CiviCRM for Case Management: A Deep Dive into Nook

CiviCRM for Case Management: A Deep Dive into Nook

CiviCRM is a powerful open-source tool used by nonprofits and advocacy groups worldwide, but how well does it work for case management?

By Outlandish

Date and time

Tuesday, May 20 · 7 - 8am PDT

Location

Online

Refund Policy

Refunds up to 1 day before event

Agenda

3:05 PM

A bit about Outlandish

Natasha Natarajan

3:15 PM

Intro to Nook and a short demo

Nadia Gorchakova

3:25 PM

Our journey customising CiviCRM

Ben Walpole

3:35 PM

Hear from one of our pilot organisations

3:45 PM

A Q & A both ways

About this event

  • Event lasts 1 hour

CiviCRM is a powerful open-source tool used by nonprofits and advocacy groups worldwide, but how well does it work for case management?

At Outlandish, we’ve been developing Nook, an open-source CiviCRM-based case management system, with funding from the Energy Saving Trust. Co-designed with community energy advisors (read more), Nook helps teams track cases, manage tasks, and report impact.

Through designing Nook, we believe CiviCRM's potential as a case management system extends far beyond energy advice - it could be valuable for housing support, legal aid, social care, and more. We want to discuss it with you.

Join us for an interactive session where we’ll:

🔹 Demo Nook in action, showcasing how it supports frontline advisors in managing complex casework.

🔹 Hear from one of the energy advice organisations who have been piloting Nook for the past couple of months.

🔹 Explore the broader potential of CiviCRM for case management, discussing how open-source solutions can be adapted for different sectors.


Who's this event for?

  • Energy advice organisations interested in how CiviCRM can support case management and service delivery.
  • Small organisations managing cases (e.g. charities, advice services, membership groups) looking for a flexible tech solution.
  • Current CiviCRM users who want to expand its functionality or troubleshoot challenges.
  • Non-profits and social enterprises looking for open-source CRM solutions that align with their values.
  • Developers, tech agencies, and digital teams interested in customising or contributing to CiviCRM.


We charge a £5 deposit to get a better idea of how many people will actually attend our events. We refund this £5 within 3 working days of the event ending. If you are unable to pay please don't hesitate to email space4@outlandish.com and we will register you for free.

About Outlandish

Outlandish Co-operative is a digital agency and worker-cooperative committed to creating social and economic change. We work on technology that makes the world a fairer, better place: from web apps, data dashboards and monitoring tools that aid the discovery of new insights from complex data, to mass-impact campaigns and websites that promote your causes and mobilise your key audiences.

SPACE4 is our affordable work, networking and training space in North London. We use it to invest in our local community, democratic business, and social movements. We are a hub for social innovators and digital activists. Don’t hesitate to get in touch or visit us.

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