Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • FAMCare Human Services Reviews & Ratings
    25 Ratings
    Company Website
  • CHARMS Reviews & Ratings
    24 Ratings
    Company Website
  • NewOrg Reviews & Ratings
    116 Ratings
    Company Website
  • InfoFlo Reviews & Ratings
    191 Ratings
    Company Website
  • CharityTracker Reviews & Ratings
    1,426 Ratings
    Company Website
  • GiveLife365 Reviews & Ratings
    11 Ratings
    Company Website
  • Zoho Assist Reviews & Ratings
    2,108 Ratings
    Company Website
  • MicroStation Reviews & Ratings
    573 Ratings
    Company Website
  • InterProse ACE Reviews & Ratings
    147 Ratings
    Company Website
  • Titan Reviews & Ratings
    376 Ratings
    Company Website

What is Traverse?

Having well-organized, accurate, and clear data is crucial for understanding clients and driving meaningful change. Traverse is a cloud-based document management solution specifically designed for human services organizations, emphasizing the management of documents and forms alongside mobility features. Utilizing the powerful infrastructure provided by Amazon Web Services (AWS), Traverse guarantees thorough security, dependable disaster recovery, and consistent operational uptime. For an organization to realize its full potential, it is essential that every member of the team has access to the tools necessary for performing their roles efficiently and effectively on a daily basis. By implementing Traverse, users can obtain valuable insights into particular client cases and documents, while effortlessly navigating data across different program areas, which ultimately enhances the delivery of services. This level of accessibility and systematic organization can greatly boost the overall effectiveness of operations within the agency, leading to improved client outcomes and streamlined workflows. Moreover, the integration of such a system empowers staff to focus more on client interactions rather than administrative tasks, resulting in a more impactful service experience.

What is AgencyOrganizer?

AgencyOrganizer exceeds expectations with its all-encompassing features that promote cost savings, strong security measures, and a high degree of customizability for various operational needs. Its functionalities range from smooth data integration to cutting-edge Agency Management solutions, enhancing organizational efficiency for agencies and boosting their chances of increased profitability and market visibility. The platform is adept at securely preserving all essential documents related to the user's cases and associates, covering everything from emails to scanned files, thereby mitigating the risks linked with physical document management and reducing clutter. Beyond document management, AgencyOrganizer provides tools for recording notes, phone calls, appointments, and additional activities, establishing a central hub for all agency operations. Additionally, with its built-in calendar and task management features, AgencyOrganizer helps users effectively plan their schedules and manage their obligations, making it a crucial tool for any agency aiming to succeed in today's competitive environment. This comprehensive approach not only enhances operational efficiency but also allows users to concentrate on what truly matters: providing outstanding service and driving growth forward. Ultimately, AgencyOrganizer stands out as an essential partner in fostering agency success and innovation.

Media

Media

Integrations Supported

Amazon Web Services (AWS)

Integrations Supported

Amazon Web Services (AWS)

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$20 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Northwoods

Date Founded

1999

Company Location

United States

Company Website

www.teamnorthwoods.com/products/traverse

Company Facts

Organization Name

AgencyOrganizer

Company Website

www.agencyorganizer.com

Categories and Features

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Popular Alternatives

Popular Alternatives

Talktrac Reviews & Ratings

Talktrac

The Meco Group