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Penelope

Bring billing capabilities into your case management software with Penelopeᵀᴹ.

Penelope product logo

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.

Penelope integrated billing capabilities allow you to manage billing and caseloads in a single system.

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.

Penelope reports help your team generate richer insights to make informed decisions.

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.

Penelope Client Connect enables clients to participate more closely in their care through a mobile portal.

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.

Penelope automated workflows reduce time spent on manual tasks.

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

Volunteers of America Southeast (VOA) Case Study preview featuring a veteran with his daughter in front of an American Flag.

Case study: Volunteers of America Southeast

See how VOA Southeast improved efficiency and sustainability with Penelope.

Penelope Datasheet Preview featuring two women reviewing information on a tablet.

At a glance: Penelope

Want a snapshot of the case management solution that includes billing capabilities? Meet Penelope.

Preview for Client Connect brochure featuring a man reviewing information on a red cell phone.

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.

Family Services of Tulare County logo

“Since implementing Penelope, our organization is now able to monitor employee caseloads and client appointments to develop productivity benchmarks.”

Edgardo Monroy, Chief Program Officer

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