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Exponent Case Management

A comprehensive case management, program management, and outcomes management solution for human services agencies.

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Overview

Exponent Case Management (ECM) is a solution built on the Salesforce platform, designed for human services agencies. It provides tools for intake, assessment, service tracking, case records, reporting, and referrals. Being on the Salesforce platform allows it to integrate with a vast ecosystem of other applications and provides a high degree of flexibility and scalability.

✨ Key Features

  • Case Management
  • Program Management
  • Outcomes Management
  • Intake and Assessment
  • Service Tracking
  • Reporting and Dashboards
  • Referral Tracking
  • HMIS Module available

🎯 Key Differentiators

  • Built on the Salesforce platform, offering extreme flexibility and integration capabilities.
  • Access to the extensive Salesforce AppExchange.
  • Combines case management with fundraising and other nonprofit functions.

Unique Value: Leverages the power and flexibility of the Salesforce platform to provide a unified system for all of an organization's activities, from case management to fundraising.

🎯 Use Cases (5)

Workforce Development Homeless Services (HMIS) Family and Child Services Education Philanthropy

✅ Best For

  • Creating a 360-degree view of clients across multiple programs.
  • Leveraging the Salesforce ecosystem for fundraising and volunteer management.
  • Customizing the platform to meet unique program requirements.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Organizations without the resources or desire to manage a Salesforce-based system.

🏆 Alternatives

CaseWorthy Bonterra Apricot Custom-built solutions

Offers unparalleled customization and integration possibilities compared to standalone systems, but may have a steeper learning curve.

💻 Platforms

Web iOS Android

✅ Offline Mode Available

🔌 Integrations

Native Salesforce integrations (thousands of apps)

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ Salesforce Platform Certifications

💰 Pricing

Contact for pricing
Visit Exponent Case Management Website →