Audience

Small and medium sized businesses

About InfoFlo

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.

Pricing

Starting Price:
$20/month/user
Pricing Details:
Pricing depends on users and features
Free Trial:
Free Trial available.

Integrations

API:
Yes, InfoFlo offers API access

Ratings/Reviews

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

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Company Information

InfoFlo Solutions Inc
Founded: 2004
Canada

Videos and Screen Captures

Dashboard

Dashboard

Product Details

Platforms Supported
Cloud
Windows
Mac
Linux
iPhone
iPad
Android
On-Premises
Training
Documentation
Live Online
Webinars
In Person
Videos
Not Offered
Support
Phone Support
Online

InfoFlo Frequently Asked Questions

Q: What kinds of users and organization types does InfoFlo work with?
Q: What languages does InfoFlo support in their product?
Q: What kind of support options does InfoFlo offer?
Q: Does InfoFlo have an API?
Q: Does InfoFlo have a mobile app?
Q: What type of training does InfoFlo provide?
Q: Does InfoFlo offer a free trial?
Q: How much does InfoFlo cost?
Q: What pricing for support is available for InfoFlo?
Q: What pricing for training is available for InfoFlo?

InfoFlo Product Features

CRM

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

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

Contact Management

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

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

Financial CRM

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

Foster Care

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

Alumni Management Supported
Auction Management Supported
CRM Supported
Campaign Management Supported
Contribution Tracking 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

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

Healthcare CRM

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

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

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

Patient Case Management

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

Real Estate CRM

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

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

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

InfoFlo Additional Categories