---
title: Untapped CRM Reviews
meta_title: 'Untapped CRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Untapped CRM works for a business like yours.
date_modified: '2026-03-11'
parent_category:
  name: Nonprofit
  url: https://www.g2.com/categories/nonprofit
---


# Untapped CRM Reviews
**Vendor:** Untapped Solutions  
**Category:** [Human Services Software](https://www.g2.com/categories/human-services)
## About Untapped CRM
Untapped CRM is a mission-aligned case management and workforce development platform designed for nonprofits, government agencies, and community organizations serving individuals facing barriers to employment and stability. Unlike traditional CRMs that primarily store client data, Untapped CRM helps frontline teams actively move clients toward outcomes such as job readiness, employment placement, housing stability, and long-term independence. The platform combines case management, workforce development tools, and service coordination in one system. Staff can manage client journeys, automate referrals to partner organizations, connect individuals with employers seeking untapped talent, and coordinate wraparound services such as housing, healthcare, training, and transportation. Untapped CRM also provides outcome tracking and reporting tools that help organizations demonstrate impact to funders, government agencies, and community stakeholders. Designed specifically for workforce programs, reentry organizations, shelters, and human service providers, Untapped CRM helps teams reduce administrative burden, strengthen partnerships across service ecosystems, and support clients more effectively as they move toward employment and stability.






- [View Untapped CRM pricing details and edition comparison](https://www.g2.com/products/untapped-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-25+01%3A40%3A39+-0500&secure%5Bsession_id%5D=72dc2157-1aeb-4334-86de-8ab757b8d18f&secure%5Btoken%5D=4162cceb7a6fd09996513d5ee907225db2b8fe81b7e92434b5f8ec738a5db2f0&format=llm_user)

## Untapped CRM Features
**Additional Functionality**
- Activity Tracking
- Social Marketing
- Generative AI
- Accounting
- Customizable Reports
- CRM
- Customizable Forms
- Fund Accounting
- Forms Management
- Real-Time Analytics
- Member Database
- Alerts/Notifications
- Communication Management
- Customizable Templates
- Budgeting/Forecasting
- Mobile Access
- Event Scheduling
- Donor Management
- Attendance Management
- Activity Dashboard
- Reporting & Statistics
- Volunteer Management
- Real-Time Reporting
- For Nonprofits
- Recurring/Subscription Billing
- Access Controls/Permissions
- Calendar Management
- Third-Party Integrations
- Customizable Branding
- Registration Management
- Campaign Management
- Event Management
- Document Storage
- API
- Contact Management
- Website Management
- Credit Card Processing
- Membership Management
- Data Import/Export
- Electronic Payments
- Accounting Integration
- Grant Management
- Dues Management
- Committee Management
- AI Copilot
- Fundraising Management
- Customizable Fields

**Platform Basics**
- Reporting
- Interoperability
- Performance
- Ad hoc Reporting

**Case Management**
- Client Intake
- Outcome Measurement
- Customizable Forms

**Platform Additional Functionality**
- Mobility
- Messaging

**Platform Data**
- Dashboard
- Alerts and Notifications

**Additional Functionality**
- HIPAA Compliant
- Data Collection
- Scheduling
- Workflow Management
- Calendar Management
- Activity Tracking
- Data Import/Export
- Mobile Access
- Appointment Management
- Reminders
- Survey/Poll Management
- Electronic Payments
- Child Welfare Management
- Alerts/Escalation
- Reporting & Statistics
- Certification & Licensing
- Forms Management
- Progress Tracking
- Client Management
- Customizable Fields
- Third-Party Integrations
- Employee Management
- Attendance Management
- Care Plan Management
- Compliance Management
- For Nonprofits
- Role-Based Permissions
- Task Management
- Generative AI
- Document Management
- AI Copilot
- Time Tracking
- Intake Management
- Training Management
- Customizable Reports
- Assessment Management
- Contact Management
- API
- Volunteer Management
- Medical History Records
- Self Service Portal
- Billing & Invoicing
- Referral Tracking
- Electronic Signature
- Goal Setting/Tracking
- Multi-Location
- Case Management
- Access Controls/Permissions
- Project Time Tracking
- Contact Database
- Task Scheduling
- Case Notes
- Records Management
- Progress Reports
- Document Storage
- Dashboard Creation
- Client Portal
- Reporting/Analytics
- Referral Management
- Program Management
- Document Templates
- Communication Management
- Collaboration Tools

## Top Untapped CRM Alternatives
  - [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews) - 4.4/5.0 (345 reviews)
  - [CharityTracker](https://www.g2.com/products/charitytracker/reviews) - 4.6/5.0 (331 reviews)
  - [Therap Services](https://www.g2.com/products/therap-services/reviews) - 4.6/5.0 (228 reviews)