--- title: Exponent Case Management Reviews meta_title: 'Exponent Case Management Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 16 reviews by the users' company size, role or industry to find out how Exponent Case Management works for a business like yours. aggregate_rating: rating_value: 3.9 review_count: 16 scale: '5' date_modified: '2026-06-17' parent_category: name: Nonprofit url: https://www.g2.com/categories/nonprofit --- # Exponent Case Management Reviews **Vendor:** Exponent Partners **Category:** [Human Services Software](https://www.g2.com/categories/human-services) **Average Rating:** 3.9/5.0 **Total Reviews:** 16 ## About Exponent Case Management Exponent Case Management is designed to drive radically better impact for your Human Services agency. Ideal for case workers, program managers, and agency leaders, the application is a fully-featured, customizable solution with intake, assessment, service tracking, case records, outcomes reporting, referral tracking, and more. Built on the Salesforce platform, Exponent Case Management allows you to directly connect your program data to your impact with funder and performance reporting at your fingertips. Ideal for mid-to-large nonprofit organizations. ## Exponent Case Management Pros & Cons **What users like:** - Users appreciate the **friendly and responsive customer support** from Exponent Case Management, enhancing their overall experience. (1 reviews) - Users find the **Salesforce integration effective** , appreciating the responsive staff and training resources provided. (1 reviews) **What users dislike:** - Users find the **steep learning curve** of Exponent Case Management overwhelming due to gaps in expertise and task complexity. (1 reviews) - Users experience **overwhelming complexity** in Salesforce administration, feeling underprepared for assigned tasks and miscommunication from staff. (1 reviews) ## Exponent Case Management Reviews ### 1. ECM gets the job done as a Salesforce platform but the help I get leaves more to be desired **Rating:** 2.0/5.0 stars **Reviewed by:** Tyler W. | Salesforce Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2025 **What do you like best about Exponent Case Management?** ECM Staff are friendly and kind. Salesforce environment functions well for the most part, staff is relatively responsive. Staff is willing to record training videos. **What do you dislike about Exponent Case Management?** I am not an expert on Salesforce and there's a large gap between what the staff thinks I can do and what i can do. Salesforce administration is complicated and the tasks I'm assigned by staff overwhelm me fairly easily. They don't complete builds that we ask them to do. When we ask them to build something sometimes what we asked them to build is very different. **What problems is Exponent Case Management solving and how is that benefiting you?** Our company needs a salesforce environment to track resident information and exponent is providing that along with troubleshooting the issues we're having with our environment. ### 2. Mostly good for case management **Rating:** 4.0/5.0 stars **Reviewed by:** Elizabeth F. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2023 **What do you like best about Exponent Case Management?** ECM is structured in an optimal way for managing case management data - custom objects are organized in a way that makes sense for our service delivery model, and is flexible enough us to change certain configurations, add flows, etc. **What do you dislike about Exponent Case Management?** The way services are structured (service entries vs services vs direct services) is confusing when it comes to reports. Progress notes are created using service entries, and reporting out on direct services attached to case notes is difficult to impossible in many cases. There are also various outcomes that we would like to be able to connect in reports that we can't because the outcomes we are comparing live on objects that do not have relationships. Eg. Clients who have referrals and placements. **What problems is Exponent Case Management solving and how is that benefiting you?** We are now better able to track outcomes and connect them back to service delivery. ### 3. easy to use, document all case history **Rating:** 5.0/5.0 stars **Reviewed by:** Barbara L. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2023 **What do you like best about Exponent Case Management?** Everything, user friendly, reliable, and integrates well with other programs. Good storage capability **What do you dislike about Exponent Case Management?** There is nothing to dislike, it works just fine **What problems is Exponent Case Management solving and how is that benefiting you?** We use this for social service workers in various state agencies to have a reliable way of reporting on their cases and request assistance and store data ### 4. ECM builds on the flexibility of Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Daniel G. | Data and Evaluation Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2022 **What do you like best about Exponent Case Management?** The out-of-the-box features get our program 80-90% of the way to program management. Since it's built on Salesforce, we've been able to easily close the gap with custom fields, objects, and flows. **What do you dislike about Exponent Case Management?** There is a learning curve for ECM administration. Also, while being built on Salesforce has advantages, it also means that ECM inherits of all Salesforce's quirks. **What problems is Exponent Case Management solving and how is that benefiting you?** Before ECM, all of our case files were on paper in filing cabinets. That made them inaccessible to managers and auditors as well as impossible to report on. We're now able to keep track of what's happening in our programs live. ### 5. Great customer support **Rating:** 4.5/5.0 stars **Reviewed by:** Khansa A. | System Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2022 **What do you like best about Exponent Case Management?** I have about a year of experience with ECM, and so far, I like their features and customer support. **What do you dislike about Exponent Case Management?** Some things can be improved in terms of action buttons and other features. **What problems is Exponent Case Management solving and how is that benefiting you?** We have a couple of tickets that ECM are working on some of which is out of their control and has to do with Salesforce, but the other tickets, they're working quickly to resolve them. **Official Response from Marthe Rana:** > Thank you so much for sharing your feedback and leaving this review! We're so excited to hear that our customer success center is assisting you along your journey with ECM and that the features have been helpful for your organization. ### 6. Great Implementation, but Subpar Sales and Support **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2022 **What do you like best about Exponent Case Management?** I had a good experience with our build team. Our consultants were knowledgeable and helped me solve issues as they arose and our project manager was great. I felt supported throughout that process. They were able to deliver a system that met our project requirements within budget which is great. **What do you dislike about Exponent Case Management?** There were some oversights in our architecture design that make getting the reports I need difficult. Also the support team post-implementation has not been very helpful. They take a long time to deliver solutions and often those solutions are not even what I really need. As a new system administrator I expected the support team to be there for me and assist me in building out more complex reports, but unfortunately, I've found that most of the reports that I'm not able to build myself are also too complex for the support team and it will take us weeks of back and forth and hands on support hours just to reach that conclusion. Also, our post implementation sales process has been really frustrating. I didn't receive any communication about renewal until 3 days prior to our renewal date. At that point, I received an email from someone who I had never worked with or communicated with before without an email signature that identified their position at Exponent. The email was terse and the urgency it created made me wonder if it was a phishing scam. This created a panic as we struggled to re-sign our contract and clear everything with our financial team on such short notice. Ultimately, this led to our access to ECM being terminated for a few days which was a big disruption to our business processes. We actually had more licenses we wanted to add, but the sales process was so chaotic that we weren't able to at this time. If we had received more professional communication with more advance notice ahead of our renewal date the whole mess could have been avoided and they would have received more business from us. **What problems is Exponent Case Management solving and how is that benefiting you?** ECM is helping us break down data silos by having a central system of record for our client data. They are also increasing our case management efficiency and helping us have more accurate and efficient reporting. **Official Response from Marthe Rana:** > Thank you for sharing your experience, and we’re sorry to hear that it’s not been as consistent across the organization as you’d like. We have updated our renewals process and are transforming client experience management across the Success Center and through contract renewals. If you continue to need help with enhanced reporting, please reach out to your Exponent Partners Account Executive to discuss solutions to augment your reporting capabilities beyond what our Success Center could offer via ECM. If you’re not sure who your assigned Account Executive is, you can email info@exponentpartners.com for assistance. We’re here to help! ### 7. Complex Software that has many applications. Need to be advanced in SF to take advantage **Rating:** 4.0/5.0 stars **Reviewed by:** Victoria S. | Assistant Director IT, Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2022 **What do you like best about Exponent Case Management?** Handles many scenarios and tailor made for NGO case management. Lots of features such as assessments and service plans which avoid the need to have these custom built. **What do you dislike about Exponent Case Management?** Can be very complex to deploy - need to have strong experience with Salesforce. Not easy for a small, less-resourced NGO to take advantage of all the features. Support is expensive - Even asking questions / asking for advice about potential opportunities to deploy features is not accessible, quite reactive support model for such a complex product. **What problems is Exponent Case Management solving and how is that benefiting you?** Ability to handle CANS assessments. Manage multiple programs. **Official Response from Marthe Rana:** > Thank you so much for sharing your feedback. We're excited to hear that Exponent Case Management has been a great product for your organization and especially that it has helped you with various scenarios, avoiding the need for custom development! While we're sorry to hear about your support experience, we've worked hard to reduce the friction caused by hands-on hours, and we're hopeful that those efforts will improve your experience moving forward. ### 8. Great software for social services **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2023 **What do you like best about Exponent Case Management?** An efficient way to store and manage data. **What do you dislike about Exponent Case Management?** The system could be better for data analysis. **What problems is Exponent Case Management solving and how is that benefiting you?** Storing and organizing client information. ### 9. Very Versatile and Adaptable - With flexibility comes complexity and sometimes can be challenging **Rating:** 3.5/5.0 stars **Reviewed by:** Helene R. | Chief Operating Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2022 **What do you like best about Exponent Case Management?** Versatile. Can adapt to almost all our business needs. Covers all the major concepts of a standard Human Services work flow **What do you dislike about Exponent Case Management?** Remote support has been challenging at times and some part of the products are not as well packaged as others (eg outcome manager) **What problems is Exponent Case Management solving and how is that benefiting you?** All our case management is handled in ECMS for all our different client groups (children, youth anf families) Helps us to gather all case data in one place , monitor assessments and brings efficiency for our case workers **Official Response from Marthe Rana:** > Thank you so much for taking the time to leave us a review! We appreciate your feedback and are delighted to hear that ECM has been able to adapt to accommodate your needs! We hear you on the support experience and the friction caused by hands-on hours. We've worked hard on improving our processes and we're hopeful that those efforts will improve everyone's experience moving forward. ### 10. ECM does an great in job at understanding the needs, requirements, and building custom solutions **Rating:** 4.5/5.0 stars **Reviewed by:** Elizabeth R. | System Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2022 **What do you like best about Exponent Case Management?** We were able to map and improve our processes, identify gaps, and develop solutions that fit our needs. We now have a 360-view oversight of our services and clients **What do you dislike about Exponent Case Management?** It takes time and experience to understand the extended functionality that ECM provides to out-of-the-box SFDC **Recommendations to others considering Exponent Case Management:** Separate what is needed from what is wanted **What problems is Exponent Case Management solving and how is that benefiting you?** Reporting with live updated data and integration among systems. Efficient processes while collecting key data **Official Response from Marthe Rana:** > Thank you so much for sharing your feedback and leaving this review! We're so excited to hear that ECM has helped improve processes and identify gaps as that ultimately means being able to drive better impact for the communities you serve. Also, we hear you on separating out what is needed from what is wanted! We're launching a simpler path to deployment for organizations needing to get up and running fast with the tools necessary to track client interactions and manage program performance. ### 11. Good framework for case management within the Salesforce interface. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** March 29, 2022 **What do you like best about Exponent Case Management?** Having a base process and workflows to case management. Not needing to have a strong Salesforce background in order to manage and create within the system. Regular updates along with the SF updates. **What do you dislike about Exponent Case Management?** Not having the basics processes like intakes and service entry in Lightning or a Flow. Some limitations due to package restrictions. More flexibility to use integrations and third-party apps within the ECM workflows. Also a stronger need to cut down on data entry and have the ability to use forms to get client data into SF quickly. **Recommendations to others considering Exponent Case Management:** I good framework for case management within the Salesforce system. **What problems is Exponent Case Management solving and how is that benefiting you?** Tracking services for programs with unique needs compared to the original implementation. Can add custom objects linked to the case records and still be wihtin the ECM framework. **Official Response from Marthe Rana:** > Thank you so much for taking the time to share your feedback. We are constantly improving the features and functionality for ECM so while not all experiences are moved to Lightning, we are continually working towards added value. Be sure to check out the latest version 18 of Exponent Case Management to see if there are any applicable updates and if you have specific requests for our product team, please email them directly to me at marthe.rana@exponentpartners.com. ### 12. ECM is a great tool on the Salesforce platform. It gives us flexibility, is secure. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2022 **What do you like best about Exponent Case Management?** The flexibility of the system and being able to set up different programs with the same organization. Only use Adobe Sign with. Does not compare to the other competitors. **What do you dislike about Exponent Case Management?** Do not like the group/Service entry feature and Mass entry does not meet our needs with the Staff UOS items. Would like the flow of steps be better presented Mass Entry **What problems is Exponent Case Management solving and how is that benefiting you?** Benefits I'm realizing is the flexibility of the system Yes, we are benefiting financially - we no longer need space on the server I believe our performance has increased as staff are getting better in the system **Official Response from Marthe Rana:** > Thank you so much for sharing your feedback and leaving this review! We value your opinion and we're so excited to hear that the efficiency of your staff's performance has improved because ultimately, that means being able to drive better impact for the communities you serve. We would encourage you to make sure that you using version 17 or higher as we've made substantial improvements to mass record entry in that release. Stay tuned for the version 19 release later in this year as our product team has more improvements to mass record entry in the works. ### 13. Dependable partner with strong knowledge of Human Services **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Mid-Market (51-1000 emp.) **Reviewed Date:** April 13, 2022 **What do you like best about Exponent Case Management?** Exponent Case Management is a highly scalable and adaptable tool that we've used across a variety of programs in our multi-service organization. The team also has been a solid thought partner with strong knowledge of the human services sector. **What do you dislike about Exponent Case Management?** As with all data systems, there is a learning curve to taking on the ECM product. **What problems is Exponent Case Management solving and how is that benefiting you?** ECM allows us to track single client engagement in services across multiple programs in our org to give us a better picture of each clients needs and how we can serve them best. ### 14. Room for improvement **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Enterprise (> 1000 emp.) **Reviewed Date:** April 06, 2022 **What do you like best about Exponent Case Management?** The potential for customization that exists. **What do you dislike about Exponent Case Management?** The user interface could be improved. Using the system is not intuitive. **Recommendations to others considering Exponent Case Management:** Find out which add-ons would cost additional money. **What problems is Exponent Case Management solving and how is that benefiting you?** We are replacing a database but have not fully rolled ECM out yet. **Official Response from Marthe Rana:** > Thank you for taking the time to provide your feedback. We always aim to deliver a great experience, and we are gutted when we don’t meet expectations. I see from your review that you have not fully rolled Exponent Case Management out into your organization quite yet. We encourage you to reach out to customersuccess@exponentpartners.com to assist with issues you are facing and share your thoughts here once this system has been fully implemented. We know that hundreds of nonprofits are driving better impact using ECM and would like to count you as a satisfied customer too! ### 15. Long start but great product **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2022 **What do you like best about Exponent Case Management?** The ease of creating and pulling reports has been very helpful. **What do you dislike about Exponent Case Management?** The original training was difficult to comprehend. **What problems is Exponent Case Management solving and how is that benefiting you?** Collecting attendance and being able to review it on a daily basis helps staff keep track of our participation better. **Official Response from Marthe Rana:** > Thank you so much for sharing your feedback. We're excited to hear that Exponent Case Management has been a great product for you and especially that it has helped you keep track of how engaged your community is with the classes you offer. While we're sorry to hear about the training experience, we are always looking for ways to improve. Please reach out to me directly at Marthe.rana@exponentpartners.com with any suggestions. ### 16. Review ECM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2022 **What do you like best about Exponent Case Management?** Support. Really good at answering questions and feedback. **What do you dislike about Exponent Case Management?** Some managed packages and certain things that can't be changed. **What problems is Exponent Case Management solving and how is that benefiting you?** Better storage and systematic approach to data managment. **Official Response from Marthe Rana:** > Thank you so much for taking the time to leave us a review! We appreciate your feedback and are delighted to hear that your support experience has been exceptional. We would love to offer some assistance with any specific changes that you would like to make. Please email customersuccess@exponentpartners.com. ## Exponent Case Management Discussions - [What is Exponent Case Management used for?](https://www.g2.com/discussions/what-is-exponent-case-management-used-for) - [View Exponent Case Management pricing details and edition comparison](https://www.g2.com/products/exponent-case-management/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-20+21%3A24%3A08+-0500&secure%5Bsession_id%5D=a03f2276-e320-47b1-9118-a72d0513140f&secure%5Btoken%5D=3acfc7c256c4c799bcdcf9332177310eccd0589523df452734a1a0d839afa2a6&format=llm_user) ## Exponent Case Management Features **Platform Basics** - Reporting - Interoperability - Performance **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Case Management** - Client Intake - Outcome Measurement - Form Builder **Platform Additional Functionality** - Mobility - Messaging **Platform Data** - Dashboard - Alerts and Notifications ## Top Exponent Case Management Alternatives - [CharityTracker](https://www.g2.com/products/charitytracker/reviews) - 4.6/5.0 (331 reviews) - [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews) - 4.4/5.0 (337 reviews) - [Therap Services](https://www.g2.com/products/therap-services/reviews) - 4.6/5.0 (219 reviews)