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RTM Designs Company Information


RTM Designs was originally formed in El Dorado Hills, California in 1994 for the sole purpose of developing and marketing comprehensive Information & Referral/Client Tracking/Case Management software that met the needs of discriminating I&R organizations.  
The core analysis and programming staff at RTM Designs have developed Information & Referral, Client Tracking, Case Management and other Human Service software systems for public and private non-profit organizations since the early 1980s. RTM Designs' first product, Refer96, was released in October 1996.   

Refer96 revolutionized and set the new standard for I&R software with features not found in any other system.

  • Accurate Area Served service searches
  • Comprehensive but easy-to-use Taxonomy functionality
  • Multiple, simultaneous service term searches
  • Ability to assist multiple people in one contact session
  • Complete printed directory and index production

The Refer96 product was the first commercially available system to use the AIRS standard 4-tiered ServiceSite database structure. 

RTM Designs was also the first I&R software development company to offer a public accessible service provider database search engine for the Web, called ReferWeb.  This Internet-based system provides the same level of searching accuracy as the popular Refer and Alliance Network professional systems.   To date, no other Web-based public accessible service provider search engine offers the ease of use and accuracy of ReferWeb.

RTM Designs commitment to their software
No other I&R software vendor has the level of experience, knowledge, expertise, and commitment to I&R software as the staff at RTM Designs. Our team works closely with our customers to find new ways to improves the all products. 

Major system upgrades are released every two years with up to 50 minor releases each year.  Major upgrades are fully updated and rewritten versions that parallel Microsoft's software development platform upgrades for their Visual Studio, Visual Studio.NET and SQL Server products.   

This upgrade path insures compatibility with all current and future Microsoft operating systems.  RTM Designs system upgrades and new product releases are as follows:

  • 1996 -  Refer96, Refer96 Remote, 96 Directory on CD
  • 1998 -  Refer97, Refer97 Remote, 97 Directory on CD, ReferWEB 
  • 2000 -  Refer'00, Refer'00 Remote, 2000 Directory on CD, Alliance Network
  • 2002 -  Refer'00 6.0, Refer '00 Remote 6.0, Alliance Network 6.0, ReferWEB 6.0
  • 2004  - Refer7, Refer7 Remote, Directory on CD 7, AllianceNetwork7
               ReferWEB7,  ReferWEB Agency Update System
  • 2005  - ReferNET 2-1-1 Statewide Central System
               Refer7.1, Refer7.1 Remote, AllianceNetwork7.1
  • 2006  - ReferNET 7.3 2-1-1 Statewide Central System
               Refer7.3, Refer7.3 Remote, AllianceNetwork7.3, Directory on CD 7.3
               ReferWEB7.3, ReferWEB Agency Update System7.3

RTM Designs - looking ahead
The future of Information & Referral is the linking of independent regional I&R centers into one shared, central statewide network system. The ReferNET 2-1-1 Statewide Network system has already proven to be highly effective in tracking people and families affected by recent natural disasters and by providing timely, accurate service information. 

RTM Designs' new web-based I&R system (code named "WebIR" - due first quarter 2008) will once again revolutionize the way web-based I&R applications perform using RTM's new "FastForm" technology and Microsoft's new ASP.NET 2.0/3.0 web software development platform.

RTM Designs continues to design, develop and deliver powerful Web and Windows Human Service systems to meet current and future needs of independent and collaborative I&R organizations.   Using the most advanced software development tools, RTM Designs software will always set the standard for Information & Referral, Client and Volunteer Tracking, and Case Management software.


RTM Designs is committed to the continued development of comprehensive human services software products which elevate the quality of information at call centers and to the public.