I think the general term is "case management" - this one is for foster care https://help.binti.com/hc/en-us/articles/20423755272979-Services-Tracking-Case-Manag

I think the general term is "case management" - this one is for foster care https://help.binti.com/hc/en-us/articles/20423755272979-Services-Tracking-Case-Management https://help.binti.com/hc/en-us/articles/20423755272979-Serv..., and salesforce has a package for it https://www.salesforce.org/products/case-management/ https://www.salesforce.org/products/case-management/ When I googled "social work case management CRM" a ton of stuff came up.