# Page 3 | InfoFlo Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is InfoFlo the right Human Services solution for you? Explore 97 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/96628/InfoFlo/reviews --- InfoFlo 4.5 (97) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 14th, 2026 # Page 3 - Reviews of InfoFlo ## Showing most helpful reviews Showing 51-75 of 97 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JT Joe T. President Human Resources Used the software for: 2+ years ### "Observations from a Seven Year Customer" November 28, 2018 5.0 I can't think of anything at the moment. Pros 1) I like the ability to manage multiple email address from a single application. 2) I also like the separation of known and unknown contacts which is VERY helpful when managing incoming emails and deleting the junk. 3) The notes associated with individual contacts are also very helpful in managing a contact history by individuals and companies.. 4) The tech support structure for submitting tickets to resolve quick questions is also a great solution. Cons I can't think of anything at the moment. Review Source TL Tom L. Administrator Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Software easy to learn. Logical work flow." February 6, 2018 5.0 We mainly use this software for keeping track of customers contacts, and repair history log of our serialized products. Pros Very powerful software for reasonable cost, especially when comparing to competing software. The modular add-on and per/user price structure really helps small business with limited budget. Minor updates are issued frequently, which shows the developer's commitment to this product. Cons Some of the add-on's could arguably be consider as standard feature. For example : scheduled backup, and advanced search. Review Source VR Verified Reviewer Administrative Assistant / Coordinator Used the software for: Less than 6 months ### "Great Software, Easy to Use & awesome customer service" July 31, 2018 5.0 Pros The ease of use and the customer service. They know what their talking about and spend the time to understand. We are a small company that is expanding and has never used a software before. This was extremely easy to use and started all employees on the software immediately after it was implemented. Cons Training sessions are slightly high in price, although you don't really need much training because they give you a good demo and thorough walk through when you sign up. Review Source KA Kerry A. Project Surveyor Civil Engineering Used the software for: 1-2 years ### "Best CRM out there, we think so!" October 17, 2018 5.0 We are preparing proposals and reports that are automatically filled in with the information from the database. Its super easy to prepare reports of our current projects for our weekly meetings that are up to date and relevant. Pros One time, up-front cost with no subscriptions and the data is located on our own server. Lots of flexibility with the modules offered that gives our team the tools we use most. Cons Would like the ability to turn off some of the features that we do not use as much. It does so much, and we have streamlined our processes to what works best for us. Review Source VR Verified Reviewer Ingeniero Construction Used the software for: 6-12 months ### "Producto fantástico" March 2, 2023 5.0 Pros La gestión de contactos y llamadas. Funciona bastante bien. Cons Necesitas un poco de aprendizaje inicial para hacerte con el programa. Review Source TW Tony W. Director Furniture Used the software for: 1-2 years ### "Infoflo, easy to use and it manages my business sales & contacts easily. I would be lost without it." February 7, 2018 5.0 Pros I run a small family run Business and I love how seamlessly keeps all of my contacts, invoices & reports neatly and easily accessible and links one to the other. i put all my contacts and invoices through Infoflo and I couldn't run my business as efficiently as I do without Infoflo behind me. Also their customer support is second to none. even though I am based in the UK and considering the time difference between here and Canada I always get any issues fixed within hours. Very impressed. Review Source TA Thomas A. IT Accounting Used the software for: 2+ years ### "TCC" December 3, 2019 4.0 Pros They were able to migrate all of my old data from BCM into . Cons Less user friendly than BCM but has all of the functionality we need Review Source BK Bahar K. Customer Relationship Manager Retail Used the software for: 6-12 months ### "Cost efficient and comprehensive CRM " November 11, 2022 5.0 Pros is the best CRM in the market in terms of features to proce ratio. Cons should provide a better customer support for their users. Review Source FK Frank K. Owner Financial Services Used the software for: 2+ years ### "Professional staff" February 7, 2018 4.0 I use it as a contact program and keeping history communications. Pros Many very useful features. I like the notes feature because you cannot go back and edit entries. Showing most recent activity. Cons Could not get sync to work properly. I have multiple devices and I should be able to have program on each device. No phone app. Review Source TT Tim T. Mortgage Broker Financial Services Used the software for: I used a free trial ### "Amazing app" September 27, 2019 5.0 Pros 1 time fee, simple to use and long term cost is amazing. Works great, and no need of anything more fancy. Has absolutely everything what a Mortgage broker needs to juggle 1000s of clients. Cons Don't have any cons yet, maybe certain add ons are a bit expensive and could have been included with the basic app. However, after all it is still cheaper than many CRMs on the market. Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Copper](https://www.capterra.com/p/141642/Copper/) Review Source DM Danielle M. Owner, Accountant Accounting Used the software for: Less than 6 months ### "I love using InfoFlo! It's a great alternative to so many other CRM products I looked at." February 6, 2018 5.0 It is very easy to track my client data with privacy. Online CRM products make you agree to terms and conditions that I could not tolerate. They were also overly complex for my needs. This is perfect for what I need and didn't require hours of watching training videos to figure out and set up either. Pros I like that there's a one time fee. I know I want to add on different options later. But the low one time fee allowed me to get started right away for a low price while knowing that I can upgrade later to get added features. The free trial allowed me to make a decision to see how everything worked together. Cons It takes up a lot of my computer's processing power. I suppose that's the nature of the beast. I'm going to need to upgrade my ram, but at least I don't have to use a server. Until I want to. Review Source VR Verified Reviewer Consultant Used the software for: 6-12 months ### "Easy to use and improved my workflow significantly" February 6, 2018 5.0 Better comunication with clients. Easy to use and improved the client experience, I would highly recommend Pros I love that information is accessible and easily viewable on a mobile device. Clients love it to and it improved their accessibility as well. Cons I can't think of anything that did not work for me. The software made the client interactions easier and was of great value to the client experience. Review Source SL Sergey L. indexer Publishing Used the software for: I used a free trial ### "InfoFlo review" December 3, 2019 4.0 Overall experience is positive, the program is easy to learn and use. Pros Integration with Outlook and Gmail is very useful feature. You can easily connect your contacts with emails and tasks (opportunities and sales). I like Desktop version and one-time purchase fee. Cons Project feature is not properly connected to opportunities, for example, you can't convert opportunities into projects. Categories feature does not make much sense. It is better to create Leads and separate Leads from Contacts. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing InfoFlo Price is more competitive, desktop vs. cloud. Review Source JB Jim B. Owner Used the software for: 1-2 years ### "The product represents great value (features and benefits, and ease of use relative to cost). " November 15, 2017 5.0 Pros It addresses the issues of recording, using, and managing important customer and client information. Comprehensively and with good transparency. It is very customizable and responsive to a variety of personal preferences. Cons I do think that the "Help" instructions could be fleshed out more, and kept more current. Especially areas that may not be entirely "intuitive"--such as email account setup and management. Review Source MG Michael G. President & CEO Management Consulting Used the software for: 1-2 years ### "Excellent CRM interface to emails" April 10, 2018 4.0 Great cost effective integration with OFFICE email and calendar Pros The ability to integrate your CRM activities with your OFFICE (email, Calendar) is a strong cost effective feature of this tool. Cons The tool is fragile, in that it seems to 'fall over' too often, requiring a reset or download of a 'more recent version'. The software only runs on Windows platforms, and is not web based. Review Source ME Manuel E. Tecnic Hospital & Health Care Used the software for: Less than 6 months ### "Bueno" December 28, 2022 5.0 Muy bueno con herramientas profesionales Pros Su gestion de contactos y también de llamadas Cons Algo dificil si no tienes experiencia alguna Review Source DE David E. Managing Director Oil & Energy Used the software for: 6-12 months ### "Very good user friendly software, Why pay monthly fees when this software does it all for one fee." July 21, 2017 5.0 It is easy to use Pros Easy to use, easy to navigate, automatically updates when sending emails from outlook, Great way to keep track of customer communication. If you need help, the response time is very quick and they are interested in your comments. One of the best CRM's I've used Cons The icons are a little dated. , they need to be sharper, the system logs out if left on overnight, but that's a personal preference. There is not much to say its an easy software to use with no issues . Review Source MS Michael S. Sales Designer Retail Used the software for: 6-12 months ### "Improves customer follow ups, resulting in increased revenue" February 7, 2018 4.0 Better customer follow up Pros Easy to navigate, contacts are easily visible, tab selection for scrolling through various functions very good. Cons Back ups take up huge hard drive space. Once you purchase this software your on your own to resolve any software questions or how to use features. There is no personal support other than online videos that don't always resolve specific issues. Review Source JR Jack R. Principal of Firm Used the software for: 6-12 months ### "I have had the software for about eight months. Good, solid program, does what is says it will." February 6, 2018 5.0 Pros It excels at getting the basics right. I think many software developer's focus on the looks and get the interface cluttered and complicated. makes it clean and simple and thus easier to use and understand. Good, friendly support too. Cons It would be nice if there was a way to sync projects easier, as I forget to tag the email sometime. But, the method is still fine. Review Source VR Verified Reviewer OPS Manager Design Used the software for: Less than 6 months ### "Good" February 25, 2021 4.0 Pros CRM, mailing to marketing experience. Leads following. Cons Interface experience looks old and find dificult to manage. Review Source MJ Marios J. Doctor Medical Practice Used the software for: Less than 6 months ### "Fantastic product. Surpassed my needs and expectations!" February 7, 2018 5.0 Gave me the ability to work more efficiently and conveniently. Pros Fast, simple, versatile. Very well conceived and implemented product. Makes life very much easier and efficient.I especially like the fact that you can add modules as needed and the fact that the software can grow with the business needs. The support provided by the company is excellent too. Cons Nothing significant. There is a delay with editing feature (of notes) but I guess this has got to do with the broadband speed. It would be good to be able to change some of the Icons (you can change the name) it would then take on a more personal and bespoke look. Other than that only praise for the product. Review Source MR Martin R. Owner Media Production Used the software for: I used a free trial ### "Great Software" September 10, 2019 5.0 Pros The software is easy to use but very well designed for my business. The Quickbooks synchronization module and Outlook are very efficient and save a lot of time to my business. I recommand it ! Cons When we select a company, it would be good to have the profile of the contact automatically appear in the same window without having to select it. Otherwise I have no negative points for now! I have tested several software and it seems really complete! Review Source JA Javier A. Business Development Manager Design Used the software for: Less than 6 months ### "Practical Solution" February 25, 2021 5.0 Pros This software is very intuitive and it perfectly does what I expected. The user interface is more friendly than other platforms, enhancing my experience with it. Cons I have not used all options, but if I would need to mention any Cons, the opportunity configuration does not allow for automatic self numbering, which would be really helpful. Reason for choosing InfoFlo Infoflow was much easier to use and to get what we needed than other platforms. Review Source KM Kelly M. President Telecommunications Used the software for: Less than 6 months ### "Great Product!" December 18, 2019 5.0 Fabulous! Pros was not only affordable but it gave us all the features we needed from Quoting customers, keeping track of leads, setting reminders for F/U and Invoicing. Plus we had the option to purchase the software right out without any commitment to monthly or yearly fees. Cons I don't have anything negative to say. This software met all of our needs. Review Source MW Margarita W. Office Manager Building Materials Used the software for: 6-12 months ### "Support/Sales person was great" February 6, 2018 4.0 Centralized our customers with our projects Pros The link functions, the reporting is very useful also. Search function very good. Cons Not able to use Mailchimp with it as this would be really helpful to us rather than exporting contacts. Review Source ## Send me user reviews about this product ### 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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