A cloud-based case management software for nonprofits offering custom workflows, multi-family linking, and an online user portal.

Product Overview

InfoFlo Nonprofit is a cloud-based software built for any nonprofit organization looking for case management software. Track participants from intake through to reporting.

InfoFlo has many features like program and class management, gift card management, shelter management, custom intake forms, and dashboards.

Pros

  • Customizable features
  • Modern user-friendly interface

Cons

  • Minimum 3 user license requirement

Target Market

Any nonprofit looking for case management from a single user all the way up to thousands of users.

InfoFlo Nonprofit provides a tailored software solution that caters to the specific needs of non-profit organizations. Its primary objective is to streamline the case management process, making it simpler and more efficient. The software is designed with ease of use, customization, and secure data management in mind while also taking into account the budget constraints that are common in non-profit organizations.

InfoFlo Nonprofit Key Features:

  • Custom Workflows: Allows nonprofits to create workflows tailored to their specific needs.
  • Automated Rules and Alerts: Users can set up automated systems for rules and alerts to streamline operations.
  • Access Anywhere on Any Device: This feature offers flexibility, as users can access data from any location using any device.
  • Customizable Dashboards: These dashboards provide a 360-degree view of participants, and they are fully customizable to suit different needs.
  • Secure and HIPAA Compliant: Ensuring data security and compliance with HIPAA standards.
  • Affordable Pricing: The software is designed to be budget-friendly for nonprofit organizations.
  • Online User Portal with Secure Login Access: Enhances data security and user management.
  • Customizable Forms with If/Then Logic: This allows for dynamic forms that adapt based on user inputs.
  • Custom User Roles and Permissions: Organizations can define and create custom roles and permissions for different users.
  • Multi-Family Linking: This feature allows for creating unlimited relationships, useful in handling cases involving multiple families.
  • Email Rules and Alerts: Automated email rules and alerts can be set up for efficient communication and notifications.
  • Comprehensive Case Management: Users can enter all case details and notes and assign them to case workers.
  • Search & Reporting: The software enables the creation of custom reports and easy searching through all fields.

Pricing:

InfoFlo Nonprofit has two plans, essentials and pro, with the price of each increasing with more users.

Pricing starts at $125/month for the essentials plan and $169/month for pro, both with a 3-user minimum. Prices increase for 5, 10, and 25 users, with anything over 25 requiring a custom quote.

Starting Price
$125 /month
Price Range Learn More
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Pricing Details
3 user minimum

Product Overview

  • Client OS
  • Deployment Cloud Hosted

Developer Overview

User Reviews of InfoFlo Nonprofit

Anonymous
  • Internet Software & Services
  • 1-10 employees
  • Annual revenue $1M-$10M
Overall
★★★★★
★★★★★

Everything we need at an affordable price

January 9th, 2024 • Product Experience: 6-12 months • Roles: Purchaser & End User

We absolutely love InfoFlo Nonprofit. Before InfoFlo we were using a collection of applications like Google forms, excel sheets and Google drive to store all our documents.

Now we have one application that can manage our participant’s case work all from one application. InfoFlo created a beautiful/simple online in-take form for our team that we posted on our website. Once someone fills out our form, the workflow begins and the system manages everything all the way through to reporting. We also get a fully customized dashboard which we love, so we can see all our critical information from one page.

Also, the application works on all our devices so we can log in via the browser on our computer at the office, but also access the entire app from our mobile devices which is very convenient.

Overall, InfoFlo Nonprofit provided us with a fully custom application that covers all our needs, all at an affordable price!