Choose the Perfect Plan for Your Mission

Intuitive case management that grows with your organization

14-day free trial No credit card required Cancel anytime

How Many Team Members?

Select Your Billing Preference

Your team typically includes case managers, instructors, volunteers, or administrators who will be accessing Cohoist. Employer partners and client accounts do not count towards your team size.

Don't worry if you're unsure; you can adjust this number at any time!

Most Popular

Pro+

Perfect for client development

Enhanced case management with training tools

$60 / mo / user

Save $180 / yr
Billed annually
  • Everything in Pro
  • Training Management
  • Training Progress Tracking
  • Course/Workshop Scheduling
  • Course Material Uploads
  • Course Announcements
  • Custom Surveys

14-day free trial. No credit card required.

Pro

Comprehensive case management suite

$40 / mo / user

Save $120 / yr
Billed annually
  • Everything in Basic
  • Remote Intake
  • Client Logins
  • Custom Reports
  • Custom Dashboards
  • Custom Assessments
  • Quick Scan Barcode System
  • Custom Platform Branding
  • Milestone & Outcome Tracking
  • File Uploads

14-day free trial. No credit card required.

Basic

Core tools for streamlined assistance tracking

$20 / mo / user

Save $60 / yr
Billed annually
  • Custom Intake
  • Custom Client Profiles
  • Case Notes
  • Assistance Tracking
  • Referral Tracking
  • Essential Reports

14-day free trial. No credit card required.

Workforce

Complete solution for workforce development

$80 / mo / user

Save $240 / yr
Billed annually
  • Everything in Pro+
  • Employer Partner Accounts
  • Job Postings
  • Applicant Tracking
  • Interview Tracking
  • Offer Tracking

14-day free trial. No credit card required.

Need Custom Development or API Access?

Let's discuss custom solutions tailored to your organization's unique needs.

Comprehensive Features for Every Need

Compare all features across our plans to find the perfect fit for your organization

Intuitive Case Management

Track client progress, document interventions, and measure outcomes all in one place

Insightful Reporting

Generate compelling reports that showcase your impact to stakeholders

Client Engagement

Provide self-service tools that empower clients on their journey

Basic

Core case tracking
Pro

Advanced case management
Most Popular
Pro+

Case management + Training
Workforce

Complete solution
Case Management
Customize Client Intake

Design forms that capture exactly what you need
Create Custom Client Profiles

Tailor information fields to match your organization's needs
Import Existing Clients from CSV File

Seamlessly transfer your client data without manual entry
Prevent Duplicate Client Records

Automatic detection helps maintain clean data
Document Case Notes

Capture detailed interactions for comprehensive client records
Track Assistance Interventions

Record all services provided to demonstrate impact
Simplify Multi-Client Batch Assistance

Efficiently process assistance for groups of clients at once
Organize External Support Partners

Manage referral partnerships with external organizations
Collaborate with Your Team

Work together seamlessly on client cases
Stay Informed with Notifications

Receive timely alerts for client updates and tasks
Manage Support Offerings

Create and organize your organization's service catalog
Create Custom Reports Advanced

Generate tailored reports for funders and stakeholders

 -
Create Team Performance Dashboards Advanced

Monitor KPIs and track team productivity

 -
Quick Scan Barcode Assistance System Advanced

Streamline check-ins and service delivery with barcodes

 -
Customize Platform Branding Advanced

Apply your organization's branding throughout the platform

 -
Conduct Remote Client Intake Advanced

Allow clients to complete intake forms from anywhere

 -
Set and Track Milestones Advanced

Create achievement targets for clients and monitor progress

 -
Looking for comprehensive case management?

Pro and above plans include all advanced case management features

Compare Plans
Monitor Client Outcomes Advanced

Track and report on client success metrics

 -
Create Tailored Assessments Advanced

Design custom assessment tools for client evaluation

 -
Client Accounts
Basic Pro Pro+ Workforce
Client Login Access Client Portal

Provide secure client access to their information and your offerings

 -
Client Notifications Client Portal

Keep clients informed of updates and opportunities

 -
Self-Service Assessment Completion Client Portal

Allow clients to complete forms and assessments independently

 -
Course Registration Client Portal

Clients can browse and register for available courses and workshops

 - -
Learning Progress Tracking Client Portal

Clients can monitor their course completion and training achievements

 - -
Job Application Management Client Portal

Clients can discover, apply for, and track status of job opportunities

 - - -
Resume and Portfolio Management Client Portal

Clients can maintain career documents and share with potential employers

 - - -
Training and Workshops
Manage Program Applications Training

Process and review applications for your programs

 - -
Handle Registration for Courses and Workshops Training

Streamline the enrollment process for educational offerings

 - -
Attendance Tracking Training

Monitor participation and completion rates for all sessions

 - -
Course Content Management Training

Create, organize, and distribute training materials

 - -
Surveys and Feedback Collection Training

Gather participant feedback to improve your offerings

 - -
Pro+ is our most popular choice for community education and training programs

Get all the case management features plus comprehensive training tools

Select Pro+ Plan
Workforce Development and Employer Partnerships
Employer Partner Accounts Workforce

Create dedicated portals for employer partners

 - - - Unlimited
Connect with Local Talent Pool Workforce

Access qualified candidates in your community

 - - -
Job Posting Management Workforce

Create and manage job listings for employer partners

 - - -
Applicant Tracking System Workforce

Manage the full application and hiring process

 - - -
Interview Scheduling Workforce

Coordinate interviews between candidates and employers

 - - -
Offer Management Workforce

Track and manage job offers through to acceptance

 - - -
Employer Engagement Analytics Workforce

Measure employer partner satisfaction and hiring metrics

 - - -
Security and Accessibility
Basic Pro Pro+ Workforce
Secure Role-Based Access

Control who can view and edit specific information
Protect Data with Daily Backups

Keep your information safe with automatic backups
Access Anytime, Anywhere

Use Cohoist from any device with internet access
Mobile-Optimized Experience

Enjoy a seamless experience on smartphones and tablets
Secure File Storage

Store client documents and files securely

 - 25 GB 100 GB 250 GB
Free Basic Trial Free Pro Trial Free Pro+ Trial

Most Popular Choice

 Free Workforce Trial

All plans include dedicated support

Our team is committed to your success and will help you every step of the way

Dedicated Support

Get help when you need it from our experienced support team

Implementation Templates

Access ready-to-use workflows and setups for common organization needs

Onboarding Training

Get your team up to speed quickly with personalized training

Frequently Asked Questions

Find answers to common questions about our platform and pricing

Our free trial gives you full access to all platform features for 14 days. You can add users, create programs, and test out all of our tools to see how Cohoist can support your organization's goals. No credit card is required to start your free trial. At the end of the trial, you can choose to upgrade to a paid plan or cancel your subscription.

No, a credit card is not required to start a free trial. Simply click the free trial button and we'll get you set up with full access to the platform for 14 days. At the end of the trial, you can choose to upgrade to a paid plan or cancel your subscription.

Absolutely, our team is here to help you get started with your free trial. We can work with you to set up your account, add users, create programs, and customize the platform configuration to meet your organization's needs. Prefer to dive in on your own? Our built-in client import tool and intuitive getting-started guide make it easy to onboard independently. Either way, we're here to answer your questions and ensure you get the most out of your trial.

Yes, we are happy to provide a personalized demo of the platform during your free trial or before you start your trial. Our team can walk you through the key features, answer any questions you have, and provide guidance on how to get the most out of Cohoist. Simply reach out to our team to schedule a demo at a time that works for you.

Users are typically case managers, trainers, volunteers or admins who have accounts for access management and platform administration purposes. Employer partners and client accounts are not counted towards the user allocation.

Clients are individuals receiving support services from your organization. The Pro plan or higher allows you to send invitations to clients to access Cohoist. Client accounts do not count towards the user allocation.

User accounts are intended for individual use only. Each user must have their own account to ensure data security and privacy. If you need additional user accounts, you can easily add them to your organization's plan at any time.

No, there is no minimum number of users required to use Cohoist. You can start with as few or as many users as you need and add or remove users at any time.

Administrators can add or remove users from the platform at any time. Simply log in to your account, navigate to the Users section, and follow the prompts to add or remove users as needed. Changes take effect immediately and are reflected in your next billing cycle. Administrators can also assign roles and permissions to users to control access to specific features and data.

The first 200 client accounts per user account in an organization are included at no additional cost. For example, if your organization has 5 user accounts, you would have 1,000 client accounts included. This is typically enough to cover the number of clients requiring logins in most programs.

If you need additional client accounts, you can purchase them for an additional $0.50 per account per month.

Yes, you can upgrade or downgrade your plan at any time. Downgrades will take effect at the beginning of the next billing cycle.

Onboarding can begin instantly. Our getting-started guide walks you through tailoring your Cohoist setup and seamlessly importing your existing client profiles. For organizations that require additional customizations, data migration or training, onboarding typically takes 2-4 weeks, but may vary depending on the complexity of your needs. Our team will work with you to create a customized onboarding plan that meets your organization's goals and timeline.

We accept all major credit cards, including Visa, MasterCard, American Express, and Discover. We also accept ACH bank transfers.

Our subscriptions can be billed either monthly or annually. Both options include access to all platform features, updates, and support.

Yes, we offer both monthly and annual billing options.

Yes, you can cancel your subscription at any time. Your account will remain active until the end of the current billing cycle, after which you will no longer be charged.

Our platform is designed to be intuitive and user-friendly, so training is not required to use Cohoist. We provide a built-in guide to walk you through everything you need to know to set up and use the platform. However, if your organization would like additional support, we offer training and onboarding services to help you get started.

Yes, we offer an API for organizations that require programmatic access to our platform or custom integrations with other systems. Our team will work with you to build the endpoints you need to connect your data and workflows. API access requires a minimum of a Pro+ subscription and additional fees may apply.

Yes, we offer custom integrations for organizations that require specialized features or connections to other systems. Our team will work with you to develop a solution that meets your unique needs. Custom integrations are available on a project basis and additional fees may apply.

Yes, we offer custom development services for organizations that require specialized features or functionality not available in our standard platform. Our team will work with you to design and build a solution that meets your unique needs. Custom development services are available on a project basis and additional fees may apply.

Yes, we provide expert data migration services to help organizations seamlessly transfer data from their current system to Cohoist. Our team collaborates with you to map your data, refine and format it for import, and ensure a smooth transition. These services are offered on a project basis, with additional fees that may apply depending on your needs. Alternatively, if you prefer to handle it yourself, our built-in CSV import tool lets you easily upload your existing client profiles as part of our user-friendly getting-started guide.

Yes, you can export your data at any time. Our platform includes tools for exporting all of your data into a CSV file, so you can back up your information or transfer it to another system as needed.

Still have questions? We're here to help.

Our Promise to You

We're committed to your success in making a difference in your community.

Transparency

Clear, upfront pricing with no minimums. We keep it clear because you deserve to know exactly what you're paying for.

Dedicated Support

Personalized assistance to help you maximize the impact of our platform for your organization's specific needs.

Security First

Robust data protection measures to keep your client information safe and secure at all times.

Continuous Innovation

Regular updates and enhancements driven by your feedback and the latest advancements in technology.

Measurable Impact

Features that enhance case management and promote upward mobility, helping you achieve your mission more effectively.

Mission-Driven Partnership

We're partners in your mission to create positive change, not just another software vendor.

Community License Program

Supporting nonprofit organizations with free access to Cohoist

At Cohoist, we're dedicated to supporting nonprofit organizations by making our case management platform accessible to teams of all sizes. Through our Community License program, eligible nonprofits can receive their first user for free on any pricing tier—whether you choose Basic, Pro, Pro+, or Workforce. This allows you to access the tools you need to manage cases, track outcomes, and demonstrate impact without the initial financial burden.

What is the Community License?

The Community License subsidizes the cost of your first user on any Cohoist plan, giving you the flexibility to select the tier that best fits your organization's needs. Whether you're just starting with core case management tools or require advanced features for lasting community change, your first user is free. As your team grows, you can easily add additional users at standard rates.

Eligibility Criteria

To qualify for the Community License, your organization must:

  • Be a registered nonprofit organization in the United States
  • Have an annual gross revenue of less than $500,000 USD
How the Program Works

Once your eligibility is confirmed, we'll apply a credit to your account that covers the annual cost of one user on your chosen plan. Whether you opt for Basic, Pro, Pro+, or Workforce, your first user is free. Need more team members? You can add additional users at the standard rate for your selected tier.

Here's what you save based on the tier you select:

Basic
$240
saved per year
Pro
$480
saved per year
Pro+
$720
saved per year
Workforce
$960
saved per year

The Community License renews annually with a simple eligibility verification. If your organization grows beyond the eligibility threshold, transitioning to a standard paid plan is seamless.

Key Benefits
  • First User Free: Available on any pricing tier
  • Full Feature Access: All capabilities in your selected tier
  • Scalable Solution: Add more users as you grow
  • Annual Renewal: Easy yearly eligibility checks
Apply for Community License

Explore our range of plans here to find the perfect solution for your needs.