[toomuchtodo]

I agree. I’m also looking for the equivalent of a social worker CRM/platform if anyone has any recommendations. I would prefer to not have to roll my own with a contractor if at all possible.

[lazyasciiart]

For what context? One person keeping track of all the social workers they are in contact with for personal use?

[toomuchtodo]

No, to keep track of consumers of social work for social workers. Think EHR system for social work, for shared provider access for each person in need of care and services, and central tracking for each person of service, care, and resources available and provided.

I’m currently tracking with spreadsheets, which is less than ideal.

[lazyasciiart]

I think the general term is "case management" - this one is for foster care https://help.binti.com/hc/en-us/articles/20423755272979-Serv..., and salesforce has a package for it https://www.salesforce.org/products/case-management/

When I googled "social work case management CRM" a ton of stuff came up.