InfoFlo vs. PlanStreet Comparison


InfoFlo InfoFlo Solutions Inc	PlanStreet	+	+
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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.		About No matter the size of your organization, our software has everything you need to manage and accelerate your performance. Our secure and scalable case management software has the flexibility to support your client’s needs and empower your agency. HIPAA and HITRUST security standard compliance ensure that your sensitive data and files are secure with PlanStreet. It is time to abandon manual forms and processes. Switch to PlanStreet and automate your client engagement, cases, forms, and files. We’re positive PlanStreet will help you and your team(s) plan, execute, and track work. We are confident that our case management software is the tool your health and human services team needs to get to the next level. Please contact us to schedule a free demo and to learn more about our unique approach to case management.
Platforms Supported Windows Supported Mac Supported Linux Supported Cloud Supported On-Premises Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported		Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Small and medium sized businesses		Audience Nonprofits, human services, case managers, health workers, social workers, mental health workers, workforce development professional
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported		Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Supported		API Offers API Not Supported
Screenshots and Videos View more images or videos		Screenshots and Videos View more images or videos
Pricing $20/month/user Pricing depends on users and features Free Version Not Supported Free Trial Supported		Pricing $100/user/month Custom Pricing Plans That Are Tailored To Fit Your Budget Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Read all reviews		Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews
		Pros & Cons from Real Users Pros Easy to use the support team is very cooperative. they never hesitate to guide you. i signed up for the webinar and the detailed walkthrough of the system helped me finalize my decision. Amazing features and user-friendly software. It is easy to navigate. Support service is always available. Cons New features require practice to manage. It is somehow different from other tools. any new user will take time to understand the menu, features and navigation. Not till now. I had some problems in understanding the new software but their team was supportive.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported		Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information InfoFlo Solutions Inc Founded: 2004 Canada infoflo.one/non-profit-free-trial/		Company Information PlanStreet Founded: 2017 United States www.planstreet.com
Alternatives Sumac Societ		Alternatives NewOrg NewOrg Management System
DejaOffice CRM CompanionLink Software		CharityTracker Simon Solutions
PracticePanther Law Practice Software PracticePanther Legal Software		Foothold Foothold Technology
PlanStreet		InfoFlo InfoFlo Solutions Inc
NewOrg NewOrg Management System View All		FAMCare Human Services Global Vision Technologies View All
Categories Construction CRM Supported Contact Management Supported CRM Supported Donation Management Supported Financial CRM Supported Foster Care Supported Fundraising Supported Grant Management Supported Healthcare CRM Supported Human Services Supported Nonprofit Supported Patient Case Management Supported Real Estate CRM Supported Social Work Case Management Supported Stakeholder Relationship Management Supported		Categories Affordable Housing Supported Donation Management Supported Foster Care Supported Grant Management Supported Healthcare Supported Medical Billing Supported Mental Health Supported Patient Case Management Supported Social Work Case Management 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 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 Grant Management Features Compliance Management Supported Contract Management Supported Grant Application Management Supported Grant Award Tracking Supported Grant Opportunity Search Supported Self-Registration 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 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 Show More Features 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 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 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 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		Donation Management Features Campaign Management Supported Donation Tracking Not Supported Donor Database Not Supported Event Management Not Supported Gift Management Not Supported Grant Management Supported In-Kind Donations Not Supported Matching Donations Not Supported Mobile Donations Not Supported Online Donations Not Supported Pledge Management Not Supported Receipts / Statements Supported Recurring Donations Not Supported Volunteer Management 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 Grant Management Features Compliance Management Supported Contract Management Supported Grant Application Management Supported Grant Award Tracking Supported Grant Opportunity Search Supported Self-Registration 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 Supported HIPAA Compliant Supported Medical History Records Supported Patient Records Supported Referral Management Supported Treatment Planning 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 Show More Features Medical Billing Features Claims Processing Supported Claims Scrubbing Supported Code & Charge Entry Supported Compliance Tracking Supported Customizable Dashboard Supported Dunning Management Supported Invoice History Supported Patient Eligibility Checks Supported Practice Management Supported Quotes/Estimates Supported Remittance Advice Supported Mental Health Features Appointment Reminders Supported Appointment Scheduling Supported Assessment & Treatment Plans Supported Billing & Invoicing Supported Claims Management Supported E-Prescribing Supported EDI Supported EMR / EHR Supported HIPAA Compliant Supported Inpatient / Residential Supported Multi-Provider Practice Supported Patient Portal Supported Personnel Management Supported Progress Notes Supported Single Provider Practice Supported
Integrations Elation Health Not Supported Google Calendar Not Supported Google Drive Not Supported Microsoft Outlook Not Supported Microsoft Power BI Not Supported Microsoft Teams Not Supported OpenText Content Management (Extended ECM) Not Supported PayPal Not Supported QuickBooks Online Not Supported Stripe Not Supported WordPress Supported Show More Integrations View All 1 Integration		Integrations Elation Health Supported Google Calendar Supported Google Drive Supported Microsoft Outlook Supported Microsoft Power BI Supported Microsoft Teams Supported OpenText Content Management (Extended ECM) Supported PayPal Supported QuickBooks Online Supported Stripe Supported WordPress Not Supported Show More Integrations View All 10 Integrations
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