Case Management
Contacts
Logging interactions with and about a client: meetings, calls, home visits, collateral contacts.
Product support
Documented support
- Casebook by Casebook PBC
Person profiles contain contact information and are linked to casework.
vendor reported
- QG Case by QuesGen Systems, Inc.
Caseload and contact activity are explicitly reported.
vendor reported
- Salesforce Nonprofit Cloud by Salesforce
Standard Account/Contact objects with CaseParticipant junctions (Developer Guide).
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Contact and Account party records with Case Participant objects in the Social Program Management data model (developer docs).
vendor reported
Partial / qualified support
- Bonterra Apricot by Bonterra
Participant records are central, but contact workflow is not separately documented.
vendor reported
- Bonterra ETO by Bonterra
Entities (organizations) with entity referrals documented (help center).
vendor reported
- Clarity Human Services by Bitfocus
Contacts records exist in the client record (audit trail coverage list).
vendor reported
- Exponent Case Management by Exponent Partners
Donors, partners, and volunteers managed on the underlying Salesforce CRM (human services page).
vendor reported
3 researched products have not yet been verified for this capability — that is a research gap, not an assessment.