Name: Hope
Price: 1560 USD
Author: Omtio

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Cross-Browser Testing

Feature Management

Product Analytics

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Emissions Management

Payment Facilitation

Workflow

Enterprise

Accounting

Accounts Receivable

CTRM

Travel Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Management

Change and Configuration Management

Cloud Migration

Cloud Storage

Configuration Management

Data Deduplication

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

Managed Public Cloud Infrastructure

Migration

Mobile Data Security

Mobile Identity

Network Performance Monitoring

SaaS Management

Sensitive Data Discovery

Software Composition Analysis (SCA)

Time Series Databases

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Email Marketing

Marketing Automation

Online Reputation Management

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Enablement

Sales Incentive Compensation Management

Sales Performance Management

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Intrusion Detection

Security

Aviation

Banking

Geographic Information

Insurance Agency Management

Insurance Claims Management

Physical Therapy

Vertical-Specific

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Hope is an online case management software designed specifically for UK-based non-profit advisory organizations. It aims to simplify case management processes by providing a lightweight and fully managed solution. According to the vendor, this software is suitable for non-profit organizations, social services, community support organizations, counseling and advisory services, as well as legal aid organizations. Hope offers a range of features to streamline client management, enhance statistical reporting, and support funding efforts for organizations of all sizes.

## Key Features

**Case Management Simplified**: According to the vendor, Hope provides a lightweight and fully managed online case management software that allows users to log client details, sessions, issues raised, and actions taken. It offers real-time statistical reporting to aid funding efforts for UK-based non-profit advisory organizations.

**Clients**: The vendor states that users can efficiently search, add, and update client information. The software utilizes soundex matches to prevent duplicate entries and groups client information into sections to avoid information overload. It also offers a wide range of data fields for better client insights and statistical reports, with visual indicators to aid navigation.

**Cases**: Hope allows client work to span multiple individual cases, each with its own files and outcomes running in parallel. Uploaded files are securely stored in a dedicated, fully managed Microsoft SQL Server database with transparent data encryption. Users can assign outcomes with or without financial awards and easily view actions for a single client case or across all cases.

**Questionnaires**: The software enables the creation of questionnaires for soft outcome monitoring and client feedback. According to the vendor, questionnaires can be taken once for a baseline, and progress can be tracked over time. On-screen indicators show the progress made, and reports can be generated to show the distance traveled and current indicators.

**Tasks & Tags**: Hope allows the creation of tasks and tags to schedule, prioritize, and organize client case work. Users can assign tasks to one another and set notification alerts. Tasks can be directly linked to clients and cases, and user or system tags can be attached for creating searchable and reportable groups.

**Real-time Reporting**: According to the vendor, reports in Hope can be filtered by wards that make up districts within the UK. All reports run against live data, providing up-to-the-minute statistical information. Reports can be printed or exported in various formats, including PDF, Excel, Word, CSV, and TIFF. The software also offers the ability to tailor-make reports based on any fields within Hope, along with system reports to ensure accurate reporting and statistics.

Basic

Causeview

Essentials

Impact

Empower

Neon CRM

Hope

Tools used by nonprofits to manage relationships with constituents.

Nonprofit CRM

Omtio

Donor Database

The donor database allows organizations to store, track, and update information about their constituents

Constituent database

Information about donors, corporate supporters, members, alumni, grant-making organizations, volunteers, staff, and/or nonprofit recipients is stored in a database.

Constituent interaction tracking

Capture, track, and record history of constituent donations, memberships, participation, and communications.

Constituent relationship management

Link constituents to each other based on family, employer, household, and other relationships.

Donor and member portals

Self-serve portals for contributions, participation, profile updates, and event registration.

Automated workflows

Parts of the constituent management process, like email communication and updating contact records, can be automated.

Communications and Marketing

Constituent engagement and marketing features

Constituent engagement and marketing

Email, text, phone, print mailings, digital ads, and/or social media communications capabilities are available for constituent engagement and marketing.

Social listening

The software can track constituents’ mentions of the organization on social media platforms.

Digital advocacy enablement

Constituents can be given options to take advocacy actions like sharing fundraising links with peers or calling representatives.

Reporting and Analytics

Reporting and analytics about constituents and donations

Reporting and data visualization

Track donor retention and acquisition, campaign success, and incoming donations recommendations for ask amounts, donors at risk of lapsing.

Predictive analytics

Analytics offer insights like recommended ask amounts and warnings about donors at risk of lapsing.

Wealth screening

The software can access publicly available wealth screening data to provide information on donors’ charitable giving histories.

Fundraising and Events

The ability to accept and process donations and manage events

Online donation options

Online avenues for donation are available, including landing pages, forms, donation buttons, etc.

Event registration and ticketing

Track ticket purchases for events and connect them to constituent profiles

Text and phone donations

Constituents can donate via text or phone call.

Volunteer shift management

The software allows volunteers to sign up and check in for event shifts.

Mobile event check-in

Attendees and volunteers can be checked in at events with a mobile device.

Security and Platform

Features related to security and general platform usage and implementation

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration

Mobile access

Users can access the CRM via an app from a mobile phone or tablet.

Integrations

The software includes or integrates with nonprofit marketing, fundraising, donor prospect, accounting, payment, event management, and/or grant management solutions.

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Nonprofit CRM Software

Hope

Overview

What is Hope?