Penelope

Improve efficiency and data accuracy and get a 360-degree view of your participants.

Penelope is a configurable and secure client management system designed to help social good organizations save time for their staff, improve data quality and reporting, and better serve and connect with their participants. With integrated billing capabilities, Penelope enables your organization to perform better and help more people.

Know your bottom line

Manage all your invoices, payments and credits for participants and funders with a comprehensive accounts receivable billing module.

Keep clients engaged

Client-focused tools empower participants to stay connected and request services.

Collect the data you need

Eliminate paper forms and organize data with pre-built and custom reports and forms.

Manage billing and caseloads in one system

Integrated billing capabilities

Streamline efficiencies with an accounts receivable billing module.

Grant tracking

Track spending of grant funding at a service level to demonstrate transparency to funders.

Understand your reach and impact

Best practice forms and reports library

Get started with proven templates and custom reporting options.

Advanced results reporting

Generate richer insights to make informed, proactive decisions.

Empower participants and stay connected

Direct messaging

Send appointment reminders via text and email.

Client connect

Improve the client experience with a mobile portal that allows them to participate more closely in their care.

Streamline processes and save time

Automated workflows

Allow staff to spend less time on manual tasks and establish best practices.

Scheduling

Keep track of your staff, clients and resources, and get a snapshot of what’s going on at your organization at any time.