About Penelope

Penelope is a cloud-based case management solution for nonprofits, governments, universities and health and social services providers. Primary features include scheduling, notes, smart forms, automated workflows, email and SMS reminders, staff communication tools, referral and wait list management and reports.

The automation engine allows users to set workflows, tasks, notifications alerts and action triggers. Users can create time or event-based workflows to suit their requirements. It provides multiple pre-built reports on client demographics, service provision stats, client outcomes and others. Users can export these reports to Microsoft Excel, Crystal Reports, or MS-ACCESS. It also offers integration with Tableau that helps in creating data...


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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Linux, Unix, Web browser (OS agnostic), Windows 2000

74 Reviews of Penelope

Average User Ratings

Overall

4.28 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(37)

37

4 stars

(29)

29

3 stars

(2)

2

2 stars

(4)

4

1 stars

(2)

2

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 74 results

November 2018

User Profile Picture

MARIE from WJS Canada

Verified Reviewer

Company Size: 501-1,000 employees

Industry: Individual & Family Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Functionality

5.0

November 2018

I like this program!!

At first it was daunting as there is SO much information but once we figured it out I love it! I'm part of the team that works on our documentation to make things flow easier. It's great to be able to tailor it to our company needs.

Pros

Being able to read my staff input by generating a report whenever I need it. Being able to pull reports to the tableau so I can see my numbers just like that.

Cons

Only being able to access from work computers with the VPN installed there. Would be great to be able to access from personal computers.

July 2021

Alhassan from DRIAN Ghana

Company Size: 11-50 employees

Industry: Non-Profit Organization Management

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

July 2021

a really intelligent package of awesome features for efficient project management

Our discovery of Penelope allowed us to broaden our client base at just the right time. We had only previously provided project management services for one social intervention establishment...and that contract did not quite work out as we had hoped. This was mainly because the project management platform we adapted for them wasn't quite as suited for the range of needs they required. Penelope on the other hand has been tremendous; and provided the perfect set of practical solutions to help our client institutions weather all the difficulties brought upon by the Pandemic with regards to patients and treatment management processes.

Pros

The level of process automations made possible by Penelope allowed us to make all the significant institutional adjustments our clients needed to stay operational in the face of the difficulties brought on by the pandemic. Timely alerts to staff and clients in treatment, efficient appointment scheduling to avoid crowding in facilities on treatment days, insightful reporting on service delivery quality and client satisfaction, are among some of the most useful ways Penelope has been applied to the benefit of our implementing partners.

Cons

Penelope could do better with more integrations with other project management software and related tools to reduce workflow interruptions even more than it already does

Reasons for Switching to Penelope

we had a very difficult time adapting it to the needs of our social services clients, even though it had worked quite well with other kinds of institutions and projects

August 2017

Grant from Relationships Australia (Qld)

Company Size: 201-500 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

1.0

Functionality

2.0

August 2017

UI is poor. Reporting function only in PDF. not SMS friendly. Case file structure = privacy issues

Pros

it has a diary schedule linked to cart items. it's god if you only want Penelope to do one thing, ie, ATAPS service & payments

Cons

UI poor resulting in clunky data entry and more time spent entering data. not mobile / tablet friendly Reporting function does not provide dashboard, only reports in pdf or that you have to cut and past into Excel. Case file / service file structure creates privacy issues - we may have to move away from this product on the basis of legal advice Lack of technical support available in Australia

March 2021

Susan from Vita Centre

Company Size: 2-10 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

March 2021

EXcellent system for client files and caseload management

We love Penelope for report writing and for documenting outputs for different projects including quality assurance reviews - we know that we are not using Penelope to it's full capacity and there is a lot more potential for improved and different methods of reporting.

Pros

The user interface for our frontline counsellors is very intuitive which is efficient in getting new users up and running and is excellent for day-to-day casen documentation and file management

Cons

Customization of the software was a challenge for us to understand our needs with respect to the many different functions and options available - using the sandbox was helpful in working out a few of the errors we made in planning

Reasons for Choosing Penelope

flexibility, recommendation from [SENSITIVE CONTENT HIDDEN] at PHAN (now MOYO), Price options, Canadian based

September 2020

Miguel from Saint Anthony Hospital

Company Size: 501-1,000 employees

Industry: Hospital & Health Care

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Customer support

4.0

Functionality

5.0

September 2020

Penelope from the Perspective of Reporting and Program Surveillance

I was hired to obtain, process and analyze the raw Penelope data because the built in reports were not sufficient for our reporting purposes. To be fair to Athena, I've observed this is true with any database system; built in reports for any database are static and the reporting needs of non-for-profit organizations are dynamic and shift at least annually. Initially, I had trouble using my credentials to log into Penelope's ODBC interface. It took a couple of months for Athena to figure out the issue was on their end. Once I was able to download the data, I had to figure out where everything was at and how to link it together. Athena's data dictionaries were invaluable, but you have to become familiar with the databases to correctly merge them and prepare the data. Now I can track anything entered into Penelope.

Pros

Penelope is comprehensive in terms of documenting service appointments, client assessments, referrals, notes, agency workshops and meetings, etc. One can access the raw data via ODBC and prepare the data for reporting, projections for grant writing or program surveillance. One can also use the built in reports for these. There is a feature that allows appointments to sync with Microsoft Outlook that is very handy. Athena Software has a lot of documentation for Penelope that I have found extremely helpful. Managers can look at staff caseloads easily.

Cons

I found that support for accessing the raw data, especially in terms of data preparation is very limited unless you pay for a support meeting. They do provide data dictionaries and data maps which I found very helpful. Using login credentials for downloading the data can be frustrating initially because they are not immediately actualized by the engineers. Once that occurs, ODBC works fine and is reliable. With other issues Athena responds fairly quickly. Also, they do not provide support for using R. Thankfully, there is sufficient documentation from R developers that enabled me to figure it out.