Nonprofit Cloud Case Management

Provide personalized client services

A Single View of Your Clients, Services, and Programs

Nonprofit Cloud Case Management enables service providers to understand exactly where a client is in their journey through an organization’s programs and guide them through next steps. Having programs, services, and clients in a single system helps service providers manage large caseloads while maintaining personalized care, ensuring no one slips through the cracks.

See the Snapshot

Features and Benefits

Start Your Day Off Right

Start Your Day Off Right

The Case Manager Home Page gives service providers a snapshot of upcoming client meetings, tasks, or incidents that are in need of their immediate attention. With lots of demands on their time, this helps service providers plan out their day.

Personalize Case Plans

Personalize Case Plans

Case plans help service providers keep their clients on track. With just a few clicks in the case management tool, service providers can select from commonly used goals and action items or create custom ones unique to their clients’ needs. In a single view, providers can track and understand clients’ progress and what’s still outstanding.

Draft and Tag Case Notes

Draft and Tag Case Notes

Case notes are part of a service provider’s daily operations and Case Management is designed to streamline the process. Service providers can create a note and save it as a draft to finish later or tag notes with specific topics so they’re easy to find in the future.

Intuitively Search for Clients

Intuitively Search for Clients

Service providers can ensure they are updating the right record by searching a refined list of clients. Search by legal or preferred name, client ID, or birth date.

Visualize a Client’s Progress

Visualize a Client’s Progress

With the assessments feature, service providers can determine their client’s baseline status when they enter the program and visualize how their circumstances change over time.

Share Your Impact

Share Your Impact

Case Management leverages the incredible impact reporting tools available on the Salesforce platform. In addition to easily providing reports to funders, program directors and nonprofit leaders can make data-driven decisions based on valuable program feedback. Salesforce.org offers a breadth of tools to enable programs departments to effectively manage and report on their mission.

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