Referrals
External referrals
Referring clients to partner organizations and community resources.
Product support
Documented support
- Bonterra Apricot by Bonterra
Network Referrals are explicitly in Essentials.
vendor reported
- Casebook by Casebook PBC
Vendor documents external provider/service referral tracking.
vendor reported
- CharityTracker by Simon Solutions
Requests and referrals between network agencies (Plus edition) (pricing page, help center).
vendor reported
- Clarity Human Services by Bitfocus
Community Queue referrals across agencies in the coordinated entry network (coordinated entry page).
vendor reported
- ClientTrack by CaseWorthy by CaseWorthy
Referrals to partner agencies (product page).
vendor reported
- Exponent Case Management by Exponent Partners
Outbound referral reports by status and program; Rapid Deployment preconfigures inbound and outbound referrals (reports guide, Rapid Deployment announcement).
vendor reported
- QG Case by QuesGen Systems, Inc.
Referrals are explicitly part of the workflow.
vendor reported
- Salesforce Nonprofit Cloud by Salesforce
Inbound and outbound referrals with provider and referrer organization fields (Developer Guide, program management page).
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Caseworkers create referrals to network providers; Provider Management coordinates delivery (Trailhead).
vendor reported
Partial / qualified support
- Bonterra ETO by Bonterra
Entity referrals documented; the broader referrals module is flagged Legacy (help center).
vendor reported
1 researched product has not yet been verified for this capability — that is a research gap, not an assessment.
Commercial availability
Where plan-level research exists, availability by plan or add-on. Examples reflect only the products researched so far.
- Included Apricot Essentials plan of Bonterra Apricot