Client Success Manager
PlanStreet
The startup offers a case management platform that automates data collection, appointment scheduling, report generation, and financial management for non-profit organizations. This technology enables teams to enhance operational efficiency, improve productivity, and measure the impact of their services through data-driven insights.
- Data & Analytics
- Enterprise Software
- Software Only
Updated 6 months ago
Funding
Raised to date
$2.2MRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Funding rounds are not available yet.
Founders
Product
Problem
Non-profit and public sector organizations often struggle with inefficient data management, fragmented workflows, and difficulty in measuring the impact of their services. These challenges hinder their ability to effectively serve clients and secure funding.
Solution
PlanStreet offers a comprehensive case management platform designed to streamline operations, enhance collaboration, and provide data-driven insights for non-profit and public sector organizations. The platform automates data collection, appointment scheduling, and report generation, enabling case managers to spend more time with clients. With features like grant management, client portals, and Power BI analytics, PlanStreet provides a centralized solution for managing programs, cases, and referrals. The cloud-based software is HIPAA and FedRAMP compliant, ensuring secure and reliable data management.
Target Audience
PlanStreet is designed for non-profit organizations, public sector agencies, and social and human services providers seeking to improve operational efficiency and client outcomes.
Features
- Case Management & Service Delivery: Manage client data, program management, and service delivery in one place.
- Grant Management: Track grant distribution, usage, and reporting.
- Client Portal: Enable clients to complete forms, schedule appointments, and communicate with case managers online.
- Analytics Reporting: Utilize Power BI dashboards for data visualization and insights.
- HMIS Reporting: Generate HUD reports with document automation features.
- Intake Automation: Streamline client intake with customizable forms and data validation.
- Workflow Automation: Automate tasks and processes with intuitive workflow and alerting features.
- Mobile App: Access data and manage cases from anywhere with a secure mobile app.