InfoFlo vs HandiSoft

Ringover

Convoso

DialedIn CCaaS

Ringover is a 100% Cloud voice - video - chat - text and call center solution focused on team productivity and directly configurable by managers. The key: end-to-end technological control, a user-friendly interface, and support at each step.

Convoso is a software uses advanced conversational AI to automate customer interactions for call centers. It understands complex inputs and customer intent, responding naturally in voice and text while handling tasks like scheduling callbacks, sending reminders, and qualifying leads. Unlike basic IVR systems, it engages in conversations, improving sales cycle efficiency and freeing human agents for more productive work.

DialedIn is a scalable, easy-to-use CCaaS solution for any inbound, outbound or blended call center with at least five seats. They improve efficiency, optimize operations, and boost service with advanced dialing options, intelligent call routing, seamless CRM integration and real-time analytics.

President

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

Owner

Its is an excellent CRM to optimize your customer service and organizational efficiency.

Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades

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/Reminder System

Calendar Sync

Call Center Management

Call Duration

Caller ID

Call Logging

Call Monitoring

Call Recording

Call Routing

Call Tagging

Call Volume

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

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

Forecasting

Forms Management

For Nonprofits

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

InfoFlo

Web-based

Windows

Android

iPad

iPhone

Linux

Pipedrive

Cloud

Senior Human Resources Recruiter

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.

Marketing Assistant

It's more of an annoyance than a dealbreaker, but I'd probably like it more if the UI got some attention.

The Outlook integration is what I actually use every day.

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

I didn't feel pressured to buy more than I needed upfront.

Print Shop

Partner

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.

Manager

Please look into all options before making a decision; I wish my company took the time to research better.

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

This CRM software is the exact solution I was looking for to keep track of my contacts.

Infoflo also has the facility to create workflows, tasks, and record all activities associated with your customers.

They also have an extensive library of information and videos for setup and its features.

Their on-premise option was even more appealing to me because it had a one-time price with free updates.

sales

an easy and fast to achieve my work with good experience

Real Estate Broker

Not a monthly subscription means I can use it with less stress

I thought it was going to be an inexpensive alternative to ACT, for the functions that we use, but once we added on multi-user and Outlook integration, it was the same price as my annual ACT upgrade.

Business Development Manager

I have not used all options, but if I would need to mention any Cons, the opportunity configuration does not allow for automatic self numbering, which would be really helpful.  

Easy navigation and set up with the flexibility to fit all your needs.

We do, however, understand that we utilize a lot of data and processing based on the amount of information that is being processed.

We do not use the program, because it has too many shortcomings, so we ended up renenwing ACT and having a double expenditure.

The platform is straightforward and relatively easy to navigate.

Learning the product is exciting knowing what I will be able to do.

This software is very intuitive and it perfectly does what I expected.  

Ease of Use

Features

Options

Customer Support

User Interface

Purchase

Bugs and Issues

Task Creation

Subscription

Large Enterprises

Freelancers

Small Business

Mid-size Business

InfoFlo Solutions

TaxDome

TaxDome is a leading practice management platform for tax, bookkeeping and accounting firms, as well as CPAs and EAs. TaxDome allows firms of all sizes to streamline and maintain oversight of their practice by using one platform for both internal practice management and client-facing tools.

Financial Cents

Financial Cents is an accounting practice management software designed to help bookkeeping and accounting firms automate data collection processes, handle projects, collaborate with staff members, and manage tasks on a centralized platform.

Firm360

Firm360 is the all-in-one platform built for accountants by accountants to simplify the work behind the workflow. From project management to client communication and billing, we help accounting firms operate with clarity, supported by expert training and responsive support.

Director

I constantly have issues logging in and there is zero out-of-hours customer support - even their sales team is available more often than customer support, so it shows you where the company's priorities lie.

Accountant

A lot of the newer features like Client portals and data feeds are not as smooth as other, online only software products.

Principal

director

Sage HandiTax Cloud provides fast and powerful tax preparation and lodgement in the cloud. Designed with the needs of small and medium firms in mind, Sage HandiTax Cloud is intuitive, easy to learn and comes with a simple user interface that is easy to navigate.

InfoFlo vs HandiSoft Comparison (2026)

InfoFlo

HandiSoft

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives