Infrastructure that
grows with you
Organizations managing peer support, recovery coaching, or wellness programs — with the scalable infrastructure to grow.
One platform, many programs
Each program operates in isolation while sharing organizational resources. Perfect for organizations with multiple locations or service lines.
Organization
Acme Behavioral Health
Program
Outpatient
Program
IOP
Program
Sober Living
Program Isolation
Each program operates independently with its own data, staff, and clients.
Shared Resources
Share forms, guides, and content across programs while maintaining isolation.
Audit Logging
Complete audit trail for compliance and quality assurance.
Granular access control
Give each staff member exactly the access they need. Role-based permissions ensure coaches see their clients, supervisors see their teams, and admins see everything.
Team Management
6 staff members
Sarah Martinez
Program Director
James Chen
Clinical Supervisor
Lisa Johnson
Coach • 12 clients
Mike Kim
Coach • 8 clients
Rachel Park
Coach • 10 clients
Tom Nguyen
Peer Support • 6 clients
Manage your intake pipeline
Track prospects from first contact to enrollment. Visual pipeline management with automated follow-ups and integrations.
Lead Pipeline
Visual kanban board to track prospects through your intake process
Intake Forms
Custom forms that feed directly into the CRM
Automation
n8n-powered workflows for follow-ups and notifications
New
3Robert M.
Web inquiry
Jennifer S.
Referral
Tony B.
Website
Contacted
3David K.
Called today
Sara W.
Emailed
Mark P.
Follow-up
Assessment
2Maria L.
Sched 5/10
Kevin R.
Sched 5/12
Enrolled
4Chris T.
Started 5/1
Angela R.
Started 5/3
Lisa M.
Started 5/5
Form
Intake Assessment
Build any form you need
Drag-and-drop form builder with conditional logic, e-signatures, and automatic PDF generation. Create intake forms, assessments, progress notes, and more.
Data-driven decisions
Comprehensive reporting across your organization. Track outcomes, measure staff performance, and identify trends.
Client Outcomes
Track recovery milestones, check-in rates, and goal completion across your organization.
Staff Performance
Monitor caseloads, response times, and session completion rates.
Program Metrics
Compare program effectiveness and resource utilization.
Ready to scale your organization?
Book a demo to see how Recovery Compass can help your organization deliver better outcomes at scale.