Every feature, in the base price

Feature areas

• Participant & client records

  One record per person: demographics, household, eligibility, consents, documents and the full service history your funders ask about.

• Case management & notes

  Assign case managers, track goals and referrals, and write progress notes that lock with a timestamp and author once signed.

• Programs & services

  Define each program, its intake requirements and its service units, then track enrollment and attendance against them.

• Forms & e-signature

  Build intake packets, releases and annual updates. Send them for signature and file the signed copy on the record automatically.

• Events & volunteers

  Registration pages, capacity limits, check-in, volunteer hours and shift assignments for everything from a food drive to a gala.

• Donations & giving

  Record gifts, pledges and in-kind contributions, group them by campaign or appeal, and send acknowledgment letters.

• Grants & restricted funds

  Track grant periods, deliverables and reporting deadlines, and keep restricted spending separate from general operating.

• Bookkeeping & ledger

  A full double-entry ledger with fund and class tracking, reconciliations, and statements that line up with your 990 prep.

• Scheduling & appointments

  Staff calendars, recurring appointments, room and resource booking, plus reminders that cut down on no-shows.

• Documents & storage

  Store files against the person, program, grant or event they belong to, with retention rules and an access log.

• Outcomes & reporting

  Board packets, funder reports and demographic breakdowns built from the data your team already entered once.

• Secure messaging & portals

  Message staff and participants inside the system, and give families or partners a scoped portal instead of email attachments.

• Staff, roles & credentials

  Role-based permissions down to the field, credential and training expiration tracking, and onboarding checklists.

• Audit trail & security

  Every view and change is logged, data is encrypted in transit and at rest, and access ends the moment a role does.