Everything You Need to Serve Your Community
A comprehensive suite of tools designed specifically for nonprofits and social service organizations. Built with 16+ years of expertise serving communities nationwide.
More than a simple CRM - a Care Relationship Manager
You need a system built for nonprofits with decades of nonprofit experience. A business CRM for "customers" doesn't work for a nonprofit serving neighbors with unique needs.
- A neighbor solution - for neighbor needs
- manage relationships not "customers"
- real-time dashboards
- neighbor summaries
- custom surveys and assessments - track the data that is important to you
Program Enrollments
Streamline enrollment processes with custom intake forms, automated workflows, and real-time tracking of participant engagement across all programs.
- Custom intake forms with conditional logic
- Automated eligibility screening
- Real-time enrollment status tracking
- Document upload and verification
- Multi-program enrollment management
Workflows
Visual workflow builder with conditional logic, automated task assignments, status tracking, and multi-step approval processes.
- Drag-and-drop workflow designer
- Conditional branching and triggers
- Automated task assignments
- SLA monitoring and escalations
- Workflow analytics and optimization
Real-Time Insights
Customizable dashboards with live data visualization, KPI tracking, and interactive charts for instant insights into program performance.
- Live dashboard updates
- Custom KPI tracking
- Interactive data visualizations
- Trend analysis and forecasting
- Export to Excel, PDF, or CSV
Resource Directory
Centralized service catalog with real-time availability, detailed service descriptions, eligibility criteria, and automated referral tracking.
- Comprehensive service listings
- Real-time availability updates
- Eligibility criteria matching
- Geographic and filter search
- Partner organization profiles
Care Coordination
Multi-agency collaboration tools with shared care plans, cross-organization communication, and coordinated service delivery.
- Shared care plans across agencies
- Secure cross-organization messaging
- Care team assignment and management
- Progress notes and updates
- Consent-based data sharing
Assistance Tracking
Monitor service delivery, measure impact metrics, track long-term outcomes, and generate comprehensive impact reports for funders.
- Service delivery logging
- Outcome measurement tools
- Impact metrics tracking
- Funder reporting templates
- Long-term follow-up scheduling
Case Management
Comprehensive case tracking from first contact to successful outcomes with customizable workflows, document management, and progress monitoring.
- 360-degree client view
- Customizable case stages
- Document management system
- Goal setting and tracking
- Case notes and history
Alerts & Incidents
Configurable real-time alerts for critical events, automated email/SMS notifications, escalation rules, and incident response workflows.
- Real-time alert notifications
- Incident logging and tracking
- Escalation rule configuration
- Email and SMS integration
- Audit trail for all incidents
Shelter Management
Real-time bed tracking, reservation system, check-in/out management, occupancy analytics, and waitlist management.
- Real-time bed availability
- Reservation and check-in system
- Occupancy rate analytics
- Waitlist management
- Capacity planning tools
A.I. integration
Our A.I. turns a case manager into a superhero. It can summarize thousands of records and case notes in seconds, keep your team focused on the priorities, and be the genius for referrals.
- Summarize years of records with a neighbor in seconds
- Align every team member on the mission
- Let the system be the referral guru - who can we send that person to?
Remote & Street Outreach
Whatever you call it, Neighbor Solutions empowers your team to work in remote areas tracking the services and relationships that matter.
- Track GPS coordinates of care sites
- Track encampments, and the people in them
- See the history of a neighbor in each remote location
Security & Compliance
258 bit Encryption
All of our data is encrypted in-transit and at rest
Role-Based Access
Granular permissions system, field-level security, data sharing controls, and multi-organization access management.
Data Privacy
Client consent management, data minimization tools, right-to-be-forgotten compliance, and automated data retention policies.
Audit Trails
Complete activity logs, change tracking, access monitoring, and compliance reporting for all data interactions.
Integrations & API
HMIS Integration
Seamless data export in HUD-compliant formats.
Data Import/Export
Bulk data migration tools, CSV/Excel import, automated exports, and data transformation utilities.
Ready to Transform Your Impact?
See how Neighbor Solutions can help your organization deliver better care, faster.
Want a discount?