All-in-One Social Program Management Software
Streamline grants, volunteers, and impact reporting in one secure platform designed for nonprofits, communities, and public agencies. Launch faster, collaborate confidently, and prove outcomes with real-time analytics. Start your free trial today to explore automation, integrations, and intuitive tools without risk or commitment.
Contact UsAbout Our Mission-Driven Platform
We build software that helps social sector teams work smarter, prove results, and grow trust. Guided by equity and data ethics, we combine human-centered design with secure technology so organizations can focus on delivering services that truly change lives.
Unified Platform Overview
Manage every program workflow from a single, secure hub that unites data, documents, and communication across teams, partners, and stakeholders, reducing manual effort, improving transparency, and accelerating outcomes while providing leadership with actionable insight into performance and resource allocation.
Centralized Dashboard
Gain a real-time snapshot of grants, volunteer shifts, outcomes, and compliance tasks in one place, with configurable widgets tailored to each role. Track deadlines, workload, and progress at a glance while drilling down into details without switching between multiple tools.
Role-Based Workspaces
Provide tailored experiences for program managers, finance, caseworkers, reviewers, and volunteers using granular permissions and streamlined navigation. Limit access to sensitive information while ensuring each user sees the exact tasks, data, and documents needed to work efficiently and confidently.
Mobile-Ready Experience
Offer responsive interfaces for staff and volunteers to log hours, complete forms, and capture notes in the field. Work offline when connectivity is unreliable, then sync automatically, preserving data integrity and providing uninterrupted service delivery wherever your programs operate.
Grants Management
Configure application portals, scoring workflows, and award disbursements with audit-ready controls. Standardize intake, automate reviewer assignments, and track outcomes linked to funding, ensuring fair evaluation, transparent communication, and streamlined compliance from announcement to closeout reporting.
Application Builder
Design branded, accessible application forms with conditional logic, multi-stage requirements, and document uploads. Validate entries, prevent duplicates, and simplify applicant communication with automated confirmations, reminders, and status updates, reducing administrative overhead while improving equity and clarity for all applicants.
Review and Scoring Workflows
Assign reviewers using conflict-of-interest rules and expertise tags, then collect scores, comments, and recommendations with configurable rubrics. Normalize scoring, compare side-by-side, and advance finalists seamlessly while preserving a complete trail for governance, audits, and fair, defendable funding decisions.
Award Disbursement Tracking
Manage award letters, payment schedules, and deliverable milestones in one place. Trigger reminders for reporting requirements, tie disbursements to verified outcomes, and monitor budget utilization across cycles to ensure funds are used appropriately and aligned with strategic impact goals.
Volunteer Management
Recruit, screen, schedule, and recognize volunteers with intuitive tools that reduce coordination time and boost retention. Match skills to opportunities, capture hours automatically, and provide personalized communications that honor contributions and align people power with program outcomes.
- Recruitment and Screening Publish opportunities with clear role expectations, collect applications, and manage background checks within a compliant, trackable process. Use skills and availability matching to route candidates efficiently, ensuring the right people join the right initiatives with minimal administrative burden.
- Scheduling and Attendance Create recurring shifts, fill gaps quickly, and enable self-service sign-ups with waitlists and automated confirmations. Record attendance via kiosk, mobile, or QR code, then sync hours directly to impact reports to highlight volunteer contributions tied to program outcomes and funding requirements.
- Recognition and Retention Automate thank-you messages, milestone badges, and custom certificates that celebrate contributions at meaningful intervals. Share personalized impact summaries and leadership opportunities, reinforcing connection to mission while providing timely feedback that sustains motivation and reduces turnover across diverse volunteer cohorts.
Impact Reporting and Analytics
Transform raw activity data into outcome evidence with configurable logic models, dashboards, and funder-ready reports. Monitor KPIs, equity metrics, and longitudinal trends while linking program activities to community results and narrative context that demonstrates credible, mission-aligned impact.
Contact usOutcomes Frameworks
Map inputs, activities, outputs, and outcomes using adaptable logic models aligned with funder frameworks. Standardize indicators, define data sources, and set collection cadences so teams capture consistent evidence and narrate impact credibly across programs, cohorts, and reporting periods with confidence.
Real-Time Dashboards
Track service delivery, demographics, geographic reach, and progress toward goals with interactive charts and filters. Share tailored views with staff, executives, and partners, enabling timely course corrections while consolidating data from grants, volunteers, and case management into one coherent story.
Funder-Ready Reports
Export clean, defensible reports in funder formats with embedded visuals, aggregated metrics, and qualitative insights. Automate periodic submissions, include attachments, and preserve version history to simplify compliance while elevating the narrative that connects investments to measurable community outcomes.
CRM Synchronization
Connect major CRMs to keep constituent profiles, interactions, and giving histories aligned with program participation and outcomes. Reduce duplicate records, standardize segmentation, and equip fundraisers with contextual insights that strengthen appeals and deepen long-term relationships with supporters.
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Payments and Pledges
Accept secure online payments and pledges, reconcile disbursements, and allocate funds to designated programs seamlessly. Track soft credits, recurring gifts, and restrictions, ensuring finance and program teams share accurate, timely visibility into revenue supporting mission-critical activities.
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Campaign Attribution
Tie campaign touchpoints to volunteer engagement and program results using UTM tracking and unified contact histories. Analyze which messages and channels drive measurable impact, then refine strategies to maximize donor lifetime value while advancing equity-focused outcomes across communities.
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Program Scheduling and Case Management
Coordinate services, document interactions, and manage referrals in a privacy-conscious environment. Standardize forms, capture informed consent, and monitor caseloads while empowering staff with timely alerts that reduce risk and ensure clients receive the right support at the right moment.
Case Notes and Consent
Capture structured and narrative notes with permissions, consent timestamps, and sensitive tags. Link notes to goals, services, and outcomes while ensuring data minimization and ethical use of information to protect clients and support trauma-informed, person-centered practices across programs.
Service Scheduling
Organize individual and group sessions, manage attendance, and coordinate resources like rooms, transportation, or interpreters. Automate reminders, minimize no-shows, and align capacity with demand so staff deliver consistent, high-quality services that translate into verifiable, sustained outcomes.
Referral Management
Send and receive referrals with partner organizations, track acceptance and completion, and close feedback loops. Measure time-to-service and referral effectiveness while protecting privacy, enabling true networked care that improves continuity and demonstrably advances community well-being.
Workflow Automation and Compliance
Reduce repetitive tasks and enforce policy with configurable automations, approvals, and audit trails. Standardize processes across programs and regions, improving accuracy, timeliness, and accountability while easing administrative load and preparing teams for funder or regulatory reviews.
Automated Reminders
Trigger emails, SMS, and in-app notifications for deadlines, expiring documents, overdue tasks, and milestone approvals. Use branching logic to escalate exceptions, ensuring critical compliance steps are never missed and stakeholders stay informed without manual chasing or spreadsheet trackers.
Policy Enforcement
Configure validation rules, mandatory fields, and approval chains that reflect your governance standards. Prevent submissions that lack required evidence, capture digital signatures, and maintain immutable logs so your organization can demonstrate consistent adherence to funder and legal requirements.
Document Automation
Generate templated award letters, MOUs, volunteer agreements, and certificates with merge fields and version control. Collect e-signatures securely and archive documents with retention policies, creating a searchable, compliant record that simplifies audits and day-to-day operations.
Data Security and Privacy
Protect sensitive information with encryption, access controls, and continuous monitoring aligned to industry standards. Implement least-privilege access, audit logs, and governance policies that respect community trust while supporting transparent, ethical data use across programs and partnerships.
Encryption and Key Management
Secure data in transit and at rest using modern encryption protocols and managed keys. Rotate keys regularly, restrict access pathways, and monitor anomalies to ensure confidentiality and integrity without compromising usability for authorized staff and partners.
Access Logs and Monitoring
Record user activity across records, exports, and administrative settings with tamper-evident logs. Flag suspicious behavior, receive alerts on risky actions, and review detailed forensics that help teams respond quickly, meet obligations, and prevent data exposure or misuse.
Implementation and Onboarding
Move from legacy spreadsheets to a modern platform with a proven approach that balances speed and change management. Configure workflows to your context, migrate clean data, and train teams to adopt best practices that stick beyond go-live.
Discovery and Configuration
Facilitate workshops to map objectives, stakeholders, and data flows, then configure forms, permissions, and reports accordingly. Align the platform to your terminology and processes so users feel at home while benefiting from standardized, scalable structures.
Data Migration Planning
Assess data quality, define mappings, and cleanse records before import to ensure trustworthy reporting from day one. Validate with test loads and reconciliation reports, reducing surprises and preserving historical context critical for longitudinal analysis and compliance obligations.
Training and Change Enablement
Deliver role-based training, quick-start guides, and office hours that build confidence and momentum. Identify champions, set adoption metrics, and gather feedback loops to refine configuration while reinforcing new habits that drive measurable, lasting operational improvement.
Professional Services
Accelerate time-to-value with tailored services that reduce implementation risk, align stakeholders, and strengthen impact measurement. Our experts partner with your team to configure workflows, integrate systems, and translate data into credible stories funders and communities trust.
Guided Onboarding and Data Migration
A structured, collaborative onboarding that maps objectives, cleanses legacy data, and configures forms, permissions, and reports to your programs. Includes test imports, reconciliation, and role-based training to ensure teams adopt best practices and launch with reliable, auditable information.
,500
Custom Systems Integration and SSO Setup
Connect your CRM, finance, learning, and communication tools with secure API integrations and single sign-on to streamline authentication. We design data flows, monitor sync health, and document governance, minimizing manual work while improving security and user experience.
,500
Impact Measurement Strategy Workshop
A hands-on session aligning stakeholders on outcomes, indicators, and data collection methods mapped to funder frameworks and logic models. Produce a practical measurement plan and dashboard blueprint that strengthens grant proposals and enables consistent, credible reporting across programs.
,500
REST API Endpoints
Access authenticated endpoints for programs, applications, volunteers, events, and outcomes with pagination, filtering, and rate limits. Enable secure, bidirectional integrations that respect permissions and maintain data fidelity while supporting sophisticated workflows and analytics pipelines.
Webhooks and Events
Subscribe to events for status changes, new submissions, attendance updates, and approvals. Trigger downstream processes in real time, from notifications to data warehousing, ensuring systems stay synchronized without manual exports or fragile, scheduled jobs.
No-Code Connectors
Leverage prebuilt connectors for popular CRMs, email platforms, and payment providers. Build automations visually to reduce IT dependence, accelerate time-to-value, and maintain governance safeguards that keep integrations maintainable as your ecosystem evolves.
Pricing and Free Trial
Explore transparent packages tailored to organizational size and complexity, starting with a risk-free trial that includes full functionality, sample data, and onboarding guidance. Test workflows end-to-end, invite stakeholders, and validate fit before purchasing with confidence.
Trial Details
Start instantly with a full-featured trial, including grants, volunteers, and reporting modules, plus access for multiple users. Import sample data, explore templates, and request guided sessions to accelerate evaluation while preserving a clean path to production afterward.
Subscription Options
Choose plans aligned to active programs, user seats, and support needs. Scale predictably with tiered storage, API limits, and sandbox environments, ensuring affordability for small teams and flexibility for large collaborations across regions or partner networks.
Nonprofit Discounts
Access mission-driven pricing and multi-year incentives for eligible nonprofits, foundations, and public agencies. Combine with implementation credits and training bundles to stretch budgets while equipping teams with the capabilities required to deliver equitable, measurable impact.
Customer Success Stories
See how organizations deliver measurable outcomes faster using unified workflows, analytics, and integrations. Learn from peers who replaced spreadsheets, improved collaboration, and secured renewals by demonstrating credible impact to boards, funders, and communities.
