PLANS BUILT FOR MISSION-DRIVEN TEAMS

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HOW PRICING WORKS

A faster path to the right plan

1
Dial in your team size

Get pricing that reflects where your team is today.

2
Compare monthly vs. annual

See the savings without hunting through fine print.

3
Pick the fit that feels right

Start a free trial or talk with us about custom needs.

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TEAM PLAN BUILDER

Build your plan and compare pricing in one place.

1
Plan builder

Team Size

Tell us how many staff members need access and we will tailor every plan below in real time.

4+ users unlock volume pricing Adjust seats anytime

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!

2
Save more

Billing Cycle

Switch between flexible monthly billing or your best per-user rate with annual billing.

3
Take action

Compare Plans

Your personalized pricing is ready below. Compare features, see your savings, and start when it feels right.

See My Plans
Start a free trial in minutes
Upgrade or change seats anytime
Questions or need help choosing? Talk to our team
Most Popular
Advanced automation

Pro+

Save hours with smart automation built for growing teams.

$60 / mo / user

Billed annually
Best for scaling programs Automation + training
  • Everything in Pro
  • Smart Workflow Automation
  • Learning Track Management
Also includes
  • Automated Email & SMS Communications
  • Automated Follow-up Reminders
  • Automatic Service Enrollment
  • Automatic Outcome Tracking
  • Training Progress Tracking
  • Course/Workshop Scheduling
  • Custom Surveys

14-day free trial. No credit card required.

Growing teams

Pro

Comprehensive case management for teams ready to track outcomes.

$40 / mo / user

Billed annually
Outcome-focused Reporting + engagement
  • Everything in Basic
  • Milestone & Outcome Tracking
  • Advanced Reports & Dashboards
Also includes
  • Kiosk Mode & Remote Intake
  • Client Logins
  • Email & SMS Messaging
  • Custom Assessments
  • Quick Scan Barcode System
  • Custom Platform Branding
  • File Uploads

14-day free trial. No credit card required.

Foundational

Basic

Core tools for streamlined assistance tracking and simpler casework.

$20 / mo / user

Billed annually
Best for getting started Fastest path to launch
  • Secure Case Notes
  • Assistance Tracking
Also includes
  • Client IDs
  • Custom Intake
  • Custom Client Profiles
  • Referral Tracking
  • Standard Reports

14-day free trial. No credit card required.

Workforce ready

Workforce

Complete solution for workforce development and job placement.

$80 / mo / user

Billed annually
Workforce programs Employer pipelines
  • Everything in Pro+
  • Employer Partner Accounts
  • Job Postings
Also includes
  • Applicant Tracking
  • Interview Tracking
  • Offer Tracking
  • Skills Wallets
  • Employer Partner Analytics

14-day free trial. No credit card required.

Custom projects

Need custom development, integrations, or API access?

If your team needs a more tailored setup, we can help you think through custom workflows, implementation support, and the right path forward.

Custom workflows API and integrations Implementation guidance

Talk through scope, timing, and the best fit for your organization.

Feature comparison

See what each plan unlocks for your team

Compare capabilities across Basic, Pro, Pro+, and Workforce so you can choose the right level of support, automation, and reporting with confidence.

Intuitive Case Management

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

Smart Automation

Let intelligent workflows handle repetitive tasks so you can focus on client impact

Insightful Reporting

Generate compelling reports that showcase your impact to stakeholders

Basic

Core case tracking
Pro

Advanced case management
Most Popular
Pro+

Automation + 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
Create Client IDs

Generate, manage and print unique client identification cards
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 emails and 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

 -
Set Follow-up Reminders Advanced

Receive automated email notifications for scheduled follow-up actions

 -
Direct Client Emails Advanced

Send email messages to clients directly from the app

 -
Direct Client SMS Messaging Advanced

Send SMS text messages to clients for instant communication

 -
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

 -
Smart Workflow Automation
Unlimited Smart Workflows Automation

Create automated workflows with custom triggers and actions

 - -
Auto-enroll Clients in Services Automation

Automatically assign wrap-around support when assistance is provided

 - -
Automated Follow-up Reminders Automation

Trigger follow-up tasks based on client milestones

 - -
Auto-Track Grant Outcomes Automation

Automatically record outcomes when key events occur

 - -
Trigger Assessment Requests Automation

Send assessment requests at key moments in the client journey

 - -
Automated Client Communications Automation

Send emails and text messages based on triggers like course enrollment or assistance

 - -
Save hours every week with Smart Workflows

Pro+ and above plans include unlimited workflow automation to eliminate repetitive tasks and ensure nothing falls through the cracks

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

Provide secure client access to their information and your offerings

 -
Client Notifications (Email & SMS) Client Portal

Keep clients informed via email, text message and in-app notifications

 -
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 organizations ready to scale

Get all the case management features plus smart workflow automation and 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 with Downloadable App

Use Cohoist from any device with our installable web application
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
Included Live Support Sessions

Scheduled 30-45 minute sessions for platform questions, troubleshooting, and feature guidance

 - - 2/year 3/year
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Most Popular Choice

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Every plan includes dependable support

Pro+ and Workforce also include live support sessions each year for deeper guidance when your team needs it most.

Dedicated Support

Get help from a team that understands nonprofit workflows and platform questions.

Implementation Templates

Start faster with ready-to-use patterns for common programs and service models.

Onboarding Training

Help your team get comfortable quickly and start using Cohoist with confidence.

Frequently asked questions

Answers for teams evaluating Cohoist

Search by topic or browse the sections below to find clear answers about trials, billing, accounts, and support.

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.

SMS messaging is available with Pro plans and above, allowing you to send text messages directly to clients for instant communication. This is particularly useful for appointment reminders, urgent notifications, or reaching clients who may not have access to email.

SMS messages cost $0.02 per message and are purchased in packs of 1,000 messages ($20 per pack). You can purchase additional packs as needed, and unused messages roll over month to 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.

All plans include access to standard support through our help and support form, but included live support sessions are only available on select tiers.

Pro+ includes up to 2 live support sessions per 12-month period, and Workforce includes up to 3 live support sessions per 12-month period. Sessions are typically 30-45 minutes and are intended for platform questions, troubleshooting, and help getting the most out of key features.

Basic and Pro plans do not include live support sessions. If you need additional live support, more in-depth training, workshops, implementation help, or extended consulting, those are available as paid Professional Services.

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 need help?

Want to talk through your questions with a real person?

If you want help choosing a plan, understanding support options, or thinking through implementation, our team is happy to help.

Community License Program

Subsidized access for nonprofits doing high-impact work

If budget is the barrier, the Community License gives qualifying nonprofits a lower-cost path into Cohoist while preserving the flexibility to choose the plan that fits their work.

Eligible organizations receive a subsidy that covers one user on the Cohoist plan they choose. That means you can start with the tier that fits your workflows today, then add more team members as your programs grow.

What it is

A practical way to get started

The Community License subsidizes your first user on any Cohoist tier, including Basic, Pro, Pro+, and Workforce. You still choose the plan that best matches your case management or workforce programs, and you can add additional users at standard rates whenever you are ready.

Who qualifies

Simple eligibility criteria

  • Be a registered nonprofit organization in the United States
  • Have annual gross revenue under $500,000 USD

How much does the subsidy cover?

The Community License covers one user on your selected annual plan. The amounts below show the maximum yearly value of that subsidy at standard one-user pricing.

Basic

Up to $240
per year for 1 subsidized user

Pro

Up to $480
per year for 1 subsidized user

Pro+

Up to $720
per year for 1 subsidized user

Workforce

Up to $960
per year for 1 subsidized user
Why “up to”? Cohoist per-user pricing can decrease for larger teams. Because the Community License subsidizes only one user, the actual value of that subsidy may be lower when your selected plan qualifies for multi-user volume pricing.

How the program works

  • 1 Apply and confirm your organization meets the program criteria.
  • 2 Choose the Cohoist tier that fits your workflows, reporting, and growth stage.
  • 3 Receive a subsidy that covers one user, then add seats later if your team needs more access.

What you get

  • One subsidized user on the plan you select
  • Full access to the features included in that tier
  • Room to grow by adding additional users at standard pricing
  • Annual renewal with a simple eligibility check
Apply for Community License

Want to compare tiers first? Explore the full pricing options here.