The All-In-One Cloud Nonprofit Platform
Nonprofit
Service and Case Management
Keep clients on track towards their goals, delivering benefits efficiently and keeping track of where clients need support.
Who does Case Management help?
A case manager helps to comprehend their clients and their journey, enabling them to guide them towards success. The Case Manager plans, coordinates, monitors, and evaluates services provided to a client.
Nonprofit teams now have their own “EASY” button!
Case Management is not for your nonprofit if you:
- Do not provide long-term, hands-on support that is provided to help a specific individual or family work toward an outcome or goal
- Do not want the ability to see the client’s data readily
- You want to keep your data scattered in different legacy systems
- Do not want to serve your clients properly
- Continue using outdated technology tools
- Do not want to take data-driven decision-making
- Withhold technology from teams, forcing them to do manual tasks and reducing time for exciting work
How we built this solution?
KindX, a user-friendly nonprofit system built on the Salesforce platform, streamlines program delivery and case management, saving time by efficiently tracking clients' goals and support needs.
+
Salesforce
nonprofit cloud
+
Custom reports, dashboards,
and configurations
to enhance user-friendliness
and simplify adoption
=
KindX care plan
to support your
ongoing success
on your journey
Service and Case
Management Solution
Over 50,000+ nonprofits use Salesforce!
How using Case Management can help you?
Track Attendance/
Units Delivered
Create Case Plans from the templates to save time
Case Manager Collects
Feedback from Participants
Report Impact to Stakeholders
Dashboards and Reports
Case Manager Tracks
Progress and keeps clients in check
Assign Clients to the case manager
Streamline YOUR Intake Process
Get clients the right support quickly with a guided flow from referral to intake to enrollment
Quickly create a workflow by intake type
Track all the life events
Assign action plans
Record page: Overview
Track as the client progresses towards their goals on the timeline to provide them personalized client experience
Each client have their own unique record
Track all the life events
Real-time line
view of a client’s
Progress
Dynamic Assessments
Quickly fill out assessments about clients and upload supporting files in a
guided workflow
Case Tracking
Ensure that the right people have access to the right information to keep clients on track
Participant profile
Get up to speed on a client with visual tools showing a 360 view of their engagement
Advanced Notes (Interaction Summaries)*
Take client notes and access them chronologically for a clear note history overview.
Complaints (Incidents)*
Monitor unexpected program incidents to ensure that appropriate follow-up actions are taken.
Access your data from anywhere in real-time!
All Solutions
A PLATFORM
LIKE NO OTHER
- AI-Powered Community Relationship Management (CRM)
- Fundraising
- Marketing and Engagement
- Grant Management (inbound)
- Grant Management (outbound)
- Program Management
- Case Management
- Outcomes Measurement
- Operations
- Reporting and Dashboards
- Accounting
- Data Cloud
- Team Communication/Collaboration
Questions?
