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Exponent Case Management vs Assocyate Comparison

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Overview

Exponent Case Management is a cloud-based case management solution which assists program managers and agency leaders with...

Assocyate is a cloud-based association management solution that helps enterprises manage client memberships and streamline...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.8

(13)

5

4

3

2

1

10

3

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

No reviews

5

4

3

2

1

0

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support

Pros

The process is intuitive and straightforward. I'm happy when our instructors are happy.
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.
Fully customizable, excellent customer service, responsive to needs, lightning vs. classic views, value for cost is unbelievably good.

Pros

Not enoughreviews yet

Cons

The learning curve has been steep for me (system administrator) since I didn't have previous Salesforce experience. There is so much to learn it can be hard to know where to start.
Runs very slow (especially in lightning view), Salesforce functions are not intuitive, pulling reports was very difficult at first.
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.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review7 months ago
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features95
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Assessment Management
  • Attendance Management
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Campaign Management
  • Case Management
  • Case Notes
  • Certification & Licensing
  • Chapter Management
  • Chat/Messaging
  • Child Welfare Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Committee Management
  • Communication Management
  • Compliance Management
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Customer Experience Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard Creation
  • Data Import/Export
  • Document Management
  • Document Storage
  • Document Templates
  • Donor Management
  • Drag & Drop
  • Dues Management
  • EDI
  • Election Management
  • Electronic Payments
  • Electronic Signature
  • Email Alerts
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Employee Management
  • Event Management
  • Event Scheduling
  • Event Ticketing
  • Expense Tracking
  • File Transfer
  • Financial Management
  • For Nonprofits
  • Forms Management
  • Fundraising Management
  • Geolocation
  • Goal Setting / Tracking
  • Grant Management
  • HIPAA Compliant
  • Image Library
  • Invoice Management
  • Invoice Processing
  • Issue Tracking
  • Job Tracking
  • Jobs Board
  • Knowledge Base Management
  • Live Chat
  • Location Tracking
  • Member Accounts
  • Member Communities
  • Member Database
  • Member Directory
  • Member Portal
  • Membership Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Monitoring
  • Multi-Location
  • Performance Metrics
  • Program Management
  • Progress Reports
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Reporting
  • Receipt Management
  • Records Management
  • Recurring/Subscription Billing
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SSL Security
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Social Media Integration
  • Social Media Management
  • Subscription Management
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management
  • Task Scheduling
  • Third Party Integrations
  • Time Tracking
  • Training Management
  • Transaction Monitoring
  • Volunteer Management
  • Web Forms
  • Website Integration
  • Website Management
  • Workflow Management
  • Total features58
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Assessment Management
  • Attendance Management
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Campaign Management
  • Case Management
  • Case Notes
  • Certification & Licensing
  • Chapter Management
  • Chat/Messaging
  • Child Welfare Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Committee Management
  • Communication Management
  • Compliance Management
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Customer Experience Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard Creation
  • Data Import/Export
  • Document Management
  • Document Storage
  • Document Templates
  • Donor Management
  • Drag & Drop
  • Dues Management
  • EDI
  • Election Management
  • Electronic Payments
  • Electronic Signature
  • Email Alerts
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Employee Management
  • Event Management
  • Event Scheduling
  • Event Ticketing
  • Expense Tracking
  • File Transfer
  • Financial Management
  • For Nonprofits
  • Forms Management
  • Fundraising Management
  • Geolocation
  • Goal Setting / Tracking
  • Grant Management
  • HIPAA Compliant
  • Image Library
  • Invoice Management
  • Invoice Processing
  • Issue Tracking
  • Job Tracking
  • Jobs Board
  • Knowledge Base Management
  • Live Chat
  • Location Tracking
  • Member Accounts
  • Member Communities
  • Member Database
  • Member Directory
  • Member Portal
  • Membership Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Monitoring
  • Multi-Location
  • Performance Metrics
  • Program Management
  • Progress Reports
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Reporting
  • Receipt Management
  • Records Management
  • Recurring/Subscription Billing
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SSL Security
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Social Media Integration
  • Social Media Management
  • Subscription Management
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management
  • Task Scheduling
  • Third Party Integrations
  • Time Tracking
  • Training Management
  • Transaction Monitoring
  • Volunteer Management
  • Web Forms
  • Website Integration
  • Website Management
  • Workflow Management

Integrations

  • Total integrations12
  • ArcGIS
  • Authorize.net
  • Box
  • Constant Contact
  • Emma
  • Gmail
  • Google Calendar
  • Google Maps
  • Kindful
  • Laserfiche
  • Mailchimp
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QAlert
  • Salesforce App Cloud
  • Salesforce Sales Cloud
  • Stripe
  • Tableau
  • Workday HCM
  • Total integrationsN/A
  • ArcGIS
  • Authorize.net
  • Box
  • Constant Contact
  • Emma
  • Gmail
  • Google Calendar
  • Google Maps
  • Kindful
  • Laserfiche
  • Mailchimp
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QAlert
  • Salesforce App Cloud
  • Salesforce Sales Cloud
  • Stripe
  • Tableau
  • Workday HCM

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Exponent Case Management vs. Assocyate

See how Exponent Case Management and Assocyate stack up against each other by comparing features, pricing, ratings, integrations, security & more.

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