--- description: Learn more about InfoFlo pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: InfoFlo Pricing, Reviews & Features - Capterra Canada 2026 --- Breadcrumb: [Home](/) > [Patient Case Management Software](/directory/30590/patient-case-management/software) > [InfoFlo](/software/96628/infoflo) # InfoFlo Canonical: https://www.capterra.ca/software/96628/infoflo Page: 1 / 5\ Next: [Next page](https://www.capterra.ca/software/96628/infoflo?page=2) > HIPAA compliant Case Management software made simple so you can focus on your running your organization all at an affordable price\! > > Verdict: Rated **4.5/5** by 96 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses InfoFlo? Stop paying for features you don't need, and get a solution built for you\! InfoFlo Nonprofit offers a customized solution for each organization based on their unique needs all at an affordable price. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 96 Reviews | | Ease of Use | 4.4/5 | Based on overall reviews | | Customer Support Software | 4.3/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: InfoFlo Solutions - **Location**: Toronto, Canada - **Founded**: 2017 ## Commercial Context - **Starting Price**: US$20.00 - **Pricing model**: Per User (Free Trial) - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: Danish, Dutch, English, French, German, Hungarian, Italian, Russian, Spanish, Turkish - **Available Countries**: Australia, Canada, Cayman Islands, China, France, Germany, Ireland, Japan, Netherlands, New Zealand, Singapore, Sweden, United Kingdom, United States ## Features - Activity Dashboard - Appointment Management - Appointment Scheduling Software - Auto-Dialer - Automatic Call Distribution - Billing & Invoicing - Call Center Management - Call Logging - Call Monitoring - Call Recording Software - Call Routing - Caller ID - Campaign Management Software - Case Management Software - Case Notes - Client Management - Client Portal - Communication Management - Conflict Management - Contact Database - Contact Management Software - Conversion Tracking - Customer Database - Customer History - Customizable Reports - Document Management Software - Donor Management - Due Date Tracking - Email Marketing Software - File Transfer - Forms Management - IVR - Knowledge Base Management - Lead Management Software - Membership Management Software - Project Management Software - Queue Management - Recording - SIP Trunking - Sales Pipeline Management - Scheduling Software - Search/Filter - Self Service Portal - Shared Contacts - Status Tracking - Task Management Software - Time Tracking Software - VoIP Software - Voice Mail - Workflow Management Software ... and 39 more features ## Integrations (8 total) - Gmail - Google Calendar - Google Contacts - Microsoft 365 - Microsoft Outlook - QuickBooks Online - QuickBooks Online Advanced - WordPress ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Phone Support - Chat ## Category - [Patient Case Management Software](https://www.capterra.ca/directory/30590/patient-case-management/software) ## Related Categories - [CRM Software](https://www.capterra.ca/directory/2/customer-relationship-management/software) - [Customer Communications Management Software](https://www.capterra.ca/directory/31002/customer-communications-management/software) - [Lead Management Software](https://www.capterra.ca/directory/30017/lead-management/software) - [Legal Case Management Software](https://www.capterra.ca/directory/20040/legal-case-management/software) - [Contact Management Software](https://www.capterra.ca/directory/30016/contact-management/software) ## Alternatives 1. [HubSpot CRM](https://www.capterra.ca/software/152373/hubspot-crm) — 4.5/5 (4451 reviews) 2. [Salesforce Sales Cloud](https://www.capterra.ca/software/61368/salesforce) — 4.4/5 (18768 reviews) 3. [Zoho CRM](https://www.capterra.ca/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 4. [Bigin by Zoho CRM](https://www.capterra.ca/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews) 5. [Dynamics 365](https://www.capterra.ca/software/157279/dynamics-365) — 4.4/5 (5811 reviews) ## Reviews ### "Support is difficult to contact" — 5.0/5 > **Mark** | *October 27, 2018* | Financial Services Software | Recommendation rating: 3.0/10 > > **Pros**: I like this software because it is a one time cost and I feel that I own it. Subscription based pricing seems more affordable but it makes things extremely expensive if CRM is a permanent addition. I like Infoflo because I think it has most of the features that I need. I had a relatively well known CRM software program before Infoflo but it began to crash and the provider has changed to an enterprise program with an expensive monthly subscription, no individual user options and wouldn't support an individual user so I had to start over. > > **Cons**: The downside of Infoflo software is that you have to be proficient at maintaining and trouble shooting computer issues. Apparently a lot of the problems come from changes made automatically by my Norton antivirus software\! I had a problem where Infoflo would not start automatically and I had to restart it manually. This continued for several months until it just wouldn't start. This was corrected when I asked support and they told me that I had to download updates. This was the first that I had heard of this. I thought software should work without updates. The most recent problem was that the program was not displaying any of the text describing the any of the links. I was "down" for several weeks. I finally walked into Infoflo's offices with my computer and they fixed the problem for me. My Norton antivirus had automatically deleted a file\! I would have never figured it out on my own. > > I think Infoflo is a good CRM program, but it is not for someone who does not have computer support. Given that you own the software, it is much less expensive than subscription based programs. ----- ### "The best software out there" — 5.0/5 > **Verified Reviewer** | *March 25, 2026* | Publishing | Recommendation rating: 10.0/10 > > **Pros**: It makes it easy for us to sell our products with ease and keeps us well organized. The ease of invoicing each customer is great > > **Cons**: There is nothing that we don't like about InfoFlo... It is a great product to use to help manage your products\! > > I love InfoFlo and all of its features\! I use this on a daily basis to manage our products. We are completely satisfied with this product and all the features. ----- ### "A useful platform with easy-to-use tools" — 4.0/5 > **Colton** | *November 17, 2025* | Leisure, Travel & Tourism | Recommendation rating: 9.0/10 > > **Pros**: InfoFlo allows me to add only the modules I need, such as advanced tasks, permissions, invoicing, and document management, making everything more personalized and preventing the system from feeling overwhelming or too cumbersome for my team, because we only activate what we actually use. 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. It's a very secure platform, and I feel confident storing important documents without fear of anything happening. > > **Cons**: 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. > > 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. ----- ### "I'm working with InfoFlo for more than 5 years. Great features for a truly low price." — 5.0/5 > **Aleksandros** | *February 7, 2018* | Recommendation rating: 10.0/10 > > **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. > > I organized my label and I understood my clients better ----- ### "Carmel Vision's InfoFlo is software I can't live without\!" — 4.0/5 > **Lorraine** | *February 7, 2018* | Writing & Editing | Recommendation rating: 10.0/10 > > **Pros**: InfoFlo is a powerful organization tool that puts all your data, emails, notes and documents at your fingertips. Incredibly powerful linking system lets you set up webs that ensure data and documents can be accessed from everywhere. Forgot what you named the document? Find it by accessing a company or contact it related to, in the project history, or in a category. Attach phone recordings to the caller, company and project. Emails file automatically against the sender/receiver and, optionally , project. This is a CRM, document manager (including version control), email client, task manager, event manager, project manager and notes manager all rolled into one powerful and very inexpensive product. A host of highly affordable optional add-ons enable integrated invoicing or integration with your accounting system, PBX integration, phone call recording, email marketing, email analytics, list management, automated backup, Google integration, Outlook integration, use on mobiles and tablets... The add-ons list just keeps growing. The system allows a high degree of customization to accommodate the data you want to store, arranged your way. Fully network-capable with sophisticated access management, this is a tool no business should be without. Actually, it's a tool every Windows user should have on their computer and use daily. Take a free trial. By the end of the month, you will wonder how you ever lived without it. Videos help you learn to use it and the support is good. > > **Cons**: Very few: No comprehensive user guide, but it's quite intuitive. Sometimes support staff can be a little unclear in responses, but they always clarify if asked. It freezes or throws an error message very occasionally, which I suspect is related to memory. Seems to occur when there's a lot going on. Thankfully, merely closing and immediately re-opening the application fixes everything with no data loss. I cannot access documents in InfoFlo to upload to a website. I have to copy them to somewhere else on my computer first. A very minor inconvenience. Doesn't apply to email - it's easy to pick a document from anywhere in InfoFlo and copy into an email, or use Attach in the usual way. > > It keeps all my data organized in a manner that ensures nothing gets lost or forgotten. ----- Page: 1 / 5\ Next: [Next page](https://www.capterra.ca/software/96628/infoflo?page=2) ## Links - [View on Capterra](https://www.capterra.ca/software/96628/infoflo) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | ja | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data