Penelope
Bring billing capabilities into your case management software with Penelopeᵀᴹ.
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.
Now live! Penelope Mobile has been released to support work done outside the office.
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.
Featured resources
Case study: Volunteers of America Southeast
See how VOA Southeast improved efficiency and sustainability with Penelope.
At a glance: Penelope
Want a snapshot of the case management solution that includes billing capabilities? Meet Penelope.
ClientConnect
Empower your clients to participate in their care with Penelope’s mobile client portal.
Centralizing client services
Penelope provides Family Services of Tulare County with the opportunity to continue to add services and further customize the system to better serve their clients.
FEATURE HIGHLIGHT
Managing multiple programs and services in a centralized platform.
“Since implementing Penelope, our organization is now able to monitor employee caseloads and client appointments to develop productivity benchmarks.”
Edgardo Monroy, Chief Program Officer
