Choose your pricing plan
Foundations
17$Every monthPerfect for Single User OfficeValid for 12 months- Full Casework and Issue Tracking Mechanism
- Digital Document Management for Client Files
- Enhanced Do Not Call, Do Not Email and Deceased Tracking
- Self Administer your own Tracking Codes
- Constituent Search & Advanced Search Capability
- Drag and Drop Capability for Easy Upload
- Assignment of Case Work to Specific Individuals or Groups
- Email Notification of Case Work Assignment
- Microsoft Office Integration - Easy Mail Merge to Word/Excel
- Google Map Integration - Easy to Find Client Location
Essential
62$Every monthDesigned for an Office of up to FiveValid for 12 months- Includes all the features of Foundations Plus
- Collaborate with team members on Case Work
- Outlook Calendar Integration - Scheduling
- Two-way Text Messages Auto Triggered on Events
- WebForms Website Integration for Client Intake
- Templated Response for Quick Client Response
- Manage your own Security Roles and Access of Members
- Checklist for Compliance
- Workflow Automation
- Appointment Tracking with Text/Email Reminders
- Community Round Table Feature - Manage Events on Key Issues
- Track Invites and Attendance at Community Meetings
- Includes up to 5 User Licenses
Unity
125$Every monthBuilt for Large OrganizationsValid for 12 months- Includes up to 15 Users Licenses
- Includes all the features of Foundations and Essentials Plus
- Website Integration for Intake and Scheduling
- Client Onboarding and Assessment
- Digital Signature Capability
- Review and Approval Collaboration
- Inbound and Outbound Fax Integration
- Telephony Integration
- Optimize Appointments with Email and Text Reminders