Nonprofit CRM & Case Management Platform
CASE STUDY DETAILS
FamilyForward
Project Type
Salesforce Nonprofit
Challenge
Manual appointment scheduling and disconnected patient records
Domain
Healthcare CRM
Impact
End-to-End Case Automation

OVERVIEW
Centralized nonprofit operations, automated engagement workflows, improved program visibility, and delivered a scalable CRM without requiring premium nonprofit licenses.
Impact Matric
End-to-End Case Automation
The Challenge
Nonprofit operations relied on spreadsheets and disconnected systems for family intake, donor engagement, volunteer management, and case tracking, limiting efficiency and reporting.
The Solution
Designed a custom Salesforce CRM with case management, donor and volunteer tracking, outreach automation, custom objects, flows, dashboards, and external email integrations.
The Result
Centralized nonprofit operations, automated engagement workflows,
improved program visibility, and delivered a scalable CRM without requiring premium nonprofit licenses.
Phone
+1 (242) 299-8860Address
1600 McConnor Parkway,
Suite 125, Schaumburg, IL 60173
Schedule a free consultation
Phone
+1 (242) 299-8860Address
1600 McConnor Parkway,
Suite 125, Schaumburg, IL 60173

