Exponent Case Management Reviews - Pros & Cons, Ratings & more

NewOrg

Bonterra Case Management

CharityTracker

Exponent Case Management is a cloud-based case management solution that assists program managers and agency leaders with intake assessment and service tracking. Its key features include records management, outcome reporting, referral tracking, compliance and incident tracking.

Exponent Case Management

Android

Web-based

iPad

iPhone

Database Admin & Analyst

The process is intuitive and straightforward. I'm happy when our instructors are happy.

Director of Organizational Impact

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.

Director of Resident Services

Fully customizable, excellent customer service, responsive to needs, lightning vs. classic views, value for cost is unbelievably good.

Director - Deputy COO

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.

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.

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

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. 

An app that grows with you

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.  

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...)

Take advantage of what ECM offers

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.

Great Experience with ECM

Great product with complex functionality

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! 

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. 

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

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.

ExP is superb!

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

Exponent has been great to work with!

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.

Good tools, confusing interface

Implementing ECM was a "game changer" for our organization!

ability to have one system where we can track data across the organization 

Very experienced team who are familiar with nonprofits.  Leveraged knowledge to maximize efficiency.

Exponent Partners has been amazing to work with!  They worked to find solutions to all our needs 

Improved data collection and storage, which allowed our program to develop impactful quantitative outcomes.

Exponent Case Management Reviews (2025)

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