Audience
Businesses looking for a complete Human Service solution
About Traverse
Clear, accurate, and organized data is critical in understanding clients and creating meaningful change. Traverse is a cloud-based, commercial off-the-shelf (COTS) document management, forms management, and mobility software purpose-built for human services agencies. Powered by Amazon Web Services (AWS), Traverse has you covered on security, disaster recovery, and uptime. To make the biggest impact, everyone in the agency needs tools to help them work efficiently and effectively in every aspect of their jobs, every single day. Gain visibility into the individual case and client documents and navigate through data across program areas.
Other Popular Alternatives & Related Software
Collaborate
Collaborate is customizable case management software for non-profits and social services agencies with teams of 5+ staff.
It's built to easily track intakes, services, goals, outcomes, and funder reports.
Collaborate includes intelligent core features like case history, medical exams, clinical assessments, test results, custom reports, & more.
Manage documents and electronic signatures, collect data from external forms, and handle referrals to and from outside organizations. Also supports integrations with external systems.
Onboarding includes expert configuration and staff training. After Go-Live, benefit from monthly reports consultations with your account manager, complete online help, and exceptional customer support.
To help protect your clients' data, Collaborate is HIPAA and SOC 2 Type 2 compliant.
Learn more about Collaborate
Sumac
Sumac is powerful, customizable case management software built for nonprofits. It helps you streamline client intake, track services, and manage programs with ease. Whether you're supporting families, running a shelter, or delivering health or community services, Sumac adapts to your unique workflows.
With extensions for donations, volunteers, grants, and memberships, Sumac can become a complete nonprofit CRM. Features include web-based intake forms, e-signatures, built-in email marketing, and robust reporting—all in a secure, HIPAA & PIPEDA-compliant system.
Your team can manage clients on the go using Sumac’s mobile-friendly Case Portal, and automate follow-ups with custom workflows and reminders. Plus, free live customer support is always included, so help is never far away.
Trusted by thousands of nonprofits, Sumac gives you everything you need to manage services, engage supporters, and grow your impact—all from one place.
Learn more about Sumac
Casebook
At Casebook, we deliver highly configurable human services software that adapts to your organization's unique challenges. Our cloud-based platform streamlines processes from intake to reporting, saving time and improving efficiency.
Unlike generic software, Casebook is designed specifically for human services professionals. With automated workflows, customizable reporting, and tailored solutions built in collaboration with industry experts, we reduce manual efforts, ensure accuracy, and simplify service delivery.
By improving workflows, resource allocation, and performance tracking, Casebook helps organizations reduce administrative burdens and make data-driven decisions. Our purpose-built platform empowers teams to focus on what matters most—serving their communities.
Contact us today to schedule a personalized demo and see how Casebook can transform your operations.
Learn more about Casebook
Foothold
Our human services software offers full functionality for case management, client tracking, electronic health record (EHR), and homeless information management (HMIS) all under one roof.
We work with agencies across the spectrum of human services: including developmental disabilities, mental health, substance use disorder, homelessness, supportive housing, HCBS, and much more.
Foothold is HIPAA-compliant mental health software, federally certified as an EHR, and offers full interoperability as you navigate the new landscape of care coordination and value-based care.
Transform the way you provide care with nimble software and a partnership guided by experience.
Learn more about Foothold
Company Information
Northwoods
Founded: 1999
United States
www.teamnorthwoods.com/products/traverse
Videos and Screen Captures
Other Useful Business Software
Ship Agents Faster
Gemini Enterprise Agent Platform lets you rapidly build, scale, govern and optimize production-ready agents grounded in your organization's data. The platform enables developers to build custom or pre-built agents for virtually any use case. New customers get $300 in free credits.
Product Details
Platforms Supported
Cloud
Training
Documentation
Webinars
Videos
Support
Phone Support
Online
Traverse Frequently Asked Questions
Q: What kinds of users and organization types does Traverse work with?
Traverse works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Traverse support in their product?
Traverse supports these languages: English.
Q: What kind of support options does Traverse offer?
Traverse offers support via phone support and online.
Q: What other applications or services does Traverse integrate with?
Traverse integrates with: Amazon Web Services (AWS).
Q: Does Traverse have an API?
Yes, Traverse has an API.
Q: What type of training does Traverse provide?
Traverse provides training in the form of documentation, webinars, and videos.
