Where Simplicity Meets Serious Capability

Services

Streamline Everything, Empower Everyone

Take the complexity out of operations so your team can focus on impact, not admin work. Break The Barrier Software brings all your organizational workflows into one simple, centralized system. From program management and case tracking to volunteer coordination and funding reports,  everything you need is at your fingertips, accessible, organized and built for efficiency. With user-friendly dashboards and configurable workflows, Software adapts to how your organization actually works, saving you time at every step.

Centralized Tools For Every Department

No more juggling systems. Manage programs, staff, volunteers, clients, customers, sponsors, donors, and data all in one secure, unified platform.

Configurable Workflows That Fit Your Reality

We build the system around how your team operates, not the other way around. No extra workarounds or unnecessary steps, maximizing your ability to operate.

Automated Reporting & Real-Time Insights

Get instant access to the metrics that matter, with built-in reports that help you track outcomes and grants, proving impact keeping funder-ready.

Designed For Everyday Users

From administrators to volunteers, everyone on your team can confidently navigate the system with ease, no technical background required.

Why Organizations Around The World Trust Break The Barrier Software

The Smartest Way To Run Every Part Of Your Organization, All In One Place

Break The Barrier Software was designed with one goal in mind: to simplify the complex, fragmented operations that hold purpose-driven organizations back. Our platform replaces disconnected systems, manual workarounds and overwhelming processes with one centralized, easy-to-use solution that empowers your entire team. Whether you’re tracking programs, scheduling staff, managing volunteers, monitoring services or generating reports, every feature is built to enhance efficiency and reduce friction, so you can focus on what truly matters: making a difference. Explore how our tools work together to streamline your day-to-day and strengthen your impact.

Organization Management Software

Break The Barrier Software brings every department, process and team member together under one intuitive system, simplifying operations so your organization can do more with less.

Customer Relationship Management

Built for purpose-driven work, our CRM tools help you track every interaction, need and outcome, ensuring no customer falls through the cracks and every touchpoint adds value.

Partner Relationship Management

Whether you're working with funders, service providers or community stakeholders, our platform makes it easy to collaborate, share data securely and strengthen every partnership.

Enterprise Resource Planning

From scheduling and budgeting to service delivery and reporting, Break The Barrier Software connects your organization’s core functions in one efficient, centralized platform built for impact.

Contact Management System

The ROOK Connect Contact Management System consolidates all organizational data into one centralized database, with more than 6,600 built-in tools and applications, it empowers your organization to automate segmentation, engagement tracking, and reporting.

Volunteer Management

From onboarding to registration, through to rewarding and communicating, keep all your volunteer essentials together.

Donor Management & Fund Development

Empower your team with all the CRM tools your organization needs to organize and streamline communication.

Contact/Membership Management

Empower your team with all the CRM tools your organization needs to organize and streamline communication.

Program & Event Management

With remotely accessible portals, payment and free programs, track registration all the way through to accounting.

Fundraising & Peer To Peer Applications

Capitalize on your website and integrate your fundraising with ROOK Connect Software's fundraising applications.

Website Builder & Integrator

Directly engage your members with content, images and functional awareness website building tools to ensure you get the most of your organization's website. Promote, build, self maintain and present your organization your way with ROOK Connect.

Memberships

Automate membership renewals, maintain your membership database, engage members with exclusive content, build rapport with your members and remotely manage your membership with automated communication threads.

Case File Management

Maintain detailed records on all contacts, including attendance records, incident reporting, medication tracking, daily log notes, event participation, food tracking, etc.

Instant Payments

With the highest level of security provided by ROOK Connect's ERP, take advantage of direct pay, direct renewal and automated payment processing tools. With multiple multi-pay applications, ROOK makes payment tracking, accounting and managing your organizational needs easy.

Donations With Automated Receipts

Built directly into your website, the ROOK Connect Team will ensure you've got a secure means of taking, rewarding and accounting for all donations received by your organization.

Activity & Event Management

With ROOK Connect's event builder and manager, your organization can set all communication, budgeting, task management, action checklists and much more. ROOK Connect makes event management easier than ever, empower your team with easy to use project management tools.

Staff Management

ROOK Connect software provides organizations with the tools and applications required to truly manage their entire organization in one platform, including time sheets, scheduling, task management, accounting and day to day staff management.

Volunteer Management

Integrate ROOK Connect's volunteer management applications with remotely accessible scheduling, registration, rewards systems and direct communication into your organization's standards. Take your organization volunteer management and appreciation to the next level with ROOK Connect software.

Email, SMS & CRM Tools

There's nothing more important than communication, and with ROOK Connect's built in, easy to access CRM tools, you can internally and externally sort, divide and manage your membership communication. Newsletter, surveys, fundraising, rewards programs, invitations, etc. are all templated and ready for your communication requirements.

Online Store

Integrate an online store directly into your website, with member only accessible areas and direct pay features. ROOK Connect provides the tools needed to generate results. With integrated partnership opportunities and API applications, your organization will have access to all the tools needed to build and maintain an integrated online store with direct payment processing.

Fundraising & Peer To Peer

With ROOK Connect Software's built in fundraising tool kit, your organization can run private and public fundraising initiatives both generated by your organization and proposed by third parties who want to support you. Take control of your fundraising, and open up options for your organization that drive real results.

24/7 Support

With ROOK Connect's direct care support center, your organization will have the training, support and ongoing guidance needed to get the most out of working with one of the highest ranked ERP's on the market today.

Secure Documentation & File Storage

Protect sensitive data with secure, role-based access, and compliance standards that accede HIPAA requirements.

Grant & Compliance Tracking

Stay audit-ready with built-in tracking applications, decision making visibility, reporting with dashboards, and funding allocations.

Custom Forms & Digital Intake

Create personalized digital forms for your organization, from website, to unique URLS, intakes, assessments, and reporting.

Service Scheduling & Transportation Logs

Direct visibility, with Coordinate services, medical appointment tracking, medication reminders, and even real time location monitoring.

Family & Guardian Portals

Keep families informed and engaged through easy-to-use dashboards, remotely accessible portals, with payments and remote reporting.

Mobile Accessibility

Access all tools from any device, desktops, tablets, mobile devices, anywhere required, in the office or in the field.

Real-Time Reporting & Impact Dashboards

Prove your impact to funders, boards, and communities with real-time tracking applications that empower your organization.

Newsletter Direct Send

The ROOK Connect Newsletter Direct Sent system empowers your organization to deliver targeted, high-impact communications directly to members, volunteers, donors, and partners. Whether through email, SMS, or integrated third-party distribution tools.

Surveys & Feedback Management

The ROOK Connect Surveys & Feedback Management system gives your organization the power to collect meaningful insights directly from members, citizens, volunteers, and partners. Fully integrated within your CRM, this tool replaces external systems allowing you to create, distribute, and analyze surveys.

Powerful Tools Designed To Work The Way You Do

Key Break The Barrier Software Solutions (Not ALL)

At Break The Barrier Software, we’ve developed an ecosystem of intelligent, easy-to-use tools that simplify every aspect of organizational operations, without overwhelming your team. These key solutions represent just a portion of what our platform offers, each one crafted to reduce admin fatigue, enhance collaboration and streamline workflows across departments. Whether you’re managing programs, tracking outcomes or coordinating volunteers, our Software meets you where you are and adapts to how you work, empowering you to lead with clarity, efficiency and measurable impact.

Core Operational Features

Centralizes all your programs in one place so you can easily track services, participation and outcomes, keeping every department aligned and reducing duplicate effort.

Plan, budget, assign tasks, manage attendees and communicate effortlessly with Break The Barrier Software full-featured event builder, making engagement events smoother and more impactful.

Maintain detailed records, notes and service histories for every customer to ensure personalized, consistent and impactful support.

Maintain detailed records including attendance logs, incidents, medication, meal tracking and daily notes, ensuring comprehensive visibility and compliance in every case.

Create, assign and track schedules for staff, volunteers and participants - so everyone knows where to be, when and why.

Upload, tag and access documents securely within customer or program profiles, eliminating the need for paper files and scattered folders.

Manage availability, roles and logged hours with real-time tracking - streamlining workforce planning and recognition.

Automate repetitive tasks like approvals, reminders and notifications, freeing your team to focus on work that truly matters.

Organize and track every contact and member interaction using built-in CRM tools, making it easier to retain supporters, personalize communication and build stronger relationships.

Log time spent on services or interactions and generate accurate, audit-ready data with ease.

Your team can access everything securely from any device, making remote work and field services seamless and efficient.

Data, Reporting & Impact

Create exportable reports based on any field in your system - providing data that satisfies funders, stakeholders and internal decision-makers.

View real-time performance across your organization so you can monitor progress, adjust quickly and lead confidently.

Measure success against targets and communicate real-world impact to boards, funders and your broader community.

Automatically generate funding-specific reports, saving time and improving your chances of renewal and success.

Keep full records of user actions and changes with timestamps to ensure transparency and compliance.

Forms & Intake

Easily build custom intake, referral or application forms that feed directly into the system, eliminating manual entry and streamlining onboarding.

Securely collect signatures for waivers, privacy forms and agreements, making documentation fast and fully digital.

Track incidents, assessments and care checklists in one secure location to support safety protocols and customer well-being.

Create and send surveys to collect insights from customers, staff and volunteers to improve programs and processes.

Build unique forms and digital entry points for everything from assessments and waivers to service requests and reporting, that are fully customizable, secure and connected to your workflows.

Communications & Collaboration

Enable secure, centralized communication within the platform to reduce inbox clutter and improve team alignment.

Send automated updates, reminders and alerts to staff and customers, improving attendance and engagement.

Document updates in real-time to ensure teams are informed and care continuity is maintained.

Customize access for every user role, ensuring people only see what they need, protecting privacy and data security.

Finance & Compliance

Track billable hours, service delivery and funding-related outputs in one place for easier invoicing and accountability.

Manage and monitor your program budgets in real time to ensure responsible spending and informed decision-making.

Stay ahead of application deadlines, reporting periods and renewal cycles with a dedicated tracking tool.

Built to meet privacy and data security standards across nonprofit, healthcare and community sectors.

Website & Integration Tools

Connect your website to the platform to automate data capture, enable service registration and provide better user experiences.

Place customized forms directly on your website, everything feeds into the Software instantly, with no manual re-entry.

Offer secure, branded logins where customers can view their services, forms and updates, promoting transparency and engagement.

Sync your software with CRMs, email tools, accounting systems and more using open APIs - eliminating silos and boosting efficiency.

Training, Support & Customization

We work closely with your team to configure the system to your real workflows, ensuring a seamless and confident start.

Access personalized training sessions plus a library of videos, tutorials and step-by-step guides at any time.

Our Team is available for continued support, system adjustments and long-term success planning.

Customize the platform’s interface and dashboards with your brand and layout preferences for a cohesive user experience.

Benefit from ongoing enhancements and new features driven by real feedback from organizations just like yours.

Our dedicated Support Team is available around the clock, ensuring your organization has the guidance, training and troubleshooting help it needs, whenever you need it.

Break The Barrier Software streamlined our entire intake process. What used to take hours now happens in minutes, and our staff finally has time to focus on care.
Danielle Moore
Program Director
The reporting tools are a game changer. We’re now able to give funders real-time impact data with confidence and zero stress.
Marcus Chen
Executive Director
Our team isn’t tech-savvy, but the system was so easy to learn. The support we received was incredible - we felt empowered from day one.
Operations Lead
Operations Lead
With multiple programs across regions, we needed one system that could do it all. Break The Barrier Software brought everything together effortlessly.
Jonas Reyes
Regional Manager

BTBS Voices of Impact

Trusted By Changemakers, Built To Empower Them

Break The Barrier Software is honored to stand beside organizations around the world that are working tirelessly to create real, lasting change. We’re more than a Software provider, we’re a dedicated partner in the fight for better systems, stronger communities and a more connected world.