bosWell

What bosWell does

Boswell is a cloud-based SaaS platform that provides client intake and case management software for community-based organizations in the United States. Operated by CLEVER CRAFT, LLC and headquartered in Somerville, Massachusetts, the company targets food pantries, food banks, harm reduction programs, homeless shelters and day centers, and community health centers—organizations whose frontline service delivery is bogged down by clipboard intake, spreadsheet tracking, and manual funder reporting. The company was founded around 2015 and currently operates with 11–50 employees.

The platform is a single multi-tenant SaaS product built around fast client registration, searchable client/household lookup, customizable intake forms tailored to specific service programs (food boxes, hygiene kits, financial aid, clothing, syringes, naloxone, referrals), and demographic and service reporting exportable to CSV and Excel. A distinguishing capability is a privacy-first low-barrier intake mode for harm-reduction programs, supporting pseudonymous participant codes and minimal data collection. Infrastructure is delivered through a conventional stack of AWS, Heroku, and Fly.io for hosting and storage, Backblaze for S3-compatible storage, Paddle for subscription billing, and Google Analytics for web analytics; there is no native mobile app, public API, or SDK.

Boswell monetizes with a simple flat $30/month per location subscription that includes unlimited users and all features, supplemented by volume pricing for organizations coordinating 10+ locations negotiated via direct email. Distribution is product-led and self-serve: a 30-day free trial with no credit card requirement, segment-specific landing pages optimized for organic search, and a free Client Management Health Check assessment funnel tool. The company has disclosed no equity funding; disclosed capital is non-dilutive, totaling roughly $481,000 from two National Science Foundation SBIR awards plus accelerator affiliations with MassChallenge, SBXi, Social Enterprise Greenhouse, Village Capital, and the American Heart Association.

Name

bosWell

Legal name

CLEVER CRAFT, LLC

Website

https://boswell.io

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Boswell provides a cloud-based client intake and case management SaaS for US community-based organizations—including food pantries, harm reduction programs, shelters, and community health centers—at $30/month per location with unlimited users.

Ownership category

akta.pro rank

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Operations, Personnel, Marketing or Sales, Infrastructure

Revenue model

1. Subscription - Location-Based SaaS: Monthly subscription model at $30 per location per month. Each location is a physical site where the organization provides services to clients. Unlimited users included per location. All features included in the base price. Volume pricing available for organizations with 10+ locations.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Boswell is a cloud-based client intake and case management SaaS platform built specifically for community-based organizations such as food pantries, food banks, harm reduction programs, homeless shelters, and community health centers. It provides fast client registration, quick lookup of returning clients, customizable service-tracking forms, and demographic/service reporting with CSV and Excel exports for funders and boards. Pricing is a flat $30 per location per month with unlimited users and all features included.

Product overview

Boswell is a single, unified SaaS platform providing client intake and case management software for community-based organizations. The core Boswell platform includes client registration, fast client lookup, customizable intake forms, service tracking, and demographic/service reporting with CSV and Excel export capabilities. A companion free tool, the Client Management Health Check, offers an assessment for prospects to evaluate their current client management processes. All features are included at the single $30/month per location price point with unlimited users.

Differentiator

Problem solved

Functional benefit

Products and services

• Boswell Case Management Platform Cloud-based client intake and case management SaaS for community-based organizations, including food pantries, food banks, harm reduction programs, homeless shelters, and community health centers. Provides client registration, fast lookup, customizable service-tracking forms, household tracking, and demographic/service reporting with CSV and Excel export for funders and boards.
• Client Management Health Check Free 2-minute self-assessment tool that evaluates an organization's current intake, client lookup, and reporting processes, returning a personalized score and recommendations for improvement. Used as a top-of-funnel acquisition tool for community organizations.

Quantifiable outcome

• Volunteers can learn the basics in 5-10 minutes
• +2 more outcomes

Named customers1 record

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Four partnerships are on record, tiered core.

• Amazon Web Services (AWS)coreTechnology or IntegrationApproved subprocessor for cloud infrastructure and data storage. Data Processing Agreement confirms AWS as the cloud provider for Boswell's infrastructure.
• HerokucoreTechnology or IntegrationApproved subprocessor for application hosting. Listed in the Data Processing Agreement as a subprocessor handling application hosting.
• PaddlecoreTechnology or IntegrationApproved subprocessor for payment processing and billing. Handles all payment processing and billing for subscription management.
• Fly.iocoreTechnology or IntegrationApproved subprocessor for application hosting and deployment. Listed in the Data Processing Agreement as a subprocessor handling application hosting and deployment.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Bonterra (Social Solutions / Apricot): Bonterra's Apricot (formerly Social Solutions Apricot) is a direct competitor providing case management and outcome-tracking software for nonprofits and human services agencies, serving the same food bank, shelter, and community health segments as Boswell.
• CaseWorthy: CaseWorthy offers case management software purpose-built for human services organizations, with comparable configurable intake, service tracking, and reporting aimed at community-based programs.
• Eccovia (ClientTrack): Eccovia's ClientTrack platform delivers client intake and case management for health and human services providers, including HMIS-aligned reporting for shelters and community programs - directly comparable to Boswell's stack.
• CharityTracker: CharityTracker provides a network-based client intake and service-tracking tool used by food pantries, shelters, and church-affiliated community programs to share records across agencies, a very close analog to Boswell's use cases.

Broad incumbents

• Salesforce Nonprofit Cloud / NPSP: Salesforce's Nonprofit Success Pack and Nonprofit Cloud offer configurable client/case management for nonprofits, often used as the default platform community organizations compare Boswell against before buying.

Emerging players

• CiviCRM: CiviCRM is an open-source nonprofit CRM commonly used by smaller nonprofits for contact, case, and program tracking, frequently serving as a free substitute Boswell must displace.
• Tendenci: Tendenci is an open-source platform originally built for nonprofits with member and program management, occasionally used for case tracking by smaller community organizations in the same buyer set as Boswell.
• CharityEngine: CharityEngine provides CRM, case management, and donor management for nonprofits, overlapping with Boswell in client/case tracking for community-based programs.

Others

• Airtable: Airtable is a horizontal no-code database frequently adopted by small nonprofits as a free or low-cost intake and tracking substitute before they buy a dedicated tool like Boswell.
• HubSpot for Nonprofits: HubSpot's nonprofit CRM offering addresses some intake and contact tracking needs for community organizations, functioning as a wider-portfolio alternative that overlaps at the edges with Boswell's offering.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/boswell_io
• LinkedInlinkedin.com/company/boswell

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds6 records

Investors4 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about bosWell