InfoFlo vs CivicTrack 

HubSpot CRM

Pipedrive

Pipeline CRM

OpenGov Permitting & Licensing

AMCS Fleet Maintenance

OpenGov Budgeting & Planning

Compare InfoFlo and CivicTrack  based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

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HIPAA compliant Case Management software made simple so you can focus on your running your organization all at an affordable price!

Seamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools. 



Access Controls/Permissions

Accounting Integration

Activity Dashboard

Activity Tracking

Ad hoc Reporting

Administrative Reporting

Alerts/Escalation

Alerts/Notifications

Appointment Management

Appointment Scheduling

Archiving & Retention

Assessment Management

Asset Lifecycle Management

Attendance Management

Auto-Dialer

Automatic Call Distribution

Billing & Invoicing

Blended Call Center

By-Extension Reporting

Calendar Management

Calendar Sync

Calendar/Reminder System

Call Center Management

Call Duration

Call Logging

Call Monitoring

Call Recording

Call Routing

Call Tagging

Call Volume

Caller ID

Campaign Management

Campaign Segmentation

Case Management

Case Notes

Certification & Licensing

Child Welfare Management

Client Management

Client Portal

Collaboration Tools

Committee Management

Communication Management

Compliance Management

Computer Telephony Integration

Configurable Workflow

Conflict Management

Contact Database

Contact Management

Contract/License Management

Conversion Tracking

Customer Database

Customer History

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Dashboard Creation

Data Import/Export

Docket Management

Document Management

Document Storage

Document Templates

Donor Management

Due Date Tracking

Email Alerts

Email Management

Email Marketing

Email Templates

Email Tracking

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

Interaction Tracking

Internal Chat Integration

Invoice Management

Invoice Processing

Keyword Tracking

Knowledge Base Management

Lead Management

Manual Dialer

Marketing Automation

Membership Management

Mobile Access

Multi-Location

InfoFlo

Android

Linux

Web-based

Windows

iPad

iPhone

RN HealthySteps Specialist/Newborn Development

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

Mushroom Farmer

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.

President & CEO

The ability to integrate your CRM activities with your OFFICE (email, Calendar) is a strong cost effective feature of this tool.

Owner

The product represents great value (features and benefits, and ease of use relative to cost).

Author/Business manager

Thankfully, merely closing and immediately re-opening the application fixes everything with no data loss. I cannot access documents in InfoFlo to upload to a website.

Sales Manager

You buy it and it is yours. That is great for small companies like us.

Employee Benefits Advisor

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.

President

The tech support structure for submitting tickets to resolve quick questions is also a great solution.

Editor in Chief

The interface is intuitive. The ability to sync with Outlook is really nice.

Vice President, Client Relations

I love the ease of use and functionality  of Infoflo. We needed a CRM that could track our communication with clients, including phones, emails, and appointments.

After all the problems, we were never able to get it to work for us as it had on trial version, and on the aspects that were not available during trial version.

Very good replacement for Goldmine which I had been using >15 years.

The InfoFlo 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.

The functions that are available such as quoting directly from Info Flo with our logo is great. Now that we are adding the Bulk Email function it's going to make keeping our leads engaged much easier.

owner

All emails and documents it makes us look like we have all the info...Because we do. Price----absolutely most for the money.

Mortgage Broker

Works great, and no need of anything more fancy. Has absolutely everything what a Mortgage broker needs to juggle 1000s of clients.

DO NOT BUY THIS SOFTWARE unless you are a single user and have no previous data. Only then, it might work for you.

Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized to our industry and products.

InfoFlo screenshot: Client Dashboard to view and manage your cases.

InfoFlo screenshot: HIPPA compliant case management software.


InfoFlo screenshot: Easily generate custom reports for grant writing.

InfoFlo screenshot: Manage your client data from any device.

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

OpenGov Budgeting & Planning is the only end-to-end modern collaborative budgeting software designed to meet the unique needs of public sector planning and analysis.

OpenGov Permitting & Licensing is code enforcement and permit management software that helps governmental organizations manage workflow processes, inspections, permits, reports, and more from within a unified platform.

AMCS Fleet Maintenance software helps surface vital information for transportation and operations managers to control and manage costs and operational readiness of fleets and other assets.

Managing constituency casework can be difficult, CivicTrack makes it easier. 


Drag & Drop

Electronic Signature

For Government

Performance Metrics

Process/Workflow Automation

Progress Tracking

Records Management

Reminders

Reporting & Statistics

Reporting/Analytics

Role-Based Permissions

Scheduling

Task Management

Task Scheduling

Workflow Management

CivicTrack 

Constituency Assistant 

There is also a strange glitch where the "Cancel or Leave" buttons pop up for no reason.

Case Manager

The program is easy to use. It  provides accurate fields and good  note taking abilities.

Executive Assistant

It's very useful to run reports based on topic or specific street should there be a matter of interest that we need to gage and address many people at once.

Chief of Staff

The intergration was good. Customer service responds most times and is receptive to suggections.

Case worker

Good for data management. I like recent cases tab.

It's also great that I can assign files and tasks to other colleagues and then see exactly what has been done (or not) every step of the way.

Constituency Assistant

I like that you can be as general or specific with information as is required in the saving of information. It is fairly straightforward to learn.

Communications Coordinator

I can only access a contact by searching up their exact name which is very limited.

Needs to have a way to combat duplicates in the system.

Community Outreach Liason

Easy to use and easy to upload emails onto CivicTrac.

Intuitiveness, adaptability, pricing, very easy to use.

Smart search is needed, so that if I type in 'Madeline Gainey' my real name, Madeleine Gainey, would still show up even though I spelled it wrong.

CivicTrack  screenshot

InfoFlo vs CivicTrack  Comparison (2026)

InfoFlo vs CivicTrack Comparison (2026)

InfoFlo

CivicTrack

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives