Case Management: Empowering Your Mission

Streamline Client Journeys, Maximize Impact

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.

 

GET A DEMO TRY FREE
Untitled design (38)
POWERFUL FEATURES

Transforming Case Management with Powerful Tools

Our key features are designed to empower your organization, streamline operations, and enhance client outcomes—all while staying aligned with your mission.

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.

Program Tracking: A Complete View of Client Engagement

Track Multiple Programs with Ease

  • Monitor program intake, milestones, outcomes, and graduation dates in one interface.

  • Automate updates to keep staff and stakeholders informed.

Enhanced Service Delivery

  • Ensure no client is left behind with real-time insights into their progress across programs.

 

Schedule a Demo Today →
Untitled design (46)
Untitled design (47)

Custom Fields: Tailor Data Points to Your Needs

Easily Add Custom Data Points

  • Create additional properties such as emergency contacts, military status, or parole information with a few clicks.

  • Choose from flexible field types like text, dropdowns, dates, or multi-select options to fit your needs.

Organize and Integrate Seamlessly

  • Group custom fields into views for streamlined access during client interactions.

  • Ensure every data point you track is relevant and actionable for your programs.

LET'S CHAT LEAR MORE
Untapped Solutions stands out by offering:

Why Choose Us for Case Management?

  • Ease of Use:

  • Client-Centered Design:

  • Mission Alignment

  • Affordability

  • Comprehensive Features:

  • Dedicated 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.

LEARN MORE LET'S CHAT

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.

LEARN MORE LET'S CHAT

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.

LEARN MORE LET'S CHAT

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.

LEARN MORE LET'S CHAT

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.

Transform Your Case Management Today

Schedule a Demo Today →