YOU ARE READY TO GIVE.
WE ARE HERE TO HELP.
Learn more about the people you support. CivicTrack lets you see any type of interaction at a glance – making it easy to understand how and when people are engaging with you (and you with them).
STREAMLINE SERVICE DELIVERY
Send thousands of personalized emails from your database to your contacts with just a few clicks.
ACCESS VALUABLE INSIGHTS
Easily generate reports to see the metrics that help you analyze service delivery, your clients, and staff time spent with each client.
CHOOSING THE BEST SOLUTION TO SUPPORT YOUR MISSION
A centralized database focused on people, not transactions
Detailed client profiles, contact relationship and communication tracking, and document storage help you better manage clients, so nobody falls through the cracks
Access from anywhere for specialists on the go
No more sticky notes and files or emails stuck on a co-worker’s computer. All your data is stored safely in the cloud. Easily search, update, and share your database with teammates from any device.
Your peace of mind
Our solutions meet the global standard of security and privacy - SOC2 Type II.
HAVE QUESTIONS? WE HAVE ANSWERS!
WHAT IF IT’S NOT RIGHT FOR ME?
No problem! Just send an email to our Customer Care and we’ll refund you, no questions asked.
HOW DO I KNOW I NEED A CASE MANAGEMENT SOFTWARE?
Great question! In fact, we’ve created a checklist to make it easier for you to make the right decision.
You have a client base of more than a hundred people
You need to keep track of client interactions (emails, documents, client info, notes)
When the work is long-term
You want to reduce staff time spent with each client
You constantly fall behind, never being able to catch up
Consider implementing Case Management software if your organization answers yes to at least three of these points.
WHAT IS THE DIFFERENCE BETWEEN CRM AND CASE MANAGEMENT SOFTWARE?
CRM focuses on communication automation and bringing your clients and donors back, while Case Management software helps you understand your clients more intimately and improve your workflow so you can give personalized care.
WHY SHOULD I CHOOSE CASE MANAGEMENT SOFTWARE FOR MY ORGANIZATION?
There's no need to streamline when you've got a small client base of less than a hundred people. The more people interact with non-profits, the harder it is to ensure nothing falls through the cracks. Inform the client of case progress, tell about upcoming events and invite people to them.
When you have to process a lot of messages, calls, and documents every day, or when the work is long-term, Case Management software will come in handy.
I have been able to manage a huge caseload myself and stay totally organized. I like that my colleagues can see any file they may need to reference to avoid wasting time and repeating the same actions.
It's easy to create cases in CivicTrack and there is no limit to that. If we need any information regarding any case we simply have to type in the name and the whole case will be in front of us. Any kind of document can be uploaded as evidence and it's simply amazing software.
SIMPLE, AFFORDABLE PRICING
The CivicTrack plan you choose is based on the amount of users.
The more people interact with non-profits, the harder it gets to ensure nothing falls through the cracks. While for-profits can increase prices and fees, nonprofits do not have the same flexibility in cost-cutting as it would mean less accessibility and lower quality of vital community services.
Most nonprofits with a focus on social services or long-term care have two challenges:
Keep the same high level of service as the number of applicants rises
Grow your impact without adding staff or budget
That is why we built CivicTrack - to give small and medium nonprofits like yours involved in social care a leg up.
Matt Yeatman, President of CivicTrack
READY TO MAKE AN IMPACT WITH LESS EFFORT?
Talk to an expert about your needs:
See a demo
Get your questions answered
Discuss your specific goals
Find out about our onboarding services
Prefer to call?
Canada: 1-877-870-8875. We're here from 8:00 AM to 6:00 PM ET