Specialist data management solutions for the nonprofit (NGO) sector

Achieve more with Australia's most flexible Client & Case Management Software

SMARTERSOFT IS USED BY A WIDE RANGE OF PUBLIC SECTOR AND NGO/NFP SOCIAL SERVICES ORGANISATIONS Client Projects
SMARTERSOFT IS USED BY A WIDE RANGE OF PUBLIC SECTOR AND NGO/NFP SOCIAL SERVICES ORGANISATIONS Client Projects

We've built Australia's most flexible Client and Case Management Software System

Experience unparalleled customisation and future-proof flexibility with SmarterSoft’s innovative no-code platform. Designed to align precisely with your current needs, it also offers the versatility to evolve with your future needs, whether it’s client management, case handling, or any other data-centric task. Embrace SmarterSoft and leave behind the chaos of juggling multiple IT systems and the labyrinth of spreadsheets. Gain complete oversight of your clients and teams with a single, streamlined solution.

Unparalleled Flexibility

SmarterSoft's no-code platform brings agility to nonprofit (NGO) service delivery automation. Purpose-built to handle your ever-changing needs, experience genuine systems flexibility and efficiency with our smarter data solutions.

Your partner in change

In the nonprofit (NGO) sector change happens - constantly. From policy reform, to compliance, and new programs to reporting and funding. No matter what is around the next corner, rest assured that with SmarterSoft we've got you covered.

Nonprofit (NGO) specialists

At SmarterSoft, we’re more than just technology providers. Engage a team of specialists who understand the unique challenges of the nonprofit (NGO) sector and will provide advice to help shape your best practice. View our blogs and articles.

What makes SmarterSoft different?

At SmarterSoft, we deliver 100% Australian owned, managed and hosted client and case data management systems tailored precisely to your unique needs. Using our secure no-code platform, enriched with 30+ reusable and sector-specific “building blocks,” we provide highly cost-effective solutions without the constraints of off-the-shelf products. Our approach ensures not only a perfect fit for your organisation today, but built-in flexibility for tomorrow. Unlike others, SmarterSoft is built upon open-source technology – and by being truly independent, we’re not shackled by Big IT and their hidden fees, complex licensing, and profit-hungry reseller markups.

Key outcomes of using a SmarterSoft Client & Case Management System

  • Streamline service delivery with digital automation.
  • Cut down on costs, errors, and double data handling.
  • Collect high-quality data & evidence of client outcomes.
  • Enhance internal & external reporting (partners, funders etc).
  • Strengthen data security, privacy & compliance adherence.
  • Achieve a ‘single view of client’ across all of your services.
  • Foster superior team collaboration & client communication.
  • Boost operational visibility, control & scalability.
  • Forge a partnership with a committed technology ally.
  • Create a solution that adapts to your evolving needs.
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Why SmarterSoft?

Flexible, Market-Leader

In a world of constant change, our purpose-built platform equips you to swiftly adapt and thrive, ensuring your mission always stays at the forefront. Others say they are flexible – but, in reality there’s simply no comparison. We welcome anyone to compare us!

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Lifelong Technology Partner

SmarterSoft is not just another software vendor – we’re your steadfast technology partner. We support you every step of your journey to make your impact even greater. Our array of sector-honed tools and expert consulting team uniquely allow us to be your trusted technology partner, now and in the future. We’re here for the long term.

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NFP & NGO Champions

We speak your language, understand your challenges, and are dedicated to elevating the non-profit sector through innovative solutions. We even design systems direct for Government and funding bodies, which gives us a unique vantage point to guide you in your strategic journey.

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Tailored Exclusively for You

SmarterSoft tailor-made capability sets us leagues apart. We can offer you totally customised solutions, tailored to the way you work best, without the usual risks of custom projects. You can finally end your reliance on multiple different IT systems and an unmanageable web of spreadsheets.

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Be Secure & Compliant

We’re obsessive about safeguarding your private and sensitive data, ensuring your reporting is impeccable, and helping you fulfill your contractual obligations and KPIs with ease. SmarterSoft offers you a comprehensive framework of over 100 distinct controls, measures, and policies to protect your data.

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Take Client Outcomes to new Heights

SmarterSoft offers you a “single view” of each client’s journey across your multiple services, locations and funding sources. You can track client outcomes over time using multiple different tools, helping you turn every client goal into a success story.

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Revolutionise with Automation

Unlock the potential to streamline and automate your service delivery end-to-end, allowing you to expand your services, and amplify your efficiency and growth. With SmarterSoft you can truly spend less time on administration, and more on achieving client outcomes.

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The Future is No-Code

Embrace the low-cost technology advantage of our innovative no-code platform that empowers you to wield tech prowess without writing a single line of code. This also means most features are “out-of-the-box” or can be easily configured. This results in minimal (if any) custom coding making SmarterSoft very cost-effective.

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Amplify Quality, Elevate Practice

Elevate your practices and service standards with tools designed to digitally support enhance your service delivery, enabling you to create even more meaningful change. Embrace “best practice” workflows, and get access to regular feature updates, ensuring you’re always equipped for what’s next. Improve data quality and evidence collection at each stage.

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DIY Arsenal at Your Fingertips

Save both time and resources with SmarterSoft’s robust Do-It-Yourself tools, placing the power to create, customise, and innovate directly in your hands. Create your own reports, export your data to Excel, add unlimited access groups, setup email and SMS alerts and notifications – and the list goes on!

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Customised by sector experts to fit your needs

No matter what is around the next corner, rest assured that with SmarterSoft we’ve got you covered. We can generally customise any feature, business process or workflow you can dream of using our unique “building block” approach. 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. We truly understands your sector.

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Responsive & easy-to-use design

SmarterSoft’s user interface (UI) is built on the principles of consistency and usability. Taking a “learn once use many times” approach to all aspects of design means that your team will become productive faster and retain their system knowledge better. The UI is built to meet accessibility guidelines and numerous colour themes and zoom levels are provided to assist users with differing abilities. Finally, all user screens are responsive to mobile and tablet usage and automatically detect the device being used to render the best user experience. Below is a sample of some SmarterSoft screens – they can all be customised to your needs of course!

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Built with flexibility in mind

Unlike other data systems, SmarterSoft is purpose-built with flexibility and usability in mind. You get the features 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.

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Whatever you need - from small tweaks in your practice to major reforms - we’ve got you, today and tomorrow.

SmarterSoft’s flexible Client & Case Management System features

The SmarterSoft platform is uncompromisingly built upon foundations of security, reliability, performance, consistency and ease-of-use. Each uniquely designed solution can be flexed and scaled according to your needs. Our built-in DSS-DEX (Data Exchange) integration capability empowers our clients to seamlessly incorporate their DSS-DEX service tracking and reporting needs into one streamlined and intuitive workflow solution.  Below are some of the many modular and reusable “building blocks” and core features that combine to deliver results faster and more cost-effectively than other enterprise options.

Service Delivery Management
  • Multi-program & Multi-location management
  • Client & Case Management
  • Sessions Management
  • Individual & Group Case support
  • Case/Support Plans & Reviews
  • Goals & Actions
  • Client Supports Management
  • Intake management (with integrated  public webforms)
  • Waitlist Management
  • Referrals Out & Internal Referrals
  • Appointments & Visual Calendars
  • Note Taking
  • Resource Management (rooms, vehicles, equipment etc.)
  • Assessments (PWI, DVSAT, COS, SAK, K5 etc)
  • Risk Assessments
  • Relationships & Emergency Contacts
  • Violence & Safety Alerts
  • Incident & Hazard Assessments
  • Brokerage / Support Package tracking
  • Additional extensions for OOHC services
  • Additional extensions for Criminal Justice services
Reporting, Data Management & Security
  • DSS Data Exchange (DEX) integration
  • Funding body and KPI reporting
  • Internal dashboards
  • DIY graphical reporting
  • “Point in time” reporting
  • Bulk data import and export (CSV, XML)
  • Powerful Search filters (order, save views etc.)
  • Business Intelligence (BI) integration
  • Auditing of system access and data changes
  • Records management compliance
  • Privacy compliance
  • MFA (Multi Factor Authentication)
  • Single Sign On (SSO) via SAML2
Productivity & UI
  • Upload documents, media & attachments
  • Contracts, Deliverables & Task Management
  • CRM for Organisations, Services & Contacts
  • Reminders & Notices (SMS & email)
  • On-screen workflow warnings & alerts
  • Digital forms (with signature)
  • Automated surveys & feedback
  • Data exchange with other systems
  • Inline help systems, with video tutorial support
  • Volunteer & Staff Management
  • Mobile and tablet access
  • Bulk messaging
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Use standalone or integrate

Import/Export method used or via custom API, iPaaS integrations coming soon.

The best part: We understand your sector.

What sets us apart is our team’s insight into the world of nonprofit (NGO) operations. As you navigate multifaceted challenges – from policy and funding hurdles, to new programs, cyber security and outcomes measures – SmarterSoft stands poised with adept solutions. Our platform embodies adaptability, perfectly designed to respond to an ever-changing environment. With a storied history of serving both nonprofit (NGO) and government sectors, SmarterSoft transcends mere technology, delivering solutions fine-tuned to the specific intricacies of nonprofit (NGO) operations. View our blogs and articles.

Our clients enjoy...

  • Deep knowledge of your sector
  • A partner committed to your long-term success
  • User-friendly design that maximises uptake and minimises training
  • Scalable cloud-based solutions tailored to optimise the way you work
  • Robust security for your data and information
  • Adaptable tools that evolve with your changing needs
  • Local, reliable and responsive support
  • Full data sovereignty – you always own your data
  • DIY and self-service tools for cost-effective use
  • Compatibility with mobile devices and tablets
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Testimonials

Below are a few testimonials from our client success case studies.

Aboriginal Housing Office (AHO)

SmarterSoft has changed our lives! Client record keeping is much more streamlined and intuitive. SmarterSoft seemed to have the best understanding of what we needed, out of the providers we interviewed. They spent the time up front to make sure they understood, and that we got something tailor made to our needs.

Catholic Care

SmarterSoft consulted during all stages of our tailored client data system development in 2015 and have been helping us continually improve ever since. It is much more and much better than we ever anticipated.

FACS / Ability Links

Smartersoft have played a key role in the success of the $55 million Ability Links NSW program. Their sector-wide data system identifies the connections and outcomes for individuals and the community throughout NSW, providing crucial data for the evaluation of the program, which supports how the program is delivered, communicated and promoted.

JAS / DCJ

SmarterSoft created a highly customised data system that allows us to not only effectively manage our work but also accurately report to our funders (DCJ) on the outcomes we achieve for our clients. SmarterSoft have a good understanding of our service making it easier when we approach them with requests for changes. We continue to work with SmarterSoft to further enhance and refine the system by constantly improving and streamlining processes.

QLD Government

SmarterSoft were chosen as the successful tenderer from an open market process. Since 2018 the solution has proven to be a cost-effective use of resources, as additional workflows have now been added which were not originally conceived. This demonstrates the efficiency, agility and adaptability of the SmarterSoft solution, as it has become the main digital business tool now in use in the department.

NSW Gov / Corrective Services

Since 2016, we have successfully used SmarterSoft as our primary sector-wide client and case data portal. We now have greater visibility of performance outcomes for the purposes of reporting and accountability. It has also had a positive impact on the stakeholder working relationship.

Vinnies

Since going live in 2015, we have spent more time achieving outcomes for people with disability, their families and carers and building more inclusive and accessible communities. Staff are confident in using the SmarterSoft system with minimal technical support required.

Testimonials

Below are a few testimonials from our client success case studies.

Aboriginal Housing Office (AHO)

SmarterSoft has changed our lives! Client record keeping is much more streamlined and intuitive. SmarterSoft seemed to have the best understanding of what we needed, out of the providers we interviewed. They spent the time up front to make sure they understood, and that we got something tailor made to our needs.

Catholic Care

SmarterSoft consulted during all stages of our tailored client data system development in 2015 and have been helping us continually improve ever since. It is much more and much better than we ever anticipated.

FACS / Ability Links

Smartersoft have played a key role in the success of the $55 million Ability Links NSW program. Their sector-wide data system identifies the connections and outcomes for individuals and the community throughout NSW, providing crucial data for the evaluation of the program, which supports how the program is delivered, communicated and promoted.

JAS / DCJ

SmarterSoft created a highly customised data system that allows us to not only effectively manage our work but also accurately report to our funders (DCJ) on the outcomes we achieve for our clients. SmarterSoft have a good understanding of our service making it easier when we approach them with requests for changes. We continue to work with SmarterSoft to further enhance and refine the system by constantly improving and streamlining processes.

QLD Government

SmarterSoft were chosen as the successful tenderer from an open market process. Since 2018 the solution has proven to be a cost-effective use of resources, as additional workflows have now been added which were not originally conceived. This demonstrates the efficiency, agility and adaptability of the SmarterSoft solution, as it has become the main digital business tool now in use in the department.

NSW Gov / Corrective Services

Since 2016, we have successfully used SmarterSoft as our primary sector-wide client and case data portal. We now have greater visibility of performance outcomes for the purposes of reporting and accountability. It has also had a positive impact on the stakeholder working relationship.

Vinnies

Since going live in 2015, we have spent more time achieving outcomes for people with disability, their families and carers and building more inclusive and accessible communities. Staff are confident in using the SmarterSoft system with minimal technical support required.

Want a demo of SmarterSoft in action?

We offer flexible data solutions for nonprofits (NGOs) of all shapes and sizes. We tailor our no-code platform to your specific needs and budget and specialise in systems for 20 – 2,000 users. Contact us if you would like to know more, or wish to see a free tailored demonstration of how SmarterSoft can help you work smarter, not harder.

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Specialising in nonprofit (NGO) and Government sectors, we offer flexible data solutions for all budgets. Contact us to discover how SmarterSoft’s “no code” platform can help you work smarter, not harder.