Average Ratings 196 Ratings
Average Ratings 2 Ratings
Description
Case Management Software made simple to allow you to focus on your non-profit. 360-degree views of all your cases from a single dashboard. Get rid of your excel documents and access your data anywhere, on any device. InfoFlo will provide you with a system that is fully customized to meet your needs at an affordable cost.
Description
No matter how big or small your company is, our software can help you manage and accelerate your performance. Our secure and scalable case management software can be adapted to meet your clients' needs and empower your agency.
PlanStreet's compliance with HIPAA/HITRUST security standards ensures that sensitive data and files are protected.
It is time to stop using manual forms and processes. Switch to PlanStreet to automate client engagements, cases, forms, and files. We are confident that PlanStreet can help you and your team plan, execute, track, and monitor work.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Elation Health
No
Google Calendar
No
Google Drive
No
Microsoft Outlook
No
Microsoft Power BI
No
Microsoft Teams
No
OpenText Content Management (Extended ECM)
No
PayPal
No
QuickBooks Online
No
Stripe
No
Integrations
Elation Health
Yes
Google Calendar
Yes
Google Drive
Yes
Microsoft Outlook
Yes
Microsoft Power BI
Yes
Microsoft Teams
Yes
OpenText Content Management (Extended ECM)
Yes
PayPal
Yes
QuickBooks Online
Yes
Stripe
Yes
Pricing Details
$20/month/user
Pricing depends on users and features
Free Trial
Yes
Free Version
No
Pricing Details
$100/user/month
Custom Pricing Plans That Are Tailored To Fit Your Budget
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
InfoFlo Solutions Inc
Founded
2004
Country
Canada
Website
infoflo.one/non-profit-free-trial/
Vendor Details
Company Name
PlanStreet
Founded
2017
Country
United States
Website
www.planstreet.com
Product Features
Construction CRM
Client Tracking
Yes
Contract Management
Yes
Forecasting
No
Project Management
Yes
Quote Management
Yes
Sales Management
Yes
Scheduling
Yes
Time Management
Yes
Contact Management
Activity Management
Yes
Appointment Management
Yes
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
Yes
Email Marketing
Yes
Group Management
Yes
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
Yes
Sales Pipeline Management
Yes
Search / Filter
Yes
Segmentation
Yes
Shared Contacts
Yes
Social Media Integration
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Donation Management
Campaign Management
Yes
Donation Tracking
No
Donor Database
Yes
Event Management
Yes
Gift Management
Yes
Grant Management
Yes
In-Kind Donations
Yes
Matching Donations
Yes
Mobile Donations
No
Online Donations
No
Pledge Management
Yes
Receipts / Statements
Yes
Recurring Donations
Yes
Volunteer Management
Yes
Financial CRM
Account Alerts
Yes
Asset Management
Yes
Expense Tracking
No
Household Tracking
Yes
Influence Tracking
Yes
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
Yes
Foster Care
Adoption Management
Yes
Automated Reminders
Yes
Available Families Database
Yes
Case Management
Yes
Checklists
Yes
Child Intake
Yes
Education Requirements Tracking
Yes
Family Portal
Yes
Foster to Adopt
Yes
Online Applications
Yes
Online Licensing Forms
Yes
Payments Tracking
Yes
Placement Management
Yes
Reporting
Yes
Respite Credits Tracking
Yes
Treatment Management
Yes
Fundraising
Alumni Management
Yes
Auction Management
Yes
CRM
Yes
Campaign Management
Yes
Contribution Tracking
Yes
Donor Management
Yes
Event Management
Yes
Gift Matching Management
Yes
Grant Management
Yes
Membership Management
Yes
Mobile Giving
Yes
Payment Processing
Yes
Pledge Management
Yes
Prospect Management
Yes
Raffles / Lotteries
Yes
Recurring Giving
Yes
Volunteer Management
Yes
Grant Management
Compliance Management
Yes
Contract Management
Yes
Grant Application Management
Yes
Grant Award Tracking
Yes
Grant Opportunity Search
Yes
Self-Registration
Yes
Healthcare CRM
Audience Targeting
Yes
Campaign Management
Yes
Marketing Automation
Yes
Medical History Records
Yes
Patient Communications
Yes
Patient Management
Yes
Physician Management
Yes
Predictive Analytics
No
Human Services
Case Management
Yes
Certification & Licensing
Yes
Child Welfare Management
Yes
Document Management
Yes
Reporting & Statistics
Yes
Scheduling
Yes
Time Tracking
Yes
Training Management
Yes
Nonprofit
Accounting
No
Committee Management
Yes
Donor Management
Yes
Dues Management
No
Event Management
Yes
Fundraising Management
Yes
Member Database
Yes
Membership Management
Yes
Social Media Management
No
Volunteer Management
Yes
Patient Case Management
Activity Tracking
Yes
Assessment Notes
Yes
Billing & Invoicing
Yes
Calendar Management
Yes
Candidate Identification
Yes
Case List Management
Yes
Eligibility Verification
No
HIPAA Compliant
Yes
Medical History Records
No
Patient Records
Yes
Referral Management
Yes
Treatment Planning
Yes
Real Estate CRM
Campaign Management
Yes
Client / Property Matching
Yes
Contact Management
Yes
Dashboard
Yes
Email Marketing
Yes
Interaction Tracking
Yes
Lead Management
Yes
Property Alerts
Yes
Referral Tracking
Yes
Segmentation
Yes
Social Work Case Management
Case Notes
Yes
Client Management
Yes
Document Management
Yes
Forms Management
Yes
Goal Setting / Tracking
Yes
Program Management
Yes
Referral Management
Yes
Reporting & Statistics
Yes
Scheduling
Yes
Volunteer Management
Yes
Stakeholder Relationship Management
Community Investment Tracking
Yes
Stakeholder Assessment
Yes
Stakeholder Commitments Management
Yes
Stakeholder Complaint Management
Yes
Stakeholder Consultation Tracking
Yes
Stakeholder Engagement
Yes
Stakeholder Grievance Management
Yes
Stakeholder Information Management
Yes
Stakeholder Issues Management
Yes
Stakeholder Mapping
Yes
Product Features
Donation Management
Campaign Management
Yes
Donation Tracking
No
Donor Database
No
Event Management
No
Gift Management
No
Grant Management
Yes
In-Kind Donations
No
Matching Donations
No
Mobile Donations
No
Online Donations
No
Pledge Management
No
Receipts / Statements
Yes
Recurring Donations
No
Volunteer Management
Yes
Foster Care
Adoption Management
Yes
Automated Reminders
Yes
Available Families Database
Yes
Case Management
Yes
Checklists
Yes
Child Intake
Yes
Education Requirements Tracking
Yes
Family Portal
Yes
Foster to Adopt
Yes
Online Applications
Yes
Online Licensing Forms
Yes
Payments Tracking
Yes
Placement Management
Yes
Reporting
Yes
Respite Credits Tracking
Yes
Treatment Management
Yes
Grant Management
Compliance Management
Yes
Contract Management
Yes
Grant Application Management
Yes
Grant Award Tracking
Yes
Grant Opportunity Search
Yes
Self-Registration
Yes
Medical Billing
Claims Processing
Yes
Claims Scrubbing
Yes
Code & Charge Entry
Yes
Compliance Tracking
Yes
Customizable Dashboard
Yes
Dunning Management
Yes
Invoice History
Yes
Patient Eligibility Checks
Yes
Practice Management
Yes
Quotes/Estimates
Yes
Remittance Advice
Yes
Mental Health
Appointment Reminders
Yes
Appointment Scheduling
Yes
Assessment & Treatment Plans
Yes
Billing & Invoicing
Yes
Claims Management
Yes
E-Prescribing
Yes
EDI
Yes
EMR / EHR
Yes
HIPAA Compliant
Yes
Inpatient / Residential
Yes
Multi-Provider Practice
Yes
Patient Portal
Yes
Personnel Management
Yes
Progress Notes
Yes
Single Provider Practice
Yes
Patient Case Management
Activity Tracking
Yes
Assessment Notes
Yes
Billing & Invoicing
Yes
Calendar Management
Yes
Candidate Identification
Yes
Case List Management
Yes
Eligibility Verification
Yes
HIPAA Compliant
Yes
Medical History Records
Yes
Patient Records
Yes
Referral Management
Yes
Treatment Planning
Yes
Social Work Case Management
Case Notes
Yes
Client Management
Yes
Document Management
Yes
Forms Management
Yes
Goal Setting / Tracking
Yes
Program Management
Yes
Referral Management
Yes
Reporting & Statistics
Yes
Scheduling
Yes
Volunteer Management
Yes
