# Page 4 | InfoFlo Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 4 - Reviews of InfoFlo ## Showing most helpful reviews Showing 76-97 of 97 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AC Amy C. Manager Food & Beverages Used the software for: Less than 6 months ### "After searching and installing about 7 different CRMs this was by far the easiest to implement " May 15, 2018 5.0 Pros Simple and intuitive. All of the big CRMS such Salesforce, Insightly, etc were way to heavy on having everything on multiple screens and unless you spent major money programming with them your CRM was quite worthless. I figured it out in just a few hours, linked it to my outlook and was up and running right away. Cons I would have loved an instructional manual and a sample CRM sales process. I am a systematic person and would have loved some ideas to make the processes that I use for my CRM a little more efficient. Perhaps a Sample Workflow video or something Review Source DH David H. Consultant Financial Services Used the software for: Less than 6 months ### "Great business and personal CRM" February 6, 2018 5.0 Pros I was looking for a full-featured CRM for personal use. I wanted to store my data locally (not in the cloud) and did not want to pay ongoing subscription fees. InfoFlo was the answer! It fully integrates with my Microsoft Exchange and gmail accounts. It was very easy to setup and works great and you can't beat the price. I would highly recommend. Cons Only two minor issues - 1. the client/server platform can be confusing to maintain and 2. no iOS app (I hear one is coming.) Review Source MM Michelle M. President Accounting Used the software for: Less than 6 months ### "Super product" May 17, 2018 5.0 Software allows me to centralize client information. Pros The software is highly customizable to fit the needs of my business and help to manage my accounts more efficiently. Cons Email integration does not roll up all subfolders for folders linked rather the user is required to check each individual subfolder to link. It would be nice if the software allowed user to automatically select the subfolders when the main folder is checked. Review Source TS Troy S. President Insurance Used the software for: 6-12 months ### "Keeps locking up or running very slow on my i7 processor" February 6, 2018 3.0 low cost failure Pros Email marketing is what I purchased it for but since the lockup issues have used it very little. The customer service person spoke with an accent that was bad I could not understand him. Made it hard to set up. Cons Not very dependable since it keeps locking up. Once I have it up it tends to make all the other programs run slower. Therefore, I cannot use this software very often. Review Source BG Bill G. Owner Marketing and Advertising Used the software for: Less than 6 months ### "Great for my small business" June 18, 2018 5.0 No monthly subscription Pros Monthly fees are a tough challenge for small business budgets. Liked this one was a one time cost, simple to use, and plenty of add on features to customize it for the efforts I need for my business. Cons Not sure I have any concerns as I begin making this part of my daily business plans and efforts. Looks like they have plenty of training and instructional resources. Review Source YA Yousef A. sales Retail Used the software for: I used a free trial ### "I really like this app" February 20, 2023 5.0 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 JW Jason W. Real Estate Broker Real Estate Used the software for: Less than 6 months ### "Phenomenal Program and Customer Service" September 15, 2021 5.0 Great Program, User Friendly, Tons of Features and Great Customer Service! Pros Not a monthly subscription means I can use it with less stress Cons Which add ons are useful are not easily discernable until you start using the program Review Source MS Michael S. Sales Retail Used the software for: Less than 6 months ### "Excellent accessibility to the support staff with general questions." June 30, 2017 5.0 In one word....Organization. Pros Its simple to navigate since all tabs needed are available from the home screen. Loading contacts is a breeze through the new contact tab. New contact info screen is formatted for easy guided data entry. Cons When clicking on the task tab..it leaves off the phone and email address for easy contact reference. Can't export direct report emails. Review Source DS Derek S. Employee Benefits Advisor Insurance Used the software for: Less than 6 months ### "This is the best CRM I have ever used! It is simple, yet so comprehensive" June 23, 2017 5.0 It integrates with Outlook almost perfectly and simplifies my administrative processes. The reporting and bulk email features align with what I need to accomplish and provide a seamless solution. Pros It is incredibly user friendly. It was easy to set up, customize, and integrate with my daily routines. It provides everything I need in a CRM in a fantastic format that integrates with Outlook so smoothly. Review Source CB Cynthia B. RN HealthySteps Specialist/Newborn Development Used the software for: Less than 6 months ### "The program is an excellent, affordable CRM. Customer support is timely and has been great. " February 6, 2018 4.0 Pros InfoFlo is user friendly, and has been easy to customize. With the report add-on it's easy to run the custom reports I need for updating our programs grant funders. I also like the ease of sending bulk E-mails. Cons I have relationship links between my contacts. The program will link a contact to a companies, or categories, but not to other contacts. Review Source TM Thomas M. Consultant Used the software for: Less than 6 months ### "Considering several CRM softwares available in the market, Infoflo is surely value for money." February 7, 2018 5.0 Pros You have the option of purchasing the add-on based on your requirement, and it is faster because the data is in your system Cons I am yet to find anything that I find it user friendly in this software. I do not think I can segmentise or work sections for different types of clients. Review Source AS Amjad S. Managing Director Business Supplies and Equipment Used the software for: Less than 6 months ### "One of the best CRM software's " February 7, 2018 5.0 manage my sales team Pros you pay for one time & its very easy to use in a different ways & its suitable for most of the applications that could be used on Cons its not applicable with QB and on the other hand if it could be cloud base it would be much better to use Review Source MJ Marjan J. Director of Operations Used the software for: Less than 6 months ### "Comprehensive CRM that allows for a lot of customization with great data categorization." February 6, 2018 4.0 Pros \- Comprehensive and detailed fields for customer information and data - Data categories connect well together - Data organization is excellent - Custom fields allow for further customization which allows for even better categorization of data - User permissions Cons It must be hosted locally or on your own private cloud. I wish it was hosted on their cloud server and was available as a subscription service. Review Source AB Arie B. Partner Used the software for: ### "InfoFlo CRM" November 10, 2014 5.0 Pro: A huge relief to finally find a CRM software that links all emails, notes, appointments, files, tasks and opportunities to the appropriate contact and company. We can finally organize all of our customer information and easily access it when we need it. Plus the Gmail Sync feature allows us to view and send all emails directly from Infoflo, saving us a lot of time. Con: There is no app yet, but I hear it's in the works. With that said, the Gmail Sync addon allows us to view most information on our phones anyway. Review Source RL Rachel L. Owner Used the software for: ### "Simple and Easy to Use" November 6, 2014 5.0 We love InfoFlo! This software is a intuitive, easy to use and very very affordable. There are several features that are essential for my business 1) Integration with Outlook which is better than any other sync I've seen out there. 2) Installing the CRM on our own servers rather than the cloud- which is key for privacy Getting the basics down with InfoFlo is very simple, and the website offers a series of helpful tutorial videos which makes getting started really easy. Review Source HS Haya S. Owner Used the software for: ### "Excellent CRM!" October 31, 2014 5.0 The system is very intuitive and simple to use. It took me no time to learn how to use it, and if I ever get stuck the customer service is first rate. The feature set is extensive and I can pick from a list of add-ons depending on my needs. I use the Outlook add-on which is fully integrated with my Outlook program making the transition to using InfoFlo very simple. Overall, it's a great CRM package and happens to be very affordable which is great! Review Source JC John C. SVP of Sales Used the software for: Less than 6 months ### "I was looking for something simple to use and Infoflow fit the bill." February 6, 2018 5.0 Pros Integrates seamless with Microsoft Office, Ease of use and the ability to get running right out of the box. Great product for small to midsize businesses Review Source JRR Jean-Francois Regnauld R. Partner Venture Capital & Private Equity Used the software for: Less than 6 months ### "Easy to use, intuitive and works off line" October 23, 2018 4.0 My main business problem is to manage my contact list and deal flow. Infoflo helps me managing both. Pros The import of my LinkedIn contact list was easy and intuitive. So well done on that. The most important for me is to be able to use the software on my computer without the need of being connected. Very convenient when you travel long hours (i.e. a plane) and want to update your contact list with those recently collected business cards for exemple... Cons It's doing what I was expecting, so no complaint. Review Source PL Philippe L. Real Estate Broker Real Estate Used the software for: Less than 6 months ### "I first used this software in a trial version. It's working as intended." January 19, 2018 5.0 Great contact management solution providing easy access to all customer information. It also has a customized dashboard that can be used in any industry. It's a great productivity tool. Pros I like the features, functionality of this software . It's a great value for the money. It is very user friendly and it is listed as one of the 40 best CRM in the market. Cons It takes a little time to get used to all the available features. But that can also be the case with any other good software on the market. Review Source AD Andy D. Used the software for: ### "Hidden Cost" September 26, 2016 1.0 Once you buy the initial software there are several add-ones required to utilize the software. Such as reporting you cannot run any data reports without an additional cost. Technical support can only be purchased by the hour, "That's how we make or money." Review Source KK Kevin K. Western Sales Manager Used the software for: Less than 6 months ### "User friendly and easy enough to figure out" August 2, 2018 5.0 Pros It has all the basics that i need at a very affordable price. Great response from their team on my questions and like that i own it for life vs a monthly cloud based crm. Cons Form follows functions and this is extremely functional. I suppose other crms may be more hip and fresh on the interface, i just wanted a simple clean practical crm software. Review Source LY Lonnie Y. General Contractor Used the software for: ### "Needed Help. Used ACT for years" May 10, 2016 5.0 InfoFlo is great. Not only does it do everything I need, the support is first class. And the cost is great. 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. Talk to a Capterra advisor for free and get results within 15 minutes.