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Template · Nonprofit & Charitable Organizations

Beneficiary case management for nonprofit & charitable organizations

People served with needs, services given and follow-up.

Start free with Beneficiary case managementTry the demo

One click opens a free 30-day workspace with this template and sample data. Change anything by asking.

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Try it: Beneficiary case managementInteractive demo · sample data
Inside

What it does

People served with needs, services given and follow-up.

Tracks
Case, Program, Caseworker, Opened, Need, Next contact, Status
Flags automatically
  • Contact overdue when Next contact has passed and Status is Active
  • Waiting when Status is Waiting
  • Closed when Status is Closed
Actions and automations
  • Create a one-page summary: A short Word summary of this case for a meeting or a hand-over.
Views and charts
A table, a board and charts you add by asking
Its agent
Watches every case for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
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Questions

Frequently asked

Can we start from our own spreadsheets?

Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.

Can we change it ourselves?

Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.

How long does it take to start?

Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.

Start with this in your own workspace

Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.

Start free with Beneficiary case managementBook a walkthrough