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Nonprofit Cloud Case Management
Make sure no client falls through the cracks.
$360 USD/user/year
- Business Need
- Agent Productivity
Scale personalized care to clients on a platform that helps service providers track intake, referrals, clients, services, case plans, notes, incidents, and assessments with Nonprofit Cloud Case Management.
Highlights
Intake and Referrals: Reduce the time and steps needed to enroll a client. Streamline intake with pre-configured templates that differ by program and start delivering services or easily refer them to another organization.
Case Plans: Select commonly used goals and action items or create custom case plans based on a client’s unique needs. Track what’s complete and what’s still outstanding.
Case Notes: Create a note from a preconfigured template that differs by program, reducing the need to remember required data for each note. Or save it as a draft to come back to later and tag notes with specific topics so they’re easier to find later on.
Provider Details
Salesforce.org
San Francisco, CA
Founded
2001
Website
Pricing Details
$360 USD | £ 292.50 GBP | € 360 EUR | per user / per year
Default Plan
$360 USD/user/year