Transform
flourishing.systems
Spec sheet
- Purpose
- Transform provides tools for social service agencies to manage services, clients, and data.Read 7 Oct 2026 · flourishing.systems
- Intended users
- The platform is tailored to nonprofit and public sector organizations delivering social services.Read 7 Oct 2026 · flourishing.systems
- Integrations
- The privacy policy identifies Google Calendar as an integration and says users can connect, synchronize, and disconnect it.Read 7 Oct 2026 · flourishing.systems
- Security
- The maker says Transform uses encryption and security protocols and is compliant with relevant privacy regulations, including HIPAA.Read 7 Oct 2026 · flourishing.systems
- Support
- The maker says it provides unlimited customer support for managers and frontline workers, plus onboarding and ongoing support.Read 7 Oct 2026 · flourishing.systems
- Headquarters
- Edmonton, Alberta, CanadaRead 28 Sep 2026 · flourishing.systems
- Access controls
- The features page lists advanced role-based permissions and audit trails and reporting.Read 7 Oct 2026 · flourishing.systems
- Case management
- Teams can document client interactions, track progress, manage case files, set goals, and track services delivered.Read 7 Oct 2026 · flourishing.systems
- Client management
- The platform supports custom client fields, digital intake forms, automated workflows, and role-based permissions.Read 7 Oct 2026 · flourishing.systems
- Cloud delivery
- Transform is described as a cloud-based solution that requires no complex software installation or maintenance.Read 7 Oct 2026 · flourishing.systems
- Customization
- Transform offers custom feature development for organizations with specific requirements.Read 7 Oct 2026 · flourishing.systems
- Messaging
- Built-in messaging supports SMS and WhatsApp, message translation, document exchange, and appointment scheduling.Read 7 Oct 2026 · flourishing.systems
- Reporting
- Transform offers real-time dashboards, data analysis, and report and data exports in formats such as PDF and CSV.Read 7 Oct 2026 · flourishing.systems
- Surveys
- The surveys module supports custom questions, conditional logic, anonymous responses, and responses linked to client profiles.Read 7 Oct 2026 · flourishing.systems
Plans and prices
Tier 1 $70 a month $70/mth per user pricing Data Export · Settings Mgmt · Intake & Assessment · Basic Reporting Read 7 Oct 2026 · flourishing.systems
Tier 2 $100 a month $100/mth per user pricing Food Hamper Mgmt · Scheduling/Appointment · Advanced Reporting Read 7 Oct 2026 · flourishing.systems
Tier 3 Priced on request Custom; contact for pricing AI Analytics · Omni-Channel Messaging · Client Data Sharing · Public Forms Read 7 Oct 2026 · flourishing.systems
Where Specifiction places it
- Case Management Software#131 of 1777.2
- Social Work Case Management#13 of 176.9
- Nonprofit Case Management Software#27 of 326.9
