InfoFlo Impact
InfoFlo Impact: A broad casework and shelter-management platform with a 30-day trial and paid plans. Ranked #15 of 31 in Nonprofit Case Management Software by our editors (7.9/10); pricing: 30-day trial; best for shelters needing casework and bed management.
At a glance
- Editor score7.9 / 10
- Pricing30-day trial
- Best forShelters needing casework and bed management
- Free planNo
- Outcome trackingYes
- Facts checked20 Sep 2026
Where it wins
- Combines intake, case notes, goals, referrals, outcomes, and documents
- Adds shelter, room, bed, program, class, and attendance management
- Supports customizable workflows, forms, reporting, and client portals
Where it doesn't
- No free plan; access continues through paid plans after the trial
- The Online Portal and Volunteer Pack are separate add-ons
- Access is web-based rather than a native desktop or mobile app
Our verdict on InfoFlo Impact
InfoFlo Impact is a cloud-based case management platform for nonprofits, human services organizations, social service agencies, and related public-sector or healthcare teams. It brings participant profiles, case notes, customizable intake forms, service plans, goals, referrals, outcomes, documents, and reporting into one system. Its scope also extends to shelter, room, and bed management, program and class management, attendance tracking, workflow automation, and client communications. That combination makes it particularly relevant to shelters and organizations coordinating both individual casework and operational services.
The published plans show a paid structure with a 30-day trial. Essentials includes core case management, 20 GB of storage, one custom report, mobile access through a browser, goals and referrals, and unlimited phone and remote support. Pro adds 40 GB of storage, three custom reports, an online intake form, shelter management, and program and class management. The Online Portal add-on supports application collection, application-status tracking, and client document uploads. Separate add-ons provide 20 limited-access volunteer seats or additional cloud storage, so organizations should compare their operational needs with the plan and add-on structure.
InfoFlo Impact fits teams that need more than basic notes and referrals, especially those managing beds, rooms, programs, classes, attendance, and outcomes alongside case histories. QuickBooks and Sage Intacct integrations support accounting-system fit, while browser-based mobile access helps staff work away from a desk. Organizations seeking client self-service can add the portal for applications and documents. It may be less suitable for buyers wanting a free ongoing plan, a native mobile application, or a narrowly focused case-notes tool without shelter and program-management requirements.
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InfoFlo Impact pricing
All 5 InfoFlo Impact plans and prices →
InfoFlo Impact fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Custom intake forms | Yes |
| Service plan tracking | Yes |
| Referral tracking | Yes |
| Outcome tracking | Yes |
| Client portal | Yes |
| Mobile access | Browser |
| Free trial | 30 days |
| Deployment | Cloud, Mobile |
| Platforms | Web |
| Compliance & security | GDPR, HIPAA |
| Support | Phone, Tickets |
| Built for | Small business, Mid-market (editorial estimate) |
| Integrations | 2 integrations: QuickBooks, Sage Intacct |
| Pricing | 30-day trial (source) |
| Website | infoflosolutions.com |
| Facts checked | 20 Sep 2026 |
InfoFlo Impact integrations
InfoFlo Impact lists 2 integrations on its own site.
- QuickBooks
- Sage Intacct
Alternatives to InfoFlo Impact
- CaseWorthyA configurable nonprofit case platform for complex programs, with broad workflow and reporting coverage.9.4
- CollaborateA mature browser-based system for referrals, service delivery, outcomes, and funder reporting.9.3
- FAMCareA configurable platform for managing full human-services care workflows.9.2
See all InfoFlo Impact alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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