All-in-one case management for nonprofits and social service teams — run every program you deliver, from intake and casework to clients, households, and assessments, in one secure place.
From first referral to casework across every program — without the spreadsheets.
Give partner agencies a branded intake page and an embeddable widget they drop on their own sites, so referrals land straight in your queue. Every submission is captured, triaged, and turned into a case in a few clicks — no more referrals lost in an inbox.
Every client gets one living timeline — notes, documents, assessments, goals, services, referrals, and appointments in a single secure record. Any team member can pick up a case and see the whole story at a glance, instead of piecing it together from scattered files.
Run every program your agency delivers — housing, employment, mental health, and more — in one system, organized your way. You define your own program list, intake routes each client to the right one, and leadership sees activity across all of them without juggling separate tools.
See the whole household, not just an isolated file — track every family member and how they connect. Link one person across cases and programs so their full history travels with them, and nothing gets duplicated or lost.
Build the assessment tools your programs actually use with a template builder you control — no developer required. Set goals and plans for each client and track progress over time, so the change you create is something you can show funders, not just describe.
Define the indicators your funders ask for, then let ImpactOS calculate them from the casework your team already does. Watch your impact build on live dashboards and export funder-ready reports in minutes — turning a week of spreadsheet wrangling into a few clicks.
Bring on volunteers without handing over the keys. They get a limited portal that shows only their assigned clients — sensitive fields redacted, downloads blocked, and access that can be gated to their scheduled shifts — so you get the help you need while client data stays protected.
Every organization’s data is isolated at the database level — not just the app — with encryption in transit and at rest, admin MFA, and a full audit trail of who did what. Built with Canadian privacy law (PIPEDA) in mind, so you can hold sensitive client information responsibly, at a nonprofit price.
Impact OS fits any team that runs cases for the people it serves. Intake, casework, and reporting in one system, so your team can focus on people, not paperwork.
Every hour your team spends wrestling spreadsheets is an hour not spent helping the people you serve. Impact OS gives that time back.
Every plan starts with a 15-day free trial — no charge today, card required, cancel anytime.
Security isn’t an afterthought — it’s built into how Impact OS handles your clients’ information.
Data is encrypted in transit (TLS) and at rest.
Every organization’s data is isolated at the database level with row-level security (RLS), not just in the application layer.
A small set of vetted sub-processors: Supabase (database & storage), Stripe (payment processing), and Resend (transactional email).
If an incident affects your data, we notify affected organizations without undue delay, consistent with PIPEDA.
Watch the 2-minute demo — intake to case to a live caseload — or start a free trial and try it yourself.
