# InfoFlo Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is InfoFlo the right Patient Case Management solution for you? Explore 97 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 (97) 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. “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 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 “Outdated interface, limited advanced features, weaker mobile experience, and fewer integrations than modern CRMs“ April 12, 2026 CM Colton M Senior Human Resources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. “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 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 Stephanie F Print ShopPublishing, 11 - 50 employeesUsed the software for: More than 2 years. “It makes it easy for us to sell our products with ease and keeps us well organized.“ March 25, 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 Stephanie F Print ShopPublishing, 11 - 50 employeesUsed the software for: More than 2 years. “The ease of invoicing each customer is great“ March 25, 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 97 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 (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 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 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 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 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 VR Verified Reviewer Manager of Marketing and Production Used the software for: 6-12 months ### "The server is not in cloud and we are able to house our own information on our own servers" February 6, 2018 4.0 Pros \-The software CRM has all the functions we need. -The software allows easy grouping of clients and categories for sales reps and who is responsibly for which clients. -Also the easy to use functions that has which helps the training of our new employees. Cons \-The mobile app is require to be in the clout. We originally wanted to invest in a CRM that we can have complete control over where and how our information is kept and stored. -Updates require all users to update as well and there is no cross version compatibility -We need a function where users that are read only can edit information they input into the system in certain features or a option that allows us to give privileges in certain add-on. for example still read only but we allow them to make changes in projects only or in opportunities 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 . 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 JM Jay M. Production Furniture Used the software for: 6-12 months ### "Excellent support, simple interface. Missing features are minor & only available in expensive CRMs." February 6, 2018 4.0 Time savings in managing customer info and maintaining collective information management/situational awareness. Time, printing, and transcription error savings also in filling out internal office forms and other templates. Looking forward to exploring social media integrations and exploring other 3rd party apps that we can combine to enhance the CRM with even more workflows we use. Pros Easy to teach new staff, well laid out dashboards and view/browsing of relationships and linked information. Activity logs of other systems can clutter up the view and simply having them requires staff effort (increased wages or dedicated IT admin). Any computer can be used as a server without need for DNS or VPN, etc. Document version control. Basic user permissions can be set. Desktop pop-up reminders a nice touch. VOIP telephony available too! Cons Templates only available in Word (recommend Invoicing add-on if you require forms to use formulas), and templates only use merge fields (auto-fill data into forms) that are available in the contact record (uses system fields and custom fields). Hoping to see custom fields and templates that can also be created for opportunities (initiate letter from within the opportunity so it uses fields from that one and not another opportunity from same customer). Email accounts are merged into a single in and a single out basket- am told folders are going to be available in a future update. Hoping also that text reminders to clients and custom fields or other linkable/relatable customizations will soon be developed for calendar and appointment scheduling. Review Source TP Tom P. Partner Food & Beverages Used the software for: Less than 6 months ### "Good software with great price!" July 28, 2021 5.0 Pros This CRM software is the exact solution I was looking for to keep track of my contacts. Their on-premise option was even more appealing to me because it had a one-time price with free updates. The platform is straightforward and relatively easy to navigate. This CRM option from Solutions is perfect for those looking for a simple solution with opportunities to be a robust as you want it to be. You can have the sole on-premise option or use the online version, and you can use both versions can be used with multi-user options. Easy navigation and set up with the flexibility to fit all your needs. They also have an extensive library of information and videos for setup and its features. Cons If you need extreme hand-holding for setup, there may be a slight learning curve. Reason for choosing InfoFlo It was the exact product I was searching for! It had all of the features I desired and even more if I chose to do more! Switched from [Act!](https://www.capterra.com/p/175860/Act/) Upgraded! Review Source RY Rachel Y. Mushroom Farmer Farming Used the software for: Less than 6 months ### "The most intuitive program to work with, and the only one able to do all my farming business needs." February 6, 2018 5.0 Ability to organize a massive network of customers and restaurants to make my life simpler. Pros First of all Info Flo has incredible value, what you get for this one time purchase is outstanding. Info Flo's support staff is phenomenal, this makes it better than any other software ten times over. Never underestimate the value of good customer service. The organizational structure keeps my contacts manageable. From farmers markets to the everyday customer to restaurants and hotel chains. All while having it's own mapping software to make deliveries a breeze! The note taking system for each customer and company is such a blessing. Since our farm uses complex systems like customer supported agriculture I can keep tabs on how much they have left to spend. We also use it to trade mushrooms for gift cards with restaurants that supplies our giveaways and promotions for CSA Members. This way, we can keep a massive network of people organized, and work with local restaurants to promote them as they buy the delicious culinary mushrooms we grow. Cons It would be amazing if Info Flo and Info Flo Pay worked together perfectly. I hear it's in the works, I just can't get it soon enough. I'd like to have a little more tutorial options online if possible. I'm currently trying to export my contacts to import into Info Flo Pay. Hard to find too much else wrong with this program really, 5 Stars all Around! Review Source KR Kelly R. Administrative Assistant Health, Wellness and Fitness Used the software for: Less than 6 months ### "Didn't quite work out for us" February 6, 2018 4.0 Pros Number one: It isn't cloud based or paid for monthly!!! You have it on your server to use for as long as you want. That's a miracle in the CRM market in 2018. Lots of good features, ease of general use, look and feel, ability to change back and forth between company and individual. I'm sure that if you start out with a clean slate or want to pay the fee so they will help you transfer your data into their software, it's probably great. We were very enthusiastic to try it. If our needs were greater and we had a bigger budget, things would have probably worked out fine. As it is, we appreciate that we got a lot of free help from tech support (normally it's all paid) with a few of the issues we had. We just weren't able to make it work with our tiny budget. Thanks to Shai for his time and patience. Cons After dozens of attempts, we were never able to transfer our existing data to the software by ourselves. Were told we would have to pay a minimum of 2 hours support just to request help transferring our data into their software. I have 2 programmers, there is an Import function in the basic package, we had both CSV and Excel files to use for the import. It didn't seem right to us that we should need their help. We were told after we bought a license that we would not be able to import on our own... so we feel that the function shouldn't be visible to the client if it can't be used by them without paid help. It's misleading. Our budget was very small as our needs were very simple. I finally got my programmers to build us a small address book as that is all we really needed. Review Source BR Brett R. President & COO Staffing and Recruiting Used the software for: 2+ years ### "Very reliable and easy to use CRM platform. Love the customization and upgrade abilities." February 6, 2018 4.0 Has kept our organization on track with customer calls and follow up. Ease of use is the main pro. Pros Customization and ease of use. New employee sunfamiliar with CRM tracking software find it very simple to learn and get tracking almost immediately. Cons Mobile app not quite perfect...needs work. In today's market, it is essential to have mobility for our salews tracking. Eventhough there is a Mobile App it still is new and needs tweaking. Review Source MT Marie-Elisabeth T. founding president Management Consulting Used the software for: 1-2 years ### "I have started a new activity last year and choosed Infoflo that is very well for small business" February 6, 2018 5.0 a professionnal way of organisation to contact my customers and have a look on each activity . Pros Even if you have not bought all the addons you can start your Customer Relationship activity. And when you start your activity you can act in a professionnal way right away. That's why I have recommanded this software to different business people who were looking for a solution. Cons nothing really instead the fact of having once a problem with the downloading of my incoming mails. And it was impossible to get them back. Review Source NT Nelson T. President / Owner Translation and Localization Used the software for: 2+ years ### "A good experience." February 6, 2018 4.0 It helps our company management and projects. Pros It is a friendly software. We can easily share information between partners and easy to learn. Good calendar. Easy to add contacts and companies. Easy to sort the emails by contact or company. Cons No way to change the job titles in contacts. It'll be good to have an easy follow with date and time. Review Source JD Jake D. Sales Manager Telecommunications Used the software for: Less than 6 months ### "Great Features. Very Patient and Helpful Customer Service!" December 18, 2019 5.0 Pros The functions that are available such as quoting directly from Info Flo with our logo is great. Now that we are adding the Bulk Email function it's going to make keeping our leads engaged much easier. We kept canceling our training sessions due to it being our busy time of year, and \[SENSITIVE CONTENT HIDDEN\], our trainer never got mad and eventually gave us a thorough training and new the answer to all our questions. Thank you! Also there are no monthly fees. You buy it and it is yours! That is great for small companies like us. Cons I honestly, based on usage so far have not found a con. Reason for choosing InfoFlo One time fee and the features were what we needed. Review Source DF David F. President Human Resources Used the software for: 2+ years ### "Great tool for managing emails and contacts." February 6, 2018 5.0 Increased efficiency and peace of mind. Pros The product keeps getting better with frequent updates. helps me to focus on my most important emails and helps me organize and keep track of communications with all my contacts. Review Source MC MARCO C. Founder & CEO Insurance Used the software for: 1-2 years ### "My experience with the software has been mostly good." February 6, 2018 4.0 Basic CRM features. Pros User-friendly interface. Wide-range of options. Customization and integration features are really helpful. Cons Offline access is not always available. Notes and tasks are not saved, they get erased after log off. Review Source VB Victoria B. Executive Director Used the software for: Less than 6 months ### "Multipurpose CRM for donors, prospects, grants and events." February 7, 2018 5.0 Pros We are a nonprofit who has trialed and purchased 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 database. I understand this is something that InfoFlo is currently working on. Review Source GF Gary F. Manufacturers' Representative Marketing and Advertising Used the software for: Less than 6 months ### "First Outlook based CRM that meets my needs" July 27, 2018 5.0 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. Review Source PK Parviz K. Financial Advisor Used the software for: 1-2 years ### "It is easy to install and you can customize it to your needs. I am in Financial industry." February 6, 2018 4.0 Pros It is easy to install and you can customize it. I also like free lifetime updates. Another good thing about this CRM is the technical support by email is free. Cons It is not accessible on your mobile and it doesn't work with IOS or Mac computer. I like to see this option to buyt and pay for it once or have a component for mobile access same as buying other components and also make it available to IOS and Mac computers Review Source DM Daniel M. Sales & Support Machinery Used the software for: Less than 6 months ### "I have been using InfoFlow for 3 days now very extensively. Many good positive features. " August 1, 2018 4.0 More efficient use of information. Pros The e-mail integration feature is very powerful. Saves a lot of time and allows for efficient customer follow-up. Documentation management is also very strong. Good merge field integration. Had been using Maximizer 12 Entrepreneur before. This is a worthy competitor with better features. Cons Contacts do not inherit the company address and phone numbers. This means that a not of repetitive duplication is involved when entering in a lot of contacts for one company. Review Source JB Jamie B. General Manager Internet Used the software for: Less than 6 months ### "We were looking for a CRM that would suit our needs and budget. Infoflo ws a perfect fit!" August 10, 2017 4.0 Ease of use and able to quickly implement. Pros Ease of use. We were able to create a CRM that fit our needs without having to have coders on staff. Easy to set up and their staff were extremely helpful. Any time we had an issue or question they were right there to help us out. Cons We had to take a few short cuts to get to where we wanted. Not too much of a con as this was to be expected with this type of CRM Review Source ## 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. 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