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
Case Management
Everything about a person in one place — from first contact through outcomes — with the safety context your team needs before they walk into the room.
- 360° Neighbor profile with your organization's own custom fields
- Case notes documenting every service and conversation
- Households that group related Neighbors and coordinate as a family
- Merge duplicate records — and undo a merge if it was wrong
- Alerts and flags surfacing safety and care information to the team
- Identifiers and QR codes for fast, dignified lookup
- Document upload with visibility controls
- Electronic signatures on forms, workflow steps and consent
- Incident reporting with participants, notes and follow-up
Programs & Enrollments
Structured services with goals, assessments and outcomes — so the work is consistent and the results are provable.
- Enroll a Neighbor, track progress, exit with a recorded Outcome
- Goals and milestones inside every program
- Scheduled assessments capturing standardized data over time
- Outcomes that roll up automatically into reporting
- Multi-program enrollment for people receiving several services
- Custom intake forms with conditional logic
Placements & Housing
Match people to housing and placement programs, work the queue as a team, and keep them housed after move-in.
- Placement plans with candidate programs you can add and reorder
- Match filters that surface the right programs for each person
- A shared placement request queue your whole team works
- AI-assisted matching of requests to the programs that fit
- Plan and program summaries generated for faster review
- Retention checks after placement, so people stay housed
Shelter & Bed Management
Real-time bed availability, a reservation and waitlist your team actually runs, and check-in that takes seconds.
- Real-time bed availability across facilities, rooms and beds
- Reservation and waitlist management through prioritized bed requests
- Check in, check out, transfer and release beds
- Household check-ins coordinated together
- Bulk bed updates and CSV import for setup
- Occupancy analytics and capacity planning
Street Outreach & Encampments
Built for the work that happens standing up, outdoors, on a weak signal.
- Record field interactions with location captured automatically
- Track encampments and the people connected to them
- An activity map showing field work geographically
- See a Neighbor's history at each location
- Reliable on a phone, with fewer taps
Events & Distributions
Run a distribution, a clinic or a community meal — and have the numbers ready when it's over.
- Schedule event instances and check people in
- Handle walk-ups and headcounts without breaking the flow
- Record aggregate distributions of goods and services
- Closeout surveys capturing how the occurrence actually went
- In-kind value tracked for funder reporting
Resources & Referrals
The community's services in one directory, and a real handoff between organizations instead of a phone number on a sticky note.
- A community resource directory with real-time availability
- Claim and manage your own organization's listings
- Send, receive and track referrals between organizations
- Consent-based sharing that respects what the Neighbor agreed to
- Service offerings and preferred partner organizations
- Resource orders with fulfillment tracking and item cooldowns
Messaging & Inbox
One inbox for the whole team, and a way to reach a Neighbor that isn't a voicemail they'll never hear.
- A unified inbox for messages and announcements
- Staff conversations with pinned messages and attachments
- Message Neighbors directly by text or email
- Broadcasts to your organization or network, with a recipient preview
- Notification subscriptions so people get what matters to them
Surveys & Assessments
Ask the questions your programs and funders need answered, and see the answers add up.
- Build surveys with sections, questions and answer options
- Preview and publish when you're ready
- Aggregate analytics with filtering across responses
- Drill into any individual respondent
- Reusable templates so you don't start from scratch
- Scheduled assessments inside enrollments
Reporting & Insights
Reports anyone on your team can build — no support ticket, no upsell.
- A custom report builder with fields, filters and groupings
- Grant-ready reports, previewed and exported
- Dashboards built from the metric cards you choose
- Track change over time across assessments and outcomes
- Workflow activity available in custom reports
- Export to the formats your funders ask for
Automation & AI
Sensible automation that removes steps, and AI that reads what nobody has time to read.
- A visual workflow builder with conditional branching
- Event-triggered automations that remove manual steps
- Escalation and follow-up on alerts and incidents
- AI summaries of a Neighbor's history in seconds
- AI tag suggestions on case notes
- AI-assisted import from a URL or a PDF
Security & Compliance
256-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.
HSDS Support
Human Services Data Specification support, including claiming resources from external data sources.
Bulk Neighbor Import
Import Neighbors from CSV with field mapping and duplicate handling.
Bulk Resource Import
Import resources from CSV or a URL, reviewed before publishing.
Report Data Access
Read-only access to your report data.
Ready to Transform Your Impact?
See how Neighbor Solutions can help your organization deliver better care, faster.
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