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Move everyone towards better outcomes

  • Record the work you do with an individual on their contact profile.

  • A contact can be a person, organisation, animal or object.

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A home for all the information you have about

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every individual you

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influence

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  • Each individual (person, organisation or even object or animal) has their own contact record

  • Each individual’s contact record stores their involvement across all the activities you provide

  • Quickly identify individuals using Search, Groups and Filters to find people with specific characteristics

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  • Automatically store people’s details in the Contacts App (your CRM) whenever they complete a form

  • Automatically store the agency that made the referral

  • Automatically add new referrals to a project’s Waiting List and then move them to ‘Enrolled’ in a click

  • Create your own Automations that save you time based on your own rules

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Track your

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All the contacts of a project are viewable on a table as shown below from the Project or Charity Dashboard.

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results

  • See your demographic stats and those of any other characteristics

  • Filter results by project and/or any other filter

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View a contact's information

  • Every contact has their own profile page that lets you and your colleagues see everything there is to know about that person, organisation, etc.

  • This includes survey responses, relationships, timeline posts, tasks and more

  • To learn more, read about the Contact Profile Page.

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Analyse and create reports about contacts

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Child pages (Children Display)

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