How Outcome Tracker Works
Outcome Tracker is an online CRM platform for nonprofits, from small local programs to statewide networks, managing client data from inquiry to impacts. Its no-code, client-centered interface simplifies data access and entry. Engage clients with self-service features, then analyze services and outcomes with real-time reports and charts.
Configure
Adapt Outcome Tracker for your program’s needs:
Add fields and forms
Create and post applications
Build and manage online portals
Use drag-and-drop widgets for more functions
Add activities
Send surveys and assessments
Run queries and reports
Create charts and graphs
Engage
Right from their phone or computer, let your clients:
Submit applications
Complete surveys
Access portals to view and manage data
Self-register and pay fees
Add electronic signatures
Send and receive emails and text messages
Review balances on incentives and savings accounts
Create, manage, and link 529 accounts
Link your own savings account
Analyze
Use data to help tell the story of your impact, no code needed:
Create queries by answering questions
Build reports
Analyze with crosstab tables
Illustrate with charts and graphs
Show outcome and performance indicators over time
Integrate
Integrate your Outcome Tracker data with other systems to increase accuracy and eliminate double-entry:
Export to spreadsheets
Import from spreadsheets
Schedule automatic data exchanges with multiple sources
Sync email lists with Emma or Constant Contact
Segment your outreach with filters based on client interactions
Send or schedule individual messages or personalized batches
Connect bank or credit union accounts
Connect Ascensus or TIAA 529 accounts
Link individual savings accounts
Sync loans data with DownHome Loan Manager
Report to SBA Nexus (formerly EDMIS)
Submit HUD 9902 reports
Protect
Keep your confidential data secure:
Create security groups
Customize access permissions
Benefit from rigorous, externally tested security measures
Rest assured your data is stored on your country’s soil (US or Canada)
Modules
Select optional modules based on your program’s needs.
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Network multiple agencies for aggregate reporting and shared configuration.
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Allow the client to sign a form they have just completed or sign a document.
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Use LifeCents for online Financial Literacy training and link it to the online portal.
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Synchronize contact information with Constant Contact or Emma for email marketing.
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Send group or personalized text messages to participants. Use Google Translate to understand text message responses in different languages.
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Upload documents, PDFs, spreadsheets, images, and other files to your records.
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Import data from another system using spreadsheet files.
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Generate invoices for class fees and receive payment through PayPal.
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Outcome Tracker is an approved software system for Outcomes Star, a leading client assessment system from Triangle Consulting Social Enterprise.
Children’s Savings Accounts & Individual Development Modules
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Manage 529-based and bank-based children’s savings programs.
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Allow a participant to link their own bank account to the program.
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Manage match and incentives for adult matched-savings programs.
Community & Economic Development Modules
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Manage HUD Housing Counseling data and submit the HUD 9902 report.
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For Women’s Business Centers, manage data and report the SBA in the Nexus format (formerly EDMIS).
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For community lenders, integrate with DownHome Loan Manager for real-time synchronization of data.
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Pull a credit report from Credco and attach the report to the client’s record.
