Non-Profit Case Management

The Clever CRM allows organisations to track and manage interactions with constituents via case management.

A wide range of organisations - human services, legislative, and educational - use the Clever CRM for case management.

You can use CiviCRM to manage single interactions - such as recording the results of a phone conversation with a constituent. You can also use it to track a complex sequence of interactions or communications. For example, your organisation may have a specific workflow and timeline for assisting constituents in enrolling in a programme. This workflow might operate along a specific timeline and be disseminated among your entire staff. CiviCRM allows you to define the steps in that process - an intake form, a phone call, a face-to-face meeting - and assign those tasks to the appropriate staff. The resulting case is then recorded in the constituent’s profile for future reference.

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