CSG Software Solutions

Focus on your clients, not the paperwork

Client Management

CSG Engage

Client Management

Using the most modern front-end technologies and techniques, CSG Engage is an attractive, intuitive, and efficient client and case management solution that will help you improve efficiency, ensure compliance and easily report outcomes. Fully integrated with our eGov ReportHub software suite, this a valuable tool for both agencies and state offices.

  • Fully supports ROMA Next Generation

  • Unlimited Client Database

  • Standardized Referral Process

  • Facilitates unduplicated reporting

  • Highly configurable

  • Survey & Assessment System

  • CSBG Annual Report and Community Action Plan (eGov ReportHub) integration for reporting

  • Password-Based Security—with SSL encryption

  • 2 Factor Authentication Available


BenefitsHub is a virtual hub and robust outreach venue for agencies nationwide to both advertise their programs and coordinate searches to offer real-time referrals to their clients.

  • Client Assessment Functionality

  • Unlimited Program Database

  • Dynamic Program Pages

  • Program Outreach

eGovernment Reporting

eGov ReportHub

ROMA Next Generation Software Modules

eGov ReportHub is a highly successful web-based bi-directional reporting system that funding sources (such as state and federal government) use to provide online reporting to their grantees. eGov ReportHub is a “truly paperless” solution. All versions of reports received from grantees are kept along with the history of funder requests for revisions until the final version is accepted. The result? More organized and thorough paperless reporting that saves costs and valuable staff time. With an emphasis on ROMA Next Generation, eGovReportHub makes oversight of grantees highly organized in a comprehensive software suite that includes the following oversight modules:

CSBG Monitoring Tool – A web-based tool to increase efficiencies and improve facilitation of on-site monitoring of agencies by the state CSBG office.

CSBG Annual Report – Designed from the new CSBG IM #152 Annual Report, this is an attractive and intuitive web-based data entry system with extensive error checking.

Organizational Standards – Automates the submission/review of the organizational standards assessment, with document upload and Technical Assistance Plans (and more) to efficiently meet the standards assessment per HHS IM #138.

Community Action Plan – A user-friendly, web-based data entry system built to accommodate the new ROMA NG Annual Report with a submit/review process. It provides agencies the ability to enter each element of their Community Action Plan individually, including budgets, actual and target numbers, and NPIs.

Organization Information – A living document for sub-grantees to modify in real-time with pertinent details about their organization.

Fiscal Reporting – A data-entry system for budgets, income statements and balance sheets with a submit/review process and more.

Board Management – Track and maintain member and board/committee meeting details; review meetings and attendance; conduct assessments; upload documents; access reports and more.

  • Version Tracking

  • Systematic Collaboration

  • Configurable

  • Password-Based Security—with SSL encryption

  • Electronic Transmission of Data

  • Unlimited Number of Users

  • Software-as-a-Service Model

  • Real-time collaboration

Energy Program Management

eAssist LIHEAP

eAssist LIHEAP is an in-depth, web-based software solution designed to help agencies and state offices that manage the federal Low-Income Home Energy Assistance Program (LIHEAP).

  • Unlimited Client Database

  • Automated Eligibility Determination

  • Customizable Appointment System

  • Automated Letter Generation

  • Barcode System

  • Automated Data Validation and Fraud Detection

  • Automated Payment Processing software and editable spreadsheets

  • Powerful Querying Engine

  • Secure

  • LIHEAP Public Web Access

eAssist Voice

eAssist Voice is an automated voice retrieval (IVR) system that answers simultaneous phone calls from clients and can dramatically reduce call volume, especially during the busy winter months. It can be purchased separately or integrated with the eAssist LIHEAP software solution and able to support multiple languages.

eAssist Conservation

eAssist Conservation provides intuitive, web-based functionality for agencies and state offices responsible for managing weatherization programs including the Department of Energy Weatherization Assistance Program (WAP) and utility-funded programs.

  • Unlimited Inspection/Audit Database

  • Unlimited Contractor Database

  • Unlimited Job Database

  • Payment Recording

  • Building Weatherization Reports (BWR)

eAssist Repair

eAssist Repair helps agencies simplify the administration of heating repair programs.

  • Unlimited Inspection/Audit Database

  • Unlimited Contractor Database

  • Unlimited Expenditure Database

  • Multiple Reporting Options

  • Payment Recording

eAssist Barcode

eAssist Barcode integrates with barcode scanners so that documents sent to clients can be scanned upon return.

Client Public Portal

CSG Client Public Portal

This online client portal is available as a standalone system – but if your agency also contracts with CSG for LIHEAP or Engage, all three systems are linked for seamless client information transfer!

  • If the client is brand new …

    • Our online client portal will automatically create a new record in LIHEAP and Engage – with all the documents and submission info included!

  • If the client already exists in our other software …

    • Our online portal will link the records and automatically attach uploaded documents to their client record.

    • No need to download and print/save/upload to Engage or LIHEAP!

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