Compare Mideo CaseWorks vs. PMI Evidence Tracker

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.

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.

c/side: The Client-Side Platform for Cybersecurity, Compliance, and Privacy Monitoring third-party scripts effectively eliminates uncertainty, ensuring that you are always aware of what is being delivered to your users' browsers, while also enhancing script performance by up to 30%. The unchecked presence of these scripts in users' browsers can lead to significant issues when things go awry, resulting in adverse publicity, potential legal actions, and claims for damages stemming from security breaches. Compliance with PCI DSS 4.0.1, particularly sections 6.4.3 and 11.6.1, requires that organizations handling cardholder data implement tamper-detection measures by March 31, 2025, to help prevent attacks by notifying stakeholders of unauthorized modifications to HTTP headers and payment information. c/side stands out as the sole fully autonomous detection solution dedicated to evaluating third-party scripts, moving beyond reliance on merely threat feed intelligence or easily bypassed detections. By leveraging historical data and artificial intelligence, c/side meticulously analyzes the payloads and behaviors of scripts, ensuring a proactive stance against emerging threats. Our continuous monitoring of numerous sites allows us to stay ahead of new attack vectors, as we process all scripts to refine and enhance our detection capabilities. This comprehensive approach not only safeguards your digital environment but also instills greater confidence in the security of third-party integrations.

Spend less time digging through stacks of papers and more time serving. Your client documents can now be accessible from anywhere. CharityTracker offers more than secure storage—it’s a smart, seamless way to optimize your case management. CharityTracker is simple to implement and cost-effective. You will love the speed at which you can get up-and-running with CharityTracker’s cloud-based, hosted solution. You’ll have CharityTracker’s beautifully-designed interface operational quickly. CharityTracker is a cloud-based, HIPAA compliant software that’s easy to use for nonprofits of all sizes. With no setup fees, hidden fees, or contracts, you can cancel anytime! Our time saving solution provides a secure way to streamline how you manage cases, record case notes & assistance, create reports, collaborate, set goals, measure outcomes, make referrals & prove your impact with change-over-time reports for your funders. We're at work in with thousands of communities! Book a free demo. Pricing starts at just $20/mo. user

Focus your efforts on providing exceptional, data-driven care with Valant, the all-in-one EHR and practice management software designed exclusively for behavioral health practices of all sizes. Valant is built to help you spend less time on administrative tasks and more time providing quality care to individuals and groups. Speed your process when you: - Reduce documentation stress with a system that generates clinical narratives - practically completing your notes for you. - Schedule 80+ built-in, reportable outcome measures to automatically send to patients before appointments through the MYIO Patient Portal. - Have the system generate a coded charge when you record appointments. - Automate your patient onboarding process and have intake packets waiting for patients to sign within their portal. - Receive requests for services directly in your EHR, manage new patient inquiries, and get a data-driven match score with new patients.

Process Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless. Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent. Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale. No code required. No micromanagement. Just proof that work gets done right, every time. Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage. From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.

NewOrg is a robust platform that allows non-profit organizations to integrate information from all areas of their operations. This allows them to better manage clients, volunteers, services, donors, donations and outcome. It also provides the ability to schedule activities, sign-ups, communications, surveys and fundraising activities. NewOrg is a powerful platform that can help you manage your committees, donors, events, and memberships to ensure that your organization runs smoothly.

Polonious is an ISO27001 investigation management workflow solution designed around 3 key principles: 1 - Security 2 - Process centric 3 - Configuration and flexibility What this means is that Polonious allows you to build workflows to manage your investigations in a way that manages your data and your evidence in a highly secure, ISO27001 certified way; allows you to comply with any regulatory requirements with minimal headache and effort by building workflows which are inherently compliant, and; does so without the need for expensive and time consuming code changes - it's even possible for users to do it themselves via the GUI. With Polonious, you can run detailed reports on case outcomes, timeframes, and finances, and break that down across case types, investigators, and even down to investigation status. So you can prove your value up the chain, but you can also identify any problem areas and improve your efficiency.

CHARMS is a secure online case management system that manages all aspects of record-keeping for foster care, adoptions, children residential, supported housing, residential family centers, foster carer recruitment hubs and other care services. SCN is a non-profit organisation and will always be privately owned. It is based on the sociocracy principles, so that all employees and customers are a part of the CHARMS Community and its growth and progress. Everyone - employees and customers, suppliers, and most importantly, CHARMS users - has a say on what CHARMS should do. We want to make sure that educators, social workers and other care providers, as well as support staff, can focus on their work knowing that CHARMS will protect their sensitive information.

GiveLife365: Empowering Nonprofits with Smart CRM Solutions Managing key relationships—donors, volunteers, events, and cases—shouldn't hold back your nonprofit’s mission. GiveLife365 is a cloud-based CRM designed specifically for nonprofits, helping you streamline processes, enhance engagement, and track meaningful results, all in one platform. ✨ Why Choose GiveLife365? 💙 Donor Management – Effortlessly track donor interactions, automate receipts, and simplify fundraising 🙌 Volunteer Management – Easily recruit, schedule, and acknowledge volunteers. 🎟️ Seamless Event Handling – Promote events, manage registrations, and monitor attendance. 🔗 Simplified Memberships – Automate renewals, integrate marketing tools, and streamline payments. 📊 Real-Time Impact – Gain actionable insights with real-time reports and dashboards. 🌍 Revolutionize your nonprofit’s operations! Book a demo now and experience how GiveLife365 can drive greater impact and efficiency.