InfoFlo

InfoFlo

InfoFlo Solutions Inc
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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

From anywhere you have a computer and an internet connection, you can create a new invoice, send it to your client as a PDF attachment to an e-mail, or by post (yes, we'll post for you too!). It's easy to keep track of payments and overdue invoices, and reports show how you're performing month-to-month. Once you've tried painless billing you'll never go back. Your customers still expect a paper invoice, but don't waste time and money printing, stuffing envelopes, franking and posting yourself. Easy-to-understand plans that you can change from month to month. All you need is a web browser. Avoid cumbersome software upgrades - you always have access to the latest functionality. It's intuitive. It's smart. It's flexible. Choose any currency, set custom fields, choose your due date and set your terms. Your payment terms, footer etc. can all be saved as default to make creating an invoice even quicker next time.

About

Save time and money when you automate your time tracking. Employee time tracking software for payroll, billing, and productivity. Track time for efficiency and profitability. eBillity's Time Tracker was designed for teams to make employee timekeeping for payroll and billing simple. The customizable settings and flexible add-ons allow you to scale your account as your business grows. Reduce administration, add accountability and eliminate time theft. Increase profitability, build client relationships and make tax time simple. Measure the efficiency of your employees, projects and clients. Made with love, designed for simplicity and ready to deliver headache-free payroll and accurate client invoicing. Say goodbye to data entry, spreadsheets and paper timesheets, with eBillity's time tracking software your employees are accountable for their own timekeeping, using any device they can easily track and submit time from anywhere.

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

Platforms Supported

Windows Supported
Mac Not 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

Companies looking for an invoice solution

Audience

Companies and teams that want to streamline payroll and accounting by tracking time better

Support

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

Support

Phone Support Not 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

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

$9.90 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

$11.20 per user per month*
*Based on the annual plan. Base fee of $17.60 applies.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.7 / 5
ease 4.7 / 5
features 4.5 / 5
design 4.4 / 5
support 4.6 / 5

Pros & Cons from Real Users

Pros

  • Easy to use. Logically designed. Several options to enter time. Reporting couldn't be easier. Pricing is very reasonable.
  • Support has been very quick to respond and always helpful. No pressure or upsell, just listening and answering questions.
  • Good integration with QuickBooks desktop, solid support (shout-out to Patrick and Rose always helpful in the online chat). Been using for many years and still finding cool features for our users. For managers there's some great reports where they can monitor the productivity of the workers, etc.
  • Great product to use when you get kicked off Quickbooks Desktop to Quickbooks online! Excellent customer service!!!
  • I seem to connect with Patrick a lot when reaching out with questions. He is always super responsive and very helpful.

Cons

  • I really love the system. There is nothing to dislike.
  • UI is a little dated, but very, very solid application. Better layout for our purposes (Client / Project /A
  • They say the sync tool needs to be run in single-user mode (for Quickbooks Desktop) but we used it for literally years and things were OK. No biggie.
  • Nothing - no problems - great product - easy to use
  • I really don't have any issue with Ebility other than a slow sync

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

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

Company Information

Send Invoice
United Kingdom
sendinvoice.co.uk

Company Information

eBillity
Founded: 2008
United States
www.ebillity.com

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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

Categories

Categories

Time & Attendance Supported
Time and Expense Supported
Time Clock Supported
Time Tracking 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

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

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

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

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

Billing and Invoicing Features

Billing Portal Supported
Contact Database Not Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Not Supported
Dunning Management Not Supported
Hourly Billing Not Supported
Invoice History Not Supported
Mobile Payments Not Supported
Multi-Currency Not Supported
Online Invoicing Not Supported
Online Payments Not Supported
Payment Processing Supported
Project Billing Not Supported
Recurring/Subscription Billing Not Supported
Service Ticket Billing Not Supported
Tax Calculator Not Supported

Attendance Tracking Features

Absence Management Not Supported
Calendar Management Not Supported
Employee Scheduling Not Supported
Employee Time Clock Not Supported
FMLA Tracking Not Supported
Overtime Tracking Supported
Reporting/Analytics Supported
Self Service Portal Not Supported
Time Tracking Supported
Timesheets Not Supported
Vacation / Leave Tracking Not Supported

Time Tracking Features

Automatic Time Capture Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Supported
Expense Tracking Supported
Mobile Time Tracking Supported
Multiple Billing Rates Supported
Offline Time Tracking Supported
Online Time Tracking Supported
Overtime Calculation Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Not Supported

Time and Expense Features

Activity Tracking Supported
Billable Hours Tracking Supported
Billing Rate Management Supported
Expense Tracking Supported
Invoice Processing Supported
Multiple Billing Rates Supported
Project Tracking Supported
Reimbursement Management Supported
Time Tracking by Client Supported
Time Tracking by Project Supported

Integrations

8am LawPay Not Supported
ADP Workforce Now Not Supported
Beekeeper Not Supported
Clio Not Supported
Gusto Not Supported
LawBillity Not Supported
MYOB Not Supported
Paychex Flex Not Supported
QFactor Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
RUN Powered by ADP Not Supported
Reckon One Not Supported
SAP Concur Not Supported
Sage 50 Not Supported
Sage Intacct Not Supported
Stripe Not Supported
WordPress Supported
Xero Not Supported

Integrations

8am LawPay Not Supported
ADP Workforce Now Not Supported
Beekeeper Not Supported
Clio Not Supported
Gusto Not Supported
LawBillity Not Supported
MYOB Not Supported
Paychex Flex Not Supported
QFactor Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
RUN Powered by ADP Not Supported
Reckon One Not Supported
SAP Concur Not Supported
Sage 50 Not Supported
Sage Intacct Not Supported
Stripe Not Supported
WordPress Not Supported
Xero Not Supported

Integrations

8am LawPay Supported
ADP Workforce Now Supported
Beekeeper Supported
Clio Supported
Gusto Supported
LawBillity Supported
MYOB Supported
Paychex Flex Supported
QFactor Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
RUN Powered by ADP Supported
Reckon One Supported
SAP Concur Supported
Sage 50 Supported
Sage Intacct Supported
Stripe Supported
WordPress Not Supported
Xero Supported
Claim Send Invoice and update features and information
Claim Send Invoice and update features and information
Claim Time Tracker by eBillity and update features and information
Claim Time Tracker by eBillity and update features and information