Client Management
Client profiles
A central record for each person served: identity, contact details, and program involvement.
Product support
Documented support
- Bonterra Apricot by Bonterra
Apricot is participant/client-centered case-management software.
vendor reported
- Bonterra ETO by Bonterra
Participant information views and dashboards (help center).
vendor reported
- Casebook by Casebook PBC
Person Profiles are a central client record.
vendor reported
- CharityTracker by Simon Solutions
Client case files with personal information, demographics, and assistance history, searchable across the network (homepage, help center).
vendor reported
- Clarity Human Services by Bitfocus
Comprehensive client history overview of enrollments, services, and assessments (case management page).
vendor reported
- ClientTrack by CaseWorthy by CaseWorthy
Centralized, secure client records (product page).
vendor reported
- Exponent Case Management by Exponent Partners
A complete 360° view of the client's journey across the agency (homepage).
vendor reported
- Salesforce Nonprofit Cloud by Salesforce
Unified participant profile with visual timelines (program management page).
vendor reported
- Salesforce Public Sector Solutions by Salesforce
360-degree constituent view; preconfigured Service Console for government case work (Trailhead, pricing page).
vendor reported
Partial / qualified support
- QG Case by QuesGen Systems, Inc.
Client/caseload workflow is clear, but profile structure is not publicly detailed.
vendor reported
1 researched product has not yet been verified for this capability — that is a research gap, not an assessment.