The Right Transitional Housing Software Can Make a Difference

Daniel Hall 05/02/2023

Like any organization, nonprofits can enhance their operations by using modern software.

However, software designed for top nonprofits sometimes has a slightly different flavour. 

As you probably know, businesses use Customer Relationship Management (CRM) software to keep track of their relationships with their customers. The nonprofit variety is termed Constituent Relationship Management software. The primary difference is that CRM for nonprofits helps organizations manage their relationships with donors, staff, and volunteers. 

CRM for nonprofits also features special tools that are specific to a nonprofit’s needs. For example, some CRM for nonprofits offers case management shelter & transitional housing management software to help organizations that assist people in need of temporary housing arrangements. 

Data Management

Managing complex data can be challenging for anyone running a shelter or transitional housing organization. However, such software helps nonprofits easily manage resident data, services, and status. It also helps nonprofits track the people involved in shelter resident care services, such as caseworkers, caregivers, and volunteers. 

Service Delivery Efficiency 

Managers of shelters are always looking for ways to make service delivery more efficient. The last thing they need is for tasks to take longer than they should. They can leverage shelter management tools to handle referrals, intakes, needs assessment programs, service delivery, discharge, in addition to volunteer and staff involvement. 

A Personal Touch

Shelter organizations desire to offer personalized care to their residents instead of treating them like numbers. With custom CRM software for transitional housing, they can deliver personalized care by tracking detailed resident information, including a view of services and programs delivered. 

Effective Reporting

Funders nowadays are interested in outcome-based reporting to appreciate the effectiveness of their giving. Transitional housing organizations can be more impactful by using case management reports that track key metrics and offer funders a more complete picture. Happier funders are likely to give more and give more often.

In addition to funders, donors and advocating bodies also benefit from reports that satisfy their key reporting requirements. 

Managing Residents

Top case management transitional housing and shelter software make it easier to manage residents by connecting all resident records. With all resident records accessible in one place, people can easily see their complete histories to make smarter decisions. In each resident record, they can also track:

  • Beds

  • Services

  • Volunteers

  • Community partners

  • And more

Also helping with the management process are personalized client emails that leverage accumulated data for integrated email marketing.

Smart Customization

The best transitional housing software is usually mostly pre-configured. This means that most of your essential data and workflow needs, such as case lifecycles, resource management, workflow, and integrated intake, are ready to go. 

However, some of the remaining features are configured to suit your data and workflow needs. For example, resident care action plans are modified to suit your program and client types, while programs and services are edited to suit the ones your organization provides. Likewise, client records are modified to carry the type of data you need from your client profiles. 

These are just some of the ways the right constituent management software with transitional housing and shelter tools can help your transitional housing organization. Download it today to take your productivity forward.

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