At Untapped Solutions, we know that effective case management is the backbone of impactful organizations. Our all-in-one CRM equips nonprofits and government agencies with the tools they need to manage client data, track progress, and measure outcomes seamlessly. Unlike generic CRMs, Untapped Solutions is mission-aligned, built by professionals with a deep understanding of nonprofit and client-focused needs.
Our client and patient portals provide intuitive tools to improve engagement and deliver meaningful outcomes
Centralized Client Profiles
Access all client information in one secure place, from intake forms to case notes and progress reports.View a complete history of interactions, services provided, and milestones achieved.
Customizable Workflows
Design workflows tailored to your organization’s unique processes.Automate repetitive tasks like scheduling follow-ups or generating reports.
Progress & Program Tracking
Monitor client outcomes with real-time data.Use dashboards to measure the effectiveness of programs and identify areas for improvement.
Secure Data Management
Protect sensitive client information with industry-standard encryption and access controls.Ensure compliance with data privacy regulations.
Collaborative Tools
Enable staff to collaborate effectively with shared case notes and task assignments.Facilitate seamless communication across teams.
Integrated Client Portal
Provide clients with self-service access to their information, resources, and progress updates.Reduce staff workload by empowering clients to engage directly with their plans and available programs.
Workforce Development Tools
Equip clients with access to job opportunities, training programs, and career resources.Track employment outcomes and support long-term success.
Streamlined Referral Management
Facilitate effortless referrals within your organization or with external partners. Track referral outcomes to ensure clients receive the resources they need.Strengthen collaboration across teams and partner networks for comprehensive client care.
Proudly collaborating with organizations that drive meaningful impact through our case management tools.
Client Journey Tracking: A Holistic View of Client Progress
Activity Insights at Every Step
Track client actions like registration, job referrals, service applications, and more through a detailed activity log.
Real-Time Updates
Monitor client journeys with live updates, ensuring staff and stakeholders remain informed.
Automatically log key activities like job searches, service referrals, and program completions.
Future Enhancements
Advanced analytics and customizable journey paths are coming soon, enabling deeper insights and more tailored support.
We understand that many nonprofits and agencies don’t have dedicated IT teams, so our CRM is designed to be user-friendly and intuitive. With minimal training, your staff can confidently manage workflows, ensuring more time is spent on mission-critical tasks rather than troubleshooting complex systems.
Our platform prioritizes the needs of your clients by offering tools like self-service portals and real-time progress tracking. These features empower clients to take ownership of their journeys while streamlining communication and reducing staff workload.
Developed by professionals with extensive nonprofit experience, Untapped Solutions is built to tackle the specific challenges nonprofits face. Our tools are tailored to align with your mission, ensuring every feature helps you serve your community better.
We know budgets can be tight, so our scalable pricing ensures organizations of all sizes can access powerful tools without stretching their resources. Whether you're a grassroots nonprofit or a large government agency, our plans grow with you.
With tools for managing clients, tracking programs, creating custom fields, and generating actionable reports, our all-in-one platform eliminates the need for multiple systems. Everything you need is at your fingertips.
From onboarding to everyday use, our support team is here to ensure you get the most out of your CRM. We’re committed to your success, offering guidance and solutions tailored to your organization’s needs.
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