📱
Mobile-First Design
Built for phones, not desktops. Bottom tab navigation, swipeable cards, and camera-native intake flows work the way field workers already think.
↗ Always on
🔧
Dynamic Form Fields
Build custom intake forms without any code. Add dropdowns, GPS capture, photo fields, currencies, and more — changes appear instantly for all staff.
↗ SuperAdmin configures
📅
Case Timeline
Every participant gets a chronological story — first contact through final outcome. Automatically built from activities your team is already recording.
↗ Zero extra work
🎯
Outcome Tracking
75 pre-built outcomes across 9 industry verticals. Record housing placements, employment, sobriety milestones, and graduations — each with dates and verifiers.
↗ Grant-ready
📡
Offline Data Collection
Works with no internet. Install to any phone's home screen. Collect intakes in shelters, rural villages, or disaster zones — everything syncs when you reconnect.
↗ PWA — no app store
🤖
AI Summaries
Claude AI drafts case summaries, grant reports, donor updates, and meeting minutes in seconds — from your own data. Basic plans get operational AI; Professional adds strategic grant drafts.
↗ Basic & Professional
📋
Grant Reports
Define objectives, auto-calculate progress from live data, draft narrative sections with AI, route through MasterAdmin approval, and export a locked PDF compliance record.
↗ Funder-compliant
🔲
QR Codes
Generate QR codes for 15 purposes — participant lookup, event check-in, donation campaigns, volunteer sign-ups, direct mail attribution, and more. Every scan tracked.
↗ 15 destination types
💰
Public Donations
A branded giving page with campaign goals, recurring donations, Apple Pay, Google Pay, Stripe, PayPal, and regional providers. Automated tax receipts. No platform fees.
↗ Stripe, PayPal, more
💬
Collaboration
Case-level team chat, real-time presence indicators, @mentions, document annotation threads, and instant notifications — built on your secure database, no third-party APIs.
↗ All data stays yours
📊
Reporting & Analytics
13+ report types — participants over time, by location, by outcome, campaign performance, donation analytics, QR attribution, and AI usage dashboards. One-click export.
↗ Built-in, no tools needed
🔒
Audit Log
An immutable record of everything — every create, change, deletion, and login. Core security events can never be turned off. MasterAdmin controls which SuperAdmins can view it.
↗ Compliance-grade