ClientTrack Weatherization Software
Emergency Assistance Software & LIHEAP Management
ClientTrack™ is secure online software that improves your organization’s ability to provide Emergency Financial Assistance to your clients. ClientTrack helps you to efficiently collect and manage your clients’ information, create compliance reports for funding sources (e.g., LIHEAP), and track goals and share outcomes of your services with potential donors and your community.
As a provider of emergency financial assistance, you know how basic the needs of your clients are: help for the elderly to pay rent or utilities, providing food for small children, identifying options for work, weatherizing homes, or providing heat in the biting chill of winter. And, while your mission focuses on meeting these needs, you also need to manage the administrative realities of your work, such as tracking information of those you serve correctly, providing services as quickly as possible, creating reports for grant moneys, or collaborating with other agencies and applying for their services. ClientTrack is the software solution that helps you improve your efficiency in administrative tasks. We want to help you meet your immediate needs so you can spend more time helping your clients meet theirs.
The ClientTrack Solution
ClientTrack improves your organization’s ability to provide better emergency financial assistance by allowing you to:
Gather client information efficiently with digital forms and templates tailored to your organization.
Track client services that have been received—weatherization, rent, utilities, etc.—or the services for which clients may be eligible.
Make referrals. See community providers’ waiting lists for services prior to referrals, and then using one click of a button to make the referral.
Measure and report outcomes of your clients’ goals and the services you provide.
Simplify Compliance Reporting. Create compliance reports for funding sources (e.g., LIHEAP) at the touch of a button. Within 30 seconds, your report is ready to send.