Alternatives to InfoFlo

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results. Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

FAMCare makes case management easier and helps improve the outcomes for your clients. FAMCare automates casework with flexible workflow tools and queued to-do lists, so nobody falls through the cracks. For reporting and data analysis, powerful pivot table data reporting makes looking at data easy and fun and makes quarterly and annual reporting simple. Includes modules for workflow, new form creation, billing, portals and much more.

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.

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.

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

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.

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times! Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases. The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.

Over 25 years ago, one of our founders was working as the IT Director of a large behavioural health and residential services agency in New York. Sensing a need for a better way to track and report on their services, he developed a case management system for his agency. Over time, two other agencies joined in and helped expand the software so that it could serve the needs of virtually any human services agency in the country. Today, Foothold’s team and our software support hundreds of agencies across the nation, in Guam, and in Puerto Rico. With our technology expertise and roots in human services, we continue to empower agencies to focus on their missions.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Sumac is customizable, secure case management software built specifically for nonprofits. From intake to reporting, Sumac helps human and social service organizations streamline operations, deliver high-quality client care, and manage programs efficiently—all in one place. Whether you're serving families, managing a shelter, coordinating volunteers, or running health programs, Sumac adapts to your unique workflows. It offers web-based client intake forms, digital signatures, and a mobile-friendly Case Portal, so staff can access and update client information from anywhere. Sumac’s modular design makes it more than just case management software. You can expand it into a full nonprofit CRM by adding extensions for donations, volunteers, memberships, grant management, and more. It’s scalable, so you only pay for what you need. Built-in email marketing means you can send personalized or bulk communications without relying on external platforms. And with robust, customizable reporting, Sumac helps you track outcomes, satisfy funders, and inform board decisions. Data privacy and security are core features. Sumac is HIPAA & PIPEDA compliant, with encrypted storage, secure hosting, and role-based access control to protect sensitive client data. Best of all, free, top-rated live support is always included, so your team never faces technical challenges alone. Trusted by nonprofits for over 30 years, Sumac empowers organizations to serve clients better, eliminate data silos, and grow their mission with confidence.

Casebook is a provider of configurable software solutions for human services. We acknowledge the unique needs and requirements of each human services organization, be it a social services agency or a community services nonprofit. Our all-encompassing cloud-based solution is meticulously developed to streamline operations throughout the entire process, from intake to reporting. What sets Casebook apart from generic information management software is its tailored approach, specifically catering to the distinct needs of human services professionals. Through close collaboration with industry experts, we have ensured that our platform effectively addresses the critical aspects of data management and daily reporting that you heavily rely on. By choosing Casebook as your trusted companion for human services software, you unlock a platform that goes beyond expectations, enhancing service delivery and reporting while optimizing your organization's overall efficiency. We encourage you to reach out to us today for a deeper understanding of how Casebook can revolutionize your human services operations. Contact us to learn more about our purpose-built platform and our scalable per user pricing options.

Charityproud is a donor management software that allows you to access your information from anywhere and at any time. Charityproud is backed by tech and nonprofit industry professionals. It anticipates your needs and makes it easier to evaluate donors, campaigns, donors, campaigns, events, volunteers, grants, and analytics to increase donor engagement. The staff is ready to provide the personalized service to clients, especially those who are new to the industry. Charityproud can adapt to the needs of any organization, large or small, regardless of whether they have an accounting system. You might be surprised at how much time and effort an online donor management system can reduce if you are still using spreadsheets. Our reporting tools can also help you gain insight. We can help you import your records to ease the transition.

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

Keeping your business contacts and calendar secure and local is simple and affordable with DejaOffice CRM. This CRM is more cost-effective than cloud-based alternatives and can be used even if you're offline. Easy sync with Android and iPhone. Tons of features like mail merge, Outlook integration, project and deals management. For a one-time price you can manage your customer calls, appointments and follow-up tasks quickly and easily on your PC.

Collaborate was developed in partnership with non-profits in order to best serve their case management requirements. Easily handle everything from Intakes and Services to Outcomes and Reporting - with expert guidance and help along the way. Collaborate automates manual processes and digitizes all paper forms. Client Intakes and other elements can be tailored to your organization. Collaborate can store all your documents and pull relevant Case information into them automatically. Electronic Signatures can be collected from clients and service providers, including telehealth forms. Assign Tasks to other Users and assign due dates. Track their due dates using a personal Calendar and receive SMS or email alerts about specific Tasks. You can also see scheduled services on your Calendar.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

PracticePanther, a robust law practice management system that is trusted by thousands of law firms across 35 countries, has been praised for its ability to help firms get more done in fewer hours. PracticePanther combines tools such as communication, billing, CRM, and integrations with top business apps into one platform. Save 50% on your first 2 months by downloading a demo.

Harness the power of remarkable AI experiences. Crafting and providing an exceptional customer journey can be a challenging task. With Adobe Sensei, the complexities are simplified through the use of artificial intelligence and machine learning, enabling effortless creation, informed decision-making, and more effective marketing strategies. Don’t miss our latest video to discover the potential of Adobe Sensei. This tool ensures the fulfillment of digital document promises by facilitating seamless experiences. It also allows for ongoing assessment of campaign effectiveness to refine ad distribution. Captivate your audience with tailored offers, personalized subject lines, and optimal delivery schedules. Moreover, it anticipates customer behavior by analyzing various attributes, distinctions, and conversion factors, ensuring your marketing efforts are both strategic and effective. By leveraging these insights, businesses can enhance their engagement and drive better outcomes.

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

No matter how big or small your company is, our software can help you manage and accelerate your performance. Our secure and scalable case management software can be adapted to meet your clients' needs and empower your agency. PlanStreet's compliance with HIPAA/HITRUST security standards ensures that sensitive data and files are protected. It is time to stop using manual forms and processes. Switch to PlanStreet to automate client engagements, cases, forms, and files. We are confident that PlanStreet can help you and your team plan, execute, track, and monitor work.

The 4Degrees platform provides advanced tools for managing relationships and deals, enabling your team to maximize the potential of your professional connections. By seamlessly integrating an intuitive search function for your team's network with automated data entry and smart alerts, you can ensure that you seize every opportunity to advance relationships and deals. Experience the full potential of your network with 4Degrees and take your professional interactions to new heights! Our CRM software is commonly utilized in various sectors, including: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence, which showcases its versatility and effectiveness across industries.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

KaleidaCare is an online platform designed for the tracking, management, and reporting of social services and foster care. It is specifically engineered to deliver both immediate and enduring benefits to mental health and social service organizations, facilitating the efficient tracking of client admissions, the administration of services, and the management of treatment outcomes. Affordable and user-friendly, KaleidaCare allows social service agencies to effortlessly generate reports, handle billing and deadlines, and receive timely notifications, all while providing the ability to electronically sign and store important documents from any internet-enabled device, whether in the office or at home. Additionally, its comprehensive features empower organizations to enhance their operational efficiency and improve client care delivery significantly.

SAM is case management software for foster care and adoption. With a secure, central online database and powerful toolset to support your mission, you can save your agency and clients time each week. With customized reports and online forms, you can find matches and families quicker. You can view, filter, and sort all available foster families and waiting teens in one central database. You can narrow down placement options by preferences, licensing, special needs, and other criteria. With customized tools, simplify matching, home studies, reporting, and reporting. All family, child, or expectant parent records can be viewed, filtered, and sorted in one place. In just a few clicks, you can create lists of matches and share them with your clients or team.

CaseFlow® ensures that every detail is accounted for, preventing any oversights in your workflow. Keep track of all important deadlines and appointments seamlessly. Receive notifications for follow-ups required by external organizations you rely on. Instantly identify the next steps for any case at hand. Whether you’re using an iPad or smartphone, you can effortlessly upload new case details. Don't let being in the field hinder your paperwork—simply take a photo, note down the essentials, and continue your work. Caseworkers can maintain a sense of control and professionalism, as they are constantly reminded of upcoming tasks and can access case information instantaneously. Automation tools significantly reduce the time spent on documentation, streamlining the process. Your data remains secure, with encryption and backup solutions ensuring easy recovery. Role-specific access guarantees that team members have just the right information they need, eliminating unnecessary clutter. With robust reporting features, you can take a proactive approach to your responsibilities rather than merely reacting to situations as they arise. Stay informed about ongoing developments and make strategic decisions on where to direct your efforts. This system is specifically designed for effective case management in health and human services. With CaseFlow®, you can optimize your workflow and enhance your service delivery.

CaseWorthy is a sophisticated application designed for case management, client oversight, and tracking participation specifically tailored for Health and Human Services (HHS) agencies that cater to the nation's most at-risk populations and communities. With its user-friendly interface and customizable features, CaseWorthy converts data into practical insights that enable teams to improve their service delivery. This platform includes features such as automated workflows, document handling, eligibility assessment tools, and business intelligence dashboards, making it a comprehensive solution for organizations. By streamlining processes and enhancing data accessibility, CaseWorthy empowers HHS organizations to better support those they serve.

Our foster care software is specifically crafted with your needs in consideration. For over two decades, extendedReach has remained the leading choice for intuitive case management software tailored for contemporary social service organizations. With extensive knowledge of the social services landscape, we designed extendedReach to align with your current practices seamlessly. Utilize your established checklists, documents, policies, and workflows, empowering them with technology to boost efficiency by simplifying your processes. Notable features include: - Access information anytime, anywhere - Precise billing solutions - Integrated compliance checklists - Fast signature collection - Custom form creation - Elimination of departmental silos - Transition from cumbersome paperwork to a fully digital environment! Visit our website to explore the full range of features we offer. Additionally, our software is committed to evolving with your organization to better serve your community's needs.

ShareCRM is an all-encompassing CRM platform enhanced by AI that effectively merges marketing, sales, and service functions to foster business expansion. Established in 2011, this platform has gained the trust of companies globally, offering a cohesive business environment that consolidates customer information, facilitates team collaboration, and streamlines operational workflows within a single, adaptable interface. By leveraging this unified approach, organizations can better understand their customers and enhance overall efficiencies.

BSI CRM provides a comprehensive 360° perspective on your customers, accessible at any moment across all departments and interactions. Its modular design, extensive configurability, and open technology make it a standout choice, garnering accolades from both industry experts and satisfied clients. The greatest satisfaction for us comes from the positive feedback of our users, as we have been passionate about CRM solutions for nearly 25 years. Currently in its 16th generation, BSI CRM benefits from advanced platform capabilities and innovative development practices. For organizations with intricate requirements, particularly large enterprises, we are the ideal partner. Our extensive ecosystem and numerous standard interfaces showcase our expertise, reflected in favorable total cost of ownership (TCO) metrics. Regardless of whether you operate in B2B, B2C, or B2B2C sectors, BSI CRM is designed to seamlessly integrate with your business model, workflows, and IT infrastructure, ensuring it aligns with your needs rather than forcing a change. Our commitment to adapting to your unique circumstances sets us apart in the CRM landscape.

Are you looking for an easy, budget-friendly, and safe method to take notes about your colleagues? If so, Notehouse is just what you need! With a user-friendly interface that feels familiar, you'll be navigating the platform effortlessly in just a few minutes—it's even approved by Lauren's non-tech-savvy mom! We prioritize narrative notes that are both searchable and sortable, enabling you to keep a clear record of conversations, meetings, and appointments with your coworkers. Our platform facilitates information sharing across teams, allowing you to see who took each note and when it was recorded. The sidebar highlights essential information, and our sticky notes stay in place without any hassle! Moreover, our customizable tagging system gives you the power to track whatever you deem necessary, simplifying the sorting of cases for reporting and analysis. We employ advanced two-sided encryption, HIPAA-compliant database servers, and regular security audits, among other measures, to guarantee that your information remains private, secure, and accessible only to your team. With Notehouse, managing your notes has never been more efficient and secure!

Utilize your current contacts database, available in either an Excel spreadsheet or CSV format, and allow the system to securely store your contacts for all your upcoming projects. You can apply filters to categorize your contacts by various criteria such as country, company, position, or any personalized field you desire, and even save these segments for future marketing campaigns. Once you've selected your target group, you can initiate your first automated email sequence that incorporates both behavioral and time-based triggers, ensuring that the messages feel genuine with the inclusion of personalized snippets. As your campaigns progress, keep an eye on their effectiveness through comprehensive Reports, which will help you convert leads into opportunities and subsequently turn those opportunities into finalized deals. Platformax is an inside sales CRM that leverages over 40 years of sales expertise from our founders, and it has been developed as a modular sales platform aimed at enhancing every aspect of your sales journey, including prospecting, lead nurturing, opportunity tracking, sales fulfillment, order delivery, and post-sales support. By integrating these functionalities, Platformax not only streamlines your sales process but also empowers you to build stronger relationships with your clients through effective communication and follow-up strategies.

mCase offers a distinctive and fully customizable cloud-based platform designed to enhance the speed and efficiency of case management duties. It empowers staff to assist clients seamlessly both in office settings and in the field through the use of mobile devices and web access, all while delivering a user-friendly yet robust case management system. Covering every facet of the case management life cycle—from intakes and assessments to service planning, outcome measurements, and eventual closure—mCase provides a holistic approach. This comprehensive tool simplifies your work while minimizing the time spent in front of a computer. Additionally, it includes powerful reporting, analysis capabilities, and dashboards that promote adherence to processes and optimal resource distribution. The innovative low code/no code platform offered by mCase adapts to the evolving business landscape, significantly accelerating application delivery and substantially lowering development expenses. By utilizing mCase, organizations can not only streamline their operations but also enhance overall client engagement and satisfaction.

Researchers from the University of Kansas's School of Social Welfare conducted a study to assess the impact of the Enhanced Child Placement (ECAP) program on outcomes for children and families. This pre/post analysis evaluated placements made through ECAP against those made without its assistance. The findings of this research are summarized below. Additionally, the team examined over 22,000 historical placement records to determine how specific characteristics influence placement stability. In light of these findings, ECAP's algorithms were refined to enhance its effectiveness even further. The Family and Child Team (FCT) is engaged in ongoing research projects that aim to deepen our comprehension of how placement matching correlates with improved outcomes for children and families. To ensure continuous improvement, we collaborate with experts from our Research Advisory Board, leveraging predictive analytics to mitigate trauma for children and families nationwide by enhancing the ECAP program. As we progress, our commitment to refining our methods remains unwavering, ensuring that we align with the best practices in child welfare.

CareDirector is a case management system that supports integrated work across health and social care. Its modular design allows organisations to manage their case records, finances, and BI in one system. Users can create configurable dashboards to help them identify trends, track against deadlines, and make real-time decisions. It also includes mobile app-based working that allows users to access relevant information while on the move. It works offline and online so records can be updated even without a mobile signal.

Countbubble is a case management system for human services nonprofits. It provides tools to help nonprofits track and report their work. The Form Builder lets you create data collection forms quickly. Notes Feed: Keep your case notes organized, and easily accessible. Plans allows you to create and manage custom case plans. Work with participants (aka customers) from the Participant Manager screen 5-Export data at any time or use the built-in reports to view summaries or services, outcomes or demographics. countbubble is a *simplified* program that helps nonprofits manage data. It is designed to be simple to use so that you can get up and running quickly without spending many hours in training. countbubble is ideal for agencies that provide multiple services and have a lot of data to manage, report and track. It's also perfect for case management programs with long-term goals and basic needs assistance programs.

Raklet is a membership management software that can help you grow your business. Your audience can be monetized through newsletters, memberships, and other digital tools. Easy import of contacts and creation of custom fields. Automate your messages via different channels. Collect one-off and recurring payments. Automate reminders & invoices. You can be there for your employees wherever they are. Our mobile app for Android and iOS allows you to engage with your members anywhere you are. We can also create a custom mobile app for you. Engage your audience through various channels such as private messages, newsletters, events, and more. Your members will feel more engaged when you create their digital membership cards. Zoom integration is available to track attendees at online events. Raklet's membership management tools allow you to manage your entire organization from one platform.

Transforming the relationship between nonprofits and data is at the heart of our mission for social change. We enhance your organization's effectiveness and broaden its influence through expert Salesforce consulting tailored for human services, philanthropy, and educational institutions. In the realm of social services, agencies often grapple with significant administrative challenges. The demand for clear, data-driven results to satisfy multiple funders can be particularly daunting, especially when navigating disparate databases that hinder effective tracking and analysis. Our comprehensive solutions are designed to unify your data across the entire organization, equipping you with the necessary tools to gauge your impact in various areas, including programs, fundraising, and overall operations. By drawing on our vast experience in creating custom solutions for human services, we proudly offer Exponent Case Management—a robust case management tool complete with advanced workflow capabilities, insightful analytics, and a contemporary interface that allows seamless integration with other systems. This innovative approach not only alleviates administrative burdens but also empowers organizations to focus on their mission more effectively.

Achieve measurable improvements in outcomes with a child welfare information system designed to implement best practices, expand throughout your organization, and provide clear returns on investment. Discover how Noble Child is transforming the delivery of services, compliance standards, accessibility, and data security within the child welfare sector. By ensuring adherence to best practices and optimizing services, you empower your employees with the necessary tools to enhance service quality and achieve superior results. Utilize live reporting dashboards to maintain an overview of performance metrics. Guarantee that your agency remains in continuous compliance through real-time reporting, allowing for swift adjustments when necessary. Provide your entire agency with round-the-clock access to improve service delivery. Safeguard sensitive data while managing access effectively, ensuring that your information is protected and access is limited to authorized personnel only. Empower your organization to not only meet but exceed the standards of child welfare services.

Method:CRM is the #1 rated CRM among QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's real-time sync with Quickbooks, a patented technology, updates customer information, invoices and payments between Method and Quickbooks. Method:CRM offers native integrations to Gmail, Outlook, Mailchimp, and Zapier. You can also connect hundreds of apps through Zapier. All your daily workflows can be managed with one system. Management of the leader Don't waste time entering leads and doing admin work. Instead, let Method:CRM free your sales team to focus on new prospects, nurturing leads, closing deals, and other administrative tasks. Method:CRM makes it easy to streamline your sales process by allowing you to manage all your opportunities, invoices, estimates, and other information in one place. Customization 100% customizable, no code required. Method's drag and drop tools make it easy to create a custom CRM. It can be customized to reflect your business processes and adapt with your company's changing needs.

Ensure your entire team remains linked regardless of their location. There’s no installation required, as it operates entirely on the web and adapts seamlessly to all devices. You control access permissions for each user. For college campuses, collaboration between victim services and campus police is facilitated. Partner organizations can also be granted access, allowing for flexible collaboration. Work from any location that suits you, whether in the office or on the move. Generate reports, review client files, and make updates effortlessly. Everyone stays connected in real-time, whether you're using a desktop, tablet, or smartphone. There’s no need to install software on your devices; simply visit the designated website. The interface adjusts automatically to fit any screen size. While originally designed for victim services, this platform is also suitable for various other organizations, including a specialized version for college campuses. Monitor every detail of client cases effectively, ensuring that all users have the tools they need to provide support and assistance. The system promotes a cohesive working environment that enhances communication and efficiency across all teams involved.

Persimmony offers a comprehensive cloud-based suite of solutions developed in partnership with top industry professionals, featuring Case Management, Time Study, Contract Management, QRIS, Intake/Client Portals, an extensive array of communication tools, and over 700 customizable forms and reports, all accessible via a streamlined single sign-on interface. What sets Persimmony apart is the integration of Federal Financial Participation methodologies from the very beginning, enabling government agencies to secure substantial Federal reimbursements for the services they already provide. By blending expert consulting with intuitive software, Persimmony empowers your organization to enhance client results and boost funding opportunities. These innovative solutions are versatile enough to be effectively utilized across various community service organizations. Additionally, the user-centric design ensures that teams can quickly adapt and make the most of the platform, ultimately driving positive change within their communities.

ASI-Ware is a comprehensive placement management system designed to help users track, oversee, and report essential information concerning children in various residential and foster care settings. By streamlining service documentation, reporting, and data management, ASI-Ware allows foster care caseworkers to dedicate more time to supporting children and their families. This system features a secure, web-based application that ensures user-friendly access through an intuitive executive dashboard. The platform's capabilities not only enhance efficiency but also promote better outcomes for the children in care.

An effective CRM system designed to keep track of all showroom visits, bookings, vehicle transactions, loans, and payment timelines is essential. You can establish revenue-based sales goals for various periods such as monthly, quarterly, or biannually. Additionally, it's possible to set, oversee, and evaluate sales targets for both your enterprise and the members of your banking sales team. This tool allows you to assess and enhance the sales performance of your business and sales personnel alike. You can easily check the status of every follow-up and prioritize leads to expedite the process of opening new accounts. Furthermore, by evaluating the condition of each lead follow-up, you can strategically prioritize efforts to boost sales more efficiently. Ultimately, this CRM empowers you to streamline operations and maximize your sales potential.