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BridgePoint CRM is a purpose-built platform for social services agencies. It brings together client intake, case management, program enrollments (Medicaid, SNAP, TCA, ACA), a live walk-in queue, appointment scheduling, and reporting — so your team can focus on serving clients rather than juggling spreadsheets.

Quick Start

Log in, set up your office, and add your first client in minutes.

Roles & Permissions

Understand what each role can do before inviting your team.

Client Management

Add clients, track program enrollments, and manage household records.

Queue & Check-In

Run a live walk-in queue and schedule appointments for your office.

ACA Pipeline

Track ACA-eligible leads from first contact through enrollment.

Reports

Build custom reports and export client, pipeline, and queue data.

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How BridgePoint CRM works

1

Log in and select your office

Sign in with your credentials. If your organization has multiple offices, select the one you are working from. Admins can view data across all offices from a single dashboard.
2

Add or find a client

Search for an existing client by name or Client ID, or create a new intake record. Each client has a unique BridgePoint ID (BP-ID) and a profile that tracks all their cases and program enrollments.
3

Open a case and enroll in programs

Attach one or more program cases (Medicaid, SNAP, TCA, ACA) to the client record. Track application status, renewal dates, and enrollment details for each program independently.
4

Manage the queue and appointments

Check clients into the live walk-in queue or schedule them for a future appointment. Case managers can call the next client, assign entries, and mark visits complete — all in real time.
BridgePoint CRM is a role-based platform. What you see and can do depends on your assigned role. Contact your office manager or admin if you need additional access.