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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

AgencyOrganizer stands out by offering a blend of integrated features and functionalities that surpass expectations through cost efficiency, robust security, and extensive customizability across various operational domains. Its capabilities extend from seamless data integration to innovative Agency Management strategies, which support agencies in becoming more organized and achieving greater profitability and market presence. The platform ensures that all documents related to user cases and associates are stored securely, encompassing everything from emails to scanned files, thus eliminating the clutter and risks associated with physical document storage. Beyond document management, AgencyOrganizer also records essential information such as notes, phone calls, and appointments, enhancing overall productivity. Additionally, its built-in calendar and task tracking tools further streamline time management, allowing users to optimize their schedules effectively. With AgencyOrganizer, agencies can experience a comprehensive solution that not only meets their operational needs but also drives growth and efficiency in an increasingly competitive landscape.

Description

Vertex Case Manager is a cloud-based software solution designed for electronic case management. This innovative platform was specifically developed for organizations that assist individuals with disabilities across community, employment, and residential environments. The system captures data at each phase of a client's journey, from enrollment to discharge. With our dedicated social work case management software, information is collected as clients progress through various programs, ensuring that service time and progress notes can be logged throughout the day. Should any documents be missing or incomplete, the system provides reminders to service providers, aiding in maintaining compliance. Our case management solution aims to deliver a seamless user experience while keeping your agency well-organized and compliant with documentation requirements. The intuitive dashboard allows users to view notifications, record arrival times, and edit client information, all from a centralized location for maximum efficiency. By streamlining these processes, Vertex Case Manager enhances the overall effectiveness of service delivery within your agency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$20 per month
Free Trial No 
Free Version No 

Pricing Details

$2500 one-time payment
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux Yes 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

AgencyOrganizer

Website

www.agencyorganizer.com

Vendor Details

Company Name

Vertex Systems

Founded

1981

Country

United States

Website

vertexsystems.com/software/vertex-case-manager/

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Product Features

Human Services

Case Management Yes 
Certification & Licensing No 
Child Welfare Management No 
Document Management Yes 
Reporting & Statistics Yes 
Scheduling Yes 
Time Tracking No 
Training Management Yes 

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