About Exponent Case Management
Exponent Case Management is a software platform from Social Solutions designed for social good organizations. It combines features such as EveryAction for personalized outreach, Network for Good for smart tools tailored to small nonprofits, DonorDrive for effective peer-to-peer fundraising, Mobilize for volunteer management, and GiveGab for organizing significant giving days to help organizations drive impact. This platform supports a variety of user needs and ensures that technology is accessible to nonprofits, corporations, and public agencies alike. With Exponent Case Management, users can manage cases efficiently and facilitate fundraising efforts effectively. Key capabilities: EveryAction Network for Good DonorDrive Mobilize GiveGab Best for: nonprofits and public agencies that need a comprehensive solution for case management and fundraising.
Exponent Case Management (ECM) is a robust, nonprofit-focused case management solution built on Salesforce that prioritizes both impact and usability. Designed by practitioners who understand the realities of human services work, ECM delivers a true 360° view of a client’s journey, allowing organizations to manage intake, assessments, service planning, referrals, and outcomes within a single, connected system. The platform’s emphasis on best practices ensures data quality while streamlining workflows, helping staff serve more clients without increasing administrative burden. One of ECM’s strongest advantages is its reporting and outcomes management. Real-time dashboards and funder-ready reports enable organizations to make informed, data-driven decisions about programs, staffing, and compliance. Automated workflows and milestone-based notifications further reduce the risk of clients falling through the cracks, while pre-configured service tracking makes documenting impact straightforward and consistent. The ECM Flex offering stands out for organizations seeking faster implementation and predictable costs. With expert-led onboarding, ongoing support, and the scalability of Salesforce’s ecosystem, ECM supports long-term sustainability.
Pros & Cons
- +Robust reporting and dashboards support outcome tracking, grants, and data-driven decisions.
- +Smooth implementation experience with responsive and knowledgeable customer support teams.
- +Scales well as organizations grow programs, services, and external partner relationships.
- +Preconfigured best-practice features reduce setup time while still allowing deep customization.
- +Improves efficiency by streamlining intake, service delivery, and ongoing case management.
- −Initial configuration can be time-consuming for organizations with limited technical capacity.
- −Performance can slow down in complex implementations, especially within Salesforce Lightning.
- −Over-customization early on can create long-term maintenance and usability challenges.
- −Some built-in features may not align well with specific program models.
- −Reporting has Salesforce-imposed constraints that may require workarounds.
Features
Key features
- Intake and Enrollment
- Automated, configurable intake forms that streamline enrollment and ensure high data quality for faster client onboarding.
- Case Management and Service Planning
- End-to-end case management with individualized service plans that align client goals with best-practice workflows.
- Outcomes Management and Reporting
- Real-time dashboards and funder-ready reports to track progress, measure impact, and support data-driven decisions.
- Digital Workflows
- Milestone-based workflows with notifications to ensure consistent service delivery and prevent clients from falling through the cracks.
- Salesforce-Based Platform
- Built on Salesforce Nonprofit Cloud, enabling a single connected system across programs, fundraising, and operations.
Additional features
- Intake and Enrollment
- Automated forms tailored to organizational needs for efficient client intake and enrollment.
- Assessments
- Baseline and ongoing assessments to measure client progress and inform service delivery.
- Service Planning
- Tools to create, manage, and track individualized service plans.
- Referrals
- Internal and external referral tracking with visibility into outcomes and results.
- Service Provision
- Pre-configured service entry pages to document and track all client services.
- Reports and Dashboards
- Configurable reporting for compliance, staffing analysis, and program evaluation.
- Outcomes Management
- Program- and participant-level outcome tracking with real-time visibility.
- Digital Workflows
- Automated workflows and alerts tied to client milestones.
- ECM Flex
- Fully managed, pre-configured solution with predictable costs and faster implementation.
- Onboarding and Training
- Guided onboarding, training, and ongoing expert support.
- Scalability and Integrations
- Access to Salesforce’s ecosystem of 4,000+ integrated applications.
Pricing
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Interface languages
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About Exponent Case Management
Exponent Case Management is a software platform from Social Solutions designed for social good organizations. It combines features such as EveryAction for personalized outreach, Network for Good for smart tools tailored to small nonprofits, DonorDrive for effective peer-to-peer fundraising, Mobilize for volunteer management, and GiveGab for organizing significant giving days to help organizations drive impact. This platform supports a variety of user needs and ensures that technology is accessible to nonprofits, corporations, and public agencies alike. With Exponent Case Management, users can manage cases efficiently and facilitate fundraising efforts effectively. Key capabilities: EveryAction Network for Good DonorDrive Mobilize GiveGab Best for: nonprofits and public agencies that need a comprehensive solution for case management and fundraising.
Exponent Case Management Details
Exponent Case Management's In-App Market Place
Does Exponent Case Management have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
Usd ($), Eur (€), Gbp (£), Aud (A$), Cad (C$), Jpy (¥), Chf (Fr), Sek (Kr), Nzd (NZ$), Zar (R), Hkd (Hk$)
Pros & Cons
- Robust reporting and dashboards support outcome tracking, grants, and data-driven decisions.
- Smooth implementation experience with responsive and knowledgeable customer support teams.
- Scales well as organizations grow programs, services, and external partner relationships.
- Preconfigured best-practice features reduce setup time while still allowing deep customization.
- Improves efficiency by streamlining intake, service delivery, and ongoing case management.
- Initial configuration can be time-consuming for organizations with limited technical capacity.
- Performance can slow down in complex implementations, especially within Salesforce Lightning.
- Over-customization early on can create long-term maintenance and usability challenges.
- Some built-in features may not align well with specific program models.
- Reporting has Salesforce-imposed constraints that may require workarounds.
Exponent Case Management's Support Options
Email Address
support@exponentcase.comContact
1-855-972-8334Documentation
https://www.socialsolutions.com/resources/Community Forums
https://www.socialsolutions.com/community/Exponent Case Management's Alternatives
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