Nonprofit case management software keeps track of the people a nonprofit serves: who applied, what they need, what help they received, and what changed. It replaces the mix of intake forms, spreadsheets, and inboxes many programs start with.
Advocate is case management software for nonprofit programs. People apply from their phones, agree to what they share, and each household has one record your team can review, note, and follow up on.
What does case management software track?
Case management software tracks each person or household from first contact onward: the application, eligibility, notes from review, appointments, services received, and status. In Advocate, one profile works for every program a person joins, so a family in your pantry and your holiday sponsorship isn't entered twice.
How is it different from a donor database?
A donor database tracks the people who give money; case management software tracks the people who receive help. Most donor databases have no application, no eligibility review, and no count of households served. Advocate is built for the people a program serves, and it records donations and sponsors inside programs such as fundraisers and sponsorship.
How is it different from project management software?
Project management software tracks tasks, deadlines, and who is doing them. It doesn't take applications or keep a record for each household. Case management software, like Advocate, is organized around people, so a volunteer looking up a family finds that family, not a task card.
Why does consent matter in case management?
Consent matters because case management holds personal information about people in hard moments. Advocate is a consent-based network: each person makes their own profile and agrees before an organization sees their information. One profile then works for every program they choose to join.
Who is case management software like Advocate a poor fit for?
Advocate is a poor fit for programs that must enter highly sensitive information on someone else's behalf, or that must meet HIPAA requirements. Advocate is built for people who apply and agree for themselves, and it is not HIPAA compliant today. Programs with those needs should talk to the Advocate team before starting.
About Advocate
Advocate is nonprofit program software built by Reciprocity in Pontiac, Michigan, for nonprofits across the United States. Program managers use it to take applications, keep one record for each household, send email and texts, run volunteers and events, and run programs such as sponsorship, food pantries, and fundraisers. It counts the households and individuals each program serves while the work happens, and it is free to start.
