Comparison of 3 Client Management Systems that suit NFPs

Following on from our recent article What Makes a Good CMS, here is a brief comparison of systems that suit NFPs.

A basic look at the present Case/Client Management System (CMS) market brings up a number of popular CMS products presently being used within the new National Disability Insurance Scheme (NDIS) environment. Each has a number of features which may or may not fit with an organisation’s possible requirements. Here is a basic feature overview of three (3) CMS systems presently available to the Australian market:


Infoxchange SRS

  • SHIP Specialist Homelessness Info Platform
  • Highly configurable
  • Easy to navigate
  • Remote Access
  • Competitive pricing (NFP focus)
  • Integrates into a “suite” of other tools – Accounting, HR, Reporting



  • Key functionality as required for Australian Business Enterprises (the recording of support evidence as required by FaHCSIA (DMI) and a wage assessment tool
  • Rostering
  • Client planning
  • Client dashboard



  • Mobile access for Laptop, iPad, Tablet
  • Graphical data presentation
  • Training videos
  • Graphical data presentation
  • Training videos


Nothing Better than a Correctly Fitted Suit!

So you can see that each CMS, while offering to fulfill a certain task, will complete that function in a different way. As an organisation looking to procure and successfully implement a CMS system, the importance of getting the “correct fit” is paramount.

Such an investment in technology across an organisation is not merely at a financial level – the ability of all staff to be on-board with the purchase, both at a skill level and also (more importantly) at the cultural level, can make the difference between a comfortable fit, worn every day, or something that will be left hanging in the closet gathering mothballs…

As a company dealing on a daily basis with many organisations transitioning to the NDIS, Calxa is presently facilitating a working group of NDIS involved service providers in North Queensland. Discussions are quite animated when it comes to the correct tools for the job but it has been a good forum to compare ideas and set directions. Joining this group will assist in the growth of the sector as it moves forward but also allows for the chance to pick up new ideas and discuss topics (such as new technologies) for the mutual benefit of the industry.

So are you ready for the challenges ahead?