Case Study: Transforming Outreach & Impact Management with BeHeard Movement

iPad not included.

Overview

BeHeard Movement, a nonprofit based in Tulsa, Oklahoma, is dedicated to serving individuals experiencing homelessness by providing essential services like showers, laundry, haircuts, and more. To streamline their operations, improve data tracking, and measure their impact for funding purposes, they turned to Anything Anymated LLC to build a customized CRM solution.

The Challenge

Before implementing the CRM, BeHeard Movement struggled to track services, gather accurate data on guest outcomes, and manage their daily operations effectively. They were using chalkboards and notebooks to keep track of showers and their guest’s loads of laundry. With a focus on securing funding and reporting outcomes, Evan Dougoud, the owner, recognized the need for a robust tool to manage their operations while ensuring the accurate reporting required for grant applications and donations.

The Solution: Customized CRM for Nonprofits

We worked closely with BeHeard Movement to design a CRM that would seamlessly track services, enhance operational efficiency, and provide real-time statistics crucial for their outreach and funding efforts. The CRM was built to meet the unique needs of nonprofits, especially those focused on helping homeless individuals.

Key Features of the CRM:

  • Intake Form & Client Summary: Collect essential data such as signatures for each individual accessing services, ensuring accurate tracking of all services received.
  • Daily Operational Tasks & Procedures: This ordered checklist helps manage and streamline day-to-day operations, from setting up trailers to cleaning and shutting down. Upon completion an email notification is sent to the manager.
  • Real-Time Statistics: Tracks duplicated and unduplicated numbers, offering insights into service reach and impact.
  • Service Management: Includes tools for tracking services like:
    • Shower Manager: Keeps track of when guests access showers, helping to manage demand and avoid overcrowding.
    • Laundry Manager: Tracks the laundry services used by each guest and displays a photo of the item’s owner.
    • Barbershop Manager: Manages appointments and services offered by the mobile barbershop.
    • Phone Charging Station Manager: Monitors usage and tracks guests access to phone charging stations.
  • Meetings Manager & Visitor On Location Notice: Simplifies communication for teams and tracks visitors who come on-site, ensuring everyone is aware of when a visitor is on location.
  • Survey Data & Grant Outcome Tracking: Collects outcome data through surveys and automatically generates reports that are essential for grant applications and other funding needs.
  • HMIS Export: Facilitates integration with HMIS (Homeless Management Information System), providing seamless data management for agencies that require it.

Client Impact

BeHeard Movement has seen significant improvements in their operational efficiency and data management since implementing the CRM. With better service tracking and guest outcome data, they’ve been able to:

  • Provide accurate and real-time reports to donors and grant organizations, enhancing transparency and trust.
  • Track both duplicated and unduplicated service usage, providing clearer insights into how many unique individuals they’re helping.
  • Manage services more efficiently, ensuring that clients have access to the services they need without overcrowding or delays.
  • Track client progress over time, allowing BeHeard to see the journey of individuals like “John,” who accessed multiple services on their path to ending homelessness.

What the Client Says

Evan Dougoud, the owner of BeHeard Movement, is thrilled with the results of the CRM solution and its impact on their operations. He had this to say about working with Anything Anymated:

“Phenomenal service! Tony has been an incredible help to our nonprofit in Tulsa. From building our website and landing page to creating our new CRM from scratch, his work has been outstanding. We receive monthly reports and countless compliments from donors and other organizations. We look forward to continuing to work with him for years to come!”

Email Testimonials from Evan Dougoud:

“Tony built the BeHeard app, which we use to check people in and track services like showers, laundry, and more. It gives us real-time data on how many services each person has received, impact results, and more. This app has been an incredible tool for our team.” — Evan Dougoud

“The CRM tracks duplicated vs. unduplicated numbers, includes survey questions, and gathers grant outcome data. It has made our outreach run so much smoother!” — Evan Dougoud

Video Demonstration

Barbershop Manager

Phone Charging Manager

Intake Form

Visitor, Shower, Laundry Managers

Why This CRM is a Game-Changer for Nonprofits

BeHeard Movement’s experience shows how nonprofits serving the homeless can greatly benefit from having a tailored CRM solution. The ability to track client services, manage data effectively, and provide insightful reports is crucial in securing funding and enhancing outreach efforts. With this CRM, organizations like BeHeard can focus on their mission, while the technology handles the operational complexities.

Get Started Today

Are you ready to streamline your operations and start tracking your impact more efficiently? Contact us today via phone or email to learn how our CRM solution can transform your nonprofit and help you secure the funding you need to continue your important work.