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InfoFlo

HIPAA compaliant case management software

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Table of Contents

InfoFlo - 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: April 2026

InfoFlo overview

What is InfoFlo?

InfoFlo Nonprofit 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 Nonprofit, 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’s user interface

Ease of use rating:

4.5

(97)

InfoFlo review summaries overview

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

Overall rating

Reviews sentiment

1-2(3)

3-4(34)

5(60)

What do users say about InfoFlo?

Reviewers indicate InfoFlo offers strong contact management, customizable features, and seamless email integration, helping them organize customer information and streamline communications. They appreciate its user-friendly interface, flexible add-ons, and efficient task creation, which make daily operations easier and support team productivity. Most find it affordable and value the one-time purchase option. They report responsive customer support, with quick issue resolution and helpful resources.

Some mention frustrations with paid technical support, limited reporting, and occasional software glitches. They say certain features require add-ons, which can increase costs, and note minor usability challenges for new users or when managing complex workflows.

Select to learn more

Who uses InfoFlo?

Based on 97 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Retail

Accounting

Publishing

Leisure, Travel & Tourism

Others

Use cases

CRM

Contact Management

Call Center

Telephony

Sales Tracking

InfoFlo's key features

Most critical features, based on insights from InfoFlo users:

Reporting & statistics

5.0

(1)

Document management

4.5

(2)

Scheduling

(0)

All InfoFlo features

Features rating:

4.4

(97)

Access controls/permissions

5.0

(1)

Accounting integration

(0)

Activity dashboard

(0)

Activity tracking

(0)

Ad hoc reporting

(0)

Administrative Reporting

(0)

Alerts/Escalation

5.0

(1)

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

5.0

(1)

Call duration

(0)

Caller id

(0)

Call logging

4.5

(2)

Call monitoring

5.0

(2)

Call recording

5.0

(2)

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

(6)

Contract/License management

(0)

Conversion tracking

(0)

CRM

5.0

(1)

Customer database

(0)

Customer history

(0)

Customizable fields

(0)

Customizable forms

(0)

Customizable reports

(0)

Customizable templates

(0)

Dashboard

(0)

Dashboard creation

(0)

Data import/export

5.0

(3)

Docket management

(0)

Document management

4.5

(2)

Document storage

4.0

(1)

Document templates

(0)

Donor management

(0)

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

(0)

Goal setting/tracking

(0)

Grant management

(0)

Help desk management

(0)

HIPAA compliant

(0)

Inbound call center

(0)

Inbound reporting

(0)

Interaction tracking

4.5

(2)

Internal chat integration

(0)

Invoice management

(0)

Invoice processing

(0)

IVR

(0)

Keyword tracking

(0)

Knowledge base management

(0)

Lead management

4.5

(2)

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

3.0

(1)

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

5.0

(3)

Task scheduling

(0)

Team Assignments

(0)

Territory management

(0)

Text to speech

(0)

Third-Party integrations

5.0

(1)

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

(0)

Web forms

(0)

Website integration

(0)

Who answered log

(0)

Workflow management

5.0

(3)

InfoFlo alternatives

InfoFlo

4.5

(97)

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

Less Annoying CRM

4.8

(651)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.9

Features

4.5

Value for Money

4.9

Customer Support

4.9

HubSpot CRM

4.5

(4.4K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.4

Value for Money

4.3

Customer Support

4.4

Zoho CRM

4.3

(6.9K)

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

InfoFlo pricing

Value for money rating:

4.6

(97)

Starting from

/user

Per month

Pricing details

Subscription

Free trial

Free plan

Pricing range

view pricing plans

start trial

User opinions about InfoFlo price and value

Value for money rating:

4.6

(97)

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

“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.”

Colton M.

Senior Human Resources Recruiter

“I love InfoFlo and all of its features!”

Stephanie F.

Print Shop

InfoFlo integrations (8)

Integrations rated by users

We looked at 97 user reviews to identify which products are mentioned as InfoFlo integrations and how users feel about them.

Microsoft Outlook

Integration rating: 5.0 (1)

Gmail

Integration rating: 4.0 (1)

“I don't know that I am using this it's fullest. I wish that it kinda logged the emails as touch points itself in the correct client to prevent me from having to log things like that myself.”

Adelita D.

Founder