The Challenge Facing Settlement Agencies Today
Your dedicated settlement workers are managing hundreds of newcomers, each with unique timelines, goals, and needs. With manual processes, scattered tracking, and limited time, providing personalized, impactful support to every newcomer is nearly impossible. This leads to overwhelmed staff, stressed clients, and missed opportunities to showcase your agency’s true impact.
Plexi: Turning Settlement Workers into Settlement Coaches
Plexi isn’t just another tool - it’s a game-changer.
Plexi empowers your settlement workers to become proactive, strategic settlement coaches who:
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Create Actionable Settlement Plans – Tailored, achievable life plans designed to shorten the settlement timeline, maximize benefits, and improve the newcomer experience.
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Guide Real-World Progress – Help clients complete critical milestones (housing, banking, employment, healthcare, and citizenship) with clear, easy-to-follow steps.
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Effortlessly Track and Manage Clients – A centralized, user-friendly dashboard allows workers to quickly view client progress, set reminders, and address emerging needs in real-time.
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Measure Impact with Confidence – Instantly generate reports that demonstrate tangible outcomes, customer satisfaction, and staff effectiveness to funders and stakeholders.
Does Plexi Replace Current CRM Systems?
No — and it’s not meant to.
CRMs like NewOrg, CaseWorthy, Penelope, Salesforce, and Apricot are built for internal case management, not for engaging clients. Plexi fills that gap as a customer-facing layer that guides newcomers through personalized goals, tracks progress in real time, and connects seamlessly with your CRM to reduce admin work and double entry — giving clients a better experience and your team clearer visibility.
Dramatically Reduced Stress
Workers can support more clients effectively without burnout, thanks to automated reminders, milestone tracking, and streamlined management tools.
Enhanced Client Outcomes
Effortless Reporting & Measurable
Higher Client Satisfaction
Clear guidance and timely reminders ensure newcomers consistently achieve essential goals, resulting in faster, smoother integration into their new communities.
Personalized plans empower newcomers, helping them feel supported, confident, and satisfied with their settlement experience.
Generate instant, clear, impactful reports to showcase your agency’s effectiveness and secure continued funding and support.
How Does It Work?
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Personalized Client Onboarding
Quickly onboard clients and generate customized settlement journeys based on their unique profile and needs.
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Real-Time Progress Tracking
Settlement workers have instant visibility into each client’s progress, enabling timely, meaningful interactions.
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Automated Coaching Prompts
Remind clients of upcoming tasks, reducing manual follow-ups and increasing client engagement.
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Centralized Dashboard
Manage hundreds of clients effortlessly from one intuitive platform.
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One-Click Reporting
Easily generate compelling, accurate reports to demonstrate your agency’s impact to funders and stakeholders.
Experience Plexi with Zero Risk
Try Plexi free with our pilot program.
Discover firsthand how Plexi reduces workloads, boosts client success, and clearly demonstrates your agency’s impact.