InfoFlo Alternatives

Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.

Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot CRM is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot CRM includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Act! Premium is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or, you can leverage a hybrid deployment for maximum flexibility! Act! also offers customizations to fit your specific business or industry processes or your preferences for deployment and access, the possibilities with Act! Premium are limitless. Act! Premium includes powerful CRM and Marketing Automation tools in one platform, making it easy for you to up your sales and marketing game – and ultimately create customers for life.

Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.

FAMCare is powerful, cloud-based case management software for human services agencies who are looking to manage cases faster and make data analysis and reporting simpler to allow you to help more clients. FAMCare automates casework with flexible workflow tools and queued to-do lists, so nobody falls through the cracks. Powerful pivot table data reporting makes looking at data easy and fun and makes quarterly and annual reporting simple. Includes modules for workflow, new form creation, billing, portals and much more.

Casebook is a leading provider of highly configurable human services software. We understand that every human services organization, social services agency, or community services nonprofit has unique needs and requirements. Our comprehensive cloud-based solution is designed to streamline operations from intake to reporting. Unlike generic information management software, Casebook is tailored specifically for the distinct needs of human services professionals. We have collaborated closely with industry experts to ensure that our platform effectively addresses your essential data management and reporting tasks on a daily basis. Select Casebook as your trusted human services software solution and discover the power of a platform meticulously designed to enhance service delivery and reporting, while optimizing your organization's overall efficiency. Contact Us to learn more about our purpose-built platform for human & social services and our scalable per-user pricing options.

Sumac Case Management is an all-in-one solution for human & social service organizations. Effortlessly manage client intake, case notes, service delivery, and schedules; track clients, caseworkers, volunteers, and donors; and report on key metrics to report back to funders. HIPAA & PIPEDA Compliant. Need to do more? Add Sumac Donations, Grant Management, Volunteers, Memberships, and more. Sumac Case Management is perfect if you’re looking for: case management software for social workers, social work case management software, human services software, social services software, human services case management software, case management software social services, nonprofit case management software, case management software for nonprofits. Or if your nonprofit falls into any of these categories: Food Bank, Social Welfare Org, Community Services, Child & Family Services, Shelter, Health Services

NewOrg's Complete Data Management platform for non profits is designed for organizations with multiple or complex programs. From Case Management to transportation, emergency services, housing, mental health, treatment, and more. NewOrg provides new service delivery options and reduces your costs by managing all your stakeholder relationships in one solution, including Client data and encounters with HIPAA secured Video Conferencing and internal messaging, Donor/Development management, Volunteers, customized event calendars, online registration/scheduling, payment processing, e-signatures, e-mail, SMS, robust custom reporting and more.

Collaborate is customizable case management software for non-profits and social services agencies with teams of 5+ staff. It's built to easily track intakes, services, goals, outcomes, and funder reports. Collaborate includes intelligent core features like case history, medical exams, clinical assessments, test results, custom reports, & more. Manage documents and electronic signatures, collect data from external forms, and handle referrals to and from outside organizations. Also supports integrations with external systems. Onboarding includes expert configuration and staff training. After Go-Live, benefit from monthly reports consultations with your account manager, complete online help, and exceptional customer support. To help protect your clients' data, Collaborate is HIPAA and SOC 2 Type 2 compliant.

A case management CRM that focuses on your clients, to measure real-world impact, not just data. Your Day Just Got Shorter - We know you’re busy and don’t have time for complicated software – We’ve changed that! Even your staff will enjoy using the system – No more headaches and missing data from reports so you can use your valuable time to serve more people. CharityTracker is a cloud-based, HIPAA compliant software that’s easy to use for nonprofits of all sizes. With no setup fees, hidden fees, or contracts, you can cancel anytime! Our time saving solution provides a secure way to streamline how you manage cases, record case notes & assistance, create reports, collaborate, set goals, measure outcomes, make referrals & prove your impact with change-over-time reports for your funders. We're at work in 2,200 communities! Book a free demo. Pricing starts at just $20/mo. user

Trusted by thousands of law firms in over 35 countries, PracticePanther is a robust law practice management software that helps firms get more done in less time. PracticePanther unifies tools such as CRM, communication, billing, and integrations with leading business apps in one platform. Get a demo and save 50% off the first 2 months.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. With Creatio, you can take advantage of a ready-to-go industry-leading CRM while also enabling users - whether business users without coding skills or professional developers - to create powerful business apps and easily automate various aspects of the company’s operations with no code. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs. Accelerate lead-to-revenue with 360-degree customer view, advanced lead & opportunity management, omni-channel campaign automation and more. Featuring a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale.

Our human services software offers full functionality for case management, client tracking, electronic health record (EHR), and homeless information management (HMIS) all under one roof. We work with agencies across the spectrum of human services: including developmental disabilities, mental health, substance use disorder, homelessness, supportive housing, HCBS, and much more. Foothold is HIPAA-compliant mental health software, federally certified as an EHR, and offers full interoperability as you navigate the new landscape of care coordination and value-based care. Transform the way you provide care with nimble software and a partnership guided by experience.

Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.

Charityproud is an online donor management system that allows you to access your information anywhere, anytime. Backed by nonprofit and tech industry professionals, Charityproud anticipates your needs and provides an easier way to evaluate your donors, donations, campaigns, events, volunteers, grants, and analytics to increase donor engagement and giving. The staff is more than prepared to provide the individualized service needed to get clients, especially first timers who may need reassurance while developing their ideal site, an awesome experience and result for the organization involved. From small to large nonprofit organizations, for those with or without an accounting system, Charityproud adapts to your situation. If you're using spreadsheets for record-keeping, you might be surprised how much time an online donor management system can save, and how much insight you can gain from our reporting tools. We can ease the transition by helping import your records.

Tired of using multiple software tools to complete a single task? Wouldn't your job be easier (and life too) if you could manage donors, track fundraising efforts, manage volunteers and events, send acknowledgment and appeal letters; and more all within a single platform that can be accessed anywhere with an Internet connection? You can with Little Green Light's donor management and fundraising platform that integrates with many software tools you already use; saving you time, money, and focused on your organization's mission. The flexibility to integrate with leading software tools like QuickBooks Online, Constant Contact, Zapier and more; positions Little Green Light as the donor management and fundraising platform of choice to build capacity and scale with your organization as it grows. Purchasing a donor management system and fundraising platform is not a small decision, so we invite you to give Little Green Light a test drive by signing up for a free trial account.

Designed specifically for nonprofit organizations and membership associations, Neon CRM is a constituent management platform that offers a comprehensive view of supporters and members, which allows you to engage more meaningfully and bring in more revenue. With Neon CRM you can easily manage fundraising campaigns, events, communications, and more, while gaining valuable insights into your organization through intuitive reporting and administrative tools. Create an enhanced and memorable generosity experience with unlimited forms and templates, popular payment methods, and personalized emails. Streamline your organization's processes by automating email marketing, workflows, volunteer management, and payment processing, so that you can spend less time on administrative tasks, and focus more on driving your mission forward.

Athena Software is now Social Solutions. We make Penelope case management software, a cloud-based systems designed to help nonprofits and social service agencies save time and money, increase efficiency, and generate accurate reports in order to achieve their mission. Penelope's comprehensive set of features include smart forms, referrals, reports, scheduling, billing, collaboration suite, online dashboards, and more. With ClientConnect, your clients can participate more fully in their care. The portal gives them the ability to check messages from their providers, view their provider’s availability and schedule new appointments, pay online or check their account balance, review tasks, and keep their profile and contact information up to date.

The perfect CRM Alternative for people who want to own their customer database and store it securely on-premise. DejaOffice PC CRM has all the classic features - Contacts, Calendar, Tasks, Notes, Histories, Projects, and Deals. Auto-dialer from your PC or phone. Outlook email integration. Easy migration from most common CRM systems like Business Contact Manager, Outlook Customer Manager, Act!, GoldMine, Monday, Salesforce and Hubspot. The DejaOffice Mobile CRM app is also free for Android and iPhone users, allowing you to call, text, map and navigate to your customers with ease. You can also plan and manage your day with the ability to create, prioritize and check off tasks, as well as write and store notes to yourself. And, with DejaOffice persistent alarms, you'll never miss a reminder!

Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.

Power incredible experiences with AI. Designing and delivering the perfect customer experience can be complicated. Adobe Sensei uses AI and machine learning to make it easier — helping you create effortlessly, make informed decisions, and target marketing for better results. Check out our new video to see what’s possible with Adobe Sensei. Sensei helps deliver on the promise of digital documents with smooth experiences. Continuously monitor campaign performance to optimize ad delivery. Engage audiences with custom offers, subject lines, and delivery timing. Predict customer behavior based on attributes, differences, and conversion factors.

The 4Degrees platform offers intelligent relationship and deal management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. Unleash the power of your network with 4Degrees! Some common use cases of our CRM software include: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence

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.

KaleidaCare is a web-based social service and foster care tracking, management, and reporting software. Specifically built to add the most long-term and short-term value for mental health and social service agencies, KaleidaCare Solutions helps these organizations seamlessly track client admission, administer programs and services, and manage client treatment and outcomes. Affordable and easy to adopt, KaleidaCare enables social service agencies to seamlessly create reports, manage billing and deadlines, receive notifications, and electronically sign and store documents in the office or at home with the use of any Internet-based device.

Our foster care software was designed with you in mind. For more than 20 years, extendedReach has been the industry-leading, intuitive case management software solution for modern social service agencies. With deep experience in the social service sector, we built extendedReach to work the way you already do. Leverage your existing checklists, documents, policies, and processes, enabling them with technology to increase productivity by streamlining your workflows. Features: - Info on the go - Accurate Billing - Built-in compliance checklist - Quickly collect signatures - Create custom forms - Break down silos - Go from paper mountain to paperless! Go to our website to see all of our features.

CaseFlow® helps you ensure nothing and no-one falls through the cracks. Never miss target dates or appointments. Be alerted if outside agencies you depend on require following up. See exactly what is next up for any case. Upload new case information from an iPad or smart phone. You needn’t get behind on paperwork just because you are in the field. Snap a photo, jot details, move on. Case workers feel on top of their game, reminded of next steps, able to put their fingers on any case data at a moment’s notice – staying professional. Automation features cut their time spent on documentation. Your data is always encrypted and backed-up for easy recovery and security. Role-based access gives everyone the information they need—no more. Reporting tools that empower you to be proactive instead of reactionary! Stay in the know of what’s happening, and make informed decisions about where to focus your attention. Built for health and human services case management.

SAM is case management software designed for adoption and foster care. Save your agency and clients hours each week with a centralized, secure online database and powerful toolset that drives your mission. Find matches and families faster with customized reports and online forms. View, filter, and sort available foster families and waiting youth in one centralized database. Narrow down potential placements by special needs, licensing, preferences, and more. Simplify matching, home studies, and reporting with customized tools. View, filter, and sort every family, child, and expectant parent record in one place. Create lists of suitable matches and share them with your team or clients in a few clicks.

Use your existing contacts database, in either Excel spreadsheet or CSV format, and let the system store your contacts securely for all your future work. Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too. Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural. With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals. Platformax is an inside sales CRM built on more than 40 years of our co-founders’ experience in sales. We created it as a modular sales platform designed to optimize all steps of your sales process, from prospecting, lead nurturing and opportunities tracking, to sales fulfillment, order delivery and after-sales support.

CaseWorthy is an advanced case management, client management and participation tracking application for Health and Human Service (HHS) organizations serving the nation's most vulnerable individuals and communities. Easy to use and customized to an organization's specific needs, CaseWorthy transforms data into actionable information teams can use to enhance their services. The platform features automated workflows, document management, rules and eligibility tools, as well as business intelligence dashboards.

BSI CRM will give you a 360° view of your customers – at any time, from any department, and at every touchpoint. It will win you over with its modular design, high configurability, and open technology. It has received praise for this flexibility from experts and customers alike and has earned CRM awards. The best reward for us, however, is having happy users. We love CRM and have dedicated ourselves to it for almost 25 years. Thanks to its cutting-edge platform and innovative product development, BSI CRM is already in its 16th generation. If your company has complex needs, as they are common in large corporations, we are the right partner for you. We offer a vast ecosystem and many standard interfaces, and our experience is reflected in attractive total cost of ownership (TCO) numbers. Whether you are B2B, B2C, or B2B2C, BSI CRM will adapt to your business, processes, and your IT environment – not the other way round.

Want a simple, affordable, and secure way to take notes on the people you work with? Of course you do! That's why we created Notehouse. Our familiar, friendly interface puts users at ease and you'll be using the platform in minutes. Lauren's non-techie mom approved! Our focus is searchable, sortable, easy to read narrative notes , so you can keep track of conversations, meetings, and appointments with all your humans. Our narrative platform allows you to share information across teams so you know who took the note and when! Our side bar keeps must-have info front and center and our sticky notes never fall off! Finally, our customizable tag based system means YOU decide what you want to track, making sorting cases for reporting and analysis a breeze. We use two-sided encryption models, HIPAA compliant database servers, periodic security audits and more to ensure your information is private, secure, and for your team's eyes only.

School of Social Welfare researchers from the University of Kansas conducted a research study to evaluate ECAP's effectiveness for improving outcomes for children and families. Their pre/post study compared the results of placements that were made with ECAP to those made without. Below is a summary of the results of this study. The researchers also studied over 22,000 past placement records to identify how certain characteristics affect placement stability. ECAP’s algorithms were adjusted to reflect this new information and to make it even more effective. ​ FCT engages in ongoing research projects projects that continuously help us better understand the relationship between placement matching and better outcomes for children and families. We consult with domain experts from our Research Advisory Board, to constantly improve the way we use predictive analytics to help reduce trauma for children and families across the nation through the use of ECAP.

Have your whole team connected no matter where they are. Nothing to install, 100% web based and responsive for all devices. You decide who has what access. If you are a college campus, victim services and campus police can work together. If you work with partner organizations, they can have access too. Work from wherever you need to be. Run reports, check client records, update on the go. Everyone is connected in real-time. You can be in the office or on your tablet or cell phone. Nothing to install on your computer or laptop. Just go to the website set up for you. Use a computer, laptop, tablet, or smartphone. Screens are automatically resized. Built for victim services for police or non-profit organizations. A separate version is available for college campuses. Track all aspects of client cases. The main system is designed for victim services but has been adopted for other populations.

Raklet is an all-in-one membership management software to grow your organization. Build, grow and monetize your audience through memberships, newsletters and other digital tools. Import your contacts easily and create custom fields. Automate your messages through different channels. Collect one-off or recurring payments. Automate reminders & invoices. Be there for your people whenever they need you, wherever they are. With our mobile app for iOS & Android, you can engage your members on the go or let us develop a branded mobile app just for you. Engage with your audience through different channels like events, private messages, newsletters, and much more. Create your own digital membership cards to check in at the door, and help your members feel more engaged. Use our Zoom integration for online events to track attendees. Raklet's membership management tools enable you to run your organization from a single platform.

ClientTether’s leading growth automation platform and CRM was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. Because we’ve been in our clients’ shoes, we made our platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies.

We offer a live online walk through of VSTracking to you and your entire team. Victim Service Tracking Software simplifies the paperwork so you can spend more time on what counts, being an effective victim advocate. And with our affordable pricing, it won’t break the bank. Eliminates the use of cumbersome manual systems like copying information from paper forms into Excel spreadsheets or databases, etc. Instead, you'll be able to collect, sort, arrange, search, locate and update all of your data faster and more easily than ever before. VSTracking™ is affordably priced as an annual subscription based on the population served by your jurisdiction. VSTracking uses 2048-bit security and is FIPS, NIST, HIPAA and CJIS compliant.

For over fifteen years, Sparkrock has helped social benefit organizations utilize technology to improve the quality of life for the people, families, and communities they serve. We provide finance, workforce management, payroll and employee scheduling software for non-profits, human services organizations and K12 school boards. Built on the robust Microsoft platform, our all-in-one solution is fully integrated for a seamless experience. Our software reduces the administrative burden of manual processes, reduces the risk of multiple disparate systems, and makes it stress-free to create the reporting needed for funders and government. At Sparkrock, we come to work every day because we are inspired by how our customers make the world a better place. We’re a passionate team dedicated to developing the technology and services that help our customers be heroes to those they serve.

mCase is a unique, completely configurable cloud-based solution that makes case management tasks faster and more efficient. It lets staff support their clients in the office and out in the field, using mobile devices and the web, while providing an easy-to-use and powerful case management solution. mCase supports all aspects of the case management life cycle, including intakes, assessments, service planning, outcomes measurement and eventually, closure. Get an easy to use, comprehensive solution that gives you the tools you need to do your job, while reducing the amount of time you spend at your computer. Access robust reporting, analysis and dashboards to ensure process adherence and effective resource allocation. The mCase low code/no code platform allows you to deal with a changing business environment. It speeds up app delivery by an order of magnitude and dramatically reduces development costs.

CareDirector is a case management solution that supports integrated working across health & social care. Its customisable modules supports organisations to manage case records, BI and finances in one system. Configurable dashboards help users to identify trends, track against deadlines and make decisions in real-time. It includes app based mobile working giving users access to relevant information on the go. It works both on and offline so records can be updated with or without a mobile signal.

countbubble is case management software for human service nonprofits. It offers tools that allow nonprofits to track & report their work. 1-The Form Builder allows you to create data collection forms quickly. 2-The Notes Feed helps you keep case notes organized and easy to review. 3-The Plans feature lets you to create & manage custom case plans. 4-Work with participants (aka clients) from the Participant Management screen 5-Export data any time, or use built in reports to view summaries of services, outcomes, or demographics. countbubble is *simplified* software that helps nonprofits manage their program data. It’s designed to be easy to learn so you can get started quickly - without numerous hours of training. countbubble is perfect for multi-service agencies that have lots of data to manage and report; case management programs that work on long-term goals; and basic needs assistance programs that simply need to track their ongoing work.

Technology for Social Change. We transform your nonprofit's relationship with data to improve programs and amplify impact. Our Salesforce consultants specialize in whole agency solutions for human services, philanthropy, and education organizations. Social services agencies are faced with an overwhelming administrative burden. You are expected to deliver results data to numerous funders, often through disconnected funder databases that don’t give you access to track and analyze your results. Our solutions span your whole agency by linking your data together and providing the tools to understand your impact in programs, fundraising, and operations. Leveraging our extensive experience building custom solutions for human services agencies, we’ve also developed Exponent Case Management–a fully-featured case management solution that provides powerful workflow, accessible analytics, and a modern platform that can be integrated with other systems.

Persimmony’s cloud-based suite of solutions was designed in close collaboration with leading industry experts and offers Case Management, Time Study, Contract Management, QRIS, Intake/ Client Portals, a full suite of communications tools and 700+ fully customizable forms and reports – all accessed through a unified, single sign-on interface. Unique to Persimmony – our solutions are embedded with Federal Financial Participation methodologies from the first line of code – empowering government agencies to capture significant Federal reimbursements for activities they are already performing. The Persimmony approach combines expert consultancy services with user-friendly software to equip your team with the tools they need to maximize client outcomes and increase funding. Persimmony solutions can be successfully applied within most community service-providing entities.

Neon CCM offers secure, cloud-based solutions for tracking client information, outcome reporting, and so much more. Better data insights and data security, so you can spend more time with the people you serve and less time pulling data. Our team will work with you to build a system tailored to your specific needs and mission, so you can focus on the people you serve. Run, export & organize unlimited custom reports with personalized support from our project management team. If you’re tracking it, you can report on it. Keep sensitive information available to only those who have permission to access it using unlimited custom user groups. Add users and contacts as your organization grows at no additional cost. We offer optional HIPAA compliance for organizations handling sensitive medical information.

All non-profits run into donation tracking issues at some point. Massive spreadsheets, inconsistent data entry, volunteers that move on shortly after training. Donor Tools solves these problems. You’ll flip when you see how simple it is to use while remaining remarkably effective. You get checks, cash, in-kind gifts. More and more donations are coming in online. Donor Tools provides an easy way to capture ALL of your donations. You provide some basic information about yourself and your organization and jump right in. You can set up online giving and start collecting online donations today. You can also start entering physical donations, create your funds, and run reports. There are no limitations during the trial. If you wish to continue after the 30 days, you’ll be asked to pick a plan and enter a credit card for billing.

Stay organized, track your finances, and build better relationships using Karani. With Karani, it's easy to track your finances. Add or import your gifts and pledges with Karani so you always know where your funding is at. Fundraising is all about relationships. Use Karani to remember all the calls, asks, letters, thank you's, meetings, and interactions you've had with the people in your network. Spend less time figuring out what to do next. Keep your fundraising to-do's in Karani and say bye-bye to messy paper to-do lists forever. Store the contact information of your donors, prospects, and everyone else who matters in your fundraising. Since Karani lives in the cloud, you can access this information with an internet connection anytime, anywhere. The Karani support team is made up of former fundraisers who've experienced the pain, privilege, difficulty, and joy of fundraising. We know what fundraising is like and we know the ins and outs of Karani.

Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry. Lead management Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM. Customization 100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.

A powerful CRM to help you know all your showroom visits, bookings, vehicle sales, loans & payment schedules. Set sales targets for your company revenue-wise for a month, quarter, half-year, etc. Set, track and monitor sales targets for your business and banking sales team members respectively. Monitor & manage the sales performance of your business and sales teams. View the status of each follow-up and prioritize leads to get more account openings faster. See the condition of each lead follow-up & prioritize accordingly to sell more, faster.

Simple Sales Tracking is web-based sales CRM software for the tracking, analysis and forecasting of individual and team sales pipeline and contacts. Simple Sales Tracking was born out of a need that existed within our own sales team. Back in 2005 we tried a number of crm sales tools that were available, but each crm proved either too complex to use, difficult to learn, expensive or a combination of the three. Keep all your important files together and easily accessible by your entire team. The files can also be associated to your Sales and Contacts for quick retrieval. Keep on top of your to-do’s. A fully featured task management system that is also integrated within the Contact and Lead Management features. Forward any important email message to your personalized email address and it will automatically be stored in the system. In addition, if an email address is recognized as matching an email in any of your Sales or Contacts, an association between the two will be created.

Teknovate CRM is the best B2B & B2C Sales and Marketing Software for Indian & International Markets that helps by Synchronizing Customer Communication among Business departments. It acts as a Personal Lead Manager for you. It will Capture your Leads from all Sources, Send Introductory Mail/SMS to the Lead & reminding you of all your activities. You can manage multiple departments within one Organization like Sales, Marketing, Projects & tasks, Service Tickets, and Potentially other teams too. Never forget any follow-up by our personalized task reminder dashboard. Automatically Assign leads to the appropriate salesperson based on area or product/service and manage it effectively. Reduce time in follow-up by our marketing automation & auto-follow up the system. Reduce tasks & Increase the performance of your employees. Increase leads conversion ratio by automated, Targeted & constant follow up. Get Live and most advanced reports by Our BI Reporting dashboard.