Client & Case Management

Less time with data, more time with people.

Whether you’re a nonprofit servicing children, survivors, mentors, animals, the homeless, or the elderly, CiviCore Client & Case Management is both affordable and highly customizable to meet your organization’s unique needs. We work with you to provide continued upgrades and improvements over time. With secure, cloud-based systems, you can efficiently manage, track, and report on clients and cases so you have more time to work towards your mission.

 

Features Include:

Tailored systems for your specific needs. First and foremost, we seek to understand your mission and ensure that our systems adapt to your needs. If what you see doesn’t fit, let’s talk about it.

Custom levels of secure access. We’ll work with you to provide security profiles based on user roles, programs, or other custom criteria to ensure the utmost in data privacy and protection.

Intuitive dashboards and alerts. Your team will stay on top of client and case activity with automated system alerts and user-created reminders.

Reduce administrative overhead. CiviCore saves you time by cutting down on manual data entry, automating routine tasks, ensuring timely follow-up, and collecting and sharing the right client data with the right people.

Simplify search and reporting. Your staff will save time reporting on clients, providing outcomes to funders, and expanding your influence with our user-friendly search and reporting capabilities. You can easily export information to use for mail merges, mass emails, or further data analysis.

Tailored systems for your specific needs.
First and foremost, we seek to understand your mission and ensure that our systems adapt to your needs. If what you see doesn’t fit, let’s talk about it.

Custom levels of secure access. We’ll work with you to provide security profiles based on user roles, programs, or other custom criteria to ensure the utmost in data privacy and protection.

Intuitive dashboards and alerts. Your team will stay on top of client and case activity with automated system alerts and user-created reminders.

Reduce administrative overhead. CiviCore saves you time by cutting down on manual data entry, automating routine tasks, ensuring timely follow-up, and collecting and sharing the right client data with the right people.

Simplify search and reporting. Your staff will save time reporting on clients, providing outcomes to funders, and expanding your influence with our user-friendly search and reporting capabilities. You can easily export information to use for mail merges, mass emails, or further data analysis.

Easy Reporting and Reliable Support

Analyze outcomes with reports that both align with regulatory requirements and are easy to create, share, modify, and automate.

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

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

We help you

help others.