16K+ Customers
+40 Countries
The human services software built to serve your mission
We help Nonprofit organizations like yours simplify their operations with a customizable management software that adapts to your unique workflow.
Free consultation and 30-day trial
Trusted by organizations like yours
Case management software for non-profits
Gain a 360-degree view of case management, service delivery, and case history from one complete dashboard. Eliminate operational inefficiencies and customize any workflow to suit your unique Nonprofit organizations.
Get a complete picture of your impact
Track applications, generate reports, and upload participant documents directly into your client database via our online portal.
Access your client data from any device
Forget your complicated Excel sheets. Access your client information from any device.
Centralize all participant communication
Keep track of your participant communication all under one roof. Send and receive text messages and track all phone calls.
Protect your sensitive client data
Rest easy with enterprise-grade safety standards built right in. Ensure GPDR and HIPAA compliance with our secure hosted server.
Build a platform tailored to your needs
Don't settle for rigid tools. We help you build a platform that fits the unique needs of Nonprofit organizations perfectly with no coding required!
Visualize your facility's daily capacity in real-time
Eliminate manual bed tracking with real-time monitoring and automated waitlists to ensure every resident has a safe place to stay.
Design custom forms that match your exact needs
Simplify your intake and reporting using customizable forms, so staff focus on care using our user-friendly interface.
Visualize mission outcomes in a single click
Monitor key metrics instantly to ensure data-driven decision-making and secure vital funding for your organization.
Specialized tool
Built for case managers, not salespeople.
Most Nonprofit CRM Software manages money. InfoFlo manages care. We built a platform specifically for case managers, so you can stop wrestling with data and start focusing on the people you serve.
Empower Your Team
Eliminate paperwork and burnout. Give your case managers the tools to focus on people with streamlined intake and automated caseload tracking.
Measure What Matters
Ditch the spreadsheets. Easily track progress and outcomes to ensure every client receives the personalized care they deserve.
Collaborate Without Friction
Securely share notes and coordinate services across departments to provide a seamless, unified support experience for every client.
Future-Proof Your Mission
Scale your operations confidently with a flexible, secure platform that grows and adapts alongside your organization’s evolving needs.
Features
Robust case management features
All the tools you need to manage your Nonprofit organizations. Manage all your client information, programs, case notes, and more. A comprehensive client database that consolidates your organization's assets.
Workflow Automation
Create custom workflows to automate routine tasks and more.
Roles and Permissions
Configure and assign different user roles for staff and volunteer managers.
Complete Access
Access participant data from any device.
Shelter Management
Create virtual shelter rooms and track service delivery with full participant history.
Donor Management Software
Track donations and easily distribute gift cards between participants.
Program/Class Management
Create and manage programs/classes and track program participant data.
Custom Notifications
Create customize Email and SMS notification to get reminders.
Real-time Reporting Tools
Track outcomes and identify operational efficiencies, while maintaining HIPAA compliance via custom reports.
Case Intake Forms & Notes
Enter case notes, intake forms, documents, and participant data, and more.
Custom Fields & Data Management
Create unlimited custom fields and manage your data, all in one place.
Relationship Management
Set up any type of relationship links between family members.
Goals and Outomes
Set goals and outcomes for a client and keep track of them.
Referral Tracking
Track all outgoing referrals made per client.
Customizable Forms
Build custom forms with workflow automation, conditional logic, and more.
See it in action
Watch a quick demo to see how we turn messy paperwork into organized impact.
Your sensitive data
always fully protected.
Feel secure knowing your private participant data is stored on a private Hosted Server designed for complete security and strict HIPAA compliance.
Who we serve
Empowering human service organizations to deliver specialized care, streamline case management, and transform lives.
Reentry Programs
All the necessary tools for non-profits assisting incarcerated individuals to successfully transition back into society, all in one place.
Human Services
Get the necessary Human Services Software needed to provide your clients all the services, referrals, and programs they need.
Youth & Social Services
Empower social services providers to deliver programs that help youth reach their full potential.
Family Support
We help your organization serve families with all the tools and programs they need to succeed.
Domestic Violence Support
Tools for organizations that work with domestic violence victims, including shelter management.
Homelessness Support
Allow your non-profit to assist with participant intake, assessment forms, and bed/shelter management.
Let's get started!
Sign up now or send us questions about our case management software solutions
FAQ
Frequently asked questions
Find answers to your questions, and don't hesitate to Contact us if you couldn't find what you're looking for.
How is InfoFlo different from other tools?
InfoFlo is a dedicated Human Services Software, and unlike standard CRM softwares and other nonprofit CRM software designed for fundraising or sales, InfoFlo focus on case outcomes and client care, not sales funnels.
Is my data really safe?
Absolutely. We prioritize security to ensure strict HIPAA compliance for all your records. Your data is hosted in a secure U.S. data center.
Is it hard to switch from Excel?
Not at all. Our user-friendly interface makes it easy to migrate your client information and case notes directly into the platform so you can get started immediately.
Is training and support included?
Yes initial training of your custom system and on going support is included in your monthly cost.
Can I customize the platform for my specific program?
Yes. Whether you need shelter management or youth services tools, our customizable forms and workflows let you adapt the software to your exact needs without needing a developer.
What change request are free?
Minor updates such as changing a field names, adding static fields, adding/changing company logo, updating a simple button placement or color are all included and not chargeable. Also any bugs in the system will also be fixed free of charge.
What change request are billable?
Complex change requests such as workflow modifications, adding new custom reports or updating exisiting report with fields across different tables, adding views, changing current system business logic are chargeable at $199 per hour.
How can I get support?
Either open a ticket on our support portal https://support.infoflosolutions.com/support/tickets/new Or call us at 1-855-InfoFlo
Why choose us over generic Nonprofit CRM Software?
Unlike standard Nonprofit CRM Software, our Social Work Case Management Software is built for case managers, not salespeople. We make your nonprofit work easier! Give us a try and see it for yourself!