BENEFITS
Why Social Services
Teams Choose Us

Unified Case Management
No more jumping between spreadsheets, paper files, and clunky portals. Handle every case, document, and update in one secure place.

Funding & Grants Tracking
Easily track grants, donations, and government funding sources with full audit trails and built-in reporting.

Workforce & Volunteer Scheduling
Manage rotating shifts, on-call teams, and volunteer availability without manual coordination or missed coverage.

Built-in Compliance Tools
Stay aligned with local, state, and federal reporting requirements—without hiring a specialist or chasing deadlines.

Real-Time Reporting & Dashboards
Get a clear picture of service delivery, caseloads, wait times, and impact metrics. No waiting for end-of-month reports.

Secure Data Sharing Across Agencies
Safely collaborate with other departments, nonprofits, or agencies while maintaining strict access controls and encryption.
Solutions
Built for the Realities of
Insurance Brokerage

CaseFlow
For managing individual and family services, from intake through resolution. Includes document management, service planning, and integrated communications.

GrantSync
Purpose-built for tracking program funding, donor contributions, and compliance milestones. Ideal for government-funded and non-profit hybrid model.

CareOps
Handles backend operations like HR, payroll, procurement, and scheduling—so the business side of social services runs as smoothly as the frontline.

For Organizations
Doing the Hard
Work, We Make the
Tech Easy
Whether you’re a municipal agency or a national nonprofit, our ERP platform adapts to your needs—not the other way around. No bloated features. No forced workflows. Just the tools you need to serve faster, smarter, and with less friction