Optional Upgrades

iCarol offers a number of exciting optional upgrades that you can add on to your standard iCarol system. Click the buttons for greater detail on each feature. A member of our team would be happy to quote you a price for a system built to meet your needs — simply contact us to get started.

Live Chat

Providing multi-channel access to your services is more important than ever. Use iCarol to interact with clients through preferred channels like Live Chat. Learn more about iCarol Live Chat.

SMS/Texting

Providing multi-channel access to your services is more important than ever. Use iCarol to interact with clients through preferred channels like Live Chat. Learn more about iCarol Texting/SMS.

Public Resource Directory

Support self-service by embedding a search for resources and services into your public website, where visitors can browse and search through your live iCarol Resource Database. Learn more about the Public Resource Directory.

Automated Verification of Resources

Send individual or batch verification requests to your service providers by email, allowing them to directly confirm the information in your resource database, or requested changes or new programs online. Resource Managers review submissions and edit as needed before applying the verification, automatically updating the resource record. Learn more about Automated Verification of Resources.

Specialized Resource Exports to Word or Excel

Create a customized export of resource database records into Word or Excel compatible files for printing and offline use. Learn more about Specialized Exports to Word and Excel.

Resource API

Give other software applications or collaborators real-time access to your resource data in iCarol using the iCarol Application Programming Interface (API), for special projects such as creating mobile apps or custom-built websites. Learn more about iCarol’s Bidirectional Resource API.

Contact Record API

The Contact Record API provides a way for you to take the data from a submitted Contact Record and push it to an awaiting “restful API web service” or “webhook.” Once a Contact Record is created in your system, your partners can also use the API to update those Contact Records with additional data they may have to contribute, such as outcomes, updates on client status, and more. Learn more about the Bidirectional Contact Record API.

Sharing Contact Records and Reporting Capabilities with Partners

If you have partners and collaborators that use iCarol, allow them to view your resource data and use it for referrals to their clients, coordinate with partners to share resource editing responsibilities, and set up editing permissions and restrictions that control which records your partners can edit. Learn more about sharing your resource database with partners.

2-1-1 Taxonomy

Integrate this key resource categorization schema directly into your iCarol system. Learn more about integrating the 2-1-1 Taxonomy in iCarol.

Migrate Data to iCarol

Migrating to iCarol from a previous software or homebuilt service inventory? We can help you migrate your previous database into iCarol, including your legacy call report/contact record data, resource database, volunteer/staff information, client/caller profile data, and more.

Share Contact Records and Reporting Access

Partner agencies can view, search, create and edit Contact Forms, and run reports on those contacts, directly in your iCarol system, from their iCarol system. Learn more about sharing access to Contact Records and Statistical Reporting.

Program Restriction

Segment your shift calendars, Contact Forms, staff or volunteers into multiple programs or departments at your organization, and limit what individuals and groups in your agency can see. Learn more about Program Restriction.

Share Chatboard, News, and Events

Enhance your relationship with your partner agencies by extending your sharing capabilities to three other areas of iCarol: News, Events, and the Chatboard. Learn more.

Public Web Forms

Encourage self-service access to your programs that increase efficiency and save staff time. Public Web Forms are publicly facing Contact Forms that you can use for online intake, service requests, volunteer applications, eligibility screening, and more. Completed forms become Contact Records in your iCarol system. Learn more about Public Web Forms.

Telephony Integration

Route and integrate your incoming calls through your telephone system. Contact Forms pop onto your specialist’s screen so they can begin documenting the interaction. Data entered by your caller during their time in the phone tree/IVR can be passed through and pre-populate your forms as well. Learn more about Telephony Integration.

Random Sampling Surveys

Your users receive in-system, automatic reminders to schedule post-inquiry surveys to be conducted for quality purposes, and additional components to your follow-up queue to classify types of follow-ups. Learn more about Random Sampling Surveys.

Integrate with Partners

iCarol offers a number of ways to share your data directly with your partners and other third parties. Including a Resource API and Contact Record API and many other options.