Everything You Need
Mareto gives you the power to customize workflows, collaborate seamlessly, track outcomes, and safeguard client data in a single software.
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Customization & Flexibility
No two organizations are the same — and neither are their workflows. Mareto is built to flex around your programs, giving you complete control over how you structure, track, and deliver services tailored to your clients and teams.
Custom Workflows
Mareto enables social service organizations to customize workflows, intakes, assessments, and care plans to reflect the unique structures and priorities of their programs. This adaptability ensures that the platform fits naturally into diverse service delivery models and enhances operational efficiency across departments.
Referral Management
With Mareto’s integrated referral management system, organizations can easily coordinate with other agencies and community resources. Clients receive well-rounded support through streamlined referrals, improving access to the full continuum of services they may require.
Configurable Workspaces
Mareto allows teams to build tailored boards, folders, and views that mirror their internal roles and program structures. This flexibility ensures that each team member can work within a space that suits their needs and keeps critical data organized and accessible.
Individualized Service Plans
With Mareto, providers can develop custom service plans for each client based on their unique goals and challenges establishing clear interventions, trackable milestones, and targeted outcomes to guide progress across various areas of support.
Progress Monitoring
Mareto makes it easy to track client progress over time. Staff can record achievements, monitor timelines, and revise service plans as needed to reflect a client’s changing circumstances or emerging needs.
Scalable Infrastructure
Whether you’re expanding to new locations, increasing service capacity, or integrating additional programs, Mareto scales to support your evolving goals without needing a system overhaul.
Team Communication & Collaboration
Social Services work is collaborative by nature. Mareto brings your teams, partners, and processes into one secure space where communication is seamless, documentation is centralized, and everyone stays in sync — no matter their role.
Centralized Communication Hub
Mareto functions as a centralized workspace for staff and partners to communicate and collaborate.
Case managers, support workers, and supervisors can share updates, receive notifications, and work together in real time, all within a secure environment.
Case Notes & Progress Tracking
Mareto provides a shared space for logging client interactions, documenting service referrals, and recording progress toward goals.
These shared case notes help ensure continuity of care and support consistent decision-making across programs.
Task Management
With Mareto, tasks can be assigned and monitored across teams to clarify responsibilities and improve follow-through.
This boosts accountability and ensures that no client need or program action item falls through the cracks.
Advanced Data, Analytics, & Reporting
Data should drive decisions, not overwhelm them. With Mareto, you can track real-time progress, uncover insights, and report outcomes with ease — giving your organization the clarity it needs to scale impact and meet accountability goals.
Real-Time Insights
Mareto gives social service providers instant access to real-time data through customizable dashboards.
These tools help monitor key performance indicators, client trends, and program outcomes, allowing organizations to make informed, evidence-based decisions that improve services and impact.
Custom Reports
Organizations can generate custom reports that reflect their operational priorities and reporting needs.
Whether reporting to funders, boards, or internal stakeholders, Mareto helps teams track progress and highlight success across any program.
Outcome Measurement
Providers can measure the effectiveness of their programs using outcome data such as employment status, educational progress, stability metrics, or service utilization.
Mareto helps organizations understand their impact, both for clients and the broader community.
Canadian Privacy & Security
Trust is foundational to social services. Mareto is designed with rigorous data protections, Canadian hosting, audit trails, and role-based controls to keep sensitive information secure — helping you meet regulatory standards and uphold client confidentiality with confidence.
Role-Based Access Controls
With finely tuned role-based permissions, Mareto ensures that only authorized personnel can access specific client information while supporting safe, collaborative service delivery across teams.
End-to-End Encryption
Mareto is hosted on secure Canadian servers and includes end-to-end encryption to protect client information at every stage ensuring privacy is upheld as a top priority, no matter the type of social service being delivered.
Fully Compliant
Mareto’s security features support compliance with stringent Canadian data sovereignty laws and privacy standards (PHIPA, PIPEDA, etc.) meeting both regulatory and ethical obligations in managing confidential client data.
Are you ready to improve client outcomes while reducing administrative work for your team?
