Ask only what you need at the door—housing, income, household, whatever your funders require—without a one-size form.

Add the fields your team actually uses so every record looks like your program, not a generic CRM.

Upload a CSV and start working—no retyping hundreds of names into a new system.

Catch matching names and addresses at intake so one person doesn't become three records—and three counts for funders.

Issue unique IDs your front desk can scan or check—so service happens faster and records stay tied to the right person.

Write what happened, who was there, and what's next—so the next staff member isn't starting from a blank page.

Log food, rent, bus passes, case time—whatever you provide—so impact isn't something you reconstruct at year-end.

Record the same assistance for a group of clients in one pass—pantry days and bulk distributions without clicking person by person.

Store partner agencies, contacts, and what they offer so staff send people to the right support.

Case managers, volunteers, and supervisors share notes and history instead of emailing files around.

Receive timely emails and alerts for client updates and tasks

Define what you offer—and how it's recorded—so every staff member logs assistance the same way.

Validate addresses at intake to clean your data and and reduce duplicate or false addresses.

Tie assistance to a grant or source and watch the balance drop in real time—before you overspend a line.

Print a clear next-steps plan they walk out with—goals, tasks, and who's responsible—not a vague conversation.

Access pre-built reports for clients served, assistance given, and outcomes—without starting from a blank spreadsheet.

Filter across clients, services, households, and dates. If you collected it, you can report on it.

Create and download clean, formatted reports your grantors already know how to read—ready for the next deadline.

A live dashboard of program performance and client outcomes—so leadership isn't waiting on month-end.

Build the exact view a funder, board, or program officer asked for—then save it and run it again next quarter.

Watch caseloads, follow-ups, and closed cases by type—so leadership coaches from numbers, not hunches.

Group family members and report at the household level—the way most funders count people.

Schedule the next check-in and get an email when it's due—so 30-day and 90-day touches actually happen.

Send a client to a partner agency and keep the handoff in the record—who referred, when, and what happened next.

Send a message from the client record so outreach lives next to notes—not in a personal inbox.

Send SMS messages without leaving their case file—so reminders and quick check-ins stay part of the history.

Barcode check-in and support logging so high-volume days don't become a clipboard bottleneck.

Brand the platform clients and partners see so it feels like your agency—not a generic tool.

Send a secure form they can finish at home, in the waiting room, or on a phone.

Set targets—first appointment kept, housing application filed, 90 days stable—and see who's moving forward.

Record what changed for the client as it happens, so success metrics aren't a year-end reconstruction.

Build the screening or progress tool your program uses—not a generic questionnaire that misses what matters.

Build once. Every intake, milestone, and service event can run the next step for you—no extra clicks, no missed follow-through.

Notify clients the instant they're enrolled, scheduled, or approved for assistance—personalized, consistent, and on time.

When a client receives assistance, automatically assign the related programs, case managers, and next steps.

Trigger staff tasks and client reminders from milestones—intake complete, 30-day check-in, service ending—so no one falls through the cracks.

Record outcomes the moment a key event happens. Funder reports stay current without end-of-month scramble.

Send the right assessment at the right moment in the client journey—intake, mid-program, or exit—without a manual chase.

After a service closes, send a survey while the experience is still fresh—and collect the stories funders want to hear.

Guided setup walks clients through every form - most go from zero to live in minutes.

Describe the report you need in plain language and get a ready-to-share layout in seconds

Generate polished intake forms from a few quick notes.

Assemble your assistance offerings catalog with a simple prompt.

Construct complete modules and curriculum tracks from a single sentence.

Create wraparound services with standardized checkpoints for consistent client care.

Build assessments from scratch with just a few words.

Create surveys optimized to gather the feedback you need.

Give clients a login to see their profile, services, and next steps—without calling the front desk.

Email, text, and in-app alerts for reminders, approvals, and missing documents—so fewer no-shows.

Send the form; they fill it on their phone. Staff review answers instead of retyping them.

Clients log in, see what's open, and sign themselves up—so your team spends less time on the registration desk.

Clients browse openings, submit applications, and check status themselves—while staff stay in the loop.

Clients keep career documents current and share them with partners—no emailing attachments back and forth.

Sequence workshops, courses, and milestones so clients always know the next step—and staff can see who's on track.

Collect, screen, and approve training applications without a pile of paper or a separate spreadsheet.

Fill seats faster. Enroll clients in classes and workshops without staff re-entering the same form twice.

Mark who showed up, who finished, and who needs a follow-up—ready for funder reports and case notes.

Keep curricula, handouts, and documents attached to each course so instructors and clients aren't hunting for files.

Collect participant surveys after each session and turn comments into better programming—not a forgotten inbox folder.

Give each hiring partner an account, keep contacts current, and see every placement tied to that relationship.

Post openings as soon as employers have them—so clients apply to work that actually exists in your community.

See every candidate's stage at a glance. No more "where did that application go?" between case manager and employer.

Document completed training, credentials, and verified skills so clients walk into interviews with proof—not just a résumé line.

Track hire rates, offer statistics, and which employers actually engage—without building a custom dashboard.

Employers tap trained, job-ready clients from your programs instead of starting every hire from scratch.

Give case managers, instructors, and leadership different access—so others never see what they shouldn't.

Automatic daily backups mean a bad click doesn't take the caseload with it.

Add Cohoist to any device's home screen and work from the lobby, a partner site, or home—no extra software to buy.

Look up a client, add a note, or log assistance from a phone or tablet without pinching and scrolling a desktop layout.

Keep client documents next to the case instead of in a shared drive or a filing cabinet only one person can find.

Send a question from the app and get a tracked reply—no hunting for a support email or hoping someone saw the message.

Book a 30–45 minute session for setup, a stubborn workflow, or "show us how this report should work."