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InfoFlo Impact vs HubSpot CRM Comparison (2026)

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Salesforce Sales Cloud logo

Salesforce Sales Cloud

4.4

Zoho CRM logo

Zoho CRM

4.3

Good recommendations?

InfoFlo Impact logo

InfoFlo Impact

HubSpot CRM logo

HubSpot CRM

Overview

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.

Deals move when your team has the right context at the right moment. HubSpot Smart CRM updates itself from your calls, emails, and meetings, so reps can follow up sooner, focus on the right deals, and spend more time winning them. Start free.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

No videos yet

Pricing

Starting from

20

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

20

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.5

101

5

4

3

2

1

61

31

6

0

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
79%
would recommend this app

4.5

4.4K

5

4

3

2

1

2.7K

1.4K

241

50

37

  • Value for money
  • Ease of use
  • Features
  • Customer support
78%
would recommend this app

Pros

“One of the biggest highlights is the incredible customizability, which allows you to mold the software to fit your specific use cases perfectly.”
Verified reviewer profile picture

Johnny B.

CEO

“Finally, I appreciate the flexibility of their infrastructure, they offer servers in both Canada and the US, so you have the freedom to choose exactly where you want to store your data.”
Verified reviewer profile picture

Johnny B.

CEO

“Overall, InfoFlo is a reliable and useful CRM for managing contacts, tracking communication, and organizing customer information.”
RV

Ruth V.

CSR

Pros

“I appreciated HubSpot's user-friendly design, powerful automation workflows, robust reporting, and seamless alignment between marketing and sales teams.”
CG

Christian G.

Marketing Operations Manager

“It makes it easy to manage contacts, companies, deals, and communication history, giving the entire team clear visibility into customer interactions and sales activities.”
Verified reviewer profile picture

Andrea L.

Innovation Manager

“I can see conversations, update contact details, manage deals, and set follow-up reminders without switching between different tools.”
Verified reviewer profile picture

Ankith T.

Software Developer

Cons

“Interface looks a bit dated.”
RR

Ruth R.

Marketing Assistant

“The interface looks like it hasn't been touched in a while.”
SD

Sandy D.

Marketing Assistant

Cons

“What followed was weeks of emails, transfers between Sales, Support, Billing, and Contract Management, repeated internal reviews, and ultimately a denial of our refund request.”
Verified reviewer profile picture

Jeff W.

Owner

“We strongly dispute HubSpot's characterization of what was represented during the sales process and have formally requested the sales call recordings and transcripts.”
Verified reviewer profile picture

Jeff W.

Owner

“The pricing structure is complex, and costs can escalate significantly as you add features, hubs, or users - making it difficult to predict what you'll actually end up paying.”
Verified reviewer profile picture

Krystal M.

People Operations

  • Vendor responds to reviews
  • Last review3 months ago
  • Vendor responds to reviews
  • Last review5 days ago

Key features

  • Total features169
  • AI Copilot
  • AI Text Generation
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Adaptive Learning
  • Administrative Reporting
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Archiving & Retention
  • Assessment Management
  • Asset Lifecycle Management
  • Attendance Management
  • Audience Targeting
  • Auto-Dialer
  • Automatic Call Distribution
  • Autonomous Task Execution
  • Batch Processing
  • Billing & Invoicing
  • Blended Call Center
  • Brand Tracking
  • Breadth of Partner Applications
  • Business Card/Badge Scanning
  • By-Extension Reporting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Features
  • Call Center Management
  • Call Duration
  • Call Logging
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Tagging
  • Call Volume
  • Caller ID
  • Caller Profiles
  • Campaign Management
  • Campaign Segmentation
  • Case Management
  • Case Notes
  • Certification & Licensing
  • Channel Management
  • Child Welfare Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Committee Management
  • Communication Management
  • Compliance Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Cross-system Integration
  • Customer Contract Management
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Journey Mapping
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Support
  • Customer Support Portal
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Import & Export Tools
  • Data Import/Export
  • Data Security
  • Data Visualization
  • Deal Management
  • Decision Making
  • Desktop Integration
  • Docket Management
  • Document & Content Mgmt.
  • Document Management
  • Document Storage
  • Document Templates
  • Donor Management
  • Drag & Drop
  • Due Date Tracking
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Sequences
  • Email Templates
  • Email Tracking
  • Employee Directory
  • Employee Management
  • Engagement Tracking
  • Event Management
  • Event Triggered Actions
  • Expense Tracking
  • Field Sales Management
  • File Management
  • File Transfer
  • For Accountants
  • For CPA Firms
  • For Mac Devices
  • For Nonprofits
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Forms Management
  • Gamification
  • Generative AI
  • Goal Setting/Tracking
  • Grant Management
  • HIPAA Compliant
  • Help Desk Management
  • IVR
  • Inbound Call Center
  • Inbound Reporting
  • Interaction Tracking
  • Internal Chat Integration
  • Internationalization
  • Invoice Management
  • Invoice Processing
  • Keyword Tracking
  • Knowledge Base
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Assignment
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Live Chat
  • Manual Dialer
  • Marketing Automation
  • Marketing ROI Analytics
  • Membership Management
  • Mobile Access
  • Mobile App
  • Mobile User Support
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Social Integration
  • Multi-Location
  • Multi-step Planning
  • Multiple Scripts
  • Natural Language Interaction
  • On-Demand Recording
  • Opportunity & Pipeline Mgmt.
  • Opportunity Management
  • Outbound Call Center
  • Outbound Reporting
  • Output Document Generation
  • Partner Relationship Mgmt. (PRM)
  • Performance Metrics
  • Performance and Reliability
  • Phone Key Input
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Predictive Dialer
  • Prioritization
  • Proactive Assistance
  • Product & Price List Management
  • Program Management
  • Progress Reports
  • Progress Tracking
  • Progressive Dialer
  • Project Management
  • Project Time Tracking
  • Proposal Generation
  • Prospecting Tools
  • Queue Management
  • Quote & Order Management
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Recording
  • Records Management
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Relationship Tracking
  • Reminders
  • Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Ring Groups
  • Role-Based Permissions
  • SIP Trunking
  • SSL Security
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Sandbox / Test Environments
  • Scheduled Recording
  • Scheduling
  • Search
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Sentiment Analysis
  • Shared Contacts
  • Single Sign On
  • Social Collaboration Features
  • Social Media Integration
  • Social Media Monitoring
  • Social Network Integration
  • Social Promotion
  • Softphone
  • Status Tracking
  • Summary Reports
  • Support Analytics
  • Survey/Poll Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Text to Speech
  • Third-Party Integration
  • Third-Party Integrations
  • Time Tracking
  • Timer
  • Training Management
  • Trust Accounting
  • Unattended Call Management
  • Unified Communications
  • User, Role, and Access Management
  • Video Conferencing
  • Virtual Call Center
  • Virtual Extensions
  • VoIP
  • VoIP Connection
  • Voice Customization
  • Voice Mail
  • Volunteer Management
  • Web Forms
  • Website Integration
  • Who Answered Log
  • Workflow Capability
  • Workflow Management
  • Total features137
  • AI Copilot
  • AI Text Generation
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Adaptive Learning
  • Administrative Reporting
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Archiving & Retention
  • Assessment Management
  • Asset Lifecycle Management
  • Attendance Management
  • Audience Targeting
  • Auto-Dialer
  • Automatic Call Distribution
  • Autonomous Task Execution
  • Batch Processing
  • Billing & Invoicing
  • Blended Call Center
  • Brand Tracking
  • Breadth of Partner Applications
  • Business Card/Badge Scanning
  • By-Extension Reporting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Features
  • Call Center Management
  • Call Duration
  • Call Logging
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Tagging
  • Call Volume
  • Caller ID
  • Caller Profiles
  • Campaign Management
  • Campaign Segmentation
  • Case Management
  • Case Notes
  • Certification & Licensing
  • Channel Management
  • Child Welfare Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Committee Management
  • Communication Management
  • Compliance Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Cross-system Integration
  • Customer Contract Management
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Journey Mapping
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Support
  • Customer Support Portal
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Import & Export Tools
  • Data Import/Export
  • Data Security
  • Data Visualization
  • Deal Management
  • Decision Making
  • Desktop Integration
  • Docket Management
  • Document & Content Mgmt.
  • Document Management
  • Document Storage
  • Document Templates
  • Donor Management
  • Drag & Drop
  • Due Date Tracking
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Sequences
  • Email Templates
  • Email Tracking
  • Employee Directory
  • Employee Management
  • Engagement Tracking
  • Event Management
  • Event Triggered Actions
  • Expense Tracking
  • Field Sales Management
  • File Management
  • File Transfer
  • For Accountants
  • For CPA Firms
  • For Mac Devices
  • For Nonprofits
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Forms Management
  • Gamification
  • Generative AI
  • Goal Setting/Tracking
  • Grant Management
  • HIPAA Compliant
  • Help Desk Management
  • IVR
  • Inbound Call Center
  • Inbound Reporting
  • Interaction Tracking
  • Internal Chat Integration
  • Internationalization
  • Invoice Management
  • Invoice Processing
  • Keyword Tracking
  • Knowledge Base
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Assignment
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Live Chat
  • Manual Dialer
  • Marketing Automation
  • Marketing ROI Analytics
  • Membership Management
  • Mobile Access
  • Mobile App
  • Mobile User Support
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Social Integration
  • Multi-Location
  • Multi-step Planning
  • Multiple Scripts
  • Natural Language Interaction
  • On-Demand Recording
  • Opportunity & Pipeline Mgmt.
  • Opportunity Management
  • Outbound Call Center
  • Outbound Reporting
  • Output Document Generation
  • Partner Relationship Mgmt. (PRM)
  • Performance Metrics
  • Performance and Reliability
  • Phone Key Input
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Predictive Dialer
  • Prioritization
  • Proactive Assistance
  • Product & Price List Management
  • Program Management
  • Progress Reports
  • Progress Tracking
  • Progressive Dialer
  • Project Management
  • Project Time Tracking
  • Proposal Generation
  • Prospecting Tools
  • Queue Management
  • Quote & Order Management
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Recording
  • Records Management
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Relationship Tracking
  • Reminders
  • Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Ring Groups
  • Role-Based Permissions
  • SIP Trunking
  • SSL Security
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Sandbox / Test Environments
  • Scheduled Recording
  • Scheduling
  • Search
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Sentiment Analysis
  • Shared Contacts
  • Single Sign On
  • Social Collaboration Features
  • Social Media Integration
  • Social Media Monitoring
  • Social Network Integration
  • Social Promotion
  • Softphone
  • Status Tracking
  • Summary Reports
  • Support Analytics
  • Survey/Poll Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Text to Speech
  • Third-Party Integration
  • Third-Party Integrations
  • Time Tracking
  • Timer
  • Training Management
  • Trust Accounting
  • Unattended Call Management
  • Unified Communications
  • User, Role, and Access Management
  • Video Conferencing
  • Virtual Call Center
  • Virtual Extensions
  • VoIP
  • VoIP Connection
  • Voice Customization
  • Voice Mail
  • Volunteer Management
  • Web Forms
  • Website Integration
  • Who Answered Log
  • Workflow Capability
  • Workflow Management

Integrations

  • Total integrations7
  • 123FormBuilder
  • AWeber
  • Accelo
  • Act!
  • ActiveCampaign
  • ActiveDEMAND
  • AdRoll
  • Aircall
  • AllClients
  • AnyMeeting
  • Apollo.io
  • Asana
  • AskNicely
  • Atomic AI
  • Attribution
  • Azuqua
  • Bedrock Data
  • Benchmark Email
  • Bidsketch
  • BigContacts
  • Bitrix24
  • Brevo
  • BrightInfo
  • Brightcove
  • Calendly
  • CallRail
  • Campaign Monitor by Marigold
  • Capsule
  • Ceros
  • Chargebee
  • ChartMogul
  • ClearVoice
  • ClickUp
  • ClientPoint
  • Clio
  • Coevera
  • CompanyHub
  • ConnectWise PSA
  • Constant Contact
  • Contactually
  • Copper
  • Creatio AI CRM
  • Cyfe
  • Dasheroo
  • Databox
  • Datanyze
  • Direct Mail
  • Dotdigital
  • Drip
  • Dropbox DocSend
  • Dropbox Sign
  • EZ Texting
  • Ease.io
  • Efficy CRM
  • Emma by Marigold
  • Eventbrite
  • Formstack Forms
  • FreshBooks
  • Freshsales
  • Front
  • FullContact
  • GTM Workspace - Powered by ZoomInfo
  • GetResponse
  • Getsitecontrol
  • GoTo Webinar
  • Google Ads
  • Google Analytics 360
  • Google Calendar
  • Google Contacts
  • Google Forms
  • Google Workspace
  • Gravity Forms
  • Help Scout
  • Helply
  • Highrise
  • Hotjar
  • HubSpot Data Hub
  • HubSpot Marketing Hub
  • HubSpot Sales Hub
  • Ignition
  • Infer
  • Instapage
  • Invoca
  • Jotform
  • Justuno
  • Keap
  • Kissmetrics
  • Kixie PowerCall & SMS
  • Klips
  • Kommo
  • Kustomer
  • LeadDyno
  • LeadGnome
  • LeadMaster
  • LeadsBridge
  • Less Annoying CRM
  • LinkedIn for Business
  • LiveChat
  • LiveHelpNow
  • Livespace
  • Lucky Orange
  • MailUp
  • MailerLite
  • Marketo Engage
  • Membrain
  • Meta for Business
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • MoData Suite
  • Mojo Helpdesk
  • Myphoner
  • Netskope One Platform
  • Nimble
  • Olark
  • OnceHub
  • OnePageCRM
  • Ortto
  • Outreach
  • PandaDoc
  • Paycove
  • PersistIQ
  • PhoneWagon
  • Pipedrive
  • Pipeline CRM
  • Podio
  • Powtoon
  • Privy
  • Proposify
  • Pure Chat
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Qwilr
  • Recurly
  • Referral Rock
  • Robly
  • SalesSeek
  • Salesflare
  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Salesmate
  • Semrush
  • SendGrid
  • ServiceM8
  • Shopify
  • Skyvia
  • Slack
  • Slemma
  • Smartling
  • Stitch Labs
  • Stripe Payments
  • SurveyMonkey
  • Taboola
  • Teamgate
  • Teamleader
  • Teamwork Desk
  • Teamwork.com
  • Toky
  • Trello
  • Twilio
  • Typeform
  • Uberflip
  • Unbounce
  • Vidyard
  • Vtiger CRM
  • Wave
  • Wishpond
  • Wistia
  • WooCommerce
  • Woopra
  • WordPress
  • Workbooks
  • WorkflowMAX
  • Workplace from Meta
  • Wufoo
  • Xero
  • Zapier
  • Zendesk Suite
  • Zoho Analytics
  • Zoho Books
  • Zoho CRM
  • Zoho Invoice
  • Zoom Workplace
  • Zoomph
  • dotloop
  • noCRM
  • weclapp
  • Total integrations187
  • 123FormBuilder
  • AWeber
  • Accelo
  • Act!
  • ActiveCampaign
  • ActiveDEMAND
  • AdRoll
  • Aircall
  • AllClients
  • AnyMeeting
  • Apollo.io
  • Asana
  • AskNicely
  • Atomic AI
  • Attribution
  • Azuqua
  • Bedrock Data
  • Benchmark Email
  • Bidsketch
  • BigContacts
  • Bitrix24
  • Brevo
  • BrightInfo
  • Brightcove
  • Calendly
  • CallRail
  • Campaign Monitor by Marigold
  • Capsule
  • Ceros
  • Chargebee
  • ChartMogul
  • ClearVoice
  • ClickUp
  • ClientPoint
  • Clio
  • Coevera
  • CompanyHub
  • ConnectWise PSA
  • Constant Contact
  • Contactually
  • Copper
  • Creatio AI CRM
  • Cyfe
  • Dasheroo
  • Databox
  • Datanyze
  • Direct Mail
  • Dotdigital
  • Drip
  • Dropbox DocSend
  • Dropbox Sign
  • EZ Texting
  • Ease.io
  • Efficy CRM
  • Emma by Marigold
  • Eventbrite
  • Formstack Forms
  • FreshBooks
  • Freshsales
  • Front
  • FullContact
  • GTM Workspace - Powered by ZoomInfo
  • GetResponse
  • Getsitecontrol
  • GoTo Webinar
  • Google Ads
  • Google Analytics 360
  • Google Calendar
  • Google Contacts
  • Google Forms
  • Google Workspace
  • Gravity Forms
  • Help Scout
  • Helply
  • Highrise
  • Hotjar
  • HubSpot Data Hub
  • HubSpot Marketing Hub
  • HubSpot Sales Hub
  • Ignition
  • Infer
  • Instapage
  • Invoca
  • Jotform
  • Justuno
  • Keap
  • Kissmetrics
  • Kixie PowerCall & SMS
  • Klips
  • Kommo
  • Kustomer
  • LeadDyno
  • LeadGnome
  • LeadMaster
  • LeadsBridge
  • Less Annoying CRM
  • LinkedIn for Business
  • LiveChat
  • LiveHelpNow
  • Livespace
  • Lucky Orange
  • MailUp
  • MailerLite
  • Marketo Engage
  • Membrain
  • Meta for Business
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • MoData Suite
  • Mojo Helpdesk
  • Myphoner
  • Netskope One Platform
  • Nimble
  • Olark
  • OnceHub
  • OnePageCRM
  • Ortto
  • Outreach
  • PandaDoc
  • Paycove
  • PersistIQ
  • PhoneWagon
  • Pipedrive
  • Pipeline CRM
  • Podio
  • Powtoon
  • Privy
  • Proposify
  • Pure Chat
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Qwilr
  • Recurly
  • Referral Rock
  • Robly
  • SalesSeek
  • Salesflare
  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Salesmate
  • Semrush
  • SendGrid
  • ServiceM8
  • Shopify
  • Skyvia
  • Slack
  • Slemma
  • Smartling
  • Stitch Labs
  • Stripe Payments
  • SurveyMonkey
  • Taboola
  • Teamgate
  • Teamleader
  • Teamwork Desk
  • Teamwork.com
  • Toky
  • Trello
  • Twilio
  • Typeform
  • Uberflip
  • Unbounce
  • Vidyard
  • Vtiger CRM
  • Wave
  • Wishpond
  • Wistia
  • WooCommerce
  • Woopra
  • WordPress
  • Workbooks
  • WorkflowMAX
  • Workplace from Meta
  • Wufoo
  • Xero
  • Zapier
  • Zendesk Suite
  • Zoho Analytics
  • Zoho Books
  • Zoho CRM
  • Zoho Invoice
  • Zoom Workplace
  • Zoomph
  • dotloop
  • noCRM
  • weclapp