InfoFlo Pricing Plan & Cost Guide

InfoFlo

All-in-One CRM Software Solution

4.45/5 (82 reviews)

InfoFlo Pricing

Pricing model: One Time License

Free Trial: Available

InfoFlo is a one time cost and includes free upgrades for life!

View Pricing Plans Free Trial

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InfoFlo Pricing Reviews

Pros
  • We also like how to link groups and individuals to businesses; as well as being able to save documents to the businesses profile. The general layout of the program is good and easy to use.Dustin S.Read the full review
  • It integrates with Outlook almost perfectly and simplifies my administrative processes. The reporting and bulk email features align with what I need to accomplish and provide a seamless solution.Derek S.Read the full review
  • The navigational experience is responsive, super reliable and fast - an important consideration when working within the same software environment daily.Janet H.Read the full review
Cons
  • I believe this to be unethical. Also every single item is an additional module which they have strategically packaged so your forced to buy just about all of them.Dani G.Read the full review
  • In creating a contact, the default company name selected in the email extension such as @gmail. Minor problem as I have to delete it before adding or selecting a company already in the database.Gary F.Read the full review
  • The sales team stopped returning calls once they had our money. InfoFlo management refused to provide a refund even though the product was never integrated as promised.Lisa T.Read the full review
91%
recommended this to a friend or a colleague

25 reviewers had the following to say about InfoFlo's pricing:

Tim T.

Amazing app

Used daily for free trial
Reviewed 2019-09-27
Review Source: Capterra

Pros
1 time fee, simple to use and long term cost is amazing. Works great, and no need of anything more fancy. Has absolutely everything what a Mortgage broker needs to juggle 1000s of clients.

Cons
Don't have any cons yet, maybe certain add ons are a bit expensive and could have been included with the basic app. However, after all it is still cheaper than many CRMs on the market.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 10/10

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Troy S.

Keeps locking up or running very slow on my i7 processor

Used weekly for 6-12 months
Reviewed 2018-02-06
Review Source: Capterra

low cost failure

Pros
Email marketing is what I purchased it for but since the lockup issues have used it very little. The customer service person spoke with an accent that was bad I could not understand him. Made it hard to set up.

Cons
Not very dependable since it keeps locking up. Once I have it up it tends to make all the other programs run slower. Therefore, I cannot use this software very often.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 1/10

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Mark M.

Support is difficult to contact

Used occasionally for 6-12 months
Reviewed 2018-10-27
Review Source: Capterra

I think Infoflo is a good CRM program, but it is not for someone who does not have computer support. Given that you own the software, it is much less expensive than subscription based programs.

Pros
I like this software because it is a one time cost and I feel that I own it. Subscription based pricing seems more affordable but it makes things extremely expensive if CRM is a permanent addition. I like Infoflo because I think it has most of the features that I need. I had a relatively well known CRM software program before Infoflo but it began to crash and the provider has changed to an enterprise program with an expensive monthly subscription, no individual user options and wouldn't support an individual user so I had to start over.

Cons
The downside of Infoflo software is that you have to be proficient at maintaining and trouble shooting computer issues. Apparently a lot of the problems come from changes made automatically by my Norton antivirus software! I had a problem where Infoflo would not start automatically and I had to restart it manually. This continued for several months until it just wouldn't start. This was corrected when I asked support and they told me that I had to download updates. This was the first that I had heard of this. I thought software should work without updates. The most recent problem was that the program was not displaying any of the text describing the any of the links. I was "down" for several weeks. I finally walked into Infoflo's offices with my computer and they fixed the problem for me. My Norton antivirus had automatically deleted a file! I would have never figured it out on my own.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 3/10

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Kevin K.

User friendly and easy enough to figure out

Used weekly for less than 6 months
Reviewed 2018-08-02
Review Source: Capterra

Pros
It has all the basics that i need at a very affordable price. Great response from their team on my questions and like that i own it for life vs a monthly cloud based crm.

Cons
Form follows functions and this is extremely functional. I suppose other crms may be more hip and fresh on the interface, i just wanted a simple clean practical crm software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Martin C.

InfoFlo Review Nov18

Used daily for less than 6 months
Reviewed 2018-11-20
Review Source: Capterra

Excellent. A cost effective and simple solution to my problem. I would recommend to others who are looking for a basic CRM that does the job and doesn't cost and arm and leg in terms of dollars, but also time and pain to set up.

Pros
Price. Ease of use. Basic useful functionality. Had a need to keep track of customer and deal info. Was keeping all on paper. Within a very short time had the software working and tasks automated. The support is great and all my questions were answered.

Cons
Occasionally get an error message. But I just restart the software. I would like the ability to schedule a bulk email.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Danielle M.

I love using InfoFlo! It's a great alternative to so many other CRM products I looked at.

Used daily for less than 6 months
Reviewed 2018-02-06
Review Source: Capterra

It is very easy to track my client data with privacy. Online CRM products make you agree to terms and conditions that I could not tolerate. They were also overly complex for my needs. This is perfect for what I need and didn't require hours of watching training videos to figure out and set up either.

Pros
I like that there's a one time fee. I know I want to add on different options later. But the low one time fee allowed me to get started right away for a low price while knowing that I can upgrade later to get added features. The free trial allowed me to make a decision to see how everything worked together.

Cons
It takes up a lot of my computer's processing power. I suppose that's the nature of the beast. I'm going to need to upgrade my ram, but at least I don't have to use a server. Until I want to.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Tom L.

Software easy to learn. Logical work flow.

Used daily for 2+ years
Reviewed 2018-02-06
Review Source: Capterra

We mainly use this software for keeping track of customers contacts, and repair history log of our serialized products.

Pros
Very powerful software for reasonable cost, especially when comparing to competing software. The modular add-on and per/user price structure really helps small business with limited budget. Minor updates are issued frequently, which shows the developer's commitment to this product.

Cons
Some of the add-on's could arguably be consider as standard feature. For example : scheduled backup, and advanced search.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

Great Software, Easy to Use & awesome customer service

Used daily for less than 6 months
Reviewed 2018-07-31
Review Source: Capterra

Pros
The ease of use and the customer service. They know what their talking about and spend the time to understand. We are a small company that is expanding and has never used a software before. This was extremely easy to use and started all employees on the software immediately after it was implemented.

Cons
Training sessions are slightly high in price, although you don't really need much training because they give you a good demo and thorough walk through when you sign up.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Sandra G.

No Support During Paid Program Integration - No Refund After It Never Worked Fully

Used occasionally for less than 6 months
Reviewed 2020-10-07
Review Source: Capterra

It was one of the most time exhausting experiences that ended up in me losing money for a piece of software that we do not use.

Pros
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. Things worked well on "single user" trial mode so we bought the software. Then when we tried to integrate the two users we had issues and were told we would have to buy support at $149/hour. We were given a bunch of links to "resolve our issue", but no one even bothered to explain from the beginning that there would be a "Server/Host (database)" account and all others would be a "Mini Client". The secondary users were stuck on the trial version for more than a week. If I had not been persistent, we would never even gotten the paid for licenses to activate on each machine. In the end, it was really not useable. I had my assistant spend hours on data entry from histories and notes that did not carry over from ACT and in the end, you couldn't even change the dates on the notes and there was no information visible on the summary screen without clicking into each and every note to try and find the information you were looking for. This would be the opposite of useful CRM. I tried to ask for my money back and just received a no. DO NOT WASTE YOUR MONEY ON THIS SOFTWARE!

Cons
The interface is cheap looking, looks like something that was designed 15 years ago. Some parts are not intuitive to use. There is no support offered at all. It seems to be run by one individual and he is very condescending. 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. We were not offered a refund because we "trialed it". We do not use the program, because it has too many shortcomings, so we ended up renenwing ACT and having a double expenditure. DO NOT BUY THIS SOFTWARE unless you are a single user and have no previous data. Only then, it might work for you.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 2/10

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Eric L.

After Goldmine left the single user market found InfoFlow as an affordable Windows CRM application.

Used weekly for 1-2 years
Reviewed 2018-02-08
Review Source: Capterra

An afforadable contact management that includes basic project management option.

Pros
The price is affordable for an individual, small business or mid-size business. All the basic functionality seems to be there. The system is modular so you can purchase the modules or functionality you need. One time purchase includes future updates, not a subscription. One of the few CRM systems with a Project Management module included. The Project Management module was a deciding factor. My needs included keeping up with companies, contacts, activities, schedules and monitoring projects. Additionally use it for sales and opportunity management. The interface is clean and easy to navigate. There is some basic customization capability. You can create a "template" that populates the task based on the type of new Project when a new project is created. Great feature.

Cons
I like having a History Tab to keeps up with all completed activities; calls, meetings, task, projects, sales, etc. I miss not having a specific place to look at completed activity for a customer of company. There is limited customization available from the settings. You can create additional fields / custom fields, you can create task types, status, priority, etc. You can change the field labels to better fit you organization. While not highly customizable the basic system is very flexible and meets my needs. Key dislike is that the documentation is limited. There is a knowledge base online but not a "user manual" When updates are provided there is no way to find what is included, the update page is very out dated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Alex T.

Service has been great. Program has some aggravating limitations.

Used daily for 1-2 years
Reviewed 2018-02-06
Review Source: Capterra

Improvement in contact management over manual address book

Pros
I use the program to maintain personal contacts and contacts for a small service business. Service, from the initial sales contact through support when I got confused have been remarkable. It was the service even more than the product that made me choose this program. It is fairly easy to use, even for someone who really isn't the most technically competent. Even with limitations that are a bit frustrating, the value for money is excellent.

Cons
There are some limitations that I find frustrating. One in particular is mail merging. You appear to have to deal with one contact letter at a time. The flexibility in this area falls short of other CRM products I have used in the past. But again, my comments must be taken in the context of the price point and relative value for money. Sorting capabilities are limited. For example I cannot seem to create a custom list by choosing/limiting contacts who fall into several categories. For example customers who from a list of 5 services receive only 3 services. In our landscaping business we have customers who are individuals as well as business customers. The two groups seem to have to be dealt with separately as opposed to being able to generate a simple list of all customers in a given category.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Michael G.

Excellent CRM interface to emails

Used daily for 1-2 years
Reviewed 2018-04-10
Review Source: Capterra

Great cost effective integration with OFFICE email and calendar

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

Cons
The tool is fragile, in that it seems to 'fall over' too often, requiring a reset or download of a 'more recent version'. The software only runs on Windows platforms, and is not web based.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Aleksandros L.

I'm working with InfoFlo for more than 5 years. Great features for a truly low price.

Used daily for 2+ years
Reviewed 2018-02-07
Review Source: Capterra

I organized my label and I understood my clients better

Pros
- Value for money - Business layout - Ease of use - Overall experience - suited for small to big size labels

Cons
The official APP of the product recently released and still needs some improvements which I'm sure that this will be fixed ASAP from the label.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Gary F.

First Outlook based CRM that meets my needs

Used daily for less than 6 months
Reviewed 2018-07-27
Review Source: Capterra

Easy to use CRM for use with Outlook.

Pros
For literally years I researched CRM trying find one that would meet my needs specifically keeping all my contacts and calendar in a single data base but allowing me to send emails out using my individual signatures and email address for each one, business, volunteer, and personal. Easy to use and priced right. No long term contract just a one time, outright purchase.

Cons
In creating a contact, the default company name selected in the email extension such as @gmail. Minor problem as I have to delete it before adding or selecting a company already in the database. Better would be a blank line.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

Easy to use and improved my workflow significantly

Used daily for 6-12 months
Reviewed 2018-02-06
Review Source: Capterra

Better comunication with clients. Easy to use and improved the client experience, I would highly recommend

Pros
I love that information is accessible and easily viewable on a mobile device. Clients love it to and it improved their accessibility as well.

Cons
I can't think of anything that did not work for me. The software made the client interactions easier and was of great value to the client experience.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Victoria B.

Multipurpose CRM for donors, prospects, grants and events.

Used daily for less than 6 months
Reviewed 2018-02-07
Review Source: Capterra

Pros
We are a nonprofit who has trialed and purchased InfoFlo for our CRM, grants management and donor management. While there are hundreds of CRMs for nonprofits, I found InfoFlo to be the best way to get a CRM that will manage grants, donors, events, and reporting, as well as allow me to customize it. The price is very market friendly without continuing fees, like most donor CRMs.

Cons
I would like to see more support options included in the price, like chat and brief phone calls. I would like to see an integrated POS so we could take donations from out website and have the information recorded in the InfoFlo database. I understand this is something that InfoFlo is currently working on.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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David H.

Great business and personal CRM

Used daily for less than 6 months
Reviewed 2018-02-06
Review Source: Capterra

Pros
I was looking for a full-featured CRM for personal use. I wanted to store my data locally (not in the cloud) and did not want to pay ongoing subscription fees. InfoFlo was the answer! It fully integrates with my Microsoft Exchange and gmail accounts. It was very easy to setup and works great and you can't beat the price. I would highly recommend.

Cons
Only two minor issues - 1. the client/server platform can be confusing to maintain and 2. no iOS app (I hear one is coming.)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Lonnie Y.

Needed Help. Used ACT for years

Reviewed 2016-05-10
Review Source: Capterra

InfoFlo is great. Not only does it do everything I need, the support is first class. And the cost is great.

Rating breakdown

Ease of use
Customer support

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Philippe L.

I first used this software in a trial version. It's working as intended.

Used occasionally for less than 6 months
Reviewed 2018-01-19
Review Source: Capterra

Great contact management solution providing easy access to all customer information. It also has a customized dashboard that can be used in any industry. It's a great productivity tool.

Pros
I like the features, functionality of this software . It's a great value for the money. It is very user friendly and it is listed as one of the 40 best CRM in the market.

Cons
It takes a little time to get used to all the available features. But that can also be the case with any other good software on the market.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Dani G.

Ethical Issues

Used daily for less than 6 months
Reviewed 2020-01-14
Review Source: Software Advice

I"m livid that I was forced to purchase additional services that I would not have needed had I been supplied the right software. The tech support individual told me that they always require their services be used fro QB install. Well than it should be included in the price. I'm an advanced computer user and did not need their help to install the software had they provided it when asked. I watched the tech support install the software and nothing was "so advanced" that I couldn't have figure it out myself.

Pros
The software seems to work pretty good. I really like the breadth of options. I like that I won't have to pay ongoing updates. It seems to sync with outlook ok - still reviewing quickbooks.

Cons
They do not provide the necessary software to install the Quickbooks link and force you to purchase their services in order to install it. When they installed the link to Quickbooks the agent simply said most clients don't have quickbooks as the reason it's not provided ahead of time. All other CRMs I reviewed had detailed instructions for Quickbooks link but they forced me to buy their services in order to do the quickbooks link because they didn't include the software to make the quickbooks connection even after I asked. I believe this to be unethical. Also every single item is an additional module which they have strategically packaged so your forced to buy just about all of them. Seemed inexpensive actually ended up being much more than I anticipated. Service is not great after the sale. No response to e-mails.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 5/10

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jim S.

met our demand...to work Smarter not Harder

Used daily for 6-12 months
Reviewed 2019-09-27
Review Source: Capterra

We are able to pull up accounts so many ways that helps us formulate better sales programs. If we need them by state or by $$$ or by various companies we represent with a couple clicks we have our needs. Like a lot of new launchs we had some questions their support has been great scheduling when it convenient for us to make sure all is working.

Pros
gave us lots of flexibility of how we gather information .Love the fact we can choose what information we share with our staff, that way they only have info they need. New mobile version just made it even more useful. Input of information was a breeze to get started as they have a great mapping feature. The fact everything gets into a customer file with no redundancy. All emails and documents it makes us look like we have all the info...Because we do. Price----absolutely most for the money

Cons
needs some canned reports in the standard module

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Kerry A.

Best CRM out there, we think so!

Used daily for 1-2 years
Reviewed 2018-10-17
Review Source: Capterra

We are preparing proposals and reports that are automatically filled in with the information from the database. Its super easy to prepare reports of our current projects for our weekly meetings that are up to date and relevant.

Pros
One time, up-front cost with no subscriptions and the data is located on our own server. Lots of flexibility with the modules offered that gives our team the tools we use most.

Cons
Would like the ability to turn off some of the features that we do not use as much. It does so much, and we have streamlined our processes to what works best for us.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Kelly M.

Great Product!

Used daily for less than 6 months
Reviewed 2019-12-18
Review Source: Capterra

Fabulous!

Pros
Infoflo was not only affordable but it gave us all the features we needed from Quoting customers, keeping track of leads, setting reminders for F/U and Invoicing. Plus we had the option to purchase the software right out without any commitment to monthly or yearly fees.

Cons
I don't have anything negative to say. This software met all of our needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Mathias B.

Very easy to use, good value for the price, and with most of the needed functionality.

Used daily for less than 6 months
Reviewed 2018-10-11
Review Source: Capterra

We need to keep customer related information, documents, e-mails and tasks in one place accessible for all the team members. The data is stored in a SQL database on a server in the cloud, so that home office use is possible with a good performance.

Pros
We are a very small company (3 employees) looking for an easy to use CRM software to share and keep information about our sales communication with our customers. Having access to customer related e-mails, documents and notes is very important. In addition, customer related tasks need to be available as well. All this we found in InfoFlo very nicely implemented and for a reasonable price. Offline synchronization is available as well, which is a great benefit when traveling without stable internet connection (airplanes, trains,…) The support is really fast and highly motivated to help with problems and bug fixes.

Cons
There is not much to say, because InfoFlo is a great piece of software. Only the Outlook synchronization plug-in seems to have some small problems with using Outlook versions in another language (German). What is strongly missing is the possibility to input the department of a contact. Dealing with large companies or universities with many departments, this is valuable information and needs to be synchronized with outlook as well. A feature request is filed and hopefully this will be implemented soon.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Bill G.

Great for my small business

Used daily for less than 6 months
Reviewed 2018-06-18
Review Source: Capterra

No monthly subscription

Pros
Monthly fees are a tough challenge for small business budgets. Liked this one was a one time cost, simple to use, and plenty of add on features to customize it for the efforts I need for my business.

Cons
Not sure I have any concerns as I begin making this part of my daily business plans and efforts. Looks like they have plenty of training and instructional resources.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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