Learn More

Average Ratings 188 Ratings

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AWS Marketplace
Gmail
Google Calendar
Google Contacts
Microsoft 365
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
WordPress

Integrations

AWS Marketplace
Gmail
Google Calendar
Google Contacts
Microsoft 365
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
WordPress

Pricing Details

$199.00/month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

InfoFlo Solutions Inc

Founded

2004

Country

Canada

Website

infoflo.one/

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
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Foster Care

Adoption Management
Automated Reminders
Available Families Database
Case Management
Checklists
Child Intake
Education Requirements Tracking
Family Portal
Foster to Adopt
Online Applications
Online Licensing Forms
Payments Tracking
Placement Management
Reporting
Respite Credits Tracking
Treatment Management

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Grant Management

Compliance Management
Contract Management
Grant Application Management
Grant Award Tracking
Grant Opportunity Search
Self-Registration

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Patient Case Management

Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

Stakeholder Relationship Management

Community Investment Tracking
Stakeholder Assessment
Stakeholder Commitments Management
Stakeholder Complaint Management
Stakeholder Consultation Tracking
Stakeholder Engagement
Stakeholder Grievance Management
Stakeholder Information Management
Stakeholder Issues Management
Stakeholder Mapping

Product Features

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Alternatives

Sumac Reviews

Sumac

Societ

Alternatives

ACMA Engage Reviews

ACMA Engage

Accreditation Council for Medical Affairs (ACMA)
PracticePanther Law Practice Software Reviews

PracticePanther Law Practice Software

PracticePanther Legal Software
Phyzii Pharma Reviews

Phyzii Pharma

Cirrius Technology
Salesdoor Reviews

Salesdoor

Copilot Provider Support Services
DejaOffice CRM Reviews

DejaOffice CRM

CompanionLink Software
RxPulse Software Reviews

RxPulse Software

Pharmaceutical Data Services
NewOrg Reviews

NewOrg

NewOrg Management System