InfoFlo
CRM and Case Management Software for Social Workers.
Overview
InfoFlo's human services software allows users to manage client data, notes, programs, and more from a single dashboard. It offers customizable workflows and forms, and a secure online portal for clients to input information and communicate. The software is accessible from any device, including tablets and mobile phones.
✨ Key Features
- 360-Degree Case History View
- Customizable Workflows and Forms
- Secure Client Portal
- Mobile Accessibility
- Shelter and Program Management
- Client Communication and Tracking
🎯 Key Differentiators
- Provides a 360-degree view of client history on a single dashboard
- Includes CRM functionalities alongside case management
- Offers shelter management features like room assignment tracking
Unique Value: Combines case management and CRM features to provide a holistic view of client interactions and history in one accessible platform.
🎯 Use Cases (4)
✅ Best For
- Managing client data, notes, and programs with a full view of client history.
🏆 Alternatives
Integrates CRM capabilities more deeply than traditional case management systems.
💻 Platforms
✅ Offline Mode Available
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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