Intake & Referrals
Branded intake pages plus an embeddable widget your partner agencies drop on their own sites — so referrals stop falling through the cracks.
Case management for housing and shelter programs
Coordinate intake, housing plans, and casework in one secure place — and protect sensitive client data by design.
The problem for Homeless Shelters & Housing Programs
- Housing status tracked across spreadsheets and whiteboards.
- Coordinated-entry and partner referrals arrive in email, forms, and phone calls.
- Sensitive client PII is hard to keep safe in shared documents.
- Running housing alongside other programs means a separate system for each.
How Homeless Shelters & Housing Programs uses Impact OS
- 1
Intake from walk-ins and referrals
Capture intakes from branded forms or an embeddable partner widget, all landing in one queue.
- 2
Assess needs and open a case
Record the client’s situation and household, and open a case with their full history on one timeline.
- 3
Build a housing plan
Track the housing plan, services, and referrals, with goals the whole team can see.
- 4
Run every program in one place
Housing, outreach, employment — define your own programs and file each case under the right one, in one Impact OS.
- 5
See your caseload at a glance
Live dashboards, global search, and CSV export keep the team on top of who needs what next.
Features that matter to Homeless Shelters & Housing Programs
Case Management
One timeline per client — assessments, goals, services, appointments, and notes in one secure place.
Clients & Households
Track whole households and link a person across cases and programs — not just an isolated file.
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.
PIPEDA-First Security
Row-level tenant isolation, encryption, admin MFA, and full audit trails — enterprise-grade protection at a nonprofit price.
We’re onboarding a small group of shelters and housing programs now. Get hands-on onboarding and shape the roadmap — start a free trial or book a demo.
IO
Be one of our first housing-program partners
Questions from Homeless Shelters & Housing Programs teams
Can we manage households, not just individuals?
Yes. Link household members and track a person across cases and programs.
Can we run our other programs in the same system?
Yes. Impact OS runs every program your agency delivers — you define the program list and intake routes each client to the right one.
Is client data secure?
Yes — row-level tenant isolation, encryption in transit and at rest, admin MFA, and full audit trails, built with PIPEDA in mind.
Do you integrate with our HMIS?
Impact OS is a modern case-management system, not a certified HMIS. If HMIS or a specific integration is a requirement, contact our team and we’ll talk through your situation honestly.
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.