Transform
The facts below are what the maker publishes about Transform, checked and dated. Our editors have not written about it yet.
Plans and prices
From Transform's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Tier 1 | $70 a month | Data Export · Settings Mgmt · Intake & Assessment · Basic Reporting · $70/mth per user pricing |
| Tier 2 | $100 a month | Food Hamper Mgmt · Scheduling/Appointment · Advanced Reporting · $100/mth per user pricing |
| Tier 3 | Priced on request | AI Analytics · Omni-Channel Messaging · Client Data Sharing · Public Forms · Custom; contact for pricing |
The facts
Each one read from Transform's own pages, with the date it was checked.
What it does
- Access controls
- The features page lists advanced role-based permissions and audit trails and reporting.checked 7 Oct 2026
- Case management
- Teams can document client interactions, track progress, manage case files, set goals, and track services delivered.checked 7 Oct 2026
- Client management
- The platform supports custom client fields, digital intake forms, automated workflows, and role-based permissions.checked 7 Oct 2026
- Cloud delivery
- Transform is described as a cloud-based solution that requires no complex software installation or maintenance.checked 7 Oct 2026
- Customization
- Transform offers custom feature development for organizations with specific requirements.checked 7 Oct 2026
- Integrations
- The privacy policy identifies Google Calendar as an integration and says users can connect, synchronize, and disconnect it.checked 7 Oct 2026
- Intended users
- The platform is tailored to nonprofit and public sector organizations delivering social services.checked 7 Oct 2026
- Messaging
- Built-in messaging supports SMS and WhatsApp, message translation, document exchange, and appointment scheduling.checked 7 Oct 2026
- Purpose
- Transform provides tools for social service agencies to manage services, clients, and data.checked 7 Oct 2026
- Reporting
- Transform offers real-time dashboards, data analysis, and report and data exports in formats such as PDF and CSV.checked 7 Oct 2026
- Security
- The maker says Transform uses encryption and security protocols and is compliant with relevant privacy regulations, including HIPAA.checked 7 Oct 2026
- Support
- The maker says it provides unlimited customer support for managers and frontline workers, plus onboarding and ongoing support.checked 7 Oct 2026
- Surveys
- The surveys module supports custom questions, conditional logic, anonymous responses, and responses linked to client profiles.checked 7 Oct 2026
The company
- Headquarters
- Edmonton, Alberta, Canadachecked 28 Sep 2026
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