InfoFlo Impact review
A broad casework and shelter-management platform with a 30-day trial and paid plans.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
InfoFlo Impact pros and cons
- 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
InfoFlo Impact fact sheet, pricing and score →
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