We built a new product to help NFPs solve their admin burden and reduce waitlists. Here’s why CaseMate exists and what it can do for your organisation.
If you’ve been around SalesFix for a while, you would know there are a few things that you (an NFP people-focused organisation) and us (an integration partner with a specialty in NFPs) have in common. A passion for helping people, a desire to make work efficient, the skills to solve problems, a mission to contribute to the community…
Over the years of working with NFPs and delivering over 1,000 Salesforce projects, we’ve been paying attention. We’ve taken note of the challenges that come up for you time and time again. We’ve listened to how you would like a case management platform to work for your needs. We’ve researched the compliance and reporting structures you are required to use. And we’ve built a bunch of personalised solutions with your peers, delivered successfully, on time and on budget following thorough discovery periods and extensive customisation.
You're looking for:
- Quality control measures
- Reportable case note information
- Centralised reporting across programs and teams (internal and external, including to government funders through programs like DEX and SCORE)
- Cases based on people, not individual issues
- Built-in conflict and consent checks
- Scalable and modifiable platform that can grow as funds allow
- Enterprise level security across the platform and all your data
- Vast integration capability (Microsoft, G Suite, Xero …)
- AI friendly
- Risk and OHS assessments
- Efficient staff management and rostering
And you want it to:
- Improve client outcomes
- Be delivered quickly – maybe even in as little as 30 days
- Reduce administrative burden with clear workflows and automated reminders
- Decrease your waitlist
- Be your single source of truth
- Work across teams
- Integrate into any other programs you want to keep
- Give you room to grow by managing other aspects of your organisation such as fundraising, volunteer management, campaigns/appeals, event management, marketing, program delivery or outcomes monitoring
CaseMate IS that platform.
We’ve given it the tagline ‘Support simplified’. It’s one platform that can do pretty much everything you need it to right now.
What’s great about it is that it’s sitting inside one of the world’s leading business software providers, Salesforce. That means you get their enterprise-level security. You get the benefits of their expert developer teams in your CaseMate solution. And you have a person-centred case management platform that is supremely reliable, powerful and customisable.
Our NFP specialist Nicole Aebi-Moyo is your go-to for discussions around the suitability of CaseMate for your organisation, if you are wanting to explore this platform more you can book a time in her calendar here.
If you haven’t had much to do with us previously, hello! We’re SalesFix.
We’ve helped dozens of organisations solve their case management challenges and almost eliminate their waitlists.
We’re headquartered in beautiful Southeast Queensland on Yuggera and Turrbal Country but work with organisations all over Australia from our offices in Naarm, Melbourne, and Warane, Sydney.
We are a proud partner of Pledge 1% and have been a Salesforce partner since 2012.