InfoFloInfoFlo Solutions Inc
|
||||||
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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
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
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
$20/month/user
Free Version
Free Trial
|
Pricing
$100/user/month
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationInfoFlo Solutions Inc
Founded: 2004
Canada
infoflo.one/non-profit-free-trial/
|
Company InformationPlanStreet
Founded: 2017
United States
www.planstreet.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
|
|||||
|
|
||||||
|
|
|
|||||
Categories |
Categories |
|||||
Donation Management Features
Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management
Foster Care Features
Adoption Management
Automated Reminders
Available Families Database
Case Management
Checklists
Child Intake
Education Requirements Tracking
Family Portal
Foster to Adopt
Online Applications
Online Licensing Forms
Payments Tracking
Placement Management
Reporting
Respite Credits Tracking
Treatment Management
Grant Management Features
Compliance Management
Contract Management
Grant Application Management
Grant Award Tracking
Grant Opportunity Search
Self-Registration
Patient Case Management Features
Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning
Social Work Case Management Features
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management
CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Construction CRM Features
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Contact Management Features
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
Financial CRM Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Fundraising Features
Alumni Management
Auction Management
Campaign Management
Contribution Tracking
CRM
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management
Healthcare CRM Features
Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics
Human Services Features
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Nonprofit Features
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
Real Estate CRM Features
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Stakeholder Relationship Management Features
Community Investment Tracking
Stakeholder Assessment
Stakeholder Commitments Management
Stakeholder Complaint Management
Stakeholder Consultation Tracking
Stakeholder Engagement
Stakeholder Grievance Management
Stakeholder Information Management
Stakeholder Issues Management
Stakeholder Mapping
|
Donation Management Features
Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management
Foster Care Features
Adoption Management
Automated Reminders
Available Families Database
Case Management
Checklists
Child Intake
Education Requirements Tracking
Family Portal
Foster to Adopt
Online Applications
Online Licensing Forms
Payments Tracking
Placement Management
Reporting
Respite Credits Tracking
Treatment Management
Grant Management Features
Compliance Management
Contract Management
Grant Application Management
Grant Award Tracking
Grant Opportunity Search
Self-Registration
Patient Case Management Features
Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning
Social Work Case Management Features
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management
Medical Billing Features
Claims Processing
Claims Scrubbing
Code & Charge Entry
Compliance Tracking
Customizable Dashboard
Dunning Management
Invoice History
Patient Eligibility Checks
Practice Management
Quotes/Estimates
Remittance Advice
Mental Health Features
Appointment Reminders
Appointment Scheduling
Assessment & Treatment Plans
Billing & Invoicing
Claims Management
E-Prescribing
EDI
EMR / EHR
HIPAA Compliant
Inpatient / Residential
Multi-Provider Practice
Patient Portal
Personnel Management
Progress Notes
Single Provider Practice
|
|||||
Integrations
Elation Health
Google Calendar
Google Drive
Microsoft Outlook
Microsoft Power BI
Microsoft Teams
OpenText Content Management (Extended ECM)
PayPal
QuickBooks Online
Stripe
|
Integrations
Elation Health
Google Calendar
Google Drive
Microsoft Outlook
Microsoft Power BI
Microsoft Teams
OpenText Content Management (Extended ECM)
PayPal
QuickBooks Online
Stripe
|
|||||
|
|
