You may have seen us talking about something new called CaseMate. It didn’t just appear out of nowhere though, it’s the result of all our years working with and developing Salesforce-based platforms for Not-For-Profits. It may not be right for your organisation, but if you have noticed some gaps in your current platform, or you are in the market for the first time, CaseMate is worth checking out.
We’ve put together a CaseMate Suitability Survey, to help you see if this is an appropriate case management platform for your organisation. It’s free to complete, with no sign-up or email address needed to get your results. There’s 10 simple questions and it will only take you a few minutes to complete.
Take the Survey Here:
Want to know a little more before you complete the survey?
At its core, CaseMate is a set of pre-built Salesforce components presented as 1 complete product. These components were carefully chosen based on what our staff have learned working with lots of NFPs. All the functions and features that are really important for your work have been included – safety, compliance, consent, data protection, reporting, the client journey – the ‘people’ things that are important to get right.
The other really important part of CaseMate is how quickly it can be up and running for you without cutting corners. In as little as 30 days you can have a fully functional, powerful, secure and reliable case management platform in place. Add to it down the track if you like, it’s up to you how much of your business it takes on.
Have a squiz. Take the survey here.