It's no longer good enough to make the case that we're addressing real needs. We need to prove that we're making a real difference.

Why Your Organization Needs Case Management Software

The donors we solicit, the people we serve, and the challenges we aim to solve are too important just to assume we’re making an impact. High-performing organizations go beyond good intentions, go beyond the mission statement, and prove they’re making an impact.

CaseMGR allows you to use data to answer the questions:

  • Are we doing the actions we set out to do, at every level of our organization?
  • Are we having the impact we think we’re having in our community?
  • Are we truly serving the people that we set out to support?
  • How can we improve and increase the impact we’re making?

CaseMGR does more than simply collect data, it allows you to connect your “Why” to the work that you do every day, across every level of your organization.

Align Your Organization Behind Your Data

Using CaseMGR’s software, your organization’s data becomes easily accessible from the top-down and the bottom-up.

  • Case managers can use automated tools to easily complete and report on their work
  • Grant writers can use your data and CaseMGR’s reporting to simplify applying for funding
  • Your board and leadership can get a snapshot of the impact you’re having
  • Funding organizations can use your data to validate the impact you’re having

What CaseMGR’s Software Can Do For Your Organization

Streamline your data entry

CaseMGR consists of three primary functions: data entry, communication, and reporting. The health of your database is dependent on users entering clean, consistent, and organized data. We’ll help you enhance your user experience and reduce friction by streamlining data entry.

Build and Automate Strategic Reports and Dashboards

Reporting is the most valuable feature of your CaseMGR database, allowing you to turn form and field data into visual information and knowledge that you can then take action on. Reports are the catalyst for insight and improvements, and ultimately the growth of your organization.

Easily implement recurring data quality processes

The overall health of your database is dependent on high-quality data. We’ll help you add recurring data quality review processes to your CaseMGR software management plan that ensures rich and complete data across the entire database. This allows you to save time on reporting, increase report accuracy, and enhance trust in your data.

Claim Your Free Six-Step Guide to Choosing the Right Software Tools for Your Non-Profit

Choosing the right software tools for your non-profit can be difficult, but it’s important. We’ve been there before, which is why we created this free six-step guide that is GUARANTEED simplify the software selection process for you.

Why CaseMGR Is Special

CaseMGR Bridge: Receive Outside Referrals

Participants can be referred directly to your organization through a secure online form, saving time, data entry, and improving communication.

CaseMGR Design: DIY Customization Tool

A built-in customization tool that allows organizations to quickly adapt to changes in reporting requirements.

CaseMGR Engage: Text Communication and Form Completion

Communicate with, and gather information directly from participants and other stakeholders through the software using our text messaging functionality.

Manage Your Caseload

Optimize your time by assessing and managing your team's caseload.

CaseMGR Achieve: Streamlined Reporting

A streamlined, easy-to-use reporting tool that includes tables and graphs to help visualize your community reach and impact.

Track Participant Activities and Assessments

Case managers can easily automate their day by submitting, updating, and viewing participant forms and communication.

Our mission is to bring value to non-profit organizations that serve others, allowing them to easily track their data and show their impact to donors, funders, their board, and staff.

The Benefits of Using CaseMGR’s Software

  1. Scalability: Serving both large and small non-profits, CaseMGR’s software is able to scale and grow with your organization.
  2. Flexibility: CaseMGR’s plans are adaptable and can meet your changing needs without a significant increase in cost.
  3. Simplicity: Our software was designed with users in mind, using best practices in UX/UI design, allowing your team and organization to get up and running in no time.
  4. Tech Support & Training: Our experts are here to provide a customized setup process, training for your staff, and ongoing support to ensure your organization is successful in implementing these tools.
  5. Contracts that Fit Your Needs: We offer flexible contractual terms and payment terms that work for your organization’s budget, including both monthly and annual payment plans.

Claim Your Free Six-Step Guide to Choosing the Right Software Tools for Your Non-Profit

Choosing the right software tools for your non-profit can be difficult, but it’s important. We’ve been there before, which is why we created this free six-step guide that is GUARANTEED simplify the software selection process for you.

Our “Why”

Why We Created CaseMGR

We created CaseMGR Solutions with the goal of dispelling the myth that technology needs to be expensive, cumbersome, and hard to use. We are a multi-talented team with a combined 60 years of non-profit, case management, and government technology experience.

We appreciate organizations that value their communities and are passionate about leveraging technology to help our partners maximize productivity and more effectively engage those whom they serve.

Success Stories

CaseMGR has been an excellent tool for our agency, programming and staff. It is a user-friendly database system that allows for robust data collection. This case management tool was specifically designed to meet our needs as a non-profit and has helped boost our productivity and provide the information we need when we need it.

Fabian Ortega

Deputy Executive Director
Servicios de la Raza

CaseMGR provided a seamless and easy to case management system tailored to meet our needs.

Cheryl Cook

Executive Director
The Rock Foundation

It was easy to implement and use. Our staff loves the ability to send and receive texts in the system.

Micah Espinoza

Executive Director
WAGEES Western Slope

The CaseMGR team made getting started with CaseMGR quick and easy, we appreciate the streamlined, easy to use system and the flexible payment terms. We would recommend CaseMGR to other organizations supporting their communities.

Arturo

Gang Expert, President/CEO
Youth Empowerment San Diego

Claim Your Free Six-Step Guide to Choosing the Right Software Tools for Your Non-Profit

Choosing the right software tools for your non-profit can be difficult, but it’s important. We’ve been there before, which is why we created this free six-step guide that is GUARANTEED simplify the software selection process for you.

Implement and take action

The last and most important component of “getting the most” from your data is the implementation of identified next actions.

Databases, forms, spreadsheets, and notepads full of data are useless unless they are used to “act.” Data informs and data empowers, but data cannot change the world, save a life, coordinate volunteers, raise more funds for your mission, or lead staff. Data is a tool and any tool needs an operator to take action.

Implementation of next actions is informed by your application of data to a real-life situation. Data is valuable if it is used to act. Taking action and implementing changes, improvements, or learning is the ultimate positive outcome of non-profit data management.

CaseMGR gives your organization the tools and support needed to implement sound data practices and then take action!

Non-Profit Software Implementation Best Practices

We’re Here to Help You Build A Solid Foundation

  • Develop an ROI Statement
    Whether formally or informally, it is important to develop some kind of “return on investment” (ROI) statement for your software purchase. This ROI statement can validate your decision to purchase the software solution.
  • Build Top to Bottom Buy-In
    Non-profit software implementation projects require fully invested people in order to be successful. Being “bought-in” means that someone has a clear urgency to be involved, invested, and engaged in the implementation process.
  • Define Project Roles and Responsibilities
    Defining your project roles and responsibilities is pretty straightforward. Your organization needs specific people assigned to specific tasks to generate internal organizational urgency and nurture the process to its final conclusion.

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