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Human Services CRM

Launch Outcomes with 
​a Platform for Human Services

From SNAP and TANF to housing, childcare, and veteran services, 

Launchpad empowers Human Services agencies with a centralized 

platform that streamlines service delivery, improves client outcomes, 

and reduces administrative burden—breaking down silos so agencies 

can coordinate services and demonstrate impact.

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Launchpad’s Human Services CRM Solution, built natively 

on Salesforce, is an industry-leading no-low-code platform 

for human and social services agencies and providers.

Case Management

Eliminate spreadsheets, and get a 360° view of your participants 

progress and status including, enrollments, activities, and more 

across any programs and services they are receiving, all in 

one place.

Delivering onsite services? Launchpad provides an out of the box 

mobile application allowing case workers and staff to provide 

services in the field including intake, assessments, welfare 

checks and case notes.

Program Management & Matching

Automatically match your participants to the programs, training and 

jobs they are eligible for, based on relevant data, eligibility, real-

time tracking, and key records. Our app uses location services to 

connect participants with providers and resources which are closest.

Within the self-service portal, participants can express interest 

and be connected to additional resources to meet their needs.

Event Management

With Event Management, you can create and manage events 

that participants, employers, and service providers can 

search for and attend in the local area. Use Event Management 

to track and enroll participants into training events, workshops, job 

fairs, hiring events, and on-demand virtual events.

Assessments & Referrals

Helping clients reach their goals often involves outside resources. Launchpad Human Services CRM can create assessments, ITAs, 

and contract records that case managers and service providers 

can view directly from the client’s profile.

Automated processes can be implemented to make reviews and 

approvals for contracts and funding a seamless and hassle-free 

process. Launchpad also uses location services to match participants 

with providers based on their proximity.

Self-Service Portals

Launchpad Self-Service Portals are branded, mobile-friendly portals for participants & partners to access the resources and help they need.

Our configurable and customizable portals offer powerful tools such as automated opportunity matching, tracking for plans and goals, the ability 

to assign tasks to participants, and e-signature for documents. Enhance communication and collaboration with real-time, two-way messaging 

through the same portal users access their services.

Robust Data Tracking

As you and your participants work to advance their goals, Launchpad 

Human Services helps you track and monitor progress.

Easily share data and reports with stakeholders across organizations to collaborate and track results.

With features including profile notes, emailing and call loggings, task reminders, and activity history tracking, you can monitor the performance 

of your participant as they complete programs and work towards meeting their needs.

You can then take this information and create custom reports and dashboards by roles to display information at a glance and can be 

updated in real-time.

Are you ready to Launch?

Connect with our product experts to arrange a custom demo. 

See how our CRM can work in your organization.

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