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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 NewOrg?

NewOrg serves as a comprehensive platform designed for non-profit organizations to consolidate information from various aspects of their operations. This integration enhances their ability to efficiently oversee clients, volunteers, services, donors, donations, and outcomes. Moreover, it facilitates the scheduling of activities, sign-ups, communications, surveys, and fundraising efforts. By utilizing NewOrg, organizations can effectively manage their committees, donors, events, and memberships, ultimately leading to smoother operations and improved organizational effectiveness. Additionally, this platform empowers non-profits to streamline processes, fostering a more engaged community and better achieving their missions.

Media

Media

Integrations Supported

Amazon Web Services (AWS)
Google Maps
Microsoft Excel
Microsoft Outlook
Moodle
PayPal
Regroup Mass Notification
SendGrid
Waystar
Zapier

Integrations Supported

Amazon Web Services (AWS)
Google Maps
Microsoft Excel
Microsoft Outlook
Moodle
PayPal
Regroup Mass Notification
SendGrid
Waystar
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$350/month for 5 users
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

NewOrg Management System

Date Founded

2006

Company Location

United States

Company Website

www.neworg.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

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Human Services

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

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Patient Case Management

Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

Speech Therapy

Assessment Management
Billing & Invoicing
Care Plan Management
Insurance Management
Patient Scheduling
Progress Tracking
SOAP Notes

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