Alternatives to InfoFlo

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.

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.

Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.

Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love. With over 100,000 companies spread across 179 countries, sales teams are drawn in by an easy-to-use CRM with a simple yet powerful design that prioritizes ease of use above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with a CRM software that is both agile and powerful. Some Pipedrive top features: · Visual sales pipeline: See your entire sales process at a glance. Update deals by dragging and dropping them into place. Customize it to match your sales cycle. · Team collaboration: Collaborate on deals and activities with colleagues. Share updates on sales operations and wins. · Reporting and dashboards: Get detailed reporting on sales and key activities. Track progress against goals in your dashboard. · Activity reminders: Schedule reminders for all your sales activities. Stay on top of all your deals. Never miss a follow-up. · Segment leads: Filter, categorize, segment and sort leads to create targeted lists for personalized communications.

Act! is the leading provider of all-in-one CRM and Marketing Automation solutions that empower small and midsize businesses to market better, sell more, and create customers for life. Act! Premium accommodates all the unique ways you work, not the other way around, and adapts to any business or industry. Act! Premium is available both on-premises (Act! Premium Desktop) and in the cloud (Act! Premium Cloud). Or, you can leverage a hybrid deployment for maximum flexibility! Plus, you’ll never grow out of Act!, because we offer a portfolio of CRM and marketing automation solutions that can fit your needs at any stage.

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.

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.

Sumac Case Management is an all-in-one solution for human & social service organizations. Effortlessly manage client intake, case notes, service delivery, and schedules; track clients, caseworkers, volunteers, and donors; and report on key metrics to report back to funders. HIPAA & PIPEDA Compliant and includes: Top-rated support Case portal - manage clients and cases on the go Built-in mass email Client intake forms Helpline & Referral Tracking Outcome-Based Reporting Need to do more? Add Sumac Donations, Grant Management, Volunteers, and more. Sumac Case Management is perfect if you’re looking for: - case management software for social workers - social work case management software - human services software - social services software - human services case management software - case management software social services - nonprofit case management software - case management software for nonprofits Or if your nonprofit falls into any of these categories: Food Bank, Social Welfare Org, Community Services, Child & Family Services, Shelter, Health Services, Mental Health Org, Hospice

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.

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.

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

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.

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.

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.

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.

Athena Software now offers Social Solutions. Penelope is a cloud-based case management system that helps nonprofits and social service agencies save money, increase efficiency, and produce accurate reports to help them achieve their mission. Penelope offers a comprehensive range of features, including smart forms, reports, referrals and billing, scheduling, billing, collaboration suites, online dashboards, and many more.

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

The Less Annoying CRM is a contact chief that was developed in the beginning of private companies. You can manage your contacts, drives and logbooks, as well as to-do's, from one simple web application. Our product is based on three core standards: simplicity, reasonableness, as well as exceptional client benefit. Clients get a 30-day free trial to test the CRM. Clients can also reach out via email or telephone if they have any questions.

4Degrees offers intelligent tools for deal and relationship management to help your team make the most of their professional networks. Our platform combines the ability to search your network intuitively and easily with automated data entry and intelligent alarms to ensure that you never miss a chance to make a deal or build a relationship. 4Degrees can help you unleash the power of your network! Our CRM software is used in the following common scenarios: Venture Capital Private Equity - Mergers & acquisitions (M&A). - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow and due diligence

AI can help you create amazing experiences. It can be difficult to design and deliver the perfect customer experience. Adobe Sensei makes it easy with AI and machine learning. It helps you create effortlessly, make informed choices, and target marketing to achieve better results. See our new video to learn more about Adobe Sensei.

KaleidaCare, a web-based software for foster care and social service management and tracking, is available online. KaleidaCare Solutions was specifically designed to provide the best long-term and short term value for mental health and social services agencies. It allows them to seamlessly track client admissions, manage client treatment, and administer programs and services. KaleidaCare is affordable and easy to use. It allows social service agencies to create reports, manage billing, receive notifications, store and sign documents electronically in the office and at home using any Internet-based device.

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.

CaseFlow®, helps you make sure that no one falls through the cracks. Never miss appointments or target dates. If you need to alert outside agencies, be sure to do so. Find out what's next for each case. You can upload new case information using an iPad or smartphone. Just because you're in the field, it doesn't mean that you should neglect paperwork. Snap a photo, jot details, move on. Case workers feel at the top of their game, reminded about next steps, and able to access any case data at a minute's notice - keeping professional. Automated features reduce the time they spend on documentation. For security and ease of recovery, your data is always encrypted. Role-based access allows everyone to have the information they need. Reporting tools that allow you to be proactive rather than reactive! Keep up-to-date with what's going on and make informed decisions about where you should focus your attention. Built for case management in health and human services.

extendedReach is a web-based case management software that assists Child and Family Social Service Agencies to deliver consistent, efficient, and effective services. ExtendedReach allows you to type information once and will automatically fill documents and web forms. It can also generate billing, send emails, create charts and more. You can access extendedReach via any web browser or extendedReach mobile application, from anywhere with an Internet connection. extendedReach automatically calculates due dates and assists with appointment scheduling. It also integrates with your personal calendar. Signatures are an inevitable part of life but can be difficult to collect. extendedReach seamlessly integrates the signature process into your agency's workflow. It is likely that you want to "paperless", but what do you do with all that paper? The Scanner Inbox is the answer. It's loved by our customers! After all the meetings, documents written, signatures collected you want to know if all that hard work is paying off.

You can use your existing contacts database in Excel spreadsheet or CSV format and let the system store them securely for any future work. You can apply filters to your contacts and create segments by country, company position, or any other custom field. You can also save segments for future campaigns. Select your target segment and create your first automated email sequence using behavioral and time-based triggers. Include snippets to make it sound natural. Track the performance of your campaigns with Reports. You can turn leads into opportunities or close deals by turning opportunities into opportunities. Platformax is an inside-sales CRM that was built on over 40 years of sales experience by our co-founders. It is a modular sales platform that optimizes all aspects of your sales process. This includes prospecting, lead nurturing, opportunities tracking, sales fulfillment, order delivery, and after-sales support.

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.

BSI CRM gives you a 360-degree view of your customers - from any department and at every touchpoint. You will love its modular design, open technology, and high configuration. It has been praised by experts and customers alike for its flexibility and has won CRM awards. Happy users are the best reward for us. CRM is something we love and have been doing for nearly 25 years. BSI CRM is now in its 16th generation thanks to its cutting-edge platform, innovative product development, and its cutting-edge platform. We are the right partner if your company has complex requirements, which are common in large corporations. We have a wide range of interfaces and a large ecosystem. Our experience is reflected in our attractive total cost-of-ownership (TCO) numbers. BSI CRM adapts to your business processes and IT environment, regardless of whether you are B2B or B2C.

CaseWorthy provides advanced case management, client management and participation tracking software for Health and Human Service (HHS), organizations that serve the nation's most vulnerable people and communities. CaseWorthy is easy to use and can be customized to meet the needs of each organization. It transforms data into actionable information that teams can use to improve their services. The platform offers automated workflows, rule and eligibility management tools, as well business intelligence dashboards.

Do you want a simple, secure, and affordable way to take notes about the people you work with. You do, of course! Notehouse was created because of this. The platform's familiar interface makes it easy to use and is quick to learn. Lauren's non-techie mom approved! Our focus is on searchable, sortable and easy-to-read narrative notes so you can keep track conversations, meetings, appointments, and other details with all your people. Our narrative platform lets you share information across teams, so you can see who took what note and when. Our sidebar keeps important information front and center, and sticky notes don't fall off! Our customizable tag-based system allows you to choose what information you want to track. This makes it easy to sort cases for analysis and reporting. Two-sided encryption models, HIPAA compliant databases servers, periodic security audits, and many other measures are used to protect your information and keep it private and secure for you and your team.

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.

ClientTether is a franchise CRM for sales automation that was built by franchisors to facilitate franchising. Our automated tools for contacting, texting, emailing, quoting and online review requests ensure that your FranDev teams and franchisees never miss a lead or nurture prospects from the beginning to the end of their customer journey. Our sales engagement platform features powerful and simple-to-use communication, digital signing, estimation tools, multilocation top-down reporting (for royalties calculations etc. Chat bots, reputation management and online scheduling are just a few of the many features available. Your FranDev or franchisees can visualize their pipelines, potential at risk, and to do lists in one screen. You can build your entire franchise development process, send FDDs and get digital signatures, as well as manage franchisee communications, onboarding, and onboarding all from one place. Our dashboards make it easy to manage Zee performance. We also offer unparalleled support and onboarding!

Researchers from the University of Kansas School of Social Welfare conducted a study to assess ECAP's effectiveness in improving outcomes for children, families, and their families. The results of ECAP placements compared to those without ECAP were compared in the pre/post study. Here is a summary of the study's results. To determine how certain characteristics impact placement stability, the researchers also looked at over 22,000 previous placement records. ECAP's algorithms were modified to reflect this new information, and to make them even more effective. FCT is involved in ongoing research projects that help us understand the relationship between placement matching, better outcomes for children/families, and better placement matches. Our Research Advisory Board consults with domain experts to improve our predictive analytics to reduce trauma for children and families throughout the country through the use ECAP.

We offer an online live walkthrough of VSTracking for you and your team. Victim Service Tracking Software makes it easier to focus on what really matters, which is being an effective victim advocate. It's affordable and won't break your budget. It eliminates the need for cumbersome manual systems such as copying data from paper forms into Excel spreadsheets and databases. Instead, you can collect, sort, organize, search, locate, and update all your data faster than ever before. VSTracking™, an annual subscription, is affordable based on the population in your jurisdiction. VSTracking employs 2048-bit security, and is FIPS, HIPAA, and CJIS compliant.

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.

mCase, a cloud-based solution that is unique and configurable, makes case management easier and faster. It allows staff to support clients in the office or out in the field using mobile devices and the internet. It also provides a simple-to-use, powerful case management solution. mCase supports every stage of the case management process, including intakes, assessments and service planning. It also measures outcomes and helps to close cases. You will find a simple-to-use, comprehensive solution that allows you to do your job while spending less time at your computer. You can access robust reporting, analysis, and dashboards to ensure process compliance and efficient resource allocation. The mCase platform is low-code/no-code and allows you to adapt to changing business environments. It dramatically reduces development costs and speeds up app delivery.

A powerful CRM that allows you to track all your showroom visits, vehicle sales, vehicle sales, loans and payment schedules. For a month, quarter, or half-year, set sales targets for your company revenue. Track, monitor and set sales targets for your bank and business sales staff members. Monitor and manage the sales performance of both your business as well as your sales team. To increase account openings, you can view the status of each follow up and prioritize leads. To sell more quickly, prioritize each follow-up and see its condition.

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.

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.

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.

Technology for Social Change. We can transform the relationship between your nonprofit and data to improve programs, increase impact, and create a better environment for you to do so. Salesforce consultants are experts in whole agency solutions for human service, philanthropy and education organizations. Social service agencies face a heavy administrative burden. You will need to provide results data to multiple funders. This is often done through disconnected funder databases that don’t allow you to track and analyze your results. Our solutions can be used across your agency, linking all your data and giving you the tools to analyze your impact on programs, fundraising, operations, and more. Exponent Case Management is a fully-featured, integrated case management system that leverages our experience in building custom solutions for human service agencies.

Keep your entire team connected, no matter where they may be. There is no software to install, it is 100% web-based and responsive for all devices. You decide who gets what access. Victim services and campus police can collaborate if you're a college campus. Partner organizations can also have access to your victim services and campus police records if you collaborate with them. You can work from anywhere you are. You can run reports, check client records, and update while you are on the move. Everyone is connected in real time. You can be at work or on your mobile phone or tablet. There is nothing to install on your laptop or computer. Go to the website that has been set up for your convenience. You can use a smartphone, tablet, computer, or laptop. Screens can be automatically resized. Built for victim services for non-profit and police agencies. For college campuses, a separate version is also available. All aspects of client cases can be tracked. Although the main system was intended for victim services, it has been extended to other populations.

Persimmony's cloud-based suite solutions were developed in close collaboration with industry experts. They offer Case Management, Time Study and Contract Management, QRIS and Intake/ Client Portals, a full suite communications tools, 700+ customizable forms and reports, and a complete suite of communications tools. All of this can be accessed through a single sign-on interface. Persimmony's solutions integrate with Federal Financial Participation methods from the first line. This allows government agencies to receive significant Federal reimbursements for existing activities.

Simple Sales Tracking, a web-based CRM software that tracks, analyzes and forecasts individual and team sales pipelines and contacts, is web-based. Simple Sales Tracking was developed out of a need in our sales team. We tried many crm sales tools back in 2005, but each one proved too complicated, difficult to learn or expensive. All your important files should be kept together so that they are easily accessible to your entire team. You can also link the files to your Sales and Contacts so that you can quickly retrieve them. Keep track of all your to-dos. Fully featured task management system, which is also integrated into the Contact and Lead Management features. Any important email message you send to your personal email address will be automatically stored in the system. A link will also be created between two email addresses that are identified as matching any of your Sales or Contacts emails.

Neon CCM provides secure, cloud-based solutions to track client information, outcome reporting, as well as other services. You can spend more time serving people and less time pulling data. Better data insights and data security. Our team will work closely with you to create a system that meets your needs and fulfills your mission. This will allow you to focus on the people you serve. Our project management team will provide personalized support and help to create, export, and organize unlimited custom reports. You can track it and report on it if you want. Use unlimited custom user groups to keep sensitive information secure and accessible only to those who have permission. No additional charges to add users or contacts as your company grows. Organizations that handle sensitive medical information can opt for HIPAA compliance.

Karani helps you to stay organized, track your finances and improve relationships. Karani makes it easy to keep track of your finances. Karani lets you add or import gifts and pledges so that you can always track your funding. Relationships are the key to fundraising. Use Karani to keep track of all the interactions, calls, thank-you's, letters, and asks you've had. Spend less time trying to figure out what you should do next. Karani is the perfect place to keep your fundraising tasks. Say goodbye to messy paper lists. Store the contact details of your donors, prospects and anyone else who is important to your fundraising. Karani is a cloud-based service, so you can access your information from anywhere with an internet connection. Karani's support team is comprised of former fundraisers, who have experienced the joy, pain, and difficulty of fundraising. We know how fundraising works and we understand Karani.

Teknovate CRM is the best Indian and International B2B and B2C sales and marketing software. It helps in synchronizing customer communication between business departments. It serves as your personal lead manager. It will capture your leads from all sources, send an intro mail/SMS to the lead, and remind you of all your activities. You can manage multiple departments within an organization, including Sales, Marketing, Projects and Tasks, as well as potential other teams. Our personalized task reminder dashboard will remind you to follow up on any follow-up. Automated Assign leads to the right salesperson based upon product/service. Manage it effectively. Our marketing automation system will reduce the time it takes to follow up and auto-follow up. Your employees will perform better if you reduce their tasks. Automated, targeted and constant follow-up can increase leads conversion rate. Our BI Reporting Dashboard gives you the most advanced reports and live data.

#1 Custom CRM Software for Business. Automate Sales, Marketing, and Service to Boost Your Growth Automated sales force tools to track, monitor, and manage your pipeline. Increase your sales efficiency by closing more customers. Marketing automation platform to convert leads into sales using email, campaigns, and more. Customer service platform for ticket management. Automate the sale and lease of real property assets intelligently by utilizing site visits, reservations bookings, and possession. Equipment downtime and cost reduction can be achieved while improving team productivity through enterprise facilities and asset management. Dealership Management System (DMS), simplifies automotive inventory, marketing, sales, and service management. Automate the asset lifecycle from procurement, inventory tracking, transfers and maintenance to retirement. Smart analytics allow you to manage customers efficiently with profiling, loyalty and trend analysis.

OnePageCRM is the first action-oriented sales CRM. It allows small and medium-sized businesses to take control of their sales. Main features: - Next Action Sales: Every lead generated is action - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chat