Skip to main content
BridgePoint CRM is a purpose-built platform for social services agencies that need to coordinate client intake, program enrollments, insurance pipelines, and day-to-day casework in a single system. Whether your team is checking walk-in clients into the queue at the front desk, tracking an ACA enrollment through the sales pipeline, or generating invoices for services rendered, BridgePoint keeps every interaction connected to the right client record.

​
What you can do with BridgePoint

Client Management

Create and maintain detailed client profiles, track program enrollments across Medicaid, SNAP, TCA, and ACA, and monitor release authorization expiration dates.

Walk-In Queue

Manage live walk-in traffic with a real-time check-in queue. Front desk staff can add clients to the queue and case managers can claim and close visits.

Appointment Scheduling

Book, reschedule, and track appointments for clients. Today’s Schedule appears directly on the dashboard so your team always knows what’s coming.

ACA Insurance Pipeline

Move ACA enrollment cases through a structured pipeline with stage tracking, premium calculations, and enrollment handoffs between staff.

Tasks & Follow-Ups

Assign tasks to staff with priority levels and due dates. Open tasks surface on every team member’s dashboard so nothing falls through the cracks.

Invoices & Reports

Generate invoices tied to client cases and run custom reports across your client base, program mix, and staff activity.

​
How BridgePoint is structured

BridgePoint is organized around four core concepts:
  • Organizations — Your agency as a whole. An organization can have one or more offices.
  • Offices — Physical or logical locations where staff work and clients are served. Each staff member is assigned to a home office, and data like queues, appointments, and recent clients is scoped to the active office.
  • Clients — The people your agency serves. Every client has a unique BridgePoint ID (BP ID), a profile, and one or more case enrollments.
  • Cases & Programs — Each case ties a client to a specific program: Medicaid, SNAP (Food), TCA (Cash), or ACA (Obamacare). A client can have active cases in multiple programs simultaneously.
Staff access is controlled by roles — Owner, Admin, Manager, Case Manager, and Front Desk — each with a defined set of permissions. See Roles & Permissions for the full breakdown.
BridgePoint is restricted to authorized staff only. Your administrator creates your account and sends you an invite email to set your password and complete setup.