Client Management
Household and family relationships
Linking clients into households and family units so services can be coordinated across related people.
Product support
Documented support
- Bonterra ETO by Bonterra
Families section and participants-and-families training (help center, training page).
vendor reported
- Casebook by Casebook PBC
Persistent family and support relationships are documented.
vendor reported
- CharityTracker by Simon Solutions
Relationships tab records living-with and related-to connections; household membership managed (help center).
vendor reported
- Clarity Human Services by Bitfocus
Household creation and family assessments (VI-F-SPDAT) supported (help center).
vendor reported
- Exponent Case Management by Exponent Partners
Household members managed in multiple programs with a 360° household view (youth and families page).
vendor reported
- Salesforce Nonprofit Cloud by Salesforce
PartyRelationshipGroup households, contact-contact relations, Group Membership APIs (Developer Guide).
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Households and Group Membership; Actionable Relationship Center visualization (pricing page).
vendor reported
Partial / qualified support
- ClientTrack by CaseWorthy by CaseWorthy
Profiles support family information; explicit household management not observed (product page).
vendor reported
3 researched products have not yet been verified for this capability — that is a research gap, not an assessment.