Managing data can be time consuming for case managers. 501CaseManager, our user interface for Salesforce, lets you spend more time on mission and less capturing and entering data. Your staff works hard; we want to provide them with technology that eases the reporting workload. Our 501CaseManager is used by human services organizations striving to end hunger, homelessness, education gaps, refugee resettlement issues, and more

Intuitive User Interface

Case managers see their caseload, outcomes measurements, schedule, and files in one clean, easy-to-navigate place.

High Adoption Rate

501CaseManager is all about the end user. A system is only worth investing in if staff commit to using it and enter data correctly. We focus on making that step as easy as possible.


Every organization has its own processes and workflows. 501CaseManager enhances these rather than keeping you confined to an out-of-the-box solution. Set up your intake forms, your enrollment processes, your programs, your outcomes—your solutions.

Real Reporting

Good data leads to good reports. Paired with the powerful reporting functionality of Salesforce, you’ll be able to measure impact in real time. And accurate reports lead to happy funders!

“501CaseManager gave our front-line counselors 10% more time to provide direct service to students and helped us improve our process, data system, and staff satisfaction.”


A User Experience Optimized for Case Managers

Instead of toggling in Salesforce from contacts to cases to dashboards, case managers see their case load, outcomes measurements, schedule, and files in one easy, intuitive user experience.

Your case managers will love using Salesforce, driving user adoption and resulting in reliable data for reporting.

Calendar Synchronization

501CaseManager provides a readable, easy-to-use calendar. Case managers can see their appointments by month, week, or in a list view. In one click, they can see detail and add notes. Plus, it’s easily customized.

Eliminates double data entry when tracking meeting participation.

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Success Stories

Our diverse client portfolio includes human services organizations striving to end hunger, homelessness, education gaps, refugee resettlement issues, and more.

We design solutions that work with your business processes, solve problems and create greater efficiencies, so that nonprofits can focus on the work that matters most — in your home communities. Since its inception, 501Partners has worked with over 300 nonprofit organizations, case management specific examples are featured below. We will gladly offer references of satisfied clients in your nonprofit sector.

New Hampshire Community Loan Fund

May 15, 2019

Lovin’ Spoonfuls

January 29, 2019

Beverly Bootstraps

October 29, 2018

Bottom Line Counseling Session

Bottom Line

June 11, 2018

Silver Lining Mentoring

May 31, 2018

Mother and daughter

Big Brothers Big Sisters of Massachusetts Bay (BBBSMB)

May 30, 2018

Watch Our Video on 501CaseManager