One platform. Every feature. Simple pricing.

Every plan includes all 41+ features. Pick the team size that fits your organization.

Individual

Full platform access for a single user

$100.00/mo

$100.00/mo

1 user

Get Started

All features included

  • Full CRM & Client Management
  • Case Notes & Assessments
  • Client Portal
  • Human Resources & Payroll
  • Fund Accounting & Budgets
  • Standard & Custom Reports
  • Video Conferencing & Telehealth
  • Appointment Booking
  • Housing Management
  • Multi-Site Management
  • GPS Location & Geofencing
  • Internal Messaging & Chat
  • E-Signatures & Form Templates
  • QR Code Check-In & Intake
  • Grant & Fund Distribution
  • HIPAA Audit Trail & Compliance
  • AI Visit Assistant
  • Sub-Organizations
  • API Access
  • And 20+ more features

Team (5 Users)

All features for small teams of up to 5 users

$450.00/mo

$450.00/mo

Up to 5 users

Get Started

All features included

  • Full CRM & Client Management
  • Case Notes & Assessments
  • Client Portal
  • Human Resources & Payroll
  • Fund Accounting & Budgets
  • Standard & Custom Reports
  • Video Conferencing & Telehealth
  • Appointment Booking
  • Housing Management
  • Multi-Site Management
  • GPS Location & Geofencing
  • Internal Messaging & Chat
  • E-Signatures & Form Templates
  • QR Code Check-In & Intake
  • Grant & Fund Distribution
  • HIPAA Audit Trail & Compliance
  • AI Visit Assistant
  • Sub-Organizations
  • API Access
  • And 20+ more features
Most Popular

Team (10 Users)

All features for growing teams of up to 10 users

$800.00/mo

$800.00/mo

Up to 10 users

Get Started

All features included

  • Full CRM & Client Management
  • Case Notes & Assessments
  • Client Portal
  • Human Resources & Payroll
  • Fund Accounting & Budgets
  • Standard & Custom Reports
  • Video Conferencing & Telehealth
  • Appointment Booking
  • Housing Management
  • Multi-Site Management
  • GPS Location & Geofencing
  • Internal Messaging & Chat
  • E-Signatures & Form Templates
  • QR Code Check-In & Intake
  • Grant & Fund Distribution
  • HIPAA Audit Trail & Compliance
  • AI Visit Assistant
  • Sub-Organizations
  • API Access
  • And 20+ more features

Team (20 Users)

All features for larger organizations with up to 20 users

$1500.00/mo

$1500.00/mo

Up to 20 users

Get Started

All features included

  • Full CRM & Client Management
  • Case Notes & Assessments
  • Client Portal
  • Human Resources & Payroll
  • Fund Accounting & Budgets
  • Standard & Custom Reports
  • Video Conferencing & Telehealth
  • Appointment Booking
  • Housing Management
  • Multi-Site Management
  • GPS Location & Geofencing
  • Internal Messaging & Chat
  • E-Signatures & Form Templates
  • QR Code Check-In & Intake
  • Grant & Fund Distribution
  • HIPAA Audit Trail & Compliance
  • AI Visit Assistant
  • Sub-Organizations
  • API Access
  • And 20+ more features

One-Time Setup & Onboarding

Discovery, configuration, data migration, and hands-on training led personally by our founder — one package per plan.

Individual Setup

$1750.00

one-time fee

  • 6 implementation hours
  • No data migration included
  • 1 live training session
  • 30 days of go-live support

Team (5 Users) Setup

$3500.00

one-time fee

  • 16 implementation hours
  • Up to 500 client records
  • 2 live training sessions
  • 30 days of go-live support

Team (10 Users) Setup

$7000.00

one-time fee

  • 26 implementation hours
  • Up to 2,500 client records
  • 3 live training sessions
  • 45 days of go-live support

Team (20 Users) Setup

$14000.00

one-time fee

  • 40 implementation hours
  • Up to 10,000 client records
  • 4 live training sessions
  • 60 days of go-live support

More than 20 users? Contact us for a custom setup quote.

Always Included with Your Subscription

No charge, for as long as you subscribe.

  • Email and chat support — product questions answered by the people who built it
  • Minor configuration changes — small tweaks to fields, forms, and roles as your programs evolve

Available After Launch

Need more than your setup package includes? Billable services, quoted and approved before any work begins.

Additional live training

$150.00

per session

Ideal for onboarding new staff or a refresher for your team

Major customization

$100.00

per hour

Quoted and approved in writing before any work begins

Large data migration projects

$100.00

per hour

Migrations beyond your setup package's record cap, quoted individually at the same rate

Payment Terms

Setup fees are billed 50% at kickoff and 50% at go-live. If cash flow is tight, spread your setup fee across your first six monthly invoices at no extra charge (up to twelve for Team-10 and Team-20).

Frequently Asked Questions

Do all plans really include every feature?

Yes! Every plan includes all 41+ features. The only difference between plans is the number of users. No feature is locked behind a higher tier.

Can I switch plans later?

Yes, you can upgrade or downgrade at any time. Changes take effect at the start of your next billing cycle.

Is there a free trial?

Yes, all plans include a 14-day free trial with full access to every feature.

What if I need more than 20 users?

Contact us for custom enterprise pricing. We can accommodate organizations of any size.

Is my data HIPAA compliant?

Yes, every plan includes HIPAA audit trails, BAA agreements, AES-256 encryption, and advanced security controls.