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More connection. More possibility.
Keep your team connected to the people you serve.
A closer look
Built around your everyday work.
Micah Abshire
Female
AI Generated Summary
Thinking
Currently sheltered with referrals pending to Fresh Start Foundation. Focused on managing depression and ensuring housing stability.
Program Enrollments
Emergency Shelter Program
Case Managers
JP
Goals
3/3
Rapid Re-Housing
Case Managers
SC
Goals
2/6
2 Overdue Assessments
Current Location
Sheltered
Hope Center Shelter
Bed: Bed R2-1 · Room: Room 2
Since Mar 17, 2026 (79 days)
Goals Overview
2
In Progress
1
Overdue
1
Achieved
View Active Goals
Skill Building & Transitional Housing
Housing · Case Management Services
60%
Due: Apr 04
Permanent Housing & Long-Term Stability
Housing · Case Management Services
25%
Due: Apr 04
Every Neighbor has a story — your CRM should tell it.
Keep a private record of each person — case notes, services received, referrals sent, referrals received, surveys, program enrollments, shelter status, and shelter management.
Session Details
Steps Completed
4 of 4
Access Type
Public
Is this the neighbor you're looking for?
Tina Crosby
Confidence: HighIf not
Create a new neighbor
With the information from this workflow
With the information from this workflow
Step 1: Find or Create
Completed at 02:48 PM
Neighbor Details
First Name
Spencer
Last Name
Crosby
Gender
Male
Date of Birth
—
Step 2: Personal Contact Information
Completed at 02:49 PM
Contact Information
Cell Phone
616-555-8888
Email
Spencer@email.com
Step 3: Intake Survey + Consent
Completed at 02:49 PM
Mental Health Screening
Do you suffer from any Mental Health issues?
*Yes
Are you prescribed to be taking any medication?
*Yes
Neighbor Signature
Step 4: Photo
Completed at 02:49 PM
Streamlining Data Collection
If your team repeats the same steps regularly — intake, resource orders, assessments — turn it into a workflow to streamline the data intake process.
The reports your funders ask for, always up to date.
Report on services delivered, cases managed, outcomes achieved, people housed. If it's in Neighbor Solutions, you can report on it.