Skip to Content
Nonprofit case management software client record shown on a desktop

Better Manage Your Day as a Service Provider

Case Manager Home Page

Service Providers plan out their limited time with a single view of upcoming client meetings, tasks, or incidents that are in need of immediate attention.

Client Snapshot

Get up to speed on a client quickly by viewing key information such as their picture, pronouns, preferred name, critical alerts like allergies and more.

Client Search

Find a specific client by searching on partial information like their first name, last name, nickname, birthdate or client ID.

Case Notes

Create a note from a template that prompts you on what information you have to capture, save it as a draft, and tag it with specific topics.

A case plan powered by Salesforce for a constituent shown on a desktop

Deliver Personalized Client Support

Relationship Management

Provide the best holistic support by understanding how clients, and their family members, are engaging with the organization and its programs.

Case Plans

Create a personalized service plan with just a few clicks. Choose the best next steps for where a client is in their journey and manage their progress.

Incident Reporting

Keep incidents like missed appointments or important changes front and center so you’re always up to date on who may made need a little extra attention.


Determine your client’s baseline status when they enter your program and visualize how their circumstances change over time by using assessments.

Nonprofit case management software of a client's view on a mobile phone

Give Clients Agency in Their Case Plans

Client Experience

Create a customizable mobile-friendly portal for clients to view information relevant to just their journey – anytime, anywhere.

Tasks and Action Items

Allow clients to view any upcoming tasks and action items, upload associated documents and update statuses.

Communication Tools

Give clients an easy way to communicate with their case managers in between meetings with them.

Intake form for a constituent into the case management module shown on a desktop

Create Efficiencies in Program Management

HIPAA Compliant

U.S.-based organizations ensure client data is kept safe and compliant with regulations.

Intake and Referrals

Reduce the time to enroll a client into a program by streamling intake with templates that differ by program or easily refer them to another organization.

Services and Attendance Tracking

Save manual data entry when setting up recurring services for groups or individuals, track attendance, and view how services connect across all programs.

Analytics and Reporting

Make data-driven decisions about staffing and program impact easily by visualizing outcomes and identifying trends and share with funders.

Build a Complete Program Management Solution

Nonprofit Cloud enables organizations to measure and manage their programs more effectively to amplify program impact.

Empowering Individuals, Families, and Communities on One Platform

OC United logo with staff members
We love how customizable Salesforce is but that it also allows for standardization. Previously case managers worked in silos with no transparency or consistency. Now there are standards on how our case managers create service plans and capture information.”

Renae Dupuis
Director of Trauma and Whole-Person Care

Learn More See All Nonprofit Stories

Additional Support Services

No Matter Where You’re at on Your Journey

  • Community

    Trailblazer Community

    Engage with an online community to get answers, share your expertise, build skills, and network.

    Visit the Community
  • Alliances

    Salesforce Partners

    Find Salesforce certified consultants that specialize in serving the nonprofit community.

    Learn More
  • Resource


    Find solutions that extend your CRM capabilities to include peer to peer giving, ticketing, and more.

    Learn More
A trailblazer wearing a hoodie standing next to Astro wearing a trailblazer hoodie

Amplify Program Impact

Nonprofit Cloud Case Management is purpose-built to help service providers deliver personalized services to clients and give them access to their own case plans so they can make progress towards their goals, anytime.

Watch Demo Get in Touch