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Pipedrive vs InfoFlo Impact Comparison (2026)

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Good recommendations?

Pipedrive logo

Pipedrive

InfoFlo Impact logo

InfoFlo Impact

Overview

Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close.

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.

  • 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

19

/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

3K

5

4

3

2

1

1.9K

896

139

36

29

  • Value for money
  • Ease of use
  • Features
  • Customer support
80%
would recommend this app

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

Pros

“On top of this, the automation features (like activity reminders and workflow triggers) save time on repetition tasks, and the integrations with email and other tools keep everything in one place.”
Verified reviewer profile picture

Jonathon B.

Senor Content Manager

“Signed up for the Campaigns email feature and spent a month building my CRM around it. Because of how 25 contacts were sourced, Pipedrive locked double opt-in across my entire account, blocking campaigns to all ~560 of my contacts, including 25-year relationships.”
MF

Mark F.

Licensed Real Estate Salesperson

“The platform excels at activity-focused selling, ensuring reps stay on track with automated prompts for the next step in every deal.”
Verified reviewer profile picture

Marquita V.

SALES MANAGER

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

Cons

“I feel I was duped into a product that routed all their email marketing campaign features with zero mention (even fine print), that they can (and will) require you to obtain consent from every one of your contacts before sending me an email campaign to one.”
MF

Mark F.

Licensed Real Estate Salesperson

“If you try to create some of the more complex reports you run into a dead end rather quickly. While the basic functions of Pipedrive are great, creating a customized dashboard is much more of a pain-in-the-neck than it should be.”
IB

Ihor B.

Senior Software Engineer

“Before using pipedrive I had Post-It Notes and Spreadsheets scattered all over my office and it was complete chaos.”
IB

Ihor B.

Senior Software Engineer

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

  • Vendor responds to reviews
  • Last reviewa month ago
  • Vendor responds to reviews
  • Last review3 months ago

Key features

  • Total features180
  • AI Copilot
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Account Management
  • Accounting
  • 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
  • Automated Responses
  • Automatic Call Distribution
  • Autoresponders
  • Batch Processing
  • Billing & Invoicing
  • Blended Call Center
  • Business Card/Badge Scanning
  • Buyer Management
  • By-Extension Reporting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Duration
  • Call List Management
  • Call Logging
  • Call Management
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Tagging
  • Call Volume
  • Caller ID
  • Caller Profiles
  • Campaign Management
  • Campaign Segmentation
  • Case Management
  • Case Notes
  • Certification & Licensing
  • Chatbot
  • Child Welfare Management
  • Churn Management
  • Click Tracking
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Code-free Development
  • Collaboration Tools
  • Committee Management
  • Communication Management
  • Compliance Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Journey Mapping
  • Customer Management
  • Customer Segmentation
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Entry
  • Data Extraction
  • Data Import/Export
  • Data Management
  • Data Security
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Docket Management
  • Document Management
  • Document Storage
  • Document Templates
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Due Date Tracking
  • Email Alerts
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Directory
  • Employee Management
  • Estimating
  • Event Management
  • Expense Tracking
  • Feedback Management
  • Field Sales Management
  • File Management
  • File Transfer
  • For AEC Industry
  • For Accountants
  • For CPA Firms
  • For Financial Institutions
  • For Healthcare
  • For Insurance Industry
  • For Mac Devices
  • For Nonprofits
  • For Real Estate
  • For Real Estate Agencies
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • Forecasting
  • Forms Management
  • Generative AI
  • Geotargeting
  • Goal Management
  • Goal Setting/Tracking
  • Grant Management
  • Graphical Data Presentation
  • HIPAA Compliant
  • Help Desk Management
  • IVR
  • Inbound Call Center
  • Inbound Reporting
  • Inbox Management
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Invoice Processing
  • Keyword Tracking
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Engagement
  • Lead Generation
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • List Management
  • Live Chat
  • Manual Dialer
  • Marketing Automation
  • Medical History Records
  • Meeting Management
  • Membership Management
  • Mobile Access
  • Mobile App
  • Modeling & Simulation
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Currency
  • Multi-Language
  • Multi-Location
  • Multiple Scripts
  • Multiple Site Management
  • Natural Language Processing
  • Negative Feedback Management
  • Offline Form
  • On-Demand Recording
  • Onboarding
  • Online Forms
  • Opportunity Management
  • Outbound Call Center
  • Outbound Reporting
  • Pageview Tracking
  • Patient Communications
  • Patient Management
  • Performance Management
  • Performance Metrics
  • Personalization
  • Phone Key Input
  • Physician Management
  • Pipeline Management
  • Pipeline Reports
  • Pre-Configured Bot
  • Predictive Analytics
  • Predictive Dialer
  • Product Catalog
  • Program Management
  • Progress Reports
  • Progress Tracking
  • Progressive Dialer
  • Project Management
  • Project Time Tracking
  • Property Management
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-time Consumer-facing Chat
  • Recommendations
  • Recording
  • Records Management
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Ring Groups
  • Role-Based Permissions
  • SIP Trunking
  • SSL Security
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduled Recording
  • Scheduling
  • Search
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Single Sign On
  • Social Media Integration
  • Statistical Analysis
  • Status Tracking
  • Subscriber Management
  • Summary Reports
  • Survey/Poll Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Templates
  • Territory Management
  • Text Analysis
  • Text to Speech
  • Third-Party Integration
  • Third-Party Integrations
  • Time Tracking
  • Time on Site Tracking
  • Timer
  • Training Management
  • Transcripts/Chat History
  • Trust Accounting
  • Unattended Call Management
  • Unified Communications
  • Video Conferencing
  • Virtual Call Center
  • Virtual Extensions
  • VoIP
  • VoIP Connection
  • Voice Customization
  • Voice Mail
  • Volunteer Management
  • Web Forms
  • Website Integration
  • Who Answered Log
  • Workflow Management
  • Total features169
  • AI Copilot
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Account Management
  • Accounting
  • 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
  • Automated Responses
  • Automatic Call Distribution
  • Autoresponders
  • Batch Processing
  • Billing & Invoicing
  • Blended Call Center
  • Business Card/Badge Scanning
  • Buyer Management
  • By-Extension Reporting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Duration
  • Call List Management
  • Call Logging
  • Call Management
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Tagging
  • Call Volume
  • Caller ID
  • Caller Profiles
  • Campaign Management
  • Campaign Segmentation
  • Case Management
  • Case Notes
  • Certification & Licensing
  • Chatbot
  • Child Welfare Management
  • Churn Management
  • Click Tracking
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Code-free Development
  • Collaboration Tools
  • Committee Management
  • Communication Management
  • Compliance Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Journey Mapping
  • Customer Management
  • Customer Segmentation
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Entry
  • Data Extraction
  • Data Import/Export
  • Data Management
  • Data Security
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Docket Management
  • Document Management
  • Document Storage
  • Document Templates
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Due Date Tracking
  • Email Alerts
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Directory
  • Employee Management
  • Estimating
  • Event Management
  • Expense Tracking
  • Feedback Management
  • Field Sales Management
  • File Management
  • File Transfer
  • For AEC Industry
  • For Accountants
  • For CPA Firms
  • For Financial Institutions
  • For Healthcare
  • For Insurance Industry
  • For Mac Devices
  • For Nonprofits
  • For Real Estate
  • For Real Estate Agencies
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • Forecasting
  • Forms Management
  • Generative AI
  • Geotargeting
  • Goal Management
  • Goal Setting/Tracking
  • Grant Management
  • Graphical Data Presentation
  • HIPAA Compliant
  • Help Desk Management
  • IVR
  • Inbound Call Center
  • Inbound Reporting
  • Inbox Management
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Invoice Processing
  • Keyword Tracking
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Engagement
  • Lead Generation
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • List Management
  • Live Chat
  • Manual Dialer
  • Marketing Automation
  • Medical History Records
  • Meeting Management
  • Membership Management
  • Mobile Access
  • Mobile App
  • Modeling & Simulation
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Currency
  • Multi-Language
  • Multi-Location
  • Multiple Scripts
  • Multiple Site Management
  • Natural Language Processing
  • Negative Feedback Management
  • Offline Form
  • On-Demand Recording
  • Onboarding
  • Online Forms
  • Opportunity Management
  • Outbound Call Center
  • Outbound Reporting
  • Pageview Tracking
  • Patient Communications
  • Patient Management
  • Performance Management
  • Performance Metrics
  • Personalization
  • Phone Key Input
  • Physician Management
  • Pipeline Management
  • Pipeline Reports
  • Pre-Configured Bot
  • Predictive Analytics
  • Predictive Dialer
  • Product Catalog
  • Program Management
  • Progress Reports
  • Progress Tracking
  • Progressive Dialer
  • Project Management
  • Project Time Tracking
  • Property Management
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-time Consumer-facing Chat
  • Recommendations
  • Recording
  • Records Management
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Ring Groups
  • Role-Based Permissions
  • SIP Trunking
  • SSL Security
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduled Recording
  • Scheduling
  • Search
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Single Sign On
  • Social Media Integration
  • Statistical Analysis
  • Status Tracking
  • Subscriber Management
  • Summary Reports
  • Survey/Poll Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Templates
  • Territory Management
  • Text Analysis
  • Text to Speech
  • Third-Party Integration
  • Third-Party Integrations
  • Time Tracking
  • Time on Site Tracking
  • Timer
  • Training Management
  • Transcripts/Chat History
  • Trust Accounting
  • Unattended Call Management
  • Unified Communications
  • Video Conferencing
  • Virtual Call Center
  • Virtual Extensions
  • VoIP
  • VoIP Connection
  • Voice Customization
  • Voice Mail
  • Volunteer Management
  • Web Forms
  • Website Integration
  • Who Answered Log
  • Workflow Management

Integrations

  • Total integrations88
  • APIANT
  • Act-On
  • ActiveCampaign
  • ActiveDEMAND
  • ActiveIQ
  • Acuity Scheduling
  • Aircall
  • Apollo.io
  • Asana
  • Bedrock Data
  • Calendly
  • CallHippo
  • Callmaker
  • Crossbeam
  • Cyclr
  • Datananas
  • Demodesk
  • Docusign
  • Drip
  • Dropbox
  • Dryrun
  • Dux-Soup
  • FreshBooks
  • Front
  • Google Calendar
  • Google Contacts
  • Google Maps
  • Google Workspace
  • Gravity Forms
  • HappyFox Chat
  • Help Scout
  • Highrise
  • HubSpot CRM
  • HubSpot Data Hub
  • Integrate.io
  • IntelligenceBank
  • Jotform
  • JustCall
  • Kixie PowerCall & SMS
  • Klenty
  • Lead Liaison
  • LeadBoxer
  • Leadfeeder
  • Lime Connect
  • LiveChat
  • Livestorm
  • MRPeasy
  • Mailjet
  • Microsoft 365
  • Microsoft Outlook
  • Microsoft Power Automate
  • Microsoft Teams
  • NativeForms
  • Outfunnel
  • PandaDoc
  • Plecto
  • Proposable
  • Proposify
  • QuickBooks Online
  • QuickBooks Online Advanced
  • QuoteWerks
  • Referral Factory
  • RightSignature
  • Ruler Analytics
  • Seamless
  • Slaask
  • Slack
  • Slemma
  • Snov.io
  • SupportBee
  • Surfe
  • Survicate
  • Talkdesk
  • Talkspirit
  • TimelinesAI
  • Toky
  • Tray.io
  • Trello
  • Wishpond
  • Wiza
  • Woodpecker.co
  • Woopra
  • WordPress
  • Xero
  • Yesware
  • Zapier
  • Zoom Workplace
  • lemlist
  • monday AI Work Platform
  • Total integrations7
  • APIANT
  • Act-On
  • ActiveCampaign
  • ActiveDEMAND
  • ActiveIQ
  • Acuity Scheduling
  • Aircall
  • Apollo.io
  • Asana
  • Bedrock Data
  • Calendly
  • CallHippo
  • Callmaker
  • Crossbeam
  • Cyclr
  • Datananas
  • Demodesk
  • Docusign
  • Drip
  • Dropbox
  • Dryrun
  • Dux-Soup
  • FreshBooks
  • Front
  • Google Calendar
  • Google Contacts
  • Google Maps
  • Google Workspace
  • Gravity Forms
  • HappyFox Chat
  • Help Scout
  • Highrise
  • HubSpot CRM
  • HubSpot Data Hub
  • Integrate.io
  • IntelligenceBank
  • Jotform
  • JustCall
  • Kixie PowerCall & SMS
  • Klenty
  • Lead Liaison
  • LeadBoxer
  • Leadfeeder
  • Lime Connect
  • LiveChat
  • Livestorm
  • MRPeasy
  • Mailjet
  • Microsoft 365
  • Microsoft Outlook
  • Microsoft Power Automate
  • Microsoft Teams
  • NativeForms
  • Outfunnel
  • PandaDoc
  • Plecto
  • Proposable
  • Proposify
  • QuickBooks Online
  • QuickBooks Online Advanced
  • QuoteWerks
  • Referral Factory
  • RightSignature
  • Ruler Analytics
  • Seamless
  • Slaask
  • Slack
  • Slemma
  • Snov.io
  • SupportBee
  • Surfe
  • Survicate
  • Talkdesk
  • Talkspirit
  • TimelinesAI
  • Toky
  • Tray.io
  • Trello
  • Wishpond
  • Wiza
  • Woodpecker.co
  • Woopra
  • WordPress
  • Xero
  • Yesware
  • Zapier
  • Zoom Workplace
  • lemlist
  • monday AI Work Platform