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Average Ratings 196 Ratings

Average Ratings 1 Rating

Total
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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

Teknovate CRM stands out as the premier Sales and Marketing Software for both B2B and B2C sectors in Indian and international markets, facilitating seamless synchronization of customer communications across various business departments. Serving as your personal lead manager, it effectively captures leads from multiple sources, sends introductory emails or SMS to prospects, and keeps you informed about all your ongoing activities. You can oversee various departments within a single organization, including Sales, Marketing, Projects, tasks, Service Tickets, and potentially other teams as well. Our personalized task reminder dashboard ensures you never miss a follow-up, and leads are automatically assigned to the right salesperson based on geographical location or specific product/service needs, allowing for efficient management. By leveraging marketing automation and an auto-follow-up system, you can significantly reduce the time spent on follow-ups. This not only minimizes tedious tasks but also boosts employee performance, enhancing the lead conversion ratio through targeted and consistent follow-ups. Additionally, our advanced BI Reporting dashboard provides real-time insights and comprehensive reports to help you make informed business decisions. With Teknovate CRM, optimizing your sales process has never been easier or more effective.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Facebook Ads No 
Meta Ads No 
WordPress Yes 

Integrations

Facebook Ads Yes 
Meta Ads Yes 
WordPress No 

Pricing Details

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

Pricing Details

$10
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 Yes 
Windows No 
Mac No 
Linux Yes 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
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 No 
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

Teknovative Solution

Founded

2017

Country

India

Website

www.teknovativesolution.com/sales-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

Appointment Reminder

Appointment Scheduling Yes 
Calendar Management Yes 
Call Reminders Yes 
Email Reminders Yes 
Online Booking Yes 
Payment Reminders Yes 
Recurring Appointments Yes 
Rescheduling Yes 
SMS Messaging Yes 
Two-Way Messaging Yes 

Construction CRM

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

CRM

Calendar/Reminder System Yes 
Call Logging No 
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 

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking Yes 
Household Tracking Yes 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

Lead Capture

Business Card / Badge Scanning Yes 
Dashboard Yes 
Data Extraction Yes 
Lead Distribution Yes 
Lead Notifications Yes 
Lead Nurturing Yes 
Lead Qualification Yes 
Lead Scoring Yes 
Online Forms No 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Lead Nurturing

A/B Testing No 
Campaign Management Yes 
Drip Campaigns Yes 
Lead Capture Yes 
Lead Notifications Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Performance Metrics Yes 
Personalization Yes 
Pipeline Management Yes 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs No 
Drip Campaigns Yes 
Dynamic Content No 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation No 
Social Marketing No 
Website Visitor Tracking No 

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 No 
Referral Tracking No 
Segmentation No 

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