App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categories Blog & research About us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.

Our commitment

Independent research methodology

Our 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

Verified user reviews

GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.

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

How GetApp ensures transparency

GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp 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

InfoFlo

HIPAA compaliant case management software

visit website

Table of Contents

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: April 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.

Starting price

20per user /
per month

view pricing plans

try for free

Alternatives

InfoFlo’s user interface

Ease of use rating:

4.5

(97)

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(60)

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 97 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Retail

Accounting

Publishing

Leisure, Travel & Tourism

Others

Use cases

CRM

Contact Management

Call Center

Telephony

Sales Tracking

InfoFlo's key features

Most critical features, based on insights from InfoFlo users:

Reporting & statistics

5.0

(1)

Document management

4.5

(2)

Scheduling

(0)

All InfoFlo features

Features rating:

4.4

(97)

Access controls/permissions

5.0

(1)

Accounting integration

(0)

Activity dashboard

(0)

Activity tracking

(0)

Ad hoc reporting

(0)

Administrative Reporting

(0)

Alerts/Escalation

5.0

(1)

Alerts/Notifications

(0)

API

(0)

Appointment management

(0)

Appointment scheduling

(0)

Archiving & retention

5.0

(1)

Assessment management

5.0

(1)

Asset lifecycle management

(0)

Attendance management

(0)

Auto-Dialer

(0)

Automatic call distribution

5.0

(1)

Billing & invoicing

(0)

Blended call center

(0)

By-Extension reporting

(0)

Calendar management

5.0

(2)

Calendar/Reminder system

4.0

(2)

Calendar sync

(0)

Call center management

5.0

(1)

Call duration

(0)

Caller id

(0)

Call logging

4.5

(2)

Call monitoring

5.0

(2)

Call recording

5.0

(2)

Call routing

5.0

(1)

Call tagging

(0)

Call Volume

(0)

Campaign management

(0)

Campaign segmentation

(0)

Case management

(0)

Case notes

5.0

(1)

Certification & licensing

(0)

Child Welfare Management

(0)

Client management

5.0

(1)

Client portal

(0)

Collaboration tools

(0)

Committee management

(0)

Communication management

5.0

(1)

Compliance management

(0)

Computer telephony integration

4.5

(2)

Configurable workflow

(0)

Conflict management

(0)

Contact database

4.4

(8)

Contact management

4.5

(6)

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

(0)

Dashboard creation

(0)

Data import/export

5.0

(3)

Docket management

(0)

Document management

4.5

(2)

Document storage

4.0

(1)

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)

For accountants

(0)

For cpa firms

(0)

Forecasting

(0)

Forms management

(0)

For nonprofits

(0)

Goal setting/tracking

(0)

Grant management

(0)

Help desk management

(0)

HIPAA compliant

(0)

Inbound call center

(0)

Inbound reporting

(0)

Interaction tracking

4.5

(2)

Internal chat integration

(0)

Invoice management

(0)

Invoice processing

(0)

IVR

(0)

Keyword tracking

(0)

Knowledge base management

(0)

Lead management

4.5

(2)

Manual dialer

(0)

Marketing automation

(0)

Membership management

(0)

Mobile access

1.0

(1)

Multi-Location

(0)

Multiple Scripts

(0)

On-Demand recording

5.0

(1)

Opportunity management

(0)

Outbound call center

(0)

Outbound reporting

(0)

Phone Key Input

(0)

Predictive dialer

(0)

Program management

5.0

(1)

Progressive dialer

(0)

Progress reports

(0)

Progress tracking

(0)

Project management

(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/Analytics

4.3

(4)

Reporting & statistics

5.0

(1)

Ring Groups

(0)

Role-Based permissions

(0)

Sales pipeline management

5.0

(2)

Scheduled recording

(0)

Scheduling

(0)

Search/Filter

4.3

(3)

Segmentation

(0)

Self service portal

(0)

Shared contacts

5.0

(1)

SIP trunking

(0)

Social media integration

(0)

SSL security

(0)

Status tracking

(0)

Summary Reports

(0)

Survey/Poll management

(0)

Task management

5.0

(3)

Task scheduling

(0)

Team Assignments

(0)

Territory management

(0)

Text to speech

(0)

Third-Party integrations

5.0

(1)

Timer

(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)

VoIP connection

5.0

(1)

Volunteer management

(0)

Web forms

(0)

Website integration

(0)

Who answered log

(0)

Workflow management

5.0

(3)

InfoFlo alternatives

InfoFlo

4.5

(97)

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

Ringover

4.7

(865)

learn more

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.8

Features

4.7

Value for Money

4.5

Customer Support

4.6

Convoso

4.5

(387)

learn more

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.5

Value for Money

4.5

Customer Support

4.5

DialedIn CCaaS

4.8

(315)

learn more

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.8

Features

4.7

Value for Money

4.7

Customer Support

4.8

InfoFlo pricing

Value for money rating:

4.6

(97)

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

(97)

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

“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.”

Colton M.

Senior Human Resources Recruiter

“I love InfoFlo and all of its features!”