NGO/NFP Data Systems

What could you achieve with the most flexible Client, Case & Data Management System on the market?

For the $135 billion NGO & Non-profit sector, change happens. Constantly.

The source of this change is everywhere. If it’s not new reforms, research and regulations, it’s new programs and policies. Perhaps its funding pressures, organisational restructures or updated work practices? Or it may even be expanding workloads or new reporting demands.

All we know is that constant change makes it a constant challenge to achieve better outcomes for your clients - and the more services and locations you take on, the tougher it gets.

While exciting, constant change can become a debilitating barrier to your good work if the IT data systems and processes that support you simply can’t adapt as quickly and affordably as you need them to.

Don’t worry – we’ve got you. We make it easy with SmarterSoft’s designed flexibility.

Enjoy a data system that can be exactly what you need today and evolve with you to become whatever you want tomorrow. Most other data systems simply can’t adapt to the current rate of change in the sector (or say they do but end up costing the earth).

New Slide
New Slide
New Slide
New Slide
New Slide

We’ve got you when you want to...

  • Combine multiple services onto the same, integrated data system so you have a single view of your client's journey
  • Migrate over manual, inflexible or unreliable service delivery tools (this includes Excel!) to a more automated and streamlined system in order to reduce staff frustration and build capacity
  • See more meaningful reports for research, capacity planning or to provide evidence to funding bodies
  • Gain better visibility into your operations and program performance to accurately assess the impact your organisation has and where it can improve service delivery to your clients
  • Extend your data systems' capability beyond just case and client management, and into other areas of operation

Whatever it is - from small tweaks in your practice to major reforms - we’ve got you, today and tomorrow. We can even help you manage:

  • Multiple programs, projects or services
  • Multiple regions, offices or locations
  • Multiple or concurrent client engagements
  • Multiple clients per case or per session
  • Multiple reporting/funding body report generation

Averaging only $15 per user / month, we're confident our pricing is one of the best in market too (minimums do apply)*

Testimonial 1
Testimonial 2
Testimonial 3
Testimonial 4
Testimonial 5

SmarterSoft’s flexible features

The SmarterSoft platform is uncompromisingly built upon foundations of security, reliability, performance, consistency and ease-of-use. On this deep bedrock, the platform can flex, mould and scale any of the following modules in any way you can imagine:

  • Client & Case Management
  • Case & Support Plans
  • Note-taking
  • Goals & Actions
  • Referrals In & Referrals Out
  • Waitlists & Intake
  • Appointments & Calendars
  • Assessments (outcomes, outputs, risk etc.)
  • Relationships
  • Tasks, Issues & Incidents
  • Contacts, Services & Organisations (CRM)
  • Documents & Attachments
  • Email & SMS (notices, reminders etc.)
  • NDIS client management
  • Reporting (MDS, funding bodies, internal dashboards, DIY etc.)
  • DSS Data Exchange (DEX) integration
  • Expense management, budgeting and cost accounting
  • Invoicing (via MYOB, XERO integration)
  • Volunteer and HR/staff management
  • Form Building
  • Data migration from your legacy system

The best part: these modules are just the tip of the iceberg. We can generally customise any bespoke business process or workflow you can dream of. We can even develop extensions that take your data systems beyond just case and client management, and into other areas of your operations like Volunteer and HR/staff management, Incident Management, Risk Assessments and more.

DSS-DEX (Data Exchange) Integration

Manage both DEX and non-DEX funded programs on the same client system. SmarterSoft fully integrates DSS-DEX service tracking and reporting requirements into an all-in-one streamlined and user-friendly workflow. Our DSS -DEX integration includes:

  • Client, Case & Session Management
  • Client & Session Assessments
  • Certificates & Parenting Agreements
  • Organisational data (outlets, activities, service types etc.)

It’s not just about the technology

While a revolutionary technology like SmarterSoft can help you achieve great outcomes, you're only getting half the value if the vendor you’re working with doesn’t take the time to understand your unique needs and provide genuine advice.

Our team is highly experienced on both sides of the aisle – delivering solutions into both the NGO/NFP and Government sectors. We understand the needs and nuances of both and how they complement (and often butt heads) with each other. We are focused, easy to work with, attentive, and understand both the big picture as well as the details.

The combination of SmarterSoft's technology and team means one thing : more time for you to deliver quality client services.

Unlike other data systems, SmarterSoft is purpose-built with flexibility and usability in mind. You get the features and performance you need now, without ever being locked in or held back so you’ll never have to compromise your quality of care for your clients. We take the complexity out of your ever-changing world to make it easier for you to truly fulfill your mission.

Our clients say they enjoy our...

  • Totally customised solutions (fits like a glove, no bloatware)
  • Proactive consultation process
  • Fast, agile solution development
  • Friendly & knowledgeable Australian-based IT Support
  • Unlimited user roles e.g Admins, Program Managers, Team Leaders, Case Workers etc.
  • Bulk data importing & exporting
  • Media file & document management
  • Email & SMS communication, notices & alerts
  • Fine grained auditing
  • DIY reporting & dashboards
  • IT department friendly cloud-based platform
  • Intuitive & easy-to-learn interface that minimises staff training
  • 80+ security features to keep your data protected
  • Hosting in Australia on Amazon AWS (private server)
  • Mobile device / tablet support

Want the benefits of a customised solution, without the pitfalls?

SmarterSoft offers you the rare combination of a totally customised solution without the usual costs, complexities and lock-in. You could go off-the-shelf, but rarely will you find exactly what you need, and you almost certainly won’t have flexibility for future. For a little more investment upfront, you can rest-assured you’ll get a system that works exactly the way you want now, with the peace of mind of future supportability.

Get in touch


    * Price is per user per month and is exclusive of GST. Price is based on a typical installation. Maximum fee is $25 per user per month. Project service and support fees apply. Conditions apply.