Exponent Case ManagementExponent Partners
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Related Products
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About
Technology for Social Change. We transform your nonprofit's relationship with data to improve programs and amplify impact. Our Salesforce consultants specialize in whole agency solutions for human services, philanthropy, and education organizations. Social services agencies are faced with an overwhelming administrative burden. You are expected to deliver results data to numerous funders, often through disconnected funder databases that don’t give you access to track and analyze your results. Our solutions span your whole agency by linking your data together and providing the tools to understand your impact in programs, fundraising, and operations. Leveraging our extensive experience building custom solutions for human services agencies, we’ve also developed Exponent Case Management–a fully-featured case management solution that provides powerful workflow, accessible analytics, and a modern platform that can be integrated with other systems.
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About
Sara is an all-in-one client communication and workflow platform that acts as a centralized hub to help state, federal, nonprofit, vocational rehabilitation, workforce development, veterans affairs, criminal justice, and health and human services agencies reduce administrative burden, automate client follow-ups, and improve compliance by integrating with existing case management systems and automating routine tasks like two-way texting and email, appointment scheduling and reminders, automated case note creation, document capture and e-signatures, surveys, and HIPAA-compliant video conferencing; it captures communications and syncs them as compliant records to the agency’s system of record, supports unlimited messaging templates and workflows, and can be configured to meet unique compliance and program requirements so agencies can scale operations and maintain consistent engagement across caseloads.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Human services agencies searching for a powerful Social Work Case Management solution
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Audience
Human services agencies and case management teams that need an AI-assisted client communication and workflow platform to automate outreach, documentation, compliance, and engagement so staff can focus more on client outcomes
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationExponent Partners
Founded: 2005
United States
www.exponentpartners.com
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Company InformationSara
Founded: 2010
United States
saraworks.com
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Categories |
Categories |
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Human Services Features
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Nonprofit Features
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
Social Work Case Management Features
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management
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Integrations
Box
DailyPay
Salesforce
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