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InfoFlo Impact

HIPAA compaliant case management software

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Table of Contents

InfoFlo Impact - 2026 Pricing, Features, Reviews & Alternatives

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

Last updated: October 2026

InfoFlo Impact overview

What is InfoFlo Impact?

InfoFlo Impact 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 Impact, 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.

Starting price

20per user /
per month

view pricing plans

try for free

Alternatives

InfoFlo Impact’s user interface

Ease of use rating:

4.5

(101)

InfoFlo Impact review summaries overview

To determine these pros and cons insights, we analyzed responses from

Overall rating

Reviews sentiment

1-2(3)

3-4(37)

5(61)

What do users say about InfoFlo Impact?

Users say InfoFlo is a user-friendly CRM that helps them manage contacts, track communication, and organize customer information efficiently. They appreciate its customizable features, Outlook integration, and the ability to add modules as needed, which makes it adaptable for different business needs. They find the contact management and email syncing particularly helpful for daily tasks and communication tracking.

Some report that customer support can be slow or costly, and they find certain features or add-ons expensive or lacking. They mention the interface feels outdated and note occasional bugs, limited reporting, and challenges with mobile access or integration.

Select to learn more

Who uses InfoFlo Impact?

Based on 101 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Marketing and Advertising

Retail

Information Services

Accounting

Others

Use cases

CRM

Contact Management

Call Center

Telephony

Sales Tracking

InfoFlo Impact's key features

Most critical features, based on insights from InfoFlo Impact users:

Reporting & statistics

5.0

(1)

Document management

4.5

(2)

Volunteer management

5.0

(1)

Scheduling

(0)

All InfoFlo Impact features

Features rating:

4.4

(101)

Access controls/permissions

5.0

(1)

Accounting integration

(0)

Activity dashboard

(0)

Activity tracking

(0)

Ad hoc reporting

(0)

Administrative Reporting

(0)

Alerts/Escalation

4.5

(2)

Alerts/Notifications

(0)

API

(0)

Appointment management

(0)

Appointment scheduling

(0)

Archiving & retention

5.0

(1)

Assessment management

5.0

(1)

Asset lifecycle management

(0)

Attendance management

(0)

Auto-Dialer

(0)

Automatic call distribution

5.0

(1)

Billing & invoicing

(0)

Blended call center

(0)

By-Extension reporting

(0)

Calendar management

5.0

(2)

Calendar/Reminder system

4.0

(2)

Calendar sync

(0)

Call center management

4.5

(2)

Call duration

(0)

Caller id

(0)

Caller profiles

(0)

Call logging

4.5

(2)

Call monitoring

5.0

(2)

Call recording

4.7

(3)

Call routing

5.0

(1)

Call tagging

(0)

Call Volume

(0)

Campaign management

(0)

Campaign segmentation

(0)

Case management

(0)

Case notes

5.0

(1)

Certification & licensing

(0)

Child Welfare Management

(0)

Client management

5.0

(1)

Client portal

(0)

Collaboration tools

(0)

Committee management

(0)

Communication management

5.0

(1)

Compliance management

(0)

Computer telephony integration

4.5

(2)

Configurable workflow

(0)

Conflict management

(0)

Contact database

4.4

(8)

Contact management

4.5

(10)

Contract/License management

(0)

Conversion tracking

(0)

CRM

5.0

(1)

Customer database

(0)

Customer history

(0)

Customizable fields

5.0

(1)

Customizable forms

(0)

Customizable reports

(0)

Customizable templates

(0)

Dashboard

(0)

Dashboard creation

(0)

Data import/export

5.0

(4)

Docket management

(0)

Document management

4.5

(2)

Document storage

4.0

(1)

Document templates

(0)

Donor management

5.0

(1)

Due date tracking

(0)

Email alerts

(0)

Email management

(0)

Email marketing

4.0

(1)

Email templates

(0)

Email tracking

(0)

Employee directory

(0)

Employee management

(0)

Event management

(0)

Expense tracking

(0)

File transfer

(0)

For accountants

(0)

For cpa firms

(0)

Forecasting

(0)

Forms management

(0)

For nonprofits

5.0

(1)

Goal setting/tracking

(0)

Grant management

(0)

Help desk management

(0)

HIPAA compliant

(0)

Inbound call center

(0)

Inbound reporting

(0)

Interaction tracking

4.3

(4)

Internal chat integration

(0)

Invoice management

(0)

Invoice processing

(0)

IVR

(0)

Keyword tracking

(0)

Knowledge base management

(0)

Lead management

4.3

(3)

Manual dialer

(0)

Marketing automation

(0)

Membership management

(0)

Mobile access

1.0

(1)

Multi-Location

(0)

Multiple Scripts

(0)

On-Demand recording

5.0

(1)

Opportunity management

(0)

Outbound call center

(0)

Outbound reporting

(0)

Phone Key Input

(0)

Predictive dialer

(0)

Program management

5.0

(1)

Progressive dialer

(0)

Progress reports

(0)

Progress tracking

(0)

Project management

(0)

Project time tracking

(0)

Prospecting tools

(0)

Queue management

(0)

Quotes/Estimates

3.5

(2)

Real-Time notifications

(0)

Real-Time reporting

(0)

Recording

(0)

Records management

(0)

Referral management

(0)

Referral tracking

(0)

Registration management

(0)

Relationship Tracking

(0)

Reminders

(0)

Reporting/Analytics

4.3

(4)

Reporting & statistics

5.0

(1)

Ring Groups

(0)

Role-Based permissions

(0)

Sales pipeline management

5.0

(2)

Scheduled recording

(0)

Scheduling

(0)

Search/Filter

4.3

(3)

Segmentation

(0)

Self service portal

(0)

Shared contacts

5.0

(1)

SIP trunking

(0)

Social media integration

(0)

SSL security

(0)

Status tracking

(0)

Summary Reports

(0)

Survey/Poll management

(0)

Task management

4.8

(4)

Task scheduling

(0)

Team Assignments

(0)

Territory management

(0)

Text to speech

(0)

Third-Party integrations

5.0

(3)

Timer

(0)

Time tracking

(0)

Training management

(0)

Trust accounting

(0)

Unattended call management

(0)

Unified communications

(0)

Video conferencing

(0)

Virtual Call Center

(0)

Virtual Extensions

(0)

Voice Customization

(0)

Voice mail

(0)

VoIP

(0)

VoIP connection

5.0

(1)

Volunteer management

5.0

(1)

Web forms

(0)

Website integration

(0)

Who answered log

(0)

Workflow management

5.0

(3)

InfoFlo Impact alternatives

InfoFlo Impact

4.5

(101)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.4

Value for Money

4.6

Customer Support

4.3

Bigin by Zoho CRM

4.7

(745)

visit website

Starting from

/user

Per year

Free trial

Free version

Ease of Use

4.8

Features

4.5

Value for Money

4.7

Customer Support

4.5

Zoho CRM

4.3

(7K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.2

Features

4.3

Value for Money

4.3

Customer Support

4.1

Salesforce Sales Cloud

4.4

(18.8K)

learn more

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.0

Features

4.4

Value for Money

4.1

Customer Support

4.1

InfoFlo Impact pricing

Value for money rating:

4.6

(101)

Starting from

/user

Per month

Pricing details

Subscription

Free trial

Free plan

Pricing range

view pricing plans

start trial

User opinions about InfoFlo Impact price and value

Value for money rating:

4.6

(101)

To see what individual users think of InfoFlo Impact's price and value, check out the review snippets below.

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

Ruth V.

CSR

“Mainly for tracking customer info and keeping email threads in one place.”

Ruth R.

Marketing Assistant

InfoFlo Impact integrations (8)

Integrations rated by users

We looked at 101 user reviews to identify which products are mentioned as InfoFlo Impact integrations and how users feel about them.

Microsoft Outlook

Integration rating: 5.0 (2)

Integration rating: 5.0 (1)

Gmail

Integration rating: 4.0 (1)

“The Gmail integration is useful because I can receive Jira updates and task notifications directly in my inbox. It helps me stay updated on important changes even when I am not actively using Jira.”

Harsh T.

CEO