Client Intake
Digital intake forms and eligibility screening that create records automatically.
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Case Management · Intake · Outcomes
CRM for Social Services
Give caseworkers a single view of every client. We implement Salesforce and Zoho CRM for social services agencies to streamline intake, case management, referrals and outcome reporting.
What you get
- A 360° view of every client
- Faster intake and less paperwork
- Funder-ready outcome reporting
- Secure, compliant data handling
- Caseworkers focused on people, not admin
Capabilities
How we deliver
Case Management
Track cases, plans, notes and service delivery in one secure place.
Referrals & Partners
Coordinate referrals across programs and partner agencies.
Outcome Reporting
Dashboards for funders, government reporting and program impact.
Privacy & Security
Role-based access and audit trails to protect sensitive client data.
Client Portals
Self-service portals for appointments, documents and updates.
Ready to get started?
Book a 30-minute consultation and we will map this capability to your systems, team and goals.
Book a 30-Minute Consultation