Dashboard
Your organization's own numbers on one screen: active participants, completion rate, who is at risk, grant pipeline, and filing status. Every figure reflects the programs you defined.
All plans
The product
22 modules. One fabric.
A weave is stronger than any single thread. When participants, sessions, outcomes, partnerships, grants, finances, and compliance live in separate systems, any one thread can break and the whole thing comes apart. Here they are in one place.
Programs
7 modulesThe daily work. Who you serve, what you run, and what changed for them.
Clients
A complete participant registry with contact history, program enrollment, session progress, and demographics. Your organization decides whether records carry names, identifiers, or both.
All plansIntake Form
A guided intake that writes straight into the registry. The program dropdown pulls from your own programs, so nobody files someone under a category that does not apply to your work.
All plansPending Intakes
Referrals submitted from your public website land here for staff review. Nothing reaches your live registry until a person approves it.
Loom and CanvasFollow-up Queue
Ninety-day and six-month touchpoints generated automatically from each program's schedule, each carrying an outreach script your staff can read from. Overdue surfaces first.
All plansProgram Manager
Build each program yourself: name, identifier prefix, session count, session type, color, outcome measures, follow-up schedule, and identifier policy. Change it whenever the work changes.
All plansOutcomes Dashboard
Pre and post measures, completion rates, and demographic breakdowns, in the shape funders ask for rather than the shape a vendor decided on.
All plansCommunity
3 modulesThe people and organizations around your work who make it possible.
Volunteers
Volunteer records, assignments, and logged hours. Hours total automatically for grant reports and for the in-kind valuation on your Form 990.
Loom and CanvasReferral Partners
Track the agencies you send people to and receive people from, with memorandum of understanding status and renewal dates in one list.
Loom and CanvasCommunity Events
Log outreach events, attendance, and follow-through, so community presence becomes evidence you can report instead of something you remember.
Loom and CanvasFinance
4 modulesMoney in, money out, and the documentation your auditor and your board expect.
Grant Tracker
Every application, award, deadline, and reporting requirement in one pipeline, with status and amounts visible at a glance.
All plansIncome & Expenses
Categorized income and expense records that feed your quarterly reports and your Form 990 revenue lines without re-keying anything.
All plansDonations & In-kind
Cash gifts, in-kind contributions, and donated services with fair market valuation, tracked for acknowledgment letters and 990 Schedule M.
Loom and CanvasPayroll
Staff compensation and contractor payments recorded in the format Form 990 Part VII asks for, ready before your accountant asks for it.
Loom and CanvasGovernance
3 modulesThe obligations that quietly decide whether your exempt status stays intact.
Board & Governance
Board members, terms, meeting minutes, and resolutions in one record, with conflict of interest certifications tracked by year.
Loom and CanvasCompliance
Federal, state, and governance requirements with live status indicators and deadline alerts, tuned to the state your organization operates in.
Loom and CanvasDocument Vault
Encrypted storage for your determination letter, bylaws, policies, insurance certificates, and audits. Every file scoped to your organization alone.
All plansReports
3 modulesThe part that usually costs a weekend. It should cost a click.
Quarterly Reports
Board-ready and funder-ready reports built from live data, exportable to spreadsheet format for anyone who wants to work with the numbers directly.
All plansGrant Narrative
Drafts grant application paragraphs from your own participant counts, program names, outcomes, and partnerships. You edit the language. It handles the arithmetic.
Loom and CanvasForm 990 Prep
Line by line pre-fill across Part I revenue, Part III program accomplishments, Part VII compensation, and the Schedule O checklist. Hand your accountant a package, not a shoebox.
Loom and CanvasSettings
2 modulesYour account, your configuration, and your data on your terms.
Organization
Your name, logo, staff users and their roles, and the participant identifier policy that governs whether names are stored at all.
All plansData Backup
Export your full organization record, including your custom program configuration, at any time, on every plan. Your data belongs to you and it leaves with you.
All plans
Configured by you
Every module runs on your own configuration.
Nothing here assumes your organization looks like anybody else's.
Programs you define
Name, identifier prefix, session count, session type, color, outcome measures, and follow-up schedule. Start from a template covering more than a dozen mission areas, or build from scratch.
An identifier policy you choose
Full de-identification with no names stored, names alongside identifiers, or plain named records. Reporting works identically in all three.
Compliance for your state
The compliance center tracks the federal obligations that apply everywhere plus the requirements of the state your organization actually operates in.