Exponent Case Management 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Exponent Case Management

4.8

(14)

Pricing

Starting at $240.00 per year

About Exponent Case Management

Exponent Case Management is a cloud-based solution that helps mid-to-large nonprofits and human service agencies drive radically better impact with outcomes management, client lifecycles, service planning and referral tracking. The solution provides a unified platform enabling users to automate data entry and connect data to results.

Primary features of the platform include a visual dashboard, child welfare management, document management, reporting and statistics, scheduling, time tracking, training management, goal-setting indicators and more. Additionally, it allows custom intake forms, assessment generation, case notes, service planning, baseline tracking, and reporting and analytics.

Exponent Case Management integrates with Outlook, allowing users to send communication along with configurable email alerts and one-click data exporting. Pricing of Exponent Case management is available on request and support is extended via phone, an online help desk and documentation.

Exponent Case Management Screenshots

Exponent Case Management Pricing and Plans

Starting price: $240.00 per year

Free Trial

Free Version

Basic

$240.00

per user, per year

No plan information available

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Exponent Case Management Features

Popular features found in Social Work Case Management
Case Notes
Client Management
Document Management
Goal Setting/Tracking
Reporting/Analytics
Scheduling
More features of Exponent Case Management
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts/Escalation
Alerts/Notifications
API
Appointment Management
Assessment Management
Attendance Management
Billing & Invoicing
Calendar Management
Campaign Management
Case Management
Certification & Licensing
Child Welfare Management
Client Portal
Collaboration Tools
Committee Management
Communication Management
Compliance Management
Contact Database
Contact Management
Credit Card Processing
CRM
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard Creation
Data Import/Export
Document Storage
Document Templates
Donor Management
Dues Management
Electronic Payments
Electronic Signature
Email Alerts
Email Management
Employee Management
Event Management
Event Scheduling
Forms Management
For Nonprofits
Fundraising Management
Grant Management
HIPAA Compliant
Member Database
Membership Management
Mobile Access
Multi-Location
Program Management
Progress Reports
Progress Tracking
Project Time Tracking
Real-Time Analytics
Real-Time Reporting
Records Management
Recurring/Subscription Billing
Referral Management
Referral Tracking
Registration Management
Reminders
Reporting & Statistics
Role-Based Permissions
Self Service Portal
SSL Security
Task Management
Task Scheduling
Third-Party Integrations
Time Tracking
Training Management
Volunteer Management
Workflow Management

Exponent Case Management Integrations

Box

Boomi

Salesforce Sales Cloud

Microsoft Outlook

Gmail

Zapier

See all 13 integrations

Exponent Case Management User Reviews

Overall Rating

4.8

Ratings Breakdown

79%

21%

Secondary Ratings

Ease of Use

4.4

Value for money

4.6

Customer support

4.7

Functionality

4.5

Jonathon S.

Verified reviewer

Civic & Social Organization

201-500 employees

Used daily for more than 2 years

Reviewed January 2018

Exponent Partners has provided us with a powerful tool to improve our organizational performance

see comments on review

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

There is plenty to like about ECM- Usability, flexibility, structure, reporting, reliability, automation and much more! The software has become integral into our efforts on tracking program outcomes, streamlines processes, and reporting on the impact of our programs and services. The underlying structure of the software is excellently matched to case management processes and practices. This makes tracking all of the data for our various programs easy and much more efficient. I am also able to easily tailor ECM to match the unique needs of each program. Overall, I find more ways to utilize ECM to allow our teams to work more efficiently and drive better outcomes for the individuals in our programs and services on a regular basis.

Cons:

Most of the minor cons I have are related to limitations with Salesforce rather than ECM. Overall, ECM is meeting our needs.

Michelle R.

Verified reviewer

Non-Profit Organization Management

51-200 employees

Used daily for more than 2 years

Reviewed March 2022

An app that grows with you

We started with 3 programs and 5 services in 2013. We now have 9 programs twice as many services and have also built out ECM to serve external partner program and service data. We utilize their Referral object to track referrals to 41 specific community programs and even more organizations. Not only can we track our performance and our client's progress, but we can gain insights into the systems they struggle to navigate and take our learnings to government decision makers both locally and nationally.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The culture of staff at Exponent is very thoughtful and one of listening and learning. That made the implementation and ongoing management of it easy. It's a partnership with them. ECM as a tool has gracefully served our needs and is so customizable and well integrated with the Salesforce platform that most of our end-users don't even know they'are using the ECM app. They think it's all one Salesforce experience - which is great! We adopted ECM in 2013. We started simple with ECM features and design and then continued to adopt more and more of it's features over time at now additional cost. It's all already there waiting for us to be ready to customize and use it.

Cons:

As with many apps, being so customizable can be a curse as much as a blessing. We "over-designed" a couple of things for our needs in our initial implementation. But one or two missteps are par for the course when we altogether customized hundreds of steps and features to make up the user experience. What was over-design for us is likely exactly what is needed for so many other nonprofits, health or education organizations that truly need multi-step approvals, multi-staff care teams, etc. We can also change these decisions later as we continue to build out for our changing needs.

Reasons for choosing Exponent Case Management

They were already talking our language when it came to what we wanted to do with a case management system but also where we wanted to go in the future. Customization, tech support, and their experience as thought partners in the field of human services. The primary architect was himself once a Workforce coach. That shows in the design.

Vendor Response

Thank you so much for your review, Michelle! We love that your organization has been able to grow with Exponent Case Management and that it now supports 9 programs and a multitude of services.

Replied March 2022

Rick W.

Verified reviewer

Non-Profit Organization Management

51-200 employees

Used daily for more than 2 years

Review source

Reviewed October 2020

Take advantage of what ECM offers

Prior to marketing the ECM managed package, Exponent consulted for similiar organizations to create full customizations of Salesforce Nonprofit Starter Pack (NPSP). We were one of the first organizations to sign on for the managed package, and transitioning from maintaining our own custom SQL Server database application for more than 15 years, we sought, insisted on and spent time and money on more customization than was good for us. As the package became more fully realized, we found ourselves stuck behind the curve, unable to impement improved and expanded features that we had passed up and worked around in their early releases. As we entered the third year, we felt like we were not getting the same value out of the package as more recent organizations that used ECM in states more resembling out of the box software. We discussed this with the Exponent team, and they immediately jumped in to help us craft a re-integration strategy, with terrific support from their management and development teams. We also were able to hire a Salesforce Administrator by this time and within 6 months we had brought most functions back into alignment with the core product, made notable user interface improvements, prepared our transition plan from Salesforce Classic to Lightning, and implemented several key ECM features that are now coming into full utilization. That we were able to accomplish so much within the scope of our annual support package is a testament to (see below...)

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ECM package contains modules for almost any human services/case management function you can think of. Exponent has done a great job of distilling widely varied practices into a basic framework that can work for any organization. And there's ample latitiude for customization (primarily configuration of layouts, workflow rules, flows etc. on the Salesforce.com platform). When that involves modifcations to ECM managed package, you're sure to work with an efficient, meticulous and creative partner on the superb Exponent development team and you'll get a solution you're happy with. Most functions work intuitively, which makes for efficient user trainings and pretty smooth adoption.

Cons:

The logic behind the configuration of couple of components, e.g. registration and attendance for group activities is difficult to grasp; since the standard functionality didn't suit our program model, from the beginning we deployed various workarounds, making for an even more complex configuration and some less than straightforward procedures for users. All the while we were hoping for a more fundamental change or the offering of an alternative configuration. We thought that was being planned but it never materialized. That said, i would not have expected Exponent to make a fundamental alteration to teh package if we were the only customer asking for it. There are several reporting constraints imposed by Salesforce.com technology that we don't like, but Exponengt can help develop teh requisite workarpunds as needed.

Reasons for choosing Exponent Case Management

Alignment of our long term plan for our system with Exponent's offerings and Salesforce.com's possibilities (and broad support for nonprofit organizations' inclusion in their movement); positive reviews of product; confidence in proposals from Exponent team after initial discovery and planning processes.

Reasons for switching to Exponent Case Management

Our mission is to equip people to break the cycle of poverty and to dismantle systemic racism, not to develop software. While we overhauled our original system in 2010-11 to turn it into a homemade and crude interpretation of the Salesforce "no software" model, the limits of these features and the increasing admin burden made clear that for our transition to a new progran model in 2016, we wanted to utilize the collective experience of service providers and the expertise of software developers working in our domain. We had a hunch that the Salesforce ecosystem would provide a dynamic and vision-aligned bandwagon to jump on. We wanted a packaged solution that was still flexible enough to showcase our uniqueness. (...from above) a testament to Exponents commitment to enabling us to administer the system in house. They handled development quandaries when necessary, and provided thoughtful guidance to our Salesforce Administrator and management team to enable us to more fully realize the benefits of the bandwagon. This will always be a work in progress but entering year 5 we are confident that our partnership with Exponent will serve us well into the future.

Andrea C.

Used daily for more than 2 years

Reviewed February 2018

Great product with complex functionality

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Cara implemented ECM in 2014 alongside Exponent. We purchased ECM when it was still an unmanaged package, and as a result we do not pay ongoing license fees (beyond our Salesforce licenses) and do not receive any ongoing extensions or upgrades to functionality. The features that have been most beneficial to Cara are: the configurable "Service Entry" model of entering data across several objects on one form without having to navigate to those objects, the configurable Case Record Status Bar, and Group/Class functionality.

Cons:

ECM comes loaded with complex functionality spanning a variety of potential human services and workforce needs. We utilize some of that functionality, but much of it is not relevant or fully aligned to our needs. We've been able to leverage Salesforce to adapt ECM's pre-built functionality in our own way or just completely build around ECM, but many of these realizations came long-after implementation and launch, and as a result we are slowly untangling some of the overly complex functionality that was running behind the scenes in our instance and sometimes taking up unnecessary data storage space or processing power. We were an early adopter of ECM and, at that time, the range of functionality wasn't fully documented and the length and depth of our consulting engagement wasn't necessarily sufficient to allow us to digest our options and repercussions of our decisions. All that said, we get a lot of value out of ECM!

Vendor Response

Hi Andrea, thanks so much for the review! You are right that since you adopted the 'beta'/unmanaged product at the time, our functionality was still evolving. Since we've moved to a managed package, we've added many features, simplified the structure, written full product documentation for every feature, built a significant amount of workforce development-specific functionality for organizations like yours, and more. New clients automatically get all these features plus any additional new features that we develop in the future. Thank you for being an early adopter and helping make this possible!

Replied February 2018

Helene R.

Verified reviewer

Non-Profit Organization Management

51-200 employees

Used daily for more than 2 years

Review source

Reviewed October 2020

A very flexible and powerful system providing a strong backbone to any Case Management Flows

We are a non profit working with Children , Youth and Families. We were looking to implement a case mgt system for all our social workers handling foster, adoption, crisis pregnancy , hostel and child care residential services. We are implementing Exponent across all our services in iteration, one department at a time. We currently have about 20 users and will have over 40 social workers by the end of this year.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Exponent Case Management, much like Salesforce system it is built on, is a very powerful product that allows any organization to map and fits its proprietary business processes to the system. Providing a shell with common generic concepts and a lot of predefined functionality based on case management best practices, any human services business can then tailor the product to meet their specific needs , not matter if what their area of service may be.

Cons:

With flexibility comes complexity and at the time we began our implementation of Exponent Case Management, there was a lot of configuration to be done just to get the initial product up and running and not much documentation readily available. It was therefore time consuming. Today Exponent have invested in many "boxed" implementation kits for the average organization to get off the ground much more efficiently. We are based in Kong Kong and wish that Exponent could provide an implementation partner in our timezone making use of big IT hubs such as India or the Philippines to enable also cost savings.

Reasons for choosing Exponent Case Management

- Best practises of Case Management already available so not reinventing the wheel. - Strong track record with large foster agencies that gave references - Customization possibilities

Marylynn A.

Verified reviewer

Mental Health Care

51-200 employees

Used daily for more than 2 years

Reviewed September 2023

Great Experience with ECM

The transition from our previous client information system to ECM was quite smooth. Since making the transition, we have been very happy with ECM and the support we receive.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Exponent Case Management is flexible enough to adjust to our unique program, but with plenty of out-of-the box features to streamline implementation. It is user friendly and has robust reporting features. Customer support is very responsive. Having access to other tools in the Salesforce platform extends the value of the product.

Cons:

Some of the built in features didn't work for our particular use case, but we have been able to customize the tool to meet our needs. Customizing can require some higher level technical skills.

Jared Z.

Verified reviewer

Education Management

51-200 employees

Used daily for less than 2 years

Review source

Reviewed October 2020

ExP is superb!

The overall experience is very positive. We are content with the solutions Exponent Case Management offers and customer support has been a bright spot as well. I received consistent response for every request I ever sent in. The support team is knowledgeable, professional, and helpful.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Exponent Case Management is a package we are using to track program participation for us. At Boys & Girls Clubs of the Peninsula, we are offering programs for our students from K-8 all the way to College. I can say that we have numerous and different needs for our kids and Exponent Case Management has made it possible to cater those needs. We have been able to set up efficient solutions for our end users to easily enter data and report it out. Previously, our biggest challenge was the time consuming nature of data entry, our instructors have repeatedly voice this to us. With Exponent Case Management package, an instructor is able to set up a class, roster it up, and manage attendance within minutes. The process is intuitive and straightforward. I'm happy when our instructors are happy.

Cons:

Exponent Case Management is unique. It has its own do's and don'ts, plan on spending some time to get to study this package.

Reasons for choosing Exponent Case Management

The Exponent Case Management have put in time and effort in delivering a wonderful and applicable demo. Exponent has also demonstrated its ability to develop custom features that were deemed vital to us including but not limited to: 1. Tracking students via ID Cards and scanner 2. Ease of attendance taking 3. Reporting on students who check in and out of our buildings in real time

Dorothy E. "Dolly" H.

Verified reviewer

Used daily for less than 2 years

Reviewed January 2018

ECM makes our users happy and it makes me feel like a rockstar!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I like most about ECM is it makes our users happy! My goal is to streamline processes and produce accurate information to our funders, administration, and program directors. Reduce the burden on the service provider so they can assist those in need. I love that it's built on Salesforce and it's modifiable without adding expense. In the non-profit world, there are too many applications that are created by unstable companies and we could not afford the cost of re-implementation. Not only does ECM deliver the features we need we can integrate features across the organization (client-facing services, finance, marketing, administration) and report that data all from one application. Exponent Partners has structured the application well so that modifications are easily accomplished by the user.

Cons:

All those features can sometimes be a little overwhelming. However, there are thousands of users in the forums to assist you. Regardless, I find using this application more fun (yes, fun) than any I can remember.

Kai H.

Verified reviewer

51-200 employees

Used daily for less than 12 months

Reviewed February 2018

Exponent has been great to work with!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Exponent Case Management gives program staff an effective case management system built around our processes and workflows, helping staff deliver better services to clients. It gives executive staff real-time performance data for better planning and fast corrections. We really like how quickly we can build out new programs and update fields and settings. We really like the Salesforce ecosystem that Exponent Case Management is part of, including the great community of nonprofits who use Salesforce and share their best practices. We also look forward to taking advantage of the large ecosystem of other applications that integrate with Salesforce.

Cons:

Some of our staff are coming from pen and paper systems. The shift to an online database with lots of relationships between different kinds of fields and objects has taken some additional training and time.

Rain T.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used daily for more than 2 years

Review source

Reviewed October 2020

Good tools, confusing interface

It's a good product. I administrate it but I wasn't around for when we installed it, so I have no comparison at this organization. I must say that the folks who respond to our support emails respond very quickly! I sometimes wish they had more content knowledge.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Despite the complex object schema and the extensiveness of Apex in place, there are almost never bugs. Also, customer service is really great!

Cons:

The interface is pretty non-intuitive and the explanations of how to use the interface on the Exponent support site are somewhat lacking. I would like to see more development of those tutorials.

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