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Complete Client/Case Management for Nonprofits - 50,000 users in US/Canada since 2006. HIPAA/PIPEDA compliant. 100% flexible for complex programs + unlimited free support/training. Organize + thrive!
CaseFlow serves any human service, of any size. Our standardized software can be easily tailored to the customer's workflows, consolidating all within a single interface.
The ability to add custom fields and have them appear selectively depending upon group assignments is awesome. It helps to have someone tech-savvy for self-driven customizations.
The only downside for me is the reporting application. I don't find it user-friendly.
It's reporting features are fabulous and I love how much customization they allow. The support we get from NewOrg is amazing.
There's a few features that we feel are missing, in particular re: internal communication platform options and data import.
New Org is completely customizable. The staff was amazing as they helped us implement a system that was perfect for our implementation.
For example if someone moves from homelessness to housed, and our housing status field is updated we loose the historical data that the client was ever homeless.
And the team is very supportive in doing all they can to satisfy our needs. They do not exist to make money, but to provide a good quality service that meets the customer's demands.
Some features such as the Dashboard, seem limited/ aren't as intuitive.
It's very practical for our organization. Users love the ease with which they can access their clients.
Just for the sake of putting something in this box, I'll say set-up. Now, I am not going to mislead you.
I am able to find the documents I have uploaded with ease. I think this is a great investment for our organization.
We have trouble opening and navigating the website from our phones, we only use it on computers.
I can also upload documents such as ms office files, photos and letters. The customer support of CaseFlow is superb.
Sometimes it's difficult to open the app. One time I tried opening it and I cannot see the files I'm looking for.
CaseFlow is wonderful software for our organization.
Sometimes you are not able to create a new tab/title.
NewOrg
Top FeaturesCaseFlow
NewOrg
CaseFlow
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