Everything you need starting at
$75 a month per user
We work with both 1 person agencies and 1000+ person agencies, so we're happy to help facilitate pricing that works best for you. Reach out anytime and let's talk shop!
Full featured Form Builder
🗄️
Our Form Builder is one of the most advanced in the business and can handle even the most complicated workflows.
- Powerful fields like Likerts, Smart Addresses, Currency, Digital Signature, Upload, etc.
- Group fields and apply complex branching logic.
- Field mapping allows you to map contact data into your form results.
- Field level permissions allow you to control read and write access to individual fields.
- Fully scriptable forms (via LUA) lets you to implement complicated calculations.
Client Management
👪
A completely flexible and unintrusive CRM let's you spend time focusing on your clients, and not our software.
- Fully customize the name and type of all client data you collect (people, families, etc).
- Easily manage complex relationships between your contacts.
- Our Zoom integration lets you easily hold telehealth sessions.
Reporting
📈
Whatever data you put in your system can easily be aggregated and reported on in a few clicks, and you even have the ability to query it with direct SQL access.
- The Report Builder lets you build complex reports and summaries with only a few clicks.
- Visual VerticalChange is available as a full-featured Business Intelligence tool.
- All your form results are available as SQL accessible tables.
- Use our reporting, or connect directly to your data with Tableu, Power BI, or whatever tool you already use.
Email Campaign Management
📧
Manage communication to your clients all in one place by creating targeted and trackable campaigns.
- Create email campaigns and track delivery statistics.
- Fully customizable email templates with dynamic parameter mapping.
Attendance Tracking
🕑
Perfect for managing classroom attendance and allowing teachers and parents to checkin their students.
- Register and track Attendance.
- End users can sign into classes using digital signatures.
Security
🔒
Security is our #1 concern, and we can work with you to help facilitate any internal compliance needs.
- Amazon Web Services Advanced Public Sector Partner.
- Complies with HIPAA Privacy & Security rules.
- Multifactor Authentication with SMS and/or Email.
- Role Based Access Control (RBAC) lets control user access with fine grained permissions.
- Audit logs are available for all actions your users take.