Case management shouldn’t mean juggling five different systems to understand one person. CaseMate brings the whole picture together, so case workers can focus on people, not paperwork.
Case management shouldn’t mean juggling five different systems to understand one person. CaseMate brings the whole picture together, so case workers can focus on people, not paperwork.
NFP Navigator with Nicole Aebi-Moyo – SalesFix For Purpose Practice Lead
The code-based DEX (Data Exchange) system is the Department of Social Services’ approach to grants program reporting between funding agencies and service providers. Without a DEX-compatible platform, NFPs can spend… Continue reading CaseMate Feature Spotlight: Automatic DEX Coding and Easy Reporting With CaseMate
NFP Navigator with Nicole Aebi-Moyo – SalesFix For Purpose Practice Lead
Many Not-For-Profit and advocacy organisations struggle with enquiry processes bogged down by spreadsheets, emails, and long waitlists that delay support for those in need. This Feature Spotlight explores how CaseMate centralises data and automates triage, enabling your team to reduce admin heavy-lifting and focus on tangible, person-focused outcomes.
NFP Navigator with Nicole Aebi-Moyo – SalesFix For Purpose Practice Lead
Welcome to SalesFix NFP Tricky Wiki, an article series from our NFP Salesforce SME Bethany Smith. This month we deep dive into the Fundraising Agent, a game-changer for donor engagement.
Welcome to SalesFix NFP Tricky Wiki, an article series from our NFP Salesforce SME Bethany Smith. This month we deep dive into the Fundraising Agent, a game-changer for donor engagement.
NFP Navigator with Nicole Aebi-Moyo – SalesFix For Purpose Practice Lead
New Case Management Platform Aims to Reduce Case Overload and Nix Long Waitlists.
