Powerful
Form Builder

Our Form Builder is one of the most advanced in the business and can handle the most complicated workflows.

• Access Likert fields, Smart Addresses, Digital Signatures, File Uploads and more.

• 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 implement complicated calculations.

Seamless
Client Management

A completely flexible and unobtrusive CRM lets 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).

• Easily manage complex relationships between your contacts.

• Our Zoom integration lets you easily conduct virtual telehealth sessions.

Robust Reporting

Whatever data you put in your system can easily be aggregated and reported on in a few clicks.

• Build complex reports and summaries with ease.

• Access our full-featured Business Intelligence tool – Visual VerticalChange.

• All form results are available as SQL accessible tables.

• Use our reporting, or connect directly to your data with Tableau, Power BI, or whatever tool you currently use.

Effortless
Email Campaigns

Manage communication to your clients all in one place by creating targeted and trackable campaigns with ease.

• 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 check students in and out of programs.

• Register and track attendance.

• End users can sign-in to classes using digital signatures.

World-Class
Data Security

Security is our #1 concern, and we will work with you to help facilitate any internal compliance needs.

• Amazon Web Services Advanced Public Sector Partner.

• Complies with HIPAA Privacy & Security rules.

• Multi-factor authentication via SMS and email.

• Role Based Access Control (RBAC) lets you control user access with fine-grained permissions.

• Audit logs are available for all actions users in your organization take.