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InfoFlo

HIPAA compaliant case management software

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Table of Contents

Is this product right for your business?

Find out with a

InfoFlo - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: March 2026

InfoFlo overview

What is InfoFlo?

InfoFlo Nonprofit delivers a secure, scalable, and fully HIPAA-compliant case management solution designed to help organizations operate more efficiently. Gain a comprehensive 360° view of every client and case through a unified, intuitive dashboard.

Seamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools. Generate custom, data-driven reports to strengthen your grant proposals and demonstrate measurable outcomes and easily export these reports to Excel or CSV.

With InfoFlo Nonprofit, your organization benefits from a fully customized, cost-effective system built to align with your unique workflows and compliance requirements—empowering your team to focus on impact, not administration.

Key benefits of using InfoFlo

Stop paying for features you don't need, and get a solution built for you! InfoFlo Nonprofit offers a customized solution for each organization based on their unique needs all at an affordable price

Starting price

20per user /
per month

view pricing plans

try for free

Alternatives

InfoFlo’s user interface

Ease of use rating:

4.5

(96)

InfoFlo pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from

Overall rating

Reviews sentiment

1-2(3)

3-4(34)

5(59)

What do users say about InfoFlo?

This CRM option from Infoflo Solutions is perfect for those looking for a simple solution with opportunities to be a robust as you want it to be.

Select to learn more

Who uses InfoFlo?

Based on 96 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Financial Services

Real Estate

Insurance

Accounting

Others

Use cases

CRM

Contact Management

Call Center

Telephony

Account Management

InfoFlo's key features

Most critical features, based on insights from InfoFlo users:

Contact database

4.4

(8)

Contact management

4.5

(6)

Lead management

4.5

(2)

Search/Filter

4.3

(3)

Reporting/Analytics

4.3

(4)

Sales pipeline management

5.0

(2)

All InfoFlo features

Features rating:

4.4

(96)

Calendar/Reminder system

4.0

(2)

Calendar management

5.0

(1)

Call routing

5.0

(1)

Case notes

5.0

(1)

Client management

5.0

(1)

Communication management

5.0

(1)

Document management

4.5

(2)

Document storage

4.0

(1)

Mobile access

1.0

(1)

Program management

5.0

(1)

Shared contacts

5.0

(1)

Task management

5.0

(3)

Workflow management

5.0

(3)

Computer telephony integration

4.5

(2)

Call monitoring

5.0

(2)

Interaction tracking

4.5

(2)

Data import/export

5.0

(2)

Third-Party integrations

5.0

(1)

Call recording

5.0

(2)

Call logging

4.5

(2)

Call center management

5.0

(1)

VoIP connection

5.0

(1)

Access controls/permissions

5.0

(1)

Archiving & retention

5.0

(1)

Client portal

(0)

Project time tracking

(0)

Prospecting tools

(0)

Queue management

(0)

Quotes/Estimates

3.0

(1)

Real-Time notifications

(0)

Real-Time reporting

(0)

Recording

(0)

Records management

(0)

Referral management

(0)

Referral tracking

(0)

Registration management

(0)

Relationship Tracking

(0)

Reminders

(0)

Reporting & statistics

(0)

Ring Groups

(0)

Activity dashboard

(0)

Knowledge base management

(0)

Manual dialer

(0)

Marketing automation

(0)

Membership management

(0)

Alerts/Escalation

(0)

Multi-Location

(0)

Multiple Scripts

(0)

On-Demand recording

5.0

(1)

Outbound call center

(0)

Outbound reporting

(0)

Phone Key Input

(0)

Predictive dialer

(0)

Administrative Reporting

(0)

Progress reports

(0)

Progress tracking

(0)

Progressive dialer

(0)

Project management

(0)

Time tracking

(0)

Training management

(0)

Trust accounting

(0)

Unattended call management

(0)

Unified communications

(0)

Video conferencing

(0)

Virtual Call Center

(0)

Virtual Extensions

(0)

Voice Customization

(0)

Voice mail

(0)

VoIP

(0)

Accounting integration

(0)

Volunteer management

(0)

Web forms

(0)

Website integration

(0)

Who answered log

(0)

Role-Based permissions

(0)

Scheduled recording

(0)

Scheduling

(0)

Segmentation

(0)

Self service portal

(0)

Ad hoc reporting

(0)

SIP trunking

(0)

Social media integration

(0)

SSL security

(0)

Status tracking

(0)

Summary Reports

(0)

Survey/Poll management

(0)

Activity tracking

(0)

Task scheduling

(0)

Team Assignments

(0)

Territory management

(0)

Text to speech

(0)

Collaboration tools

(0)

Committee management

(0)

Assessment management

(0)

Compliance management

(0)

Configurable workflow

(0)

Conflict management

(0)

Contract/License management

(0)

Conversion tracking

(0)

CRM

5.0

(1)

Customer database

(0)

Customer history

(0)

Customizable fields

(0)

Customizable forms

(0)

Customizable reports

(0)

Customizable templates

(0)

Dashboard creation

(0)

Calendar sync

(0)

By-Extension reporting

(0)

Call duration

(0)

Blended call center

(0)

Billing & invoicing

(0)

Automatic call distribution

5.0

(1)

Auto-Dialer

(0)

Call tagging

(0)

Call Volume

(0)

Caller id

(0)

Campaign management

(0)

Campaign Segmentation

(0)

Case management

(0)

Attendance management

(0)

Certification & licensing

(0)

Child Welfare Management

(0)

Asset lifecycle management

(0)

For accountants

(0)

For cpa firms

(0)

For nonprofits

(0)

Forecasting

(0)

Forms management

(0)

Goal setting/tracking

(0)

Grant management

(0)

Help desk management

(0)

HIPAA compliant

(0)

Inbound call center

(0)

Inbound reporting

(0)

Alerts/Notifications

(0)

Internal chat integration

(0)

Invoice management

(0)

Invoice processing

(0)

IVR

(0)

Keyword tracking

(0)

Appointment scheduling

(0)

Docket management

(0)

Appointment management

(0)

API

(0)

Document templates

(0)

Donor management

(0)

Due date tracking

(0)

Email alerts

(0)

Email management

(0)

Email marketing

4.0

(1)

Email templates

(0)

Email tracking

(0)

Employee directory

(0)

Employee management

(0)

Event management

(0)

Expense tracking

(0)

File transfer

(0)

InfoFlo alternatives

InfoFlo

4.5

(96)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.4

Value for Money

4.6

Customer Support

4.3

NetSuite

4.2

(1.9K)

learn more

Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Bitrix24

4.2

(983)

learn more

Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

LiveAgent

4.7

(1.7K)

learn more

Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

InfoFlo pricing

Value for money rating:

4.6

(96)

Starting from

/user

Per month

Pricing details

Subscription

Free trial

Free plan

Pricing range

view pricing plans

start trial

User opinions about InfoFlo price and value

Value for money rating:

4.6

(96)

To see what individual users think of InfoFlo's price and value, check out the review snippets below.

“The program is an excellent, affordable CRM. Customer support is timely and has been great.”

Cynthia B.

RN HealthySteps Specialist/Newborn Development

“The note taking system for each customer and company is such a blessing. Since our farm uses complex systems like customer supported agriculture I can keep tabs on how much they have left to spend.”

Rachel Y.

Mushroom Farmer

InfoFlo integrations (10)

Integrations rated by users

We looked at 96 user reviews to identify which products are mentioned as InfoFlo integrations and how users feel about them.

Microsoft Outlook

Integration rating: 5.0 (1)

Gmail

Integration rating: 4.0 (1)

Other top integrations

QuickBooks Online Advanced

8am LawPay

Slim4

InfoFlo customer support

What do users say about InfoFlo customer support?

Customer support rating:

4.6

We analyzed 21 verified user reviews to identify positive and negative aspects of InfoFlo customer support.

A fair number of users highlight fast, helpful, and motivated support, with issues often resolved within hours despite time zones.

A limited number of users report unclear support processes, extra charges for remote help, and difficulty accessing personal assistance.

Support options

Faqs/forum

Knowledge base

Email/help desk

Chat

Phone support

Training options

In person

Documentation

Live online

Videos

Webinars

To see what individual users say about InfoFlo's customer support, check out the review snippets below.

“The support is really fast and highly motivated to help with problems and bug fixes.”

Mathias B.

Sales manager

“Service, from the initial sales contact through support when I got confused have been remarkable. ”

Alex T.

Manager

“I learned after the fact that you could also open a support ticket and wait for a technician to reply...but nobody explained how to use this type of support, so I learned not to expect a phone call but rather must keep checking the support ticket for an online response/link that suggests troubleshooting options. If that doesn't solve your issue, you keep using the support ticket.”