Case Management

Welcome to Case Management, reimagined! Built on the Salesforce platform, this next-generation product enables you to track and manage your cases and participants using efficient and streamlined tools.

Case Management offers care plans for organizing services, dynamic questionnaires to streamline intake and referrals, and visuals for seeing participants' relationships and timelines along with tools for recording incidents, creating notes, and tracking participation. Learn more in Case Management Documentation for Nonprofits.