Every tool your team needs. One place to find them.
Seven integrated modules built around the daily work of nonprofits. Nothing bolted on, and no side spreadsheets to keep alive.
Dashboard
When you or any team member logs in, the Dashboard tells them exactly what to do next. Nobody has to hunt for their to-do list or wait for an end-of-day check-in.
- Active clients, open cases, and follow-ups due at a glance
- "Needs Your Attention" feed surfaces overdue check-ins automatically
- Color-coded follow-up calendar: overdue, this week, upcoming
- Assistant Insight block with real-time demographic snapshots for grant narratives
- Recent Wins: client testimonials collected and ready to use
Case Management
The heart of the platform. Every client's full story: care plans, timestamped notes, and follow-up history, all attached to the case file instead of living in a staff member's memory.
- Care plan with goals, target dates, and progress tracking
- Permanent timestamped case note timeline
- Smart follow-up scheduling that auto-reschedules missed check-ins
- New intake with document upload and photo-to-text auto-fill
- Import existing clients from a spreadsheet with one upload
Forms & Surveys
Build any intake form or outcome survey with a drag-and-drop builder. Share via live link or QR code. Submissions automatically create or update client records.
- Drag-and-drop form builder, no coding required
- Live link and QR code sharing for field events and workshops
- Auto-creates a new case file on first submission
- Printable blank form versions for environments without wifi
- Outcome surveys linked to existing clients for longitudinal tracking
Trainings & Workshops
Create workshops, classes, and programs with built-in attendance tracking. Participants scan a QR code when they arrive and it logs automatically to their case file.
- Event builder with session dates, capacity limits, and facilitator assignment
- QR-code-based check-in, no paper sign-in sheets
- Attendance auto-logs to each participant's case file
- Completion certificates and attendance history per client
- Workshop analytics: attendance trends, completion rates by program
Reports & Ask AI
Your data is always ready to export. Filter by funder, program, case manager, date range, or client demographic. Or just ask a plain-language question and get the answer instantly. Ask AI answers plain-language questions using only your organization’s own data. Client records stay inside the platform and are never used to train outside AI models.
- Pre-built funder report templates you can fill and export in one click
- Filter by any combination: program, date, service type, case manager
- Ask AI: "How many clients completed employment services in Q2?" and get an instant answer
- Export to PDF, Excel, or CSV for any funder format
- Demographic breakdowns auto-populated for grant narratives
Referral Network
A searchable community resource directory your team builds together. Track every referral from initiation through connection, so you know what actually worked.
- Build your own resource directory filtered by service category and location
- One-click referral from any client's case file
- Status tracking: referred → contacted → connected → closed
- Connection rate analytics by resource and service type
- Share your directory externally with partner organizations
Grant Tracking
Find, write, and manage grants in one pipeline from prospect to award. Deadlines, drafts, and reporting requirements stay visible so nothing slips through renewal season.
- Pipeline view: every opportunity by stage, from researching to submitted to awarded
- Deadline calendar with report due dates for grants you've already won
- Potential and awarded funding totals at a glance for board updates
- Draft workspace keeps narratives, budgets, and attachments with each application
- Awarded grants link to Reports, so deliverables pull from live program data
Team tools, included with every plan
On top of the seven modules: built-in communication and coordination tools so your team stays aligned, without managing a separate inbox or chat app.
- Internal messaging attached to specific client cases
- Team announcements visible on every team member's dashboard
- Case assignment and handoff with full context transfer
- Supervisor view: see all cases and activity across your team
- Role-based permissions: staff only see what they need
The right view for every team member
| Feature | Executive Director | Program Manager | Case Manager | Volunteer / Intern |
|---|---|---|---|---|
| Client records & case notes | Full access | Full access | Own cases | Read only |
| Grant reporting & exports | Full access | Full access | – | – |
| Training management | Full access | Full access | Own events | Check-in only |
| Referral network | Full access | Full access | Full access | View only |
| Team & staff management | Full access | Limited | – | – |
| Form builder | Full access | Full access | – | – |
Ready to see it in action?
Book a 30-minute walkthrough with our team and we'll show you how FreshOut 360 works for your specific programs.