CaseXellence Description

Streamline : Comprehensive case management process and applicant view with one platform.

• Streamline the coordination of knowledge, communications, workflows, and resources to manage caseloads.
• Highly secure and can be deployed on a FedRAMP certified cloud with PCI, NIST and ADA compliance.
• Built-in fraud prevention and identity-proofing integrations.
• Become responsive and agile to satisfy the growing demands of citizens.

Transform : Resolve cases faster with real-time data and tools for collaboration and communication.

• Automate processes for increased productivity.
• Reduce operating costs.
• Automate processes for increased productivity and lower operating costs
• Make data-driven decisions and achieve greater ROI.

Engage:
• Collect customer data, but also understand it with 360-degree views, analytics, and reporting.
• AI/ML based document processing and customer service
• Better citizen engagement & communications.
• Improved service delivery to citizens

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Case Management Software made simple to allow you to focus on your non-profit. 360-degree views of all your cases from a single dashboard. Get rid of your excel documents and access your data anywhere, on any device. InfoFlo will provide you with a system that is fully customized to meet your needs at an affordable cost.
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FAMCare makes case management easier and helps improve the outcomes for your clients. FAMCare automates casework with flexible workflow tools and queued to-do lists, so nobody falls through the cracks. For reporting and data analysis, powerful pivot table data reporting makes looking at data easy and fun and makes quarterly and annual reporting simple. Includes modules for workflow, new form creation, billing, portals and much more.
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NewOrg is a robust platform that allows non-profit organizations to integrate information from all areas of their operations. This allows them to better manage clients, volunteers, services, donors, donations and outcome. It also provides the ability to schedule activities, sign-ups, communications, surveys and fundraising activities. NewOrg is a powerful platform that can help you manage your committees, donors, events, and memberships to ensure that your organization runs smoothly.
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CharityTracker Reviews
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Spend less time digging through stacks of papers and more time serving. Your client documents can now be accessible from anywhere. CharityTracker offers more than secure storage—it’s a smart, seamless way to optimize your case management. CharityTracker is simple to implement and cost-effective. You will love the speed at which you can get up-and-running with CharityTracker’s cloud-based, hosted solution. You’ll have CharityTracker’s beautifully-designed interface operational quickly. CharityTracker is a cloud-based, HIPAA compliant software that’s easy to use for nonprofits of all sizes. With no setup fees, hidden fees, or contracts, you can cancel anytime! Our time saving solution provides a secure way to streamline how you manage cases, record case notes & assistance, create reports, collaborate, set goals, measure outcomes, make referrals & prove your impact with change-over-time reports for your funders. We're at work in with thousands of communities! Book a free demo. Pricing starts at just $20/mo. user
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Pricing

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Free Trial:
Yes

Integrations

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Company Details

Company:
Speridian Technologies
Year Founded:
2003
Headquarters:
United States
Website:
casexellence.speridian.com
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Product Details

Platforms
Web-Based
Windows
Mac
Linux
iPhone App
iPad App
Android App
Chromebook
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Training Videos
Customer Support
Live Rep (24/7)
Online Support

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