For smaller programs and single-program teams
Essentials
For organizations running one or two programs on spreadsheets and inherited forms — a mentoring nonprofit, a neighborhood youth program, a small family-services team. Essentials puts the connected participant-and-household record at the center without asking a small staff to operate an enterprise system.
- Participant & Household 360 records — the shared data model, complete
- Programs, Intake & Enrollment plus one additional core module of your choice
- Configurable forms, statuses, and your own terminology
- Standard reports and full data export
- Role-based access sized for a small staff team
- Guided remote implementation and email support