All Your Operations in One Powerful CRM

 

The future of case management is here: a unified system that not only delivers insightful data but also improves client outcomes and empowers your staff to do their best work. Untapped Solutions’ CRM is designed to streamline your entire operation, from tracking grants and managing reports to monitoring volunteers and donor relationships. Maximize your impact by consolidating all your processes in one comprehensive platform.

  • AI-Driven Efficiency
  • Seamless Client Tracking
  • Centralized Data & Reporting
  • Workforce Integration
  •  Enhanced Collaboration
  • Built for Nonprofits
  •  Customizable to Your Needs
  • Reduce Staff Burnout
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BIG PICTURE

The Future Of Impact Technology Is Here

Built by professionals who understand the unique challenges of nonprofits, and supported by industry leaders like the Robin Hood Foundation, REDF, and Google, our platform is designed to empower your organization to make a bigger impact.

Whether you're managing a mid-sized team or running a large-scale enterprise, our innovative tools streamline your operations, improve client outcomes, and transform how you achieve your mission.

With Untapped Solutions, you can:


  • Turn your data into actionable insights that guide decision-making.
  • Simplify processes like donor management, volunteer coordination, and grant tracking—all in one platform.
  • Focus on your mission while we handle the administrative burdens, freeing your team to do what they do best: make a difference.

    It’s time to elevate your nonprofit’s potential and take your impact to the next level. Let us help you drive real change with technology built for your success.



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Mission Alignment

Rooted in Experience, Driven by Impact

Untapped Solutions was founded by former caseworkers and clients who have experienced firsthand the challenges within social services. Our mission is simple but powerful: to build a platform that addresses the real needs of those working on the front lines of social impact—because we’ve been there too.

Our journey is deeply personal, and that’s what fuels our passion to create tools that genuinely empower organizations to serve their communities better. We understand the complexities of nonprofit work and the need for technology that not only manages data but strengthens the heart of your operations: helping people.

With the backing of major impact leaders like the Robin Hood Foundation, REDF, and Dream.org, our platform aligns perfectly with the mission-driven goals of nonprofits and community organizations. From improving client outcomes to streamlining workflows, Untapped Solutions provides the tools you need to scale your impact without adding more work.

By partnering with Untapped Solutions, you're not just adopting a new system—you’re joining a movement to transform how social services are delivered. Together, we can make a lasting, tangible impact where it matters most.

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DETAILS

Client Management: Streamline Your Care, Empower Your Team

Our client management tools are designed to help you focus on what truly matters—serving your clients. Built with input from former caseworkers, our platform streamlines the entire client management process, from intake to outcomes, while allowing you to manage relationships, track progress, and deliver personalized services with ease.

Key Features:

  • Seamless Client Tracking: Keep a comprehensive view of each client’s journey, ensuring nothing falls through the cracks.
  • Automated Referrals & Progress Monitoring: Automate key processes like referrals, client intakes, and progress tracking for better results.
  • Client Communication Tools: Stay connected with clients through integrated communication features that make follow-ups and check-ins simple and organized.

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Coordinate Effectively

Volunteer Management: Engage and Retain Valuable Supporters

Managing volunteers is essential to the success of any nonprofit. Our platform makes it easy to recruit, track, and engage volunteers so that they feel connected to your mission and motivated to continue supporting your organization.


Key Features:

  • Volunteer Tracking & Scheduling: Organize volunteer activities and track hours, availability, and impact all in one place.
  • Communication & Engagement Tools: Keep volunteers informed and engaged with automated reminders, updates, and recognition tools.
  • Impact Reporting: Show volunteers the impact of their contributions with personalized impact reports, enhancing their sense of purpose and commitment.
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Grants & Data Management: Power Your Impact with Smarter Tools

Managing grants, donors, and program data is crucial to sustaining your organization's mission. Our grants and data management features centralize your information, helping you stay compliant, track impact, and streamline reporting so you can focus on making a difference.

Key Features:
  • Grant Tracking and Reporting: Monitor grant progress, deadlines, and outcomes in one place, and easily generate reports for stakeholders.
  • Centralized Donor and Funding Data: Keep track of donors and funding streams with ease, ensuring transparent and accurate records for audits and proposals.
  • Real-Time Impact Insights: Use data to drive decisions by accessing real-time insights on program performance, funding utilization, and client outcomes
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Results
POWERFUL FEATURES

Human + AI + Technology= Impact

All-in-One Relationship Management

Manage donor, volunteer, company, and client relationships seamlessly within one system. Keep your organization connected and coordinated across all fronts, ensuring no opportunity is missed.

Advanced Reporting & Analytics

Leverage AI-driven insights with our advanced reporting tools. Monitor key metrics, measure outcomes, and make data-driven decisions to maximize your organization’s impact.

AI-Enhanced Referral & Intake Automation

Streamline your referral process and automate client intake using AI technology to match clients with the right services efficiently. Save time and reduce manual errors while ensuring optimal support for your clients.

Post Jobs & Access Talent Pools

Easily post job openings and tap into a diverse talent pool of candidates from underserved communities. Empower your hiring process with tools that connect you to motivated, job-ready individuals.

FAQ

Need clarification?

What is a CRM?

A CRM, or Customer Relationship Management system, is a tool that helps organizations manage interactions with clients, donors, volunteers, and other stakeholders. At Untapped Solutions, our CRM is designed specifically for nonprofits and community-based organizations, providing a unified platform to manage relationships, track progress, and streamline operations. With features like AI-powered reporting and automated workflows, our CRM ensures that your organization can focus on making a greater impact.

How does Untapped Solutions CRM benefit my organization?

Untapped Solutions CRM simplifies client management, enhances donor and volunteer engagement, and automates routine tasks. Our AI-driven insights help you make informed decisions, while customizable workflows ensure that the system adapts to your unique needs. Whether you're managing programs, tracking client outcomes, or building relationships, our CRM is designed to support your mission and increase your effectiveness.

Is Untapped Solutions CRM easy to use?

Yes, Untapped Solutions CRM is built with user-friendliness in mind. Our intuitive interface makes it easy for staff at all levels to navigate the system, create reports, and manage tasks. We also provide comprehensive training and support to ensure a smooth transition and ongoing success with the platform.

How does Untapped Solutions CRM enhance client outcomes?

Our CRM uses AI-enhanced referral and intake automation to ensure that clients are matched with the right services quickly and accurately. By providing detailed insights through our reporting tools, you can track client progress and adjust your programs to better meet their needs, ultimately leading to improved outcomes.






Join the Untapped Community Today

Ready to unlock your potential and connect with opportunities that truly make a difference? Become a part of the Untapped Community and start your journey towards a brighter future. Together, we’re building a network of support, empowerment, and success.