Are We Right For You?
Workforce Development
Seamless integration with Salesforce means access to key data such as assessment, training, retention, and engagement, all with robust reporting.
Homelessness
Track shelter and transitional housing, as well as provide comprehensive case management services. Track progress toward self-sufficiency over time.
Emergency Services
From the immediate crisis to long-term support, track individual outcomes for your disaster relief, food bank, rapid-rehousing programs, and more.
Child and Family Services
General case management, foster care, after school programs: see a complete participant dashboard and stay focused on providing quality services.
Reentry
Track participants’ assessment, plans, and services from their pre-release reentry plan to post-release services to attaining self-sufficiency.
Senior Services
Track everything you need to do in one place to provide comprehensive services to seniors to help them reduce hospital admissions and age in place.
Community Collaborations
Collaborate across organizations to ensure clients receive complimentary services. Standardize outcomes and indicators, remaining focused on common goals.
Affiliative Networks
Join a network of charitable organizations, clubs, and networks such as United Ways, YMCA, Boys and Girls Clubs.
Features Comparison
Custom Salesforce Case Management Systems | Stand Alone Case Management Systems | ECM | |
Easy integration with API first platform | Easy integration with API first platform | ||
Ecosystem of over 4,000 applications | Ecosystem of over 4,000 applications | ||
Pre-built program accelerators | Pre-built program accelerators | ||
Native mobile app | Native mobile app | ||
Fully integrated CRM | Fully integrated CRM | ||
Easily integrates with Outlook | Easily integrates with Outlook | ||
Flexible to fit all programs and organizations | Flexible to fit all programs and organizations | ||
Ability to configure programs internally | Ability to configure programs internally | ||
Low learning curve | Low learning curve | ||
Complete and thorough administrator documentation | Complete and thorough administrator documentation | ||
Customer support | Customer support | ||
Industry leading reliable infrastructure | Industry leading reliable infrastructure | ||
Robust real time reporting | Robust real time reporting | ||
Easy to use reporting tool | Easy to use reporting tool | ||
360 client page | 360 client page | ||
Expandable to donor management | Expandable to donor management | ||
Expandable to accounting management | Expandable to accounting management | ||
Expandable to volunteer management | Expandable to volunteer management | ||
Referrals | Referrals | ||
Service planning | Service planning | ||
Services | Services | ||
Progress monitoring | Progress monitoring | ||
Groups and classes | Groups and classes | ||
Outcomes management | Outcomes management | ||
Funder management with billing | Funder management with billing | ||
Badge scanning | Badge scanning | ||
See how we help others
Case Study: California Human Development
“ECM helps us capture, analyze, and act on empirical data. The data informs the way that we provide excellent services and helps to secure resources to further our mission.” – Anita Maldonado PhD, Chief Executive Officer, CHD
Reporting: Reduced prep time from 2 weeks to 1 day
Quality Assurance: Monitoring program delivery remotely and automatically saves time and ensures better product
Data: Enhanced visibility into data used to secure a $5 million grant
Get started with a free consultation.
Reach out to us and we’ll walk you through how we can help you achieve your mission and make an impact using Salesforce.
Contact Us
