Great case management option!
December 09, 2021
Great case management option!
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Penelope by Social Solutions
We are a nonprofit agency that case manages Families in the community while we work to help them achieve goals and solve problems. We use Penelope as our case management system. We use Penelope for everything in our agency. It is where we store our data, write case plans, schedule meetings, run reports, and collect resources. Penelope was a serious upgrade from the previous Susy that we were using. It is very detailed and not overwhelming.
- Case management-places to store multiple data points in organized manner[.]
- Scheduling client meetings and the ability to connect to clients through the system
- Great Customer service- implementation team was super helpful in setting up the system and answering our ongoing stream of questions. They are still helpful answering questions 2 years later whenever they come up.
- [A] minimal number of [ready-to-use] reports [using] to pull data from [the] system. The reports are helpful but hard to get all that we needed. We did pay to have a custom report created for our needs.
- My only real complaint: I am not a tech-y person so I find the OBDC connection setup and data [pull-out] kind of complicated and also there is no easy way for a Mac computer to connect without purchasing another program to help. There was minimal assistance with helping us get that set up which was frustrating.
- Long onboarding process[.]
- Improved data quality[.]
- Improved and easier reporting[.]
- Greater efficiency[.]
- Apricot by Social Solutions, AwsQuality Salesforce Services, Salsa CRM, CiviCore and A Public Benefit Corporation
We looked at many different programs available and we felt that Penelope met our needs the best. It was also in the right price range for our organization. Penelope’s staff were also the nicest, most helpful of the sales staff that we talked with. We also had really liked Civicore but in the [end,] we went with Penelope.
Do you think Penelope delivers good value for the price?
Yes
Are you happy with Penelope's feature set?
Yes
Did Penelope live up to sales and marketing promises?
Yes
Did implementation of Penelope go as expected?
Yes
Would you buy Penelope again?
Yes