Alternatives to Exponent Case Management

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

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.

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.

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.

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.

QUALO is an adaptable cloud-based software platform designed to tackle prevalent data output and visualization challenges in the areas of behavioral health, community health, and healthcare. The system's primary goal is to offer valuable insights without overwhelming stakeholders, including clients, staff, administrators, and funders. QUALO combines data collection tools with customized evidence-based practice supports, ensuring the precise capture of pertinent information at the right moment. Additionally, it incorporates specialized care coordination features tailored explicitly for the requirements of human service providers. One of QUALO's key strengths lies in its seamless integration capability with various systems, notably electronic health records (EHRs). Acting as a singular data entry point, it works to enhance the limitations often inherent in EHRs' data output and visualization. Moreover, QUALO's mobile-friendly design enables universal access across different devices, thereby streamlining the entire data collection process for enhanced efficiency.

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.

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.

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.

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.

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.

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.

Notehouse is a lightweight, secure, cloud-based system built for organizations that rely on narrative documentation. The platform delivers a streamlined environment for recording and retrieving human-services and client interaction notes without the overhead of a full CRM or case-management suite. The core architecture centers on fast, structured narrative entries with full authorship attribution, timestamps, and robust search and filtering capabilities. A minimal UI ensures low friction for users while maintaining consistent data integrity across teams. Custom tagging and persistent notes enable flexible categorization and operational tracking without introducing schema complexity. Data protection is engineered into the platform from the ground up. Notehouse uses two-sided encryption, HIPAA-compliant infrastructure, isolated database environments, and regular third-party security audits to maintain strict privacy standards and safeguard sensitive information. Designed for reliability and ease of adoption, Notehouse offers a focused alternative to feature-heavy CRMs—prioritizing speed, clarity, and secure data handling for teams that need dependable narrative documentation at scale.

SureImpact is an intuitive case management software designed for social services that assists organizations in tracking and reporting outcomes, assessing participant needs, and showcasing their social contributions. Tailored specifically for organizations dedicated to social good and their funding partners, SureImpact empowers users to enhance client results, boost staff productivity, and improve overall organizational performance. By measuring activities and outcomes effectively, nonprofits can convey their impact more clearly to stakeholders. Additionally, government agencies can refine grantee programs and services to ensure more efficient governance, while funders acquire valuable insights into the effectiveness of their grantmaking efforts and establish connections within the social sector. Collaboratives also reap the benefits of shared measurement and analysis of outcomes, fostering connections among all members through streamlined data sharing. With features such as real-time data analysis, automated data collection, and the capability to scale impact, SureImpact positions itself as a vital tool for those looking to maximize their social influence. Overall, this software not only enhances operational efficiency but also strengthens the overarching mission of social betterment.

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.

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.

Community CareLink was designed by healthcare professionals specifically for healthcare professionals, aiming to enhance the operational efficiency of People Serving Organizations globally. With a focus on user-friendly design and exceptional customer support, Community CareLink is tailored to meet the unique needs of your organization. It enables you to boost productivity, conserve time, and elevate the standard of care provided. Access a wealth of data to substantiate your achievements, while ensuring compliance with the constantly evolving regulations imposed by funding bodies. Safely share client information without the risk of data breaches, and arrange real-time appointments at partner agencies for your clients. Monitor your available beds and evaluate the effectiveness of your programs as they happen. Generate customized reports that cater to your organization's specific requirements. Transition your entire organization to a secure, cloud-based platform, and create a comprehensive record of referrals flowing both in and out of your system. By utilizing Community CareLink, you can foster better collaboration and communication among service providers, ultimately enhancing client outcomes and community support.

TraxSolutions® offers a comprehensive SaaS platform that serves over 100,000 users across more than 20 nations, monitoring more than 20 million participants. This all-in-one software for participant tracking empowers organizations to maintain precise records, assess the effectiveness of their programs, analyze results, manage cases effectively, and make informed, evidence-based choices. By utilizing such a robust solution, users can enhance their operational efficiency and achieve better outcomes for their initiatives.

Sparkrock has been helping social benefit organizations use technology for over 15 years to improve the quality life of the people, families and communities they serve. We offer software for non-profits, human service organizations, and K12 school boards. Our services include payroll, finance, workforce management, payroll, and employee scheduling software. Our all-in-one solution, built on the Microsoft platform, is seamless and integrated for a seamless experience. Our software reduces administrative burden and reduces risk from multiple disparate systems. It also makes it easy to create the reporting required for government and funders. Sparkrock is driven by the impact our customers have on the world. This drives us to come to work every morning. Our team is passionate about helping our customers become heroes for those they serve.

Harker is tackling the issue of homelessness through innovative data solutions. We are developing an AI-driven, all-in-one CRM and Case Management system specifically for homelessness organizations, focusing on measuring social impact instead of profit. Our platform simplifies the processes of data collection, outcome monitoring, and impact reporting with a user-friendly interface that complements, rather than hinders, the daily operations of charities. This allows charity personnel to devote more time to assisting those in need, rather than being tied to their computers. In the UK, charities addressing homelessness encounter numerous obstacles in efficiently managing their data, leading to an annual loss of £35 million attributed to ineffective software. Many organizations are burdened by clunky enterprise systems that were poorly adapted for their needs, hindering their ability to input and retrieve essential data necessary for showcasing their effectiveness to funders and for providing adequate support to service users. By enhancing their data capabilities, charities can better fulfill their missions and create a greater impact in their communities.

Sara is a comprehensive platform designed for client communication and workflow management, serving as a central hub for state, federal, nonprofit, vocational rehabilitation, workforce development, veterans affairs, criminal justice, and health and human services agencies. By streamlining administrative tasks, automating client follow-ups, and enhancing compliance, it integrates seamlessly with existing case management systems. The platform simplifies routine operations such as two-way texting and email, scheduling appointments and sending reminders, creating automated case notes, capturing documents along with e-signatures, conducting surveys, and facilitating HIPAA-compliant video conferencing. Furthermore, it meticulously records and syncs communications to the agency’s official system, supports an unlimited number of messaging templates and workflows, and is customizable to fulfill specific compliance and program needs. As a result, agencies can efficiently scale their operations while ensuring consistent engagement with their caseloads, ultimately leading to improved service delivery. This adaptability allows agencies to meet the evolving demands of their respective fields effectively.

OneAdvanced Care Business Management is an integrated software solution built for care organisations operating at scale. It brings together care delivery, workforce coordination, payroll, and invoicing into one unified platform. By automating complex processes, the system significantly reduces manual administration. Organisations gain complete visibility across multiple locations and care services through a single source of truth. Care Business Management supports a wide range of care models, from residential and domiciliary care to supported living and complex care. Built-in intelligence helps leaders make informed operational and financial decisions. The platform enables proactive planning and improves accuracy across core functions. It is designed to support organic growth as well as mergers and acquisitions. Teams are empowered with tools that improve efficiency and confidence in daily operations. Care Business Management helps care providers deliver consistent, high-quality care while maintaining financial control.

Your agency can undergo significant transformation by implementing engagement systems that enhance interactions with clients and stakeholders while empowering caseworkers. Diona's solutions are designed to assist Health and Human Services agencies in better serving individuals, all while enhancing the collaboration and workflow of their employees to achieve improved social outcomes. With these advancements, new possibilities for efficiency, insight, and collaboration are readily available to everyone involved. In summary, Diona's offerings consist of commercial off-the-shelf (COTS) solutions for social program engagement, integrating devices like smartphones and tablets with agency case management and eligibility systems, ultimately streamlining processes and fostering better service delivery. This integration is crucial for modernizing the way agencies interact with the communities they serve.

Having clear, precise, and well-structured data is essential for comprehending clients and facilitating significant transformations. Traverse is a cloud-enabled, commercially available document management system tailored specifically for human services organizations, focusing on document and forms management along with mobility solutions. Leveraging the robust infrastructure of Amazon Web Services (AWS), Traverse ensures comprehensive security, reliable disaster recovery, and consistent uptime. For an organization to achieve maximum impact, it is vital that every team member has access to the necessary tools that enable them to perform their duties efficiently and effectively each day. By utilizing Traverse, users can gain insight into specific client cases and documents while seamlessly navigating through data across various program areas, ultimately enhancing service delivery. This level of accessibility and organization can significantly improve overall operational effectiveness within the agency.

Manage your information, streamline your workflow, oversee your organization, enhance your decision-making, and disseminate your insights. By utilizing AidHound, you can boost your productivity by 20%. This software as a service (SaaS) solution is specifically crafted to enable organizations to efficiently gather, analyze, and visualize data related to their beneficiaries and operations in a secure manner. Consider your objectives and determine what data is essential to assess your trajectory. Create customized forms and profile sections to gather information about your participants and the activities undertaken by your team. AidHound aggregates all necessary data and transforms it into actionable insights, enabling you to meticulously evaluate your advancement and the influence your organization wields. Regularly assess your progress, formulate clear conclusions, and generate recommendations for implementation within your organization, allowing you to make well-informed choices, implement necessary adjustments, and then revisit the initial steps for continuous improvement. Ultimately, this cyclical process supports sustained growth and effectiveness.

Cúram by Merative is a powerful social program management platform that helps health and human services organizations enhance service delivery and support caseworkers. Designed to address diverse needs such as social assistance, employment services, child welfare, disability management, and public health, the platform offers modular, configurable solutions. With over 25 years of expertise, Cúram streamlines eligibility assessments, benefits administration, and case management, enabling agencies to quickly adapt to evolving policies and regulations. Its user-friendly, person-centered approach improves access to services, while its advanced data model supports informed decision-making and better outcomes for communities.

Our innovative care management platform, iplanit, is meticulously crafted for personalized digital care support planning. It allows service providers, funders, regulators, and individuals receiving support to access real-time information on support plans, goals, outcomes, activities, incidents, funding reports, and more. This software equips managers with an immediate overview of the ongoing operations within the organization. By utilizing iplanit, care planning not only enhances quality and reduces costs but also ensures regulatory compliance while fostering inclusion for both the individuals supported and their families. Demonstrating the value of the care provided has never been more straightforward. The iplanit community is rapidly expanding, comprising service providers, funders, and individuals supported across the U.K., Ireland, Australia, and New Zealand. Additionally, it empowers individuals receiving support to access their personal plans and care information, while also delivering all stakeholders the necessary evidence of service compliance and impact. This holistic approach improves transparency and strengthens the relationships between care providers and those they serve.

Vertex Case Manager is a cloud-based software solution designed for electronic case management. This innovative platform was specifically developed for organizations that assist individuals with disabilities across community, employment, and residential environments. The system captures data at each phase of a client's journey, from enrollment to discharge. With our dedicated social work case management software, information is collected as clients progress through various programs, ensuring that service time and progress notes can be logged throughout the day. Should any documents be missing or incomplete, the system provides reminders to service providers, aiding in maintaining compliance. Our case management solution aims to deliver a seamless user experience while keeping your agency well-organized and compliant with documentation requirements. The intuitive dashboard allows users to view notifications, record arrival times, and edit client information, all from a centralized location for maximum efficiency. By streamlining these processes, Vertex Case Manager enhances the overall effectiveness of service delivery within your agency.

Access Mosaic represents a comprehensive, cloud-based solution for managing social care cases for both adults and children, offering organizations a unified platform that facilitates case recording, financial oversight, and compliance reporting. This system is engineered to alleviate administrative tasks and enhance outcomes by steering practitioners through organized workflows that adhere to legal standards while also permitting customization to suit local practices. Key features include essential modules for social care case management, mobile access tailored for field workers, a provider portal for collaboration with third-party services, and the capability to view real-time health data, which merges records from general practitioners, hospitals, and outpatient services. This integration allows practitioners to make well-informed, holistic choices regarding care pathways. Widely trusted by various UK councils, Mosaic not only interfaces smoothly with other health and social care systems but also fosters multi-agency collaboration, ensuring a cohesive understanding of individual needs. By streamlining care delivery, the system effectively minimizes paperwork and redundancy, ultimately leading to improved efficiency and better care outcomes for those it serves.

Plinth serves as an AI-driven platform focused on enhancing community impact by assisting charities, local authorities, and funders in the delivery, management, and assessment of social influence through a cohesive system. By consolidating various tools like grant management, case management, bookings, payments, and impact analysis, it allows organizations to move away from disjointed spreadsheets and isolated systems towards a seamless operational workflow. This platform empowers funders to optimize the grant allocation process using AI-enhanced due diligence, scoring of applications, and tracking of pipelines in real-time, while also automating report generation and outcome analysis on a larger scale. Community organizations benefit from features that facilitate monitoring client journeys, documenting AI-assisted case notes, managing referrals, coordinating volunteer efforts, and overseeing event bookings and financial transactions. Plinth effectively unites all relevant stakeholders—including funders, partners, teams, and service users—into a collaborative environment that promotes instant data sharing, teamwork, and transparency. Furthermore, this interconnected approach fosters a holistic perspective on community impact, ensuring that all parties can contribute effectively to shared goals.

Circe serves as a comprehensive and highly adaptable cloud platform for overseeing human services. It stands out as the most cost-effective, scalable, and versatile case management solution available for various services and programs. Regardless of the type of services your agency offers, Circe enhances the efficiency of case and workflow management, allowing you to dedicate more time to your clients. This innovative platform was designed by service providers specifically for the needs of other service providers, ensuring it meets real-world demands effectively. With Circe, agencies can expect a transformational approach to managing their operations.

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.

Introducing your virtual ally for institutional philanthropy fundraising, designed to streamline your efforts and enhance your outreach. It offers personalized lists of potential prospects tailored specifically for your needs and highlights valuable connections along with contact information to facilitate introductions. The assistant also provides guidance on suggested donation amounts for both new and existing supporters. With insights into industry trends, funding sources, and peer activities, it equips you with strategic knowledge. You can create smart, actionable prospect lists that are instantly curated to match your requirements. Utilize sophisticated metrics to determine which prospects merit further investigation, allowing you to identify funders who have a history of supporting organizations similar to yours. All necessary data for evaluating, nurturing, and soliciting prospects is conveniently centralized in one location. Collaborative tools enable your team to research and manage prospects effectively while accessing information regarding funders’ alignment with your mission, their giving capacity, and existing relationships. Furthermore, you can explore how your staff, board members, and current funders can facilitate warm introductions. The platform also unlocks professional email addresses and LinkedIn profiles associated with potential funders, enhancing your networking capabilities. This comprehensive support system is designed to elevate your fundraising strategy and maximize your chances of success.

BasicFunder provides a cost-effective and trustworthy solution for nonprofits to generate funds, monitor contributions, and nurture relationships with their donors. Developed by Jellyway Corporation, this platform boasts a comprehensive array of functionalities that streamline the fundraising process. Nonprofits can choose between two versions of BasicFunder: BasicFunder Premier and BasicFunder Lite, each tailored to meet different organizational needs. With its user-friendly interface, BasicFunder ensures that organizations can focus more on their mission rather than the complexities of fundraising.

Through a variety of direct solutions, training initiatives, and engaging events, CAP60 has positively impacted hundreds of nonprofit organizations. Leveraging technology, we empower organizations, regardless of their size or mission, to effect meaningful change in their communities. Our team at CAP60 has developed a robust and cohesive data management system that prioritizes user-friendliness and maximizes efficiency across the agency. Our web-based platform facilitates access for families to participate in a range of programs, from LIHEAP to Employment Assistance, provided by local and state Community Action Programs. With CAP60, agencies can seamlessly integrate and align their programs with ROMA Next Gen goals, allowing for effective outcome tracking across all initiatives. Additionally, we generate comprehensive unduplicated client reports and overall demographic data for the entire agency. CAP60 also simplifies processes with automated data collection, utility payment management, and detailed reporting, all presented within an intuitive user interface that enhances overall user experience. By choosing CAP60, organizations can not only streamline their operations but also enhance their impact on the communities they serve.

Streamline : Comprehensive case management process and applicant view with one platform. • Streamline the coordination of knowledge, communications, workflows, and resources to manage caseloads. • Highly secure and can be deployed on a FedRAMP certified cloud with PCI, NIST and ADA compliance. • Built-in fraud prevention and identity-proofing integrations. • Become responsive and agile to satisfy the growing demands of citizens. Transform : Resolve cases faster with real-time data and tools for collaboration and communication. • Automate processes for increased productivity. • Reduce operating costs. • Automate processes for increased productivity and lower operating costs • Make data-driven decisions and achieve greater ROI. Engage: • Collect customer data, but also understand it with 360-degree views, analytics, and reporting. • AI/ML based document processing and customer service • Better citizen engagement & communications. • Improved service delivery to citizens

Software to enable those who do good. The leading "no code” lifecycle management software helps you streamline administration, increase visibility, and improve outcome reporting. Enquire gives you the power to do good more. It provides an end-to-end solution that supports grant applicants and suppliers, financial management, performance reporting, and contract and financial management. Easy-to-use online software connects your team, clients, and external partners to allow everyone to collaborate and engage. You can dramatically streamline administration to save time and money while allowing you to concentrate on your mission. Transparency and accuracy in reporting across all your programs.

Every day, across 43 different countries, we demonstrate to our clients the importance of collaboration. Case management is inherently a collaborative endeavor. It involves bringing together various elements into a cohesive process through cooperation. This entails evaluating needs, strategizing, organizing, and enabling the provision of support and services. It focuses on fulfilling the requirements of both service providers and those who are in need of those services. Alcea CaseTrack offers a fully customizable solution designed to address all aspects of case management. You can monitor intricate interactions while collaborating with all necessary resources, including documentation and the resulting outcomes. Discover how Alcea CaseTrack can enhance your business's collaborative efforts. This applies to both private and governmental organizations in sectors such as healthcare, auditing, legal, and social services, where the teamwork of individuals—ranging from case workers and managers to clients and respondents—creates a complex landscape to navigate. By fostering effective collaboration, we can transform case management into a more streamlined and efficient process.

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.

Be the best agency in your field. This is the solution to growing your agency, improving client satisfaction, and centralizing your records. Ensure compliance with all regulations and audits. Quicker, more accurate billing and better quality control. FieldWorker can be used to make your team's day easier. The features that will help your team succeed. Invite your team, create client information and contacts, track time and schedules, and you're good to go! We have a package that will suit your needs, whether you are starting with just a few clients or a large company. FieldWorker provides reminders, automates processes and generates state-mandated documents. This can lead to cost savings, P&L impact, happy customers, and empowered workers. Automating repetitive, manual tasks will make your day easier. Automated time-tracking and accurate automation can help you avoid inaccurate billing.

Solution Specialties, Inc., an Illinois-based corporation, was established to cater to the informational requirements of justice agencies. Situated in the Chicago metropolitan region, we offer a variety of products and services to both public and private organizations engaged with criminal and juvenile offenders. Our systems are built on extensive firsthand experience across numerous agencies at all levels, coupled with a solid foundation in behavioral sciences and information technology, allowing us to deliver comprehensive solutions that address diverse needs. Our Tracker® system is specifically crafted to meet the requirements of every organizational tier. By automating daily operations, we aim to make data entry a time-saving process rather than a burdensome task. The information gathered can be utilized in various ways, including generating documents, easing new data entry, supporting case planning and casework, providing management information, managing costs, and enabling outcome-based analytics to bolster Evidence-Based Practices, among other applications. This holistic approach ensures that our clients can optimize their operations while focusing on their core mission of serving justice.