CharityEngine’s nonprofit CRM includes built-in case management so you can stay organized and focus on what matters most: delivering impactful services to clients and exceptional support to donors.
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Whether addressing donor inquiries, managing client services, or overseeing program delivery, CharityEngine centralizes your case management. Track progress, assign tasks, and ensure every request is resolved efficiently.
Simplify your case management process with tools that automate communication, track activities, and provide actionable insights—empowering your team to work smarter and deliver better results.
Book a DemoKeep donors, clients, and your team informed with automated case notifications. CharityEngine makes it simple to send status updates, ensuring timely communication while saving you time.
Stay on top of every case with tools to track upcoming tasks and completed actions, ensuring nothing falls through the cracks.
Understand the big picture with powerful reporting tools built right into the platform. Use data to evaluate trends, measure outcomes, and refine your strategies for greater impact.
Even without providing services, case management software helps nonprofits handle constituent requests efficiently.
Case management is the process of tracking, organizing, and resolving client or constituent interactions, ensuring efficient handling of requests and services.
Your nonprofit can use case management to manage donor support, client services, or any request requiring structured follow-up and resolution.
Cases represent broader, ongoing issues or interactions that may involve multiple steps or follow-ups, while support requests are specific, individual tasks or inquiries typically resolved in a single step.
If your nonprofit regularly handles support requests or needs a clear way to track service delivery and programs, case management software can help you stay organized and work more efficiently.
Technology can make every part of running a nonprofit easier and more effective. Take advantage of the latest in nonprofit technology to elevate your efforts and see results.