InfoFlo Reviews & Ratings

InfoFlo

4.5 out of 5 stars
Company Website for InfoFlo

Ratings and Reviews 196 Ratings

Ratings and Reviews 0 Ratings

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What is InfoFlo?

Simplifying case management software enables you to concentrate on your non-profit organization effectively. With an all-encompassing view of your cases available from a single dashboard, you can eliminate the need for spreadsheets and access your information from any device, no matter where you are. InfoFlo offers a tailored system designed to cater to your specific requirements while remaining budget-friendly. This way, you can enhance your operational efficiency without breaking the bank.

What is CaseFlow?

CaseFlow® meticulously tracks every aspect of your workflow, ensuring that no detail is overlooked. It allows you to monitor critical deadlines and appointments with ease. You will receive timely alerts for follow-ups from essential external organizations. Instantly determine the next steps required for any case you are managing. Whether you are on an iPad or smartphone, adding new case information is a simple process. Don't let being away from your desk impede your documentation—just snap a photo, jot down the key points, and keep moving forward. Caseworkers can retain a high level of control and professionalism, with constant reminders of pending tasks and immediate access to case data. The use of automation tools can greatly minimize the time spent on paperwork, making the entire process more efficient. Your sensitive information is protected through encryption and backup options that ensure easy recovery when needed. Role-specific permissions ensure that team members access only the information pertinent to their responsibilities, reducing unnecessary distractions. With comprehensive reporting capabilities, you can adopt a proactive stance in managing your duties rather than simply responding to issues as they come up. Stay updated on the latest developments and make informed decisions about where to focus your efforts. This system is crafted to enhance case management specifically within health and human services. By utilizing CaseFlow®, you can significantly improve your workflow and elevate the quality of service you provide. In a fast-paced environment, such efficiency not only saves time but also enhances overall service delivery.

Media

Media

Integrations Supported

WordPress

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$20/month/user
Pricing depends on users and features
Free Trial Offered?

Pricing Information

$49 per month

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

InfoFlo Solutions Inc

Date Founded

2004

Company Location

Canada

Company Website

infoflo.one/non-profit-free-trial/

Company Facts

Organization Name

CaseFlow

Date Founded

2017

Company Location

United States

Company Website

caseflow.global

Categories and Features

Construction CRM

Client Tracking
Contract Management
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management

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

CRM

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

Donation Management

Campaign Management
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Financial CRM

Account Alerts
Asset Management
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Foster Care

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

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
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

Grant Management

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

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Nonprofit

Committee Management
Donor Management
Event Management
Fundraising Management
Member Database
Membership Management
Volunteer Management

Patient Case Management

Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
HIPAA Compliant
Patient Records
Referral Management
Treatment Planning

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

Stakeholder Relationship Management

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

Categories and Features

Adoption Agency

Not specified

Camp Management

Attendance Management
Customer Management
Food Service Management
For Campgrounds
For Summer Camps
Medical Management
Online Registration
Program Management
Registration Management
Scheduling
Staff Management

Foster Care

Not specified

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Time Tracking
Training Management

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Volunteer Management

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