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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

Proxima Cloud CRM is an innovative, state-of-the-art customer relationship management platform tailored specifically for the pharmaceutical sector. It effectively tackles prevalent technological hurdles such as costly and prolonged deployment processes, sluggish local implementation teams, the complexities of managing diverse devices, and vulnerabilities within IT infrastructure. This platform features a design customized for the pharmaceutical industry, offering self-service management, support for multiple languages, and the ability to deploy rapidly, enabling teams to become operational in as little as 120 minutes. With the backing of AWS infrastructure, Proxima Cloud CRM guarantees both scalability and security while conforming to ISO/IEC standards. Its user-friendly admin interface allows teams to troubleshoot issues independently, which minimizes downtime and boosts overall productivity. Additionally, the platform is compatible with any device and operating system, facilitating seamless access, which is an essential feature for modern pharmaceutical operations. In an industry where efficiency is critical, Proxima Cloud CRM stands out as a vital tool for enhancing business processes.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AWS Marketplace No 
WordPress Yes 

Integrations

AWS Marketplace Yes 
WordPress No 

Pricing Details

$20/month/user
Pricing depends on users and features
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
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

Proxima Research

Founded

1998

Country

United States

Website

proximaresearch.com/us/en/proxima-cloud-crm/

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

Healthcare CRM

Audience Targeting No 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications No 
Patient Management No 
Physician Management No 
Predictive Analytics No 

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