Ratings and Reviews 196 Ratings
Ratings and Reviews 2 Ratings
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 Foothold?
More than 25 years ago, one of our founders, serving as the IT Director for a prominent behavioral health and residential services organization in New York, recognized the urgent need for improved tracking and reporting of their services, leading him to create a case management system tailored for his agency. As time passed, two additional agencies collaborated in enhancing the software, allowing it to cater to the diverse needs of almost any human services organization across the nation.
Currently, Foothold’s dedicated team and innovative software support hundreds of agencies not only throughout the United States but also in Guam and Puerto Rico. By leveraging our technology expertise combined with a deep understanding of human services, we remain committed to empowering agencies to concentrate on their core missions while providing them with the tools they need to succeed. Moreover, we strive to continually innovate and adapt our solutions to meet the ever-changing landscape of human services.
Integrations Supported
CaraSolva
Change Healthcare Data & Analytics
Snowflake
iPrescribe
API Availability
Has API
API Availability
Pricing Information
$20/month/user
Pricing depends on users and features
Free Trial Offered?
Pricing Information
On Request
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
Foothold Technology
Date Founded
2000
Company Location
United States
Company Website
footholdtechnology.com
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
Applied Behavior Analysis (ABA)
Not specified
Behavioral Health
Not specified
Care Coordination
Not specified
Clinical Communication and Collaboration
Not specified
Clinical Documentation
Not specified
e-Prescribing
Clinical Alerts
Drug Reference Database
EPCS
Electronic Prior Authorization
Formulary Management
Medication History
Prescription Cancellation
Prescription Renewals
Refill Management
Electronic Medical Records (EMR)
Appointment Management
Charting
Compliance Tracking
E-Prescribing
HIPAA Compliant
Meaningful Use Certified
Healthcare Claims Management
Not specified
HIPAA Compliance
Access Control / Permissions
Audit Management
Compliance Reporting
Data Security
Documentation Management
For Healthcare
Incident Management
Remediation Management
Risk Management
Vendor Management
Human Services
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Long Term Care
Claims Management
Clinical Care
EHR
Electronic Health Record
For Home Care Providers
For Nursing Homes
Geriatric Care
Patient Records
Staff Scheduling
Medical Billing
Claims Processing
Claims Scrubbing
Code & Charge Entry
Invoice History
Patient Eligibility Checks
Practice Management
Remittance Advice
Medical Scheduling
Appointment Management
Billing & Invoicing
Drag & Drop
Facility Scheduling
Multi-Location
No-Show Tracking
Patient Scheduling
Physician Management
Recurring Appointments
Staff Scheduling
Mental Health
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
Patient Case Management
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
Patient Portal
Appointment Confirmations
Appointment Scheduling
Health Record Access
Intake Forms
Lab Results
Secure Messaging
Patient Relationship Management (PRM)
Not specified
Population Health Management (PHM)
Analytics
Data Storage
EMR/EHR Integration
Patient-Reported Outcomes
Payment Bundling
Predictive Alerts
Utilization Tracking
Revenue Cycle Management
Accounts Receivable
Claims Management
Collections Management
For Healthcare
ICD-10 Compliance
Insurance Verification
Medical Billing
Patient Portal
Patient Scheduling
Social Work Case Management
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management
Telemedicine
Appointment Reminders
Appointment Scheduling
Chat / Messaging
HIPAA Compliant
Video Conferencing
Therapy
Not specified
Value-Based Care
Not specified