# InfoFlo Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is InfoFlo the right Human Services solution for you? Explore 98 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/96628/InfoFlo/reviews --- InfoFlo 4.5 (98) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 14th, 2026 # Reviews of InfoFlo Ease of use 4.4 Customer Service 4.3 ## Pros and Cons in Reviews CM Colton M Senior Human Resources RecruiterLeisure, Travel & Tourism, 10,001+ employeesUsed the software for: 6-12 months. “The functionality and control of my data have improved, and with a smoother integration, I can make calls, record communications, and invoice from within a single integrated ecosystem.“ November 17, 2025 SR Samantha R FinanceAccounting, 11 - 50 employeesUsed the software for: I used a free trial. “Outdated interface, limited advanced features, weaker mobile experience, and fewer integrations than modern CRMs“ April 12, 2026 CM Colton M Senior Human Resources RecruiterLeisure, Travel & Tourism, 10,001+ employeesUsed the software for: 6-12 months. “Having mobile access is useful when I'm out of the office because I can view my task list, contacts, history, and schedule meetings or follow-ups before a call.“ November 17, 2025 AK Allison K ManagerAutomotive, 11 - 50 employeesUsed the software for: Less than 6 months. “I believe they bring you in and try and get you to spend money on upgrades, then they say we don't have the "manpower" to write the code...“ March 7, 2023 RV Ruth V CSRInformation Services, 51 - 200 employeesUsed the software for: Less than 6 months. “InfoFlo is a helpful CRM that makes it easy to manage contacts, track communication, and keep customer information organized.“ May 21, 2026 AK Allison K ManagerAutomotive, 11 - 50 employeesUsed the software for: Less than 6 months. “next thing you know months have passed and they refuse to discuss any type of refund.“ March 7, 2023 RV Ruth V CSRInformation Services, 51 - 200 employeesUsed the software for: Less than 6 months. “It works well for daily business needs, though it could benefit from a more modern design and stronger mobile functionality.“ May 21, 2026 DH Denisse H Director of OperationsLegal Services, 11 - 50 employeesUsed the software for: 1-2 years. “We have tried several times to fix it without success. “ June 23, 2021 ## Showing most helpful reviews Showing 1-25 of 98 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Celeste A. O. CEO Media Production Used the software for: 1-2 years ### "Great product yet challenges with reports and support" February 7, 2018 4.0 Pros Works like Business Contact Manager, easy to use, one time fee. I like the dashboard and syncing with Outlook email features. Cons REPORTING is not flexible, additionally a report is needed online that we can run and just click on a client name to go straight to the contact information. Reports cannot be sorted by different fields unless you export into Exel and modify which is time consuming. Support, at times is a challenge, recently when asking for help installing the offline version of Infoflo(after 2 weeks of trying) we were told to buy support so we looked at a work around ourselves and it still would not download our data. We contacted them for the 5th time and it we were told it is an internal error that an update is coming out for it. EMAIL & POP UP REMINDERS: do not work on my computer at all, they worked one time on my IT guys computer. BACKUP: does not remind you when it is full and then we did have a backup for 3 months. They said they are working on this. MASS DELETE: cannot do this, must delete ONE entry at a time. They are working on this. DELETION OF EMAILS THAT ARE NOT A CONTACT: This cannot be done and somehow upon installation of the software we had duplicated emails and now have over 250K and cannot delete them. Review Source SL Sergey L. indexer Publishing Used the software for: I used a free trial ### "InfoFlo review" December 3, 2019 4.0 Overall experience is positive, the program is easy to learn and use. Pros Integration with Outlook and Gmail is very useful feature. You can easily connect your contacts with emails and tasks (opportunities and sales). I like Desktop version and one-time purchase fee. Cons Project feature is not properly connected to opportunities, for example, you can't convert opportunities into projects. Categories feature does not make much sense. It is better to create Leads and separate Leads from Contacts. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing InfoFlo Price is more competitive, desktop vs. cloud. Review Source Dustin S. Benefits Advisor Insurance Used the software for: 1-2 years ### "Ups and Downs. The idea behind the program is great! However, Customer Support needs some work. " February 6, 2018 3.0 It does help streamline our emails and profiles for all of our clients; saving our emails to each client profile is key for our industry. Pros Love how it integrates with outlook. 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. Cons First and foremost they really need to work on their customer support. A number of times we have called we have got rude comments/service from who ever answered the phone. Also, its quite annoying when there is something wrong with the software, we have to pay for support to fix it... issues with the software not working should be included in the price of buying the software!! There seems to be quite a few bugs that pop up every so often, like not being able to open emails within the program and items not syncing between computers. Review Source Jeremy K. Legal Assistant Used the software for: Less than 6 months ### "InfoFlo offers a simple and straightforward approach to all the necessary basics of CRM!" February 6, 2018 5.0 Pros While we are brand new to working with the software, I appreciate the fact that you can very easily tailor the experience to your own needs. Without a doubt, after many months of trialing a plethora of CRM software, I have found that InfoFlo is the best option for a permanent (non-subscription-based), relatively inexpensive non-cloud-based experience, that offers a simple and straightforward means to organize and track legal cases. Their sales and support staff go above and beyond to help you in the decision-making process, and offer a great trial experience so that you know exactly what you are getting into. They make suggestions for what add-ons will best suit your needs and demonstrate the many ways you can customize the software to fit your practice. I have to give a special shout-out to Shai for making this one of the most pleasant purchases ever--he goes out of the way to provide you with a personal and informed experience. The fact that you can start with the basics and add on more functionality as you grow is also a truly wonderful feature. Room for expansion and free updates makes this software that will grow with your firm. If you need a product that will help your team stay organized without breaking the bank, you owe it to yourself to try InfoFlo. Cons To some, the fact that InfoFlo is very simple and focused on basic tasks may be a turn-off. For our firm, however, this is precisely the reason we chose it. In the words of my supervisor, "we were only using 100 square feet of a 10,000 square foot mansion" with our previous CRM. It was costly and offered much more than we truly needed. InfoFlo offers just what we need for an affordable one-time fee. Review Source Aleksandros L. Owner Used the software for: 2+ years ### "I'm working with InfoFlo for more than 5 years. Great features for a truly low price. " February 7, 2018 5.0 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. Review Source John C. Chief Information Officer Real Estate Used the software for: 2+ years ### "Overpromised and underdelivered" July 20, 2018 3.0 Pros One time fee with no maintenance costs, bugs are fixed free. Ability to create custom modules. Data migration flexibility. Cons Not SaaS, poor customer service, mainstream and custom updates are buggy, bugs introduced by custom programming are billable Review Source Greg W. Director Building Materials Used the software for: 6-12 months ### "Works well, simple to use, with a pipeline forecasting $ opportunity that works well" February 6, 2018 4.0 increase sales and account mamangement Pros Integration with emails and calendar so tasks are always visible. To find a person quickly by their name or a company or category, especially with the search my computer function, making sales and managing customers very manageable. Cons Would like more flexibility with the dashboard as would like to see pipeline by product type by month by year Review Source Martin C. Founder Financial Services Used the software for: Less than 6 months ### "InfoFlo Review Nov18" November 20, 2018 5.0 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. Review Source Rich S. Real Estate Agent Real Estate Used the software for: Less than 6 months ### "InfoFlo is user friendly with not so complicated features" February 7, 2018 5.0 It allows me to keep up with my clients. I can easily look at when I last communicated with a potential client. Pros I like how I'm able to integrate my GMail account into InfoFlo. I can click on a contact and all emails, notes and tasks associated with the contact are shown. Cons Freezes and or locks up from time to time during periods of non-use. I have to go into End Task to shutdown. Review Source DD Dirk D. Editor in Chief Publishing Used the software for: 6-12 months ### "The InfoFlo teams is great to work with. Helped with initial setup and custom tweaks." February 6, 2018 5.0 Pros The product is very configurable. The interface is intuitive. The ability to sync with Outlook is really nice. Cons They are still working with Invoicing so that feature isn't completely fleshed out. I believe it will match the quality of the rest of the software when finished. Review Source DG Dani G. Owner Accounting Used the software for: Less than 6 months ### "Ethical Issues" January 14, 2020 4.0 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. Reason for choosing InfoFlo I thought I was getting a low cost product but ended up being quite expensive. Still not as bad as several years of a subscription based system. A little concern about the ethical issues going forward. Review Source JH Janet H. Owner Financial Services Used the software for: Less than 6 months ### "InfoFlo offers an excellent CRM solution for both small and medium sized businesses." July 4, 2017 5.0 InfoFlo offers an exceptional CRM platform enabling you to boost concentration and stay on focus to complete your workflow. Pros \- InfoFlo's software design is unique among its competitors due to InfoFlo having a mainframe where modules or "add-ons" may be added or removed according to the end user's needs. As a result, InfoFlo's software is not bloated resulting in superior end user experience. The navigational experience is responsive, super reliable and fast - an important consideration when working within the same software environment daily. - Price for start up is very reasonable - and there are no monthly subscriptions - This allows the smallest of businesses to enjoy a sophisticated CRM without the worry of monthly overhead. - InfoFlo form editor offers an endlessly number of customized fields to address unique business needs. Having built over 100 field items in a single form within InfoFlo, I can attest InfoFlo accepted all my customized fields without the slightest hint of impacting performance nor any instability concerns during the upload process. Actually using this form is a breeze. - Email function simple yet complete (no confusing clutter). - Able to rename internal functions that best suits the nomenclature for my business. - As your business grows, InfoFlo is able to grow with you - there's no worry to outgrow your InfoFlo CRM. - Offers categories function to facilitate in search results with superior accuracy. InfoFlo is one of the best purchases yet I have made for my business. Cons No cons but for future suggestion it would be nice to 1) add url links as an option in the form editor; 2) add links between contact and contact. Rationale: Allow you to know your contact's social circle. Review Source AK Allison K. Manager Automotive Used the software for: Less than 6 months ### "Read Before You Buy!" March 7, 2023 1.0 Please look into all options before making a decision; I wish my company took the time to research better. I would recommend Sales Force, Monday.com etc. Pros I have yet to have a positive experience while using InfoFlo. I have made several attempts as has all of my staff and it is just not a good program. Cons The program is not user friendly. Simple tasks, like assigning a sales rep to an account is not available. When we ask to add the feature we are told it will cost thousands of dollars and will take months as they do not have the "manpower" to get it done. Each step of the way when we have attempted to use the program features are just not available. I believe they bring you in and try and get you to spend money on upgrades, then they say we don't have the "manpower" to write the code... next thing you know months have passed and they refuse to discuss any type of refund. RUN! Review Source Response from InfoFlo Solutions January 15, 2024 Unfortunately this customers' staff member who was left in charge of the project had a technology gap when it came to implementing software. We spent a lot of time with them free of charge but there was always an issue and they were not flexibile or open to any change (scared of change). We are sorry it did not work out for them. We have a over a 95% successful implementation rate with all our customers. MK Mark K. Founder Management Consulting Used the software for: Less than 6 months ### "Fantastic for my small consulting business " October 2, 2019 5.0 It helps me structure my activities so all critical parts of the business are being focused on appropriately. It shows me how robust the pipeline is so I can have early warning on what activities I need to ramp up. Pros As a small business owner I am faced with doing everything. InfoFlo helps me keep track of my commitments and results. It helps me structure my days, keeps my focus on all aspects of the business (networking, prospecting, proposing, selling and delivering). I like the ability to tie notes and tasks to individual people and projects. I really like how the system links all activities (e-mail, tasks, etc.) to a person or project. It makes it easy on follow-up to see everything in one place. Cons It sometimes doesn't work after my computer has gone to sleep and I need to restart it. Alternatives considered [Pipeline CRM](https://www.capterra.com/p/75608/PipelineDeals/) Reason for choosing InfoFlo Cost was more appropriate for my business Review Source TL Tom L. Administrator Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Software easy to learn. Logical work flow." February 6, 2018 5.0 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. Review Source TW Tony W. Director Furniture Used the software for: 1-2 years ### "Infoflo, easy to use and it manages my business sales & contacts easily. I would be lost without it." February 7, 2018 5.0 Pros I run a small family run Business and I love how Infoflo seamlessly keeps all of my contacts, invoices & reports neatly and easily accessible and links one to the other. i put all my contacts and invoices through Infoflo and I couldn't run my business as efficiently as I do without Infoflo behind me. Also their customer support is second to none. even though I am based in the UK and considering the time difference between here and Canada I always get any issues fixed within hours. Very impressed. Review Source BK Bahar K. Customer Relationship Manager Retail Used the software for: 6-12 months ### "Cost efficient and comprehensive CRM " November 11, 2022 5.0 Pros InfoFlo is the best CRM in the market in terms of features to proce ratio. Cons InfoFlo should provide a better customer support for their users. Review Source TT Tim T. Mortgage Broker Financial Services Used the software for: I used a free trial ### "Amazing app" September 27, 2019 5.0 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. Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Copper](https://www.capterra.com/p/141642/Copper/) Review Source JB Jim B. Owner Used the software for: 1-2 years ### "The product represents great value (features and benefits, and ease of use relative to cost). " November 15, 2017 5.0 Pros It addresses the issues of recording, using, and managing important customer and client information. Comprehensively and with good transparency. It is very customizable and responsive to a variety of personal preferences. Cons I do think that the "Help" instructions could be fleshed out more, and kept more current. Especially areas that may not be entirely "intuitive"--such as email account setup and management. Review Source DE David E. Managing Director Oil & Energy Used the software for: 6-12 months ### "Very good user friendly software, Why pay monthly fees when this software does it all for one fee." July 21, 2017 5.0 It is easy to use Pros Easy to use, easy to navigate, automatically updates when sending emails from outlook, Great way to keep track of customer communication. If you need help, the response time is very quick and they are interested in your comments. One of the best CRM's I've used Cons The icons are a little dated. , they need to be sharper, the system logs out if left on overnight, but that's a personal preference. There is not much to say its an easy software to use with no issues . Review Source JR Jack R. Principal of Firm Used the software for: 6-12 months ### "I have had the software for about eight months. Good, solid program, does what is says it will." February 6, 2018 5.0 Pros It excels at getting the basics right. I think many software developer's focus on the looks and get the interface cluttered and complicated. Infoflo makes it clean and simple and thus easier to use and understand. Good, friendly support too. Cons It would be nice if there was a way to sync projects easier, as I forget to tag the email sometime. But, the method is still fine. Review Source MR Martin R. Owner Media Production Used the software for: I used a free trial ### "Great Software" September 10, 2019 5.0 Pros The InfoFlo software is easy to use but very well designed for my business. The Quickbooks synchronization module and Outlook are very efficient and save a lot of time to my business. I recommand it ! Cons When we select a company, it would be good to have the profile of the contact automatically appear in the same window without having to select it. Otherwise I have no negative points for now! I have tested several software and it seems really complete! Review Source KM Kelly M. President Telecommunications Used the software for: Less than 6 months ### "Great Product!" December 18, 2019 5.0 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. Review Source AC Amy C. Manager Food & Beverages Used the software for: Less than 6 months ### "After searching and installing about 7 different CRMs this was by far the easiest to implement " May 15, 2018 5.0 Pros Simple and intuitive. All of the big CRMS such Salesforce, Insightly, etc were way to heavy on having everything on multiple screens and unless you spent major money programming with them your CRM was quite worthless. I figured it out in just a few hours, linked it to my outlook and was up and running right away. Cons I would have loved an instructional manual and a sample CRM sales process. I am a systematic person and would have loved some ideas to make the processes that I use for my CRM a little more efficient. Perhaps a Sample Workflow video or something Review Source MM Michelle M. President Accounting Used the software for: Less than 6 months ### "Super product" May 17, 2018 5.0 Software allows me to centralize client information. Pros The software is highly customizable to fit the needs of my business and help to manage my accounts more efficiently. Cons Email integration does not roll up all subfolders for folders linked rather the user is required to check each individual subfolder to link. It would be nice if the software allowed user to automatically select the subfolders when the main folder is checked. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.