Top Case Management/Human Services / Program Management Software for Nonprofits in 2022
There are many Case Management / Human Services software out there and it can be hard to find the right software for your organization. Nonprofits having their own specific workflows for their programs makes it even more difficult to choose the right system. In this blog we will discuss what are the factors to consider and which are the best platforms that you should definitely consider.
Ability to Customize: When it comes to programs, every nonprofit has its specific workflows optimized for their impact. An ideal solution will be highly customizable so it can adapt to your workflows and should be easy and affordable to customize.
Fully Integrated: Look for a system where your Client Intake, Scheduling, Tracking of touchpoints, Services, Communications and Reporting happens in one system. This helps you save time and with all your data in one place you are able to generate powerful insights and make informed decisions.
Cloud Based, Mobile Friendly System: A cloud based and mobile friendly system will ensure that you are able to enter your data from anywhere be it working from home or working out of office with the community. This has definitely become even more important since the pandemic.
Ready for Scale: Organizations grow and needs evolve over time, your system should be supporting and empowering your growth and not become a bottleneck. You should be able to set-up new programs, update existing program workflows without having to pay thousands of dollars to get a consultant to customize.
Ease of Use: In an attempt to cover a variety of workflows systems end up making the interface extremely complicated and unintuitive. An ideal system will be easy to use, easy to manage and should simplify your workflows and save you time.
With these factors in mind we looked at the top options in this category and found these to be the best systems:
LiveImpact is a great option for nonprofits of all sizes. It's modern and easy to use and super fast. It enhances your data quality and gives you the ability to interact with your data for quick and powerful insights. Organizations that have moved from Salesforce and Social Solutions to LiveImpact have become more successful and are very happy with its features and support and it reflects on their high ratings on G2.
LiveImpact’s advantage over Salesforce and Social Solutions
Built specifically for nonprofits with years of experience and best practices built-in to help you streamline your workflows and maximize your impact.
Highly customizable and can support a variety of workflows.
With its modern and intuitive interface, LiveImpact is super easy to use and helps you accomplish complex tasks with just a few clicks.
You do not need a consultant or spend thousands of dollars to customize the platform.
LiveImpact does a thorough onboarding and handholds you through the process and makes the transition seamless and sets you up for success.
Affordable and honest pricing.
Salesforce is a customer relationship management system (CRM)--a database to keep records of your customers, and track customers through a sales funnel. Like all “management software,” Salesforce orients towards organizing your data and reporting on the information that you enter. It is best suited for large organizations that have the budget and are willing to spend money on engaging consultants to customize Salesforce for them.
Salesforce’s pricing is based on the number of administrators (in addition to some other factors). The per administrator pricing schema makes it quite expensive to provide administrative access to large teams or networks, which can limit the effectiveness of the database, as only certain people can update contact information, add notes, from a meeting, or create a new contact.
Social Solutions ETO
Social Solutions used to be the software of choice some years back and has the ability to customize. With Apricot under the umbrella, they now have tiered offerings and cover most of the requirements on Case Management.
But in recent times the users have found the interface is dated and makes it very difficult for them to accomplish even the smallest of tasks. You also have to engage consultants to customize and implement the solution which can push your costs further especially if you want a custom solution.