Capture referrals from every partner and run all your programs in one secure place.
Let partners embed your branded intake widget on their own sites so referrals land in one queue.
Track clients and services without heavy overhead.
Outreach, food security, newcomer services — define your own programs and file each case under the right one, in one Impact OS.
Live dashboards, global search, and CSV export show who your team is serving across every program.
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.
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.
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.
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.
We’re onboarding a small group of community outreach programs now. Get hands-on onboarding and shape the roadmap — start a free trial or book a demo.
Yes. Add a branded, embeddable intake widget to partner websites so their referrals come straight to you.
Yes. Impact OS runs every program your agency delivers — you define the program list and intake routes each client to the right one.
Yes. Volunteers get a scoped, shift-gated portal showing only their assigned clients, with field-level redaction and no downloads.
Watch the 2-minute demo — intake to case to a live caseload — or start a free trial and try it yourself.
