Everyone you work with, in one place.

Families, volunteers, donors and partners, each with their consent, their cases and their history.

One record per person, with the history of everything they have been part of.10

Questions

Can we import our spreadsheet?

Yes. Send it before you start and it is in the CRM when you first sign in.

Can we hide sensitive notes?

Yes. Mark an interaction as sensitive, and roles decide who can see records at all.

Does it track DBS checks?

Yes. Volunteers whose check has expired, or expires within 60 days, are flagged on the dashboard.

Tell us a little about your charity and we will show you round.