. It's more of an annoyance than a dealbreaker, but I'd probably like it more if the UI got some attention. Switched from [Brevo Marketing Platform](https://www.capterra.com/p/132996/brevo/) Brevo was fine for email marketing but it wasn't really built for managing client relationships. I needed something where I could track contacts, log emails, and keep notes all in one place without paying a recurring fee every month. 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. RV Ruth V. CSR Information Services ### "Reliable CRM for Daily Business Use" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 May 21, 2026 Overall, InfoFlo is a reliable and useful CRM for managing contacts, tracking communication, and organizing customer information. It works well for daily business needs, though it could benefit from a more modern design and stronger mobile functionality. Pros InfoFlo is a helpful CRM that makes it easy to manage contacts, track communication, and keep customer information organized. The features are useful for daily business tasks, and the system works well for improving productivity. It may not feel as modern as some newer CRM platforms, and the mobile experience could be better, but overall it is a reliable tool for managing customer relationships. Cons The interface feels a bit outdated compared to newer CRM platforms, and some advanced features and integrations are limited. The mobile experience could also be improved. 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. 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. AN 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. AN 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. [View all Reviews](https://www.capterra.com/p/96628/InfoFlo/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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