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Managed platforms

Managed nonprofit platforms

Configurable managed solutions designed around real nonprofit operating needs, so leadership has better information for managing programs, finances and outcomes.

Client management

Genus Client Management System (GCMS)

One place for participant information, services and outcomes, replacing spreadsheets and disconnected files. Includes an optional secure client portal so participants can complete intake online.

  • Participant records
  • Programs
  • Services
  • Case management
  • Assessments
  • Outcomes
  • Escalations
  • Documents
  • Reporting
Financial management

Nonprofit Accounting & Management Platform

Financial operations and management reporting built for fund and grant accounting, with dashboards leaders and boards can use.

  • Financial transactions
  • Funds & grants
  • Banking
  • Budgeting
  • Reconciliation
  • Management reporting
  • KPI dashboards
  • Board-level visibility

Managed for you

What “managed” means

We configure, host and support the platform on Microsoft Power Platform and Dataverse, so your team uses it without maintaining it.

  • Configured to your programs, services and reporting needs
  • Secure sign-in and role-based access for staff
  • Ongoing updates, support and administration
  • Dashboards and reports for leadership and funders
  • Customer access through the GPS Customer Portal
Currently in development. Both platforms are being built around real nonprofit operating needs. Each deployment is configured for the organization using it, so features and timelines are confirmed during a demonstration.

See the platforms in action

We’ll walk through GCMS or the accounting platform using examples from organizations like yours.