CaseMate is your helping hand for improved client outcomes.
To put it simply, CaseMate is a set of pre-built Salesforce components rolled into 1 nifty product. The features in CaseMate have been chosen based on our years of working with organisations like yours, and we’ve only chosen the ones we know you’ll find the most useful.
This means CaseMate is powerful, stable and secure and it’s ready to go very quickly. It should also tick pretty much every box you might have regarding purpose, safety, compliance, data, analytics, reporting and the client journey.
In other words, CaseMate allows you to help the WHOLE person, weave in ALL funding streams, share ACROSS teams and easily report on EVERY program you run. It’s designed for Small and Medium organisations who are future focussed AND dedicated to helping their staff with the important work they’re doing NOW.
CaseMate is built to handle all the ‘people’ things that are important to get right – like intake, eligibility, consent, conflict of interest, case management, and internal and external reporting, including DEX and SCORE.
Advocates and case workers face large administrative burdens which negatively impact on the time they’re able to spend with their clients.
Program delivery managers have extensive reporting obligations and require their digital platform to lighten the load through robust security and quality control options. It’s essential to keep staff and clients safe via conflict checks, consent management and accurate people management tools. Let’s not forget the importance of cost efficiency alongside space to grow and evolve.
CaseMate can be up and running within your organisation in as little as 4-6 weeks. Reduce administrative overload and give the important tasks a gentle push up that metaphorical hill through clear workflows, automated reminders and intuitive scheduling.
Passion for people is something we have in common!
We’ve spent years working with organisations just like yours doing incredible work for the community, and we’ve seen the issues that make your vital work slower, harder and constrained. There’s a limit to how many people you can help when your tech platforms can’t handle your business.
CaseMate can be deployed rapidly because we’ve done this before. We already understand the typical processes and training materials required because like you, this is our bread and butter.
Built with the Not-For-Profit sector in mind, CaseMate is designed for small and medium sized orgnisations who provide services that rely on case management and want scalability for future growth, improved client outcomes and reduced staff administrative burden.
CaseMate can be implemented for your organisation in as little as 4 weeks, without exponential cost outlays or lengthy delays before it goes live. It can be your entire digital tech stack, or the ‘people’ part of your solution (i.e. intake, eligibility, consent, conflict of interest, case management, reporting). You’re not boxed into a piecemeal platform and can adjust, add to and modify the base structure with minimal faffing about. Just about anything can be integrated into CaseMate, so the beauty lies in you being able to choose the best configuration for your organisation.
Oh yeah. If your organisation needs to upload into DEX, you can easily export data from CaseMate as an XML file, with the associated codes already built in. And because all your different programs can be handled within CaseMate, you can report out for any other funding partners or internal processes just as easily.
You can be up and running in 4-6 weeks with CaseMate. Add more time if you’d like to include all staff training, have extreme levels of data to migrate, or request other add-ons.
You certainly can. In fact CaseMate can be developed in multiple ways depending on what your organisation actually needs, and as funds become available. You’re not going to be stuck with a single-purpose platform that only does one thing. You can expand the capability of CaseMate as time and money allow – whether that’s quickly or slowly over years. It’s built on Salesforce so CaseMate can do anything Salesforce can do such as fundraising, volunteer management, campaigns/appeals, event management, marketing, program delivery, outcomes monitoring etc.
Yes, CaseMate is both secure and extremely reliable. It has Salesforce’s world-leading enterprise-ready security for both the platform and your data. Australian customers will only ever have data stored in Australian Data Centres. Salesforce maintains strict compliance with every major recognised certification relating to security and offers organisations best practice security features such as two-factor authentication (2FA), login ranges, trusted IPs and user permission privilege options.
CaseMate is the product of decades of experience in the Australian volunteer, fundraising, charity, advocacy and disability arenas, developed by 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.
Speak to our team! Book a time HERE.