Client and Case Management

Save time, manage client data, and tell your story.

Designed to meet your organization’s unique needs.

Our secure, cloud-based software is custom-configured to meet your organization’s unique needs. CiviCore’s Client and Case Management Software is your tool for efficiently managing, tracking, and reporting on clients and cases, so that you can spend time where you’re most effective: changing lives through your mission.

Features Include:

Custom levels of security access to accommodate different user groups, providing restricted views based on things like a user’s role and program. CiviCore will work with your team to create the security profiles that are right for you.

Easy-to-use, flexible search / reporting capabilities give your staff the ability to retrieve information out of the database to report on clients, provide outcomes to funders, and expand your influence. Easily export information into Microsoft Excel to do mail merges, mass emailing, or conduct further analysis of the data.

Easy-to-use dashboards and alerts allow you and your team to stay current on client and case activity. System alerts and user created “reminders” notify you and other staff to follow up on specific clients or tasks.

Collaborate and share information through the cloud. Upload and store documents on any form in the system associated with each client, organization, contact, or other record in the system.

Custom levels of security access to accommodate different user groups, providing restricted views based on things like a user's role and program. CiviCore will work with your team to create the security profiles that are right for you.

Easy-to-use search and reporting capabilities give your staff flexibility to retrieve information out of the database to report on clients, provide outcomes to funders,and other purposes. Easily export information into Microsoft Excel to do mail merges, mass emailing, or conduct further analysis of the data.

Create "reminders" and alerts that notify you and other staff to follow up on specific clients or tasks.

Upload and store documents associated with each client, organization, contact, or other record in the system.

CiviCore’s client and case management software is developed on a multi-tenant application architecture. The benefit of this architecture structure is that it allows for highly-tailored software and provides opportunities for continued upgrades and improvements over time.

Learn more about CiviCore’s Youth Services Software.

Affordable, Excellent Reporting and Support and Training

Analyze outcomes with reports you can create, save, share, and modify. The software’s reporting and search capabilities are easy-to-use, viewed on screen, and can be exported into Excel or displayed as charts and graphs.

Receive support and training from CiviCore’s dedicated support staff. Responses are guaranteed within one business day.

Keep your system cost-effective; the CiviCore Client and Case Management software allows an unlimited number of system users and records.

Easy-to-use Client and case management software for managing,
tracking, and reporting on your services

CiviCore’s Client and Case Management Software is designed to organize your information so you can focus on increasing your organization’s impact and measuring your outcomes. Our cloud-based software provides the tools you need to track and share information for better collaboration, analyze data to help you grow and improve your programs, ensure compliance, and communicate your value to funders.

CiviCore partners with you to implement software with your unique needs in mind. As a result, your system is tailored specifically to your organization to provide you with everything that you need and nothing that you don’t. This includes functionality such as client information management, client status management, case management, classes and trainings, support groups, inbound and outbound referrals, and everything in between.

Let us help you

help others