Platform

Join our Community of Practice

Change Machine’s social enterprise and financial coaching platform is a scalable solution for social service organizations and public agencies to embed effective financial coaching practices into their work with individuals and contribute to lasting economic change.

Community

FREE
Only Through 12/31/2022
Choose Community
  • Social collaboration tool with community discussion forums
  • Community success trainings on emergent financial security topics and coaching competencies

Community Plus

$
450
Annual Cost Per User
Choose Community Plus
  • Includes all Community features
  • Self-paced training modules to build financial coaching knowledge, practical skills, and confidence
  • Field-tested financial security curriculum
  • Toolbox with more than 150 customer-facing tools and tipsheets, available in English and Spanish
  • Office hours to support embedding of financial security strategies and respond to frequently asked questions

Premium

$
950
Starting Cost
Choose Premium
  • Includes all Community and Community Plus features
  • Customer relationship management (CRM) software that integrates with the organization’s existing Salesforce
  • Action plans and interactive tools such as calculators and automatic balance sheets
  • Reports and dashboards
  • Technical and content skills training

Please review the Technical Support services we provide for our platform on the Salesforce App Exchange. We look forward to connecting with you!

Publicly launched in 2015 with the goal to amplify the impact of social service providers on the financial security of low-income communities, the platform initially gained popularity in the financial coaching field before being adopted by other social service sectors, including workforce development, housing, and education.

At core, Change Machine’s platform is a practitioner-facing, subscription-based software as a service (SaaS). It offers a range of customizable features to meet the unique needs of organizations, agencies, and programs to address the specific financial barriers that customers navigate.

For more information, live demonstrations, and to initiate your free trial, connect with our partnerships team.

salesforce available appexchange badge