Starter
$35 per user/mo.
CONTACT SALESClient Profile
Client Demographics
Household Profiles
- Members
- Notes
- Address
In Depth Tracking of Client Profile
Self Sufficiency Reviews -
Track Up to 10 Dimensions
- Employment
- Income
- Shelter
- Health Insurance
- Education
- Mental Health
- Substance Abuse
- Subsistence
- Transportation
- Parenting/Social Functioning
Set & Track Goals for Clients
Store Relevant Documentation
Understanding & Helping Client
with Budget
Track Payments for Services
Track Client Transactions
Track Staff Time
Setup & Track Gift Cards
Track Funds for Payments
Setup Multiple Fund Sources
Track Funds for Transactions
Reports
Administration Capabilities
- Add Service Codes
(Transaction & Payment)
- Add Fund Source Codes
- Add Gift Cards
- Add Staff Members
- Add Programs
- Tools to Cleanse Data
- Merge Duplicate Records
- Change Clients Who Move to
Another Household
- Data Cleansing
- Deduplication of Records
Essential
$60 per user/mo.
CONTACT SALESClient Profile
Client Demographics
Household Profiles
- Members
- Notes
- Address
In Depth Tracking of Client Profile
Self Sufficiency Reviews -
Track Up to 10 Dimensions
- Employment
- Income
- Shelter
- Health Insurance
- Education
- Mental Health
- Substance Abuse
- Subsistence
- Transportation
- Parenting/Social Functioning
Set & Track Goals for Clients
Store Relevant Documentation
Understanding & Helping Client
with Budget
Track Payments for Services
Track Client Transactions
Track Staff Time
Setup & Track Gift Cards
Track Funds for Payments
Setup Multiple Fund Sources
Track Funds for Transactions
Reports
Administration Capabilities
- Add Service Codes
(Transaction & Payment)
- Add Fund Source Codes
- Add Gift Cards
- Add Staff Members
- Add Programs
- Tools to Cleanse Data
- Merge Duplicate Records
- Change Clients Who Move to
Another Household
- Data Cleansing
- Deduplication of Records
Plus
$85 per user/mo.
CONTACT SALESClient Profile
Client Demographics
Household Profiles
- Members
- Notes
- Address
In Depth Tracking of Client Profile
Self Sufficiency Reviews -
Track Up to 10 Dimensions
- Employment
- Income
- Shelter
- Health Insurance
- Education
- Mental Health
- Substance Abuse
- Subsistence
- Transportation
- Parenting/Social Functioning
Set & Track Goals for Clients
Store Relevant Documentation
Understanding & Helping Client
with Budget
Track Payments for Services
Track Client Transactions
Track Staff Time
Setup & Track Gift Cards
Track Funds for Payments
Setup Multiple Fund Sources
Track Funds for Transactions
Reports
Administration Capabilities
- Add Service Codes
(Transaction & Payment)
- Add Fund Source Codes
- Add Gift Cards
- Add Staff Members
- Add Programs
- Tools to Cleanse Data
- Merge Duplicate Records
- Change Clients Who Move to Another Household
- Data Cleansing
- Deduplication of Records
MOST POPULAR!