Data Driven Results

Exponent Case Management is next generation case management designed for your Human Services agency. Ideal for case workers, program managers, and agency leaders, the application is a fully-featured, customizable solution with intake, assessment, service tracking, case records, outcomes reporting, referral tracking, and more. Built on the Salesforce platform, Exponent Case Management allows you to directly connect your program data to your impact with funder and performance reporting at your fingertips.

Outcomes Management

Real-time dashboards ensure participants are on track to meet goals and program-level outcomes. United Way Bay Area uses ECM to track student behavior change over time, making program adjustments along the way.

A 360 View

Your 360 view promotes efficient best practices at every stage of your program in real-time.

Funder Compliance

Meet complex reporting requirements faster and more easily with our robust reporting tools.

Security & Scalability

Keep your data safe with restricted access and stable infrastructure for all program needs. Benefits of the Salesforce platform include unparalleled security even when sharing data across partner organizations like the Chicago Benchmarking Collaborative.

Workforce Development Module

Pre-configured version of ECM designed to support employment programs and ensure your programs are implemented using best practices and sector-wide standards.

HMIS Module

Human services agencies with homeless programs can now streamline HUD compliance data with the new HMIS Module.

24/7 Mobile Access

Access your date from any mobile device.

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.


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.


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 SystemsStand Alone Case Management SystemsECM
Easy integration with API first platformEasy integration with API first platform
Ecosystem of over 4,000 applications Ecosystem of over 4,000 applications
Pre-built program modulesPre-built program modules
Native mobile appNative mobile app
Fully integrated CRMFully integrated CRM
Easily integrates with OutlookEasily integrates with Outlook
Flexible to fit all programs and organizationsFlexible to fit all programs and organizations
Ability to configure programs internallyAbility to configure programs internally
Low learning curveLow learning curve
Complete and thorough administrator documentationComplete and thorough administrator documentation
Customer supportCustomer support
Industry leading reliable infrastructureIndustry leading reliable infrastructure
Robust real time reportingRobust real time reporting
Easy to use reporting toolEasy to use reporting tool
360 client page360 client page
Expandable to donor managementExpandable to donor management
Expandable to accounting managementExpandable to accounting management
Expandable to volunteer managementExpandable to volunteer management
Service planningService planning
Progress monitoringProgress monitoring
Groups and classesGroups and classes
Outcomes managementOutcomes management
Funder management with billingFunder management with billing
Badge scanningBadge scanning
Learn More About Who We Serve

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Reach out to us and we’ll walk you through how we can help you achieve your mission and make an impact using Salesforce.
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