Intake & Referrals
Branded intake pages plus an embeddable widget your partner agencies drop on their own sites — so referrals stop falling through the cracks.
Less time on paperwork.
More time helping people.
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.
PIPEDA-first privacyRow-level isolation, encryption, MFA, and audit trails
Built for nonprofitsIntake, cases, and every program — one place
No-risk to startFree migration, 15-day trial, cancel anytime
Everything your team needs, in one place
From first referral to casework across every program — without the spreadsheets.
Case Management
One timeline per client — assessments, goals, services, appointments, and notes in one secure place.
Multi-Program
Run every program your agency delivers — housing, employment, mental health, and more — in one system, organized your way. You define the programs; intake routes to the right one.
Clients & Households
Track whole households and link a person across cases and programs — not just an isolated file.
Assessments & Goals
Build your own assessment tools with the template builder and track each client’s plan and progress.
PIPEDA-First Security
Row-level tenant isolation, encryption, admin MFA, and full audit trails — enterprise-grade protection at a nonprofit price.
Built for organizations that change lives
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.
- Homeless Shelters & Housing Programs
- Family & Child Services
- Mental Health & Counseling Centers
- Employment & Training Organizations
- Community Outreach Programs
Every hour your team spends wrestling spreadsheets is an hour not spent helping the people you serve. Impact OS gives that time back.
IO
Impact OSFocus on people, not paperwork
15-dayFree trial to start
$0Setup & data migration
Simple, Transparent Pricing
Every plan starts with a 15-day free trial. Cancel or change anytime.
Starter
Perfect for small teams$79/month
Billed annually
- Up to 5 users
- Intake & referrals
- Case management + multi-program
- Clients & households
- Assessments & goals
- Email support
Most Popular
Professional
For growing organizations$199/month
Billed annually
- Up to 15 users
- Everything in Starter
- Client & partner portals
- Assessment template builder
- Volunteer portal (coming soon)
- Custom branding + API
- Priority support
Enterprise
For large organizations$399/month
Billed annually
- Unlimited users
- Everything in Professional
- Multi-site & rollups
- Custom integrations
- Advanced security
- Dedicated support
No Setup Fees
Free Data Migration
15-Day Free Trial
Cancel Anytime
Built to handle sensitive client data responsibly
Security isn’t an afterthought — it’s built into how Impact OS handles your clients’ information.
Encryption
Data is encrypted in transit (TLS) and at rest.
Tenant isolation
Every organization’s data is isolated at the database level with row-level security (RLS), not just in the application layer.
Vetted sub-processors
A small set of vetted sub-processors: Supabase (database & storage), Stripe (payment processing), and Resend (transactional email).
Breach notification
If an incident affects your data, we notify affected organizations without undue delay, consistent with PIPEDA.
See Impact OS with your team’s workflow
Watch the 2-minute demo — intake to case to a live caseload — or start a free trial and try it yourself.