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InfoFlo Logo

HIPAA compaliant case management software

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Table of Contents

InfoFlo - 2026 Pricing, Features, Reviews & Alternatives

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

Last updated: November 2025

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
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Pros & Cons

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Customization

Sync

Processes

Assistance

InfoFlo’s user interface

Ease of use rating:

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(58)

What do users say about InfoFlo?

Reviewers appreciate InfoFlo for its intuitive contact management, customizable features, and strong email integration, which help them organize customer information and streamline communication. They find the software easy to use, with flexible options for task creation and workflow management, and value its ability to integrate with Outlook and other tools. Some mention that setup and navigation are straightforward, making it accessible even for less technical users.

Users report frustrations with customer support, noting that paid assistance is often required for troubleshooting and updates. They say certain features and add-ons can be costly, and some experience occasional software glitches or limitations in reporting and integration.

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Who uses InfoFlo?

Based on 95 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
Contact management
Lead management
Call logging
Sales pipeline management
Reporting/Analytics

All InfoFlo features

Features rating:

Workflow management
Program management
Document storage
Document management
Search/Filter
Communication management
Shared contacts
Client management
Case notes
Task management
Call routing
Calendar/Reminder system
Calendar management
Third-Party integrations
Computer telephony integration
Call monitoring
Interaction tracking
Data import/export
Call center management
VoIP connection
Call recording
Archiving & retention
Progress reports
Progress tracking
Progressive dialer
Project management
Project time tracking
Prospecting tools
Queue management
Quotes/Estimates
Real-Time notifications
Website integration
Web forms
Real-Time reporting
Recording
Records management
Social media integration
By-Extension reporting
Invoice processing
IVR
Keyword tracking
Knowledge base management
Manual dialer
Marketing automation
Membership management
Mobile access
Multi-Location
Multiple Scripts
On-Demand recording
Outbound call center
Outbound reporting
Phone Key Input
Predictive dialer
Who answered log
Virtual Extensions
SSL security
Status tracking
Summary Reports
Survey/Poll management
Virtual Call Center
Task scheduling
Video conferencing
Team Assignments
Unified communications
Territory management
Unattended call management
Text to speech
Trust accounting
Time tracking
Training management
Referral management
Referral tracking
Registration management
Relationship Tracking
Reminders
Reporting & statistics
Ring Groups
Role-Based permissions
Scheduled recording
Scheduling
Volunteer management
VoIP
Segmentation
Self service portal
Voice mail
Voice Customization
SIP trunking
Calendar sync
Call duration
Call tagging
Call Volume
Caller id
Campaign management
Campaign Segmentation
Case management
Certification & licensing
Child Welfare Management
Client portal
Collaboration tools
Committee management
Compliance management
Configurable workflow
Conflict management
Contract/License management
Access controls/permissions
Accounting integration
Activity dashboard
Activity tracking
Ad hoc reporting
Administrative Reporting
Alerts/Escalation
Alerts/Notifications
API
Appointment management
Appointment scheduling
Assessment management
Asset lifecycle management
Attendance management
Auto-Dialer
Automatic call distribution
Billing & invoicing
Blended call center
Employee directory
Employee management
Event management
Expense tracking
File transfer
For accountants
For cpa firms
For nonprofits
Forecasting
Forms management
Goal setting/tracking
Grant management
Help desk management
HIPAA compliant
Inbound call center
Inbound reporting
Internal chat integration
Invoice management
Conversion tracking
CRM
Customer database
Customer history
Customizable fields
Customizable forms
Customizable reports
Customizable templates
Dashboard creation
Docket management
Document templates
Donor management
Due date tracking
Email alerts
Email management
Email marketing
Email templates
Email tracking

InfoFlo alternatives

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Per month

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InfoFlo pricing

Value for money rating:

Starting from

20

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about InfoFlo price and value

Value for money rating:

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.”
CB

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.”
RY

Rachel Y.

Mushroom Farmer

InfoFlo integrations (9)

Integrations rated by users

We looked at 95 user reviews to identify which products are mentioned as InfoFlo integrations and how users feel about them.

Gmail logo
Gmail

Integration rating: 4.0 (1)

Integration rating: 5.0 (1)

InfoFlo customer support

What do users say about InfoFlo customer support?

Customer support rating:

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.”

MB

Mathias B.

Sales manager

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

AT

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.”

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Lianne B.

Business Partner

InfoFlo FAQs

Q. What type of pricing plans does InfoFlo offer?

InfoFlo has the following pricing plans:
Starting from: $20.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)


Q. Who are the typical users of InfoFlo?

InfoFlo has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


Q. What languages does InfoFlo support?

InfoFlo supports the following languages:
Danish, Dutch, English, French, German, Hungarian, Italian, Russian, Spanish, Turkish


Q. Does InfoFlo support mobile devices?

InfoFlo supports the following devices:
Android, iPad, iPhone


Q. Does InfoFlo offer an API?

No, InfoFlo does not have an API available.


Q. What other apps does InfoFlo integrate with?

InfoFlo integrates with the following applications:
Microsoft Outlook, QuickBooks Online Advanced, Gmail, WordPress, Google Contacts, Microsoft 365, QuickBooks Online, Google Calendar


Q. What level of support does InfoFlo offer?

InfoFlo offers the following support options:
FAQs/Forum, Knowledge Base, Email/Help Desk, Chat, Phone Support

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