InfoFlo

InfoFlo

InfoFlo Solutions Inc
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About

CTARS is a web based client management system tailored for NDIS and OOHC providers. CTARS supports organisations to develop and manage personal client budgets, scheduling of services, billing and invoicing, day-to-day activity logging, goal tracking, medication management, incident management and reporting. CTARS allows an organisation to tailor the system to their business requirements, including configuring roles and permissions, form development, custom reporting, real time alerts and notifications and document management. Security - CTARS is hosted on AWS within Australia, is ISO Certified and supports additional end user security through MFA and SSO. Customised to your business - Your business is unique. That’s why we provide custom implementation for every new client to make sure CTARS matches the way you do business Easy to Learn - We provide recommendations and customised training, but the intuitive software automatically is adaptable to your individual needs

About

Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

National Disability Insurance Scheme (NDIS) Out of Home Care (OOHC) Department of Communities and Justice (DJC) - Care-based organizations in need of a cloud-based client management system and operational service solution that helps to deliver best-practice quality care cost effectively

Audience

Small and medium sized businesses

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$10/month
$10/month Support coordination and plan management clients.
$20/month Community based support clients.
$60 /month Staffed accommodation clients.
$100/month Minimum licence cost. If an organisation doesn’t have sufficient licence costs to cover this, the remaining balance will be charged to the organisation each month.
$2500 Initial set-up. Our initial set-up fee includes complete personalisation of CTARS to your business to ensure that you can get the most out of the software.
Free Version Not Supported
Free Trial Not Supported

Pricing

$20/month/user
Pricing depends on users and features
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

CTARS
Founded: 2009
Australia
www.ctars.com.au

Company Information

InfoFlo Solutions Inc
Founded: 2004
Canada
infoflo.one/non-profit-free-trial/

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Categories

Categories

Construction CRM Supported
Contact Management Supported
CRM Supported
Financial CRM Supported
Foster Care Supported
Fundraising Supported
Grant Management Supported
Healthcare CRM Supported
Human Services Supported
Nonprofit Supported
Real Estate CRM Supported

Foster Care Features

Adoption Management Not Supported
Automated Reminders Supported
Available Families Database Supported
Case Management Supported
Checklists Supported
Child Intake Not Supported
Education Requirements Tracking Not Supported
Family Portal Not Supported
Foster to Adopt Not Supported
Online Applications Not Supported
Online Licensing Forms Not Supported
Payments Tracking Not Supported
Placement Management Not Supported
Reporting Supported
Respite Credits Tracking Not Supported
Treatment Management Not Supported

Social Work Case Management Features

Case Notes Supported
Client Management Supported
Document Management Supported
Forms Management Supported
Goal Setting / Tracking Supported
Program Management Supported
Referral Management Not Supported
Reporting & Statistics Supported
Scheduling Not Supported
Volunteer Management Not Supported

Foster Care Features

Adoption Management Supported
Automated Reminders Supported
Available Families Database Supported
Case Management Supported
Checklists Supported
Child Intake Supported
Education Requirements Tracking Supported
Family Portal Supported
Foster to Adopt Supported
Online Applications Supported
Online Licensing Forms Supported
Payments Tracking Supported
Placement Management Supported
Reporting Supported
Respite Credits Tracking Supported
Treatment Management Supported

Social Work Case Management Features

Case Notes Supported
Client Management Supported
Document Management Supported
Forms Management Supported
Goal Setting / Tracking Supported
Program Management Supported
Referral Management Supported
Reporting & Statistics Supported
Scheduling Supported
Volunteer Management Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Not Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Supported

Donation Management Features

Campaign Management Supported
Donation Tracking Not Supported
Donor Database Supported
Event Management Supported
Gift Management Supported
Grant Management Supported
In-Kind Donations Supported
Matching Donations Supported
Mobile Donations Not Supported
Online Donations Not Supported
Pledge Management Supported
Receipts / Statements Supported
Recurring Donations Supported
Volunteer Management Supported

Financial CRM Features

Account Alerts Supported
Asset Management Supported
Expense Tracking Not Supported
Household Tracking Supported
Influence Tracking Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Supported

Fundraising Features

Alumni Management Supported
Auction Management Supported
Campaign Management Supported
Contribution Tracking Supported
CRM Supported
Donor Management Supported
Event Management Supported
Gift Matching Management Supported
Grant Management Supported
Membership Management Supported
Mobile Giving Supported
Payment Processing Supported
Pledge Management Supported
Prospect Management Supported
Raffles / Lotteries Supported
Recurring Giving Supported
Volunteer Management Supported

Grant Management Features

Compliance Management Supported
Contract Management Supported
Grant Application Management Supported
Grant Award Tracking Supported
Grant Opportunity Search Supported
Self-Registration Supported

Healthcare CRM Features

Audience Targeting Supported
Campaign Management Supported
Marketing Automation Supported
Medical History Records Supported
Patient Communications Supported
Patient Management Supported
Physician Management Supported
Predictive Analytics Not Supported

Human Services Features

Case Management Supported
Certification & Licensing Supported
Child Welfare Management Supported
Document Management Supported
Reporting & Statistics Supported
Scheduling Supported
Time Tracking Supported
Training Management Supported

Nonprofit Features

Accounting Not Supported
Committee Management Supported
Donor Management Supported
Dues Management Not Supported
Event Management Supported
Fundraising Management Supported
Member Database Supported
Membership Management Supported
Social Media Management Not Supported
Volunteer Management Supported

Patient Case Management Features

Activity Tracking Supported
Assessment Notes Supported
Billing & Invoicing Supported
Calendar Management Supported
Candidate Identification Supported
Case List Management Supported
Eligibility Verification Not Supported
HIPAA Compliant Supported
Medical History Records Not Supported
Patient Records Supported
Referral Management Supported
Treatment Planning Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Supported
Referral Tracking Supported
Segmentation Supported

Stakeholder Relationship Management Features

Community Investment Tracking Supported
Stakeholder Assessment Supported
Stakeholder Commitments Management Supported
Stakeholder Complaint Management Supported
Stakeholder Consultation Tracking Supported
Stakeholder Engagement Supported
Stakeholder Grievance Management Supported
Stakeholder Information Management Supported
Stakeholder Issues Management Supported
Stakeholder Mapping Supported

Integrations

Bronto Marketing Platform Supported
WordPress Not Supported
Xero Supported

Integrations

Bronto Marketing Platform Not Supported
WordPress Supported
Xero Not Supported
Claim CTARS and update features and information
Claim CTARS and update features and information