Gain a Single View of Your Clients, Services, and Programs
Deliver Personalized Client Support
Give Clients Agency in Their Case Plans
Create Efficiencies in Programs and Services
Nonprofit Cloud Case Management Features
Plan Your Day
Better Manage Your Day as a 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.
- Client 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.
Client Support
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.
- Assessments: Determine your client’s baseline status when they enter your program and visualize how their circumstances change over time by using assessments.
Case Plans
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.
Program Management
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.
The Platform
Build a Complete Program Management Solution
Nonprofit Cloud enables organizations to measure and manage their programs more effectively to amplify program impact.
Customer Story: OC United
Empowering Individuals, Families, and Communities on One Platform
“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 DupuisDirector of Trauma and Whole-Person Care
Resources to Help You with Case Management
Additional Support Services
No Matter Where You’re at on Your Journey
Trailblazer Community
Engage with an online community to get answers, share your expertise, build skills, and network.
Salesforce Partners
Find Salesforce certified consultants that specialize in serving the nonprofit community.
AppExchange
Find solutions that extend your CRM capabilities to include peer to peer giving, ticketing, and more.
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.
Case Management FAQs
Have a question? Here are some popular frequently asked questions about case management for nonprofit organizations who deliver services.