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Description

PlanStreet provides a robust case management software solution tailored for nonprofits and public sector organizations. The platform simplifies the intake process, needs assessment, service planning, and monitoring through workflow automation. With features like advanced analytics powered by Power BI, it enhances data-driven decision making and improves overall client engagement.

Key functionalities include:
- Case Management: Efficiently manage client cases with streamlined processes that enhance tracking and reporting.
- Client Referrals: Facilitate effective communication and referral processes to ensure clients receive appropriate services.
- Grants Tracking: Monitor grants and funding opportunities to optimize resource allocation.
- Skills Training: Provide training and resources that empower clients through skill-building programs.

PlanStreet's user-friendly web and mobile applications ensure that organizations can access critical information anytime, anywhere. The platform's analytics tools allow organizations to evaluate and monitor service delivery effectively, supporting continuous improvement efforts.

Client testimonials reinforce the software's efficacy in enhancing operational performance and client satisfaction. PlanStreet aims to empower organizations of all sizes to achieve better outcomes through optimized workflows and enhanced client management.

Features

Workflow Automation

Automate repetitive tasks to streamline operations and reduce administrative overhead.

Data Analytics

Utilize Power BI for advanced analytics that inform decision-making and improve service delivery.

Client Portal

A dedicated portal for clients to access their information and communicate with service providers.

Needs Assessment Tools

Provide systematic evaluations to understand client needs and tailor services accordingly.

Grants Management

Track and manage grants efficiently to enhance funding opportunities.

Tags

case managementnonprofit softwareclient engagementsocial servicesanalytics

Documentation & Support

  • Documentation
  • Support
  • Updates
  • Online Support