Achieve more with Australia's most flexible CRM, Client & Case Data Management Systems

Oversee all service delivery, manage diverse funding sources & support various service delivery models from one central location. Expand with ease by adding new programs & services as your organisation grows.

Centrally log new client referrals & service inquiries from all sources. Evaluate and triage clients’ needs, collect crucial data & manage waitlists. An integrated online intake form can also be added to your website.

Achieve a comprehensive “single client view” that tracks a client’s interactions with your services over time. Manage individual & multi-client cases efficiently, including worker assignment & load.

Organise & schedule both individual & group client sessions & appointments with your team members. Monitor & manage attendance, ensuring smooth coordination of all activities.

Document & oversee case planning & processes to tackle clients’ challenges & aid in their progress towards meeting their goals. Plan and manage case & support plan reviews.

Capture & oversee the detailed goals & corresponding actions your team undertakes to execute & advance clients’ case & support plans effectively.

Visually represent workloads & employ colour coding for the easy identification of calendar event types. Enhance with search filters & security permissions to customise calendars for both teams & individuals.

Keep informed of important events & appointments with both real-time & scheduled email & SMS notifications & reminders – personalised & triggered based on business rules you define.

Craft detailed reports and datasets to fulfil funding body requirements, offering both raw & aggregated data exports. Design KPI reports to monitor & demonstrate compliance with service delivery obligations.

Compliance to Department of Social Services (DSS) DEX is built in. Configure your OrganisationData.xml onto SmarterSoft to enforce all service-specific DEX rules to be applied. Bulk export to DEX via our XML interface.

Generate both ad-hoc & standard reports for internal management needs with a built-in DIY reporting feature that allows the creation of charts, reports & user dashboards directly from your data. Integration with Power BI, Tableau etc. is also possible (optional).

Implement precise controls to restrict access to confidential or sensitive information. Enforce Conflict of Interest (COI) restrictions & “hide” data records as needed to ensure privacy & security of personal information.

Keep comprehensive records of service delivery & pertinent client interactions. Organise & easily search through notes for analysis & review purposes. Implement & enforce custom rules for note locking & updating to maintain data integrity.

Generate & monitor referrals to the services your clients use (integrated with the CRM block). Handle internal referrals to your programs & services to ensure a coordinated approach to client care.

Capture & monitor a 360° view on all supports your clients are involved with, regardless of whether they are provided internally by you or by external providers. Maintain a holistic understanding of client engagement.

Efficiently organise & track all compliance, probity & training obligations for your team & external parties such as volunteers & carers. Receive alerts for impending expiry dates & maintain thorough records of evidence.

Computerise assessments like PWI, DVSAT, SAK, K5, SURE etc. to evaluate client progress & outcomes across their engagements with you. Build-in key datapoints for Monitoring & Evaluation (M&E) activities.

Computerise Risk Assessments (e.g. Home Visit Risk Assessments, risks to client/others) & other risk management activities to enforce a centralised & coordinated approach to service delivery risk management practice.

Manage details of all individuals connected to a client’s service, such as next of kin, emergency contacts, parents, parole officers, & external case workers – ensuring a comprehensive network of support.

Manage & book essential resources – including rooms, vehicles, equipment, furniture etc – for your sessions & appointments. Ensure optimal utilisation & resource availability.

Track both individual & program-level client funding packages & monitor expenses linked to service activities. Oversee brokerage & client funding applications efficiently.

A built-in CRM for both corporate sales & service delivery purposes. Centrally capture & store rich information about the organisations, services & individual contacts you work with.

Administer the contract lifecycle for both government funded & corporate funded programs. Break down contracts into deliverables linked to service delivery activities & manage CRM tasks.

Oversee volunteers contributing to service delivery, including recording compliance & probity checks. Manage training activities, availability & specialisations, providing login access for direct task completion.

Systematic identify, assess, classify, notify & mitigate potential risks, hazards, & adverse events that may impact clients or staff during service delivery. Catalog actions for review & implementation.

Easy “drag-&-drop” support for uploading documents, images & other media into virtual online folders across all areas of service delivery (intake, client, case, session etc), & within other CCMS blocks.

Digitalise forms like consent & medication to reduce paperwork & staff workload. Automatically trigger the sending of integrated client surveys based on rules & events e.g. the completion of a case or session.

Streamline management of carers, clients, households, residences & placements. Manage compliance, probity & training obligations. Track client support packages & ensure optimal care for children in alternative living situations.