All-in-One Social Program Management Software
Design, fund, and report community initiatives from a single, secure platform that streamlines planning, budgeting, approvals, implementation, data collection, and impact reporting, empowering teams to collaborate transparently, demonstrate measurable outcomes, and accelerate positive change with confidence through a guided free trial experience tailored to your needs.
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About Our Platform
We built this platform to unite program design, funding, delivery, and impact reporting in one place, eliminating silos between teams and systems while prioritizing data quality, transparency, and accountability, so organizations can amplify community outcomes with confidence and speed.
Program Design Workspace
Create evidence-based program models with logic frameworks, eligibility rules, and activity plans in one collaborative workspace that aligns partners, standardizes documentation, and connects outcomes with budgets and timelines to reduce ambiguity, speed approvals, and set programs up for measurable, sustainable results.
Theory of Change Builder
Link inputs, activities, outputs, and outcomes using an intuitive canvas that guides teams through assumptions, risks, and indicators while enforcing version control and stakeholder review, ensuring every initiative begins with a shared, testable model grounded in community needs and achievable impact pathways.
Eligibility and Service Rules
Define criteria, intake questions, and service thresholds across programs, then reuse approved rule sets to maintain consistency while allowing contextual overrides, ensuring transparent access policies, equitable service delivery, and faster onboarding for new staff who can reference living guidance directly within workflows.
Objectives and Milestones
Set measurable objectives with milestone schedules, assign owners, attach required evidence types, and auto-calculate risk when deadlines slip, so coordinators can intervene early, communicate clearly, and keep progress aligned with funding conditions and the expectations of community stakeholders and beneficiaries.
Funding and Grant Management
Centralize grant cycles, application scoring, award decisions, disbursement schedules, and compliance checks to align community investments with strategic priorities and real-world outcomes, reducing administrative burden while preserving audit trails that build trust with funders, boards, and community partners.
Budgeting and Approvals
Plan multi-year budgets, map expenses to initiatives and outcomes, and orchestrate approvals with configurable thresholds and role-based routing, enabling finance, program, and leadership teams to collaborate effectively while maintaining fiscal discipline and clear visibility into committed and available funds.
Multi-Year Budget Planning
Build scenario budgets across fiscal years, tag line items to outcome indicators, and track variances against actuals as data flows from disbursements and vendor invoices, enabling timely course corrections without sacrificing strategic commitments or compliance with funder restrictions.
Approval Workflows and Delegation
Design routing rules by amount, category, or program, introduce delegation windows for coverage, and enforce separation of duties to safeguard funds, while providing real-time status notifications so stakeholders understand what is required to keep initiatives moving without delay.
Encumbrances and Restrictions
Reserve funds for awarded grants and earmarked projects, enforce restriction codes, and monitor release conditions, so organizations maintain accurate pictures of liquidity and obligations, preventing overspend and ensuring ethical stewardship of resources entrusted by donors and constituents.
Stakeholder and Partner Portal
Offer secure portals for grantees, community partners, and volunteers to submit reports, upload evidence, manage tasks, and receive updates, streamlining communication while ensuring everyone works from the same requirements, deadlines, and shared understanding of program objectives and success criteria.
Grantee Workspace
Provide grantees with tailored dashboards showing active awards, pending tasks, templates, and submission deadlines, with inline guidance and automated reminders that reduce confusion, improve reporting quality, and allow program officers to focus on coaching rather than chasing paperwork.
Collaboration and Messaging
Enable threaded conversations tied to specific milestones or documents, restrict visibility appropriately, and archive decisions automatically, creating a single source of truth that reduces email sprawl and preserves context for smooth transitions when staff change or responsibilities shift.
Document and Evidence Library
Store signed agreements, invoices, receipts, media evidence, and monitoring notes with standardized metadata and retention rules, making it easy to retrieve validated proof during reviews, communications, and audits without re-requesting materials or losing institutional memory over time.
Volunteer and Event Coordination
Recruit, schedule, and manage volunteers and events alongside program activities, aligning roles with required skills and safeguarding participants through screening, waivers, and training, while measuring in-kind contributions and community engagement against broader initiative goals and outcomes.
Configurable Intake and Case Notes
Create multilingual forms with conditional questions, standardized picklists, and privacy controls, then link submissions to individuals, households, or organizations, enabling case managers to document needs and services thoroughly while protecting sensitive information and minimizing data entry errors.
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Offline Mode and Sync
Allow field workers to complete forms without connectivity, save drafts, capture photos and signatures, and synchronize when online, ensuring continuity of operations in low-bandwidth environments and maintaining accurate timelines and geotags for monitoring and evaluation purposes.
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Quality and Validation Rules
Enforce required fields, value ranges, and cross-field checks, flag duplicates, and surface anomalies for review, improving data reliability and minimizing downstream corrections that can distort trend analysis, reduce trust, and delay reporting to funders and community stakeholders.
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Outcomes and Impact Measurement
Define indicators, targets, baselines, and collection methods, then connect data sources to calculate progress automatically and visualize trends, enabling teams to understand what works, adapt quickly, and credibly communicate results across communities, programs, and strategic portfolios.
Indicator Library and Targets
Standardize indicators with definitions, disaggregation dimensions, and data sources, set program-specific targets, and inherit baselines from prior initiatives to enable comparability, prevent scope drift, and strengthen evidence across cycles and geographic contexts.
Attribution and Contribution Analysis
Differentiate direct outputs from broader outcomes, tag activities and partners to shared indicators, and apply contribution weights where needed, supporting transparent narratives about impact in complex ecosystems where multiple organizations collaborate toward systemic change.
Reporting and Dashboards
Build audit-ready reports and interactive dashboards that translate activity and financial data into clear stories, align to funder templates and ESG frameworks, and export seamlessly to PDF, CSV, and slides for timely board updates and public communications.
Board and Executive Dashboards
Surface real-time KPIs on spend versus plan, progress to targets, risk flags, and narrative highlights, letting leaders drill down by program or geography, prioritize decisions, and celebrate wins with compelling visuals grounded in verifiable, consistent data.
Grant and Donor Reporting Templates
Start with prebuilt templates mapped to common funder requirements, attach evidence automatically, and track submission deadlines, so staff spend less time formatting and more time synthesizing lessons that improve outcomes and strengthen relationships with supporters.
Advanced Exports and Schedules
Automate recurring exports to email, cloud storage, and business intelligence tools, lock report definitions for audit, and watermark drafts, ensuring accurate distribution, version clarity, and dependable cadence for stakeholders who rely on timely information to act.
Integrations and API
Connect your CRM, accounting, HR, and survey tools through native integrations and an open API with webhooks, ensuring data consistency, reducing duplicate entry, and preserving existing investments in technology while enabling future flexibility as programs evolve.
Native Connectors
Sync contacts, donations, and engagements with popular CRMs, push transactions to accounting, and align program records with HR rosters, eliminating silos and enabling holistic insights without rebuilding your technology stack or disrupting trusted workflows.
Open API and Webhooks
Use secure, well-documented endpoints and event-driven webhooks to extend capabilities, integrate custom apps, and automate cross-system routines, empowering technical teams to innovate while maintaining governance and performance standards across environments.
Single Sign-On and Identity
Adopt SSO with SAML or OpenID Connect, enforce multi-factor authentication, and apply role-based access with granular permissions, making access seamless for users while safeguarding sensitive data with centralized identity and lifecycle management.
Security, Compliance, and Privacy
Protect sensitive data with encryption, access controls, audit logs, and regional hosting options, while aligning with SOC 2 and GDPR principles and providing tools to manage consent, retention, and data subject requests across programs and partner organizations.
Plans and Professional Services
Choose a subscription and optional services that accelerate time to value, whether you need guided onboarding, tailored grantmaking workflows, or advanced impact analytics, with transparent pricing designed for nonprofits, foundations, and public sector teams committed to measurable community outcomes.
Guided Onboarding and Data Migration
A dedicated specialist prepares your environments, maps legacy data, configures indicators and budgets, and trains staff through hands-on sessions, reducing risk and accelerating adoption while establishing reliable foundations for reporting, audits, and future integrations that scale with your mission.
,800 one-time
Grantmaking and Funding Suite Subscription
Manage applications, reviews, awards, disbursements, and compliance in a unified workflow with configurable portals, scoring rubrics, and audit-ready records, giving program and finance teams complete visibility into commitments, restrictions, and outcomes across cycles, portfolios, and geographies.
,800 one-time
Impact Analytics and ESG Reporting Add-on
Unlock advanced dashboards, outcomes modeling, and framework-aligned exports for board, funder, and public reporting, including automated data pipelines, contribution analysis, and storytelling views that translate complex metrics into clear narratives supported by verifiable evidence and context.
,800 one-time
Onboarding, Training, and Support
Start quickly with guided implementation, role-based training paths, and responsive support channels that help teams adopt best practices, configure outcomes, and integrate data, ensuring the platform delivers value from day one and scales sustainably over time.
Guided Implementation
Work with specialists to import data, configure programs, and map indicators, following a proven playbook that balances speed with quality, minimizing disruption while setting consistent foundations for reporting, learning, and continuous improvement.
Role-Based Learning Paths
Equip administrators, program leads, finance staff, and field teams with targeted lessons, hands-on labs, and checklists, reinforcing skills through practice and certification so new features and processes are adopted confidently and consistently across the organization.
Responsive, Multi-Channel Support
Get help via chat, email, and scheduled sessions, access a rich knowledge base, and receive proactive alerts for upcoming releases, ensuring your team has timely guidance to resolve issues and take advantage of new capabilities effectively.
Free Trial and Getting Started
Explore core features with sample data, quick-start templates, and sandbox integrations during a no-risk trial, then convert your configuration seamlessly, preserving work and accelerating launch while our team verifies data quality and readiness for production use.