OrgStation TM
OrgStation is a powerful, flexible, and affordable case management system built specifically for small and medium-sized nonprofits.
Key Features
Client Intake and Case Management
Managing client information has never been easier. OrgStation offers a streamlined intake process and comprehensive case management tools that allow you to track services, enrollments, goals, and outcomes for each client. With intuitive navigation and smart workflows, case workers can focus more on helping clients and less on paperwork.
Custom Forms and Assessments
OrgStation empowers nonprofits to create unlimited custom forms and assessments tailored to their unique programs and data collection needs. Whether you need simple intake forms or complex assessments, you can build, edit, and deploy them without writing a single line of code. This flexibility ensures that your organization can quickly adapt to changing requirements without costly development projects.
Goal and Task Tracking
OrgStation includes powerful goal and task management features to help clients achieve measurable progress. Case workers can set goals, define steps, assign tasks, and monitor outcomes — all while staying organized and focused on client success.
File Uploads and Document Management
Keep all your important client documents organized in one secure place. OrgStation allows you to upload, categorize, and manage files directly within each client’s record. From identification documents to service agreements, you’ll have quick access to the files you need, with robust security to protect sensitive information.
Advanced Reporting and Dashboards
Data-driven decision-making is at the heart of OrgStation. Our advanced reporting tools and dashboards give you real-time insights into your programs, client outcomes, and organizational performance. Whether you need detailed reports for funders or visual dashboards for internal planning, OrgStation helps you turn data into impact.
Fast Implementation and Dedicated Support
We know how critical it is to get up and running quickly. OrgStation offers a simple onboarding process with setup completed in as little as two weeks. Plus, you’ll have access to dedicated support from a team that understands nonprofit work — helping you troubleshoot issues, train your staff, and maximize the value of your system from day one.