Record the work you do with an individual on their contact profile.
A contact can be a person, organisation, animal or object.
A home for all the information you have about each person you support
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
Customise the information you collect
Create your own forms, share them as a link or embed them on your website
Avoid duplication of fields and make reporting easier. Makerble has a library that automatically organises every field you or your colleagues have created
Automate your processes to avoid repetitive manual work
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
Find your contacts
All the contacts of a project are viewable on a table as shown below from the Project or Charity Dashboard.
See information about a contact
And each individual Beneficiary has their own dashboard where staff at the project or charity can see information about them. All the stories about a Beneficiary are saved on the Beneficiary’s individual Dashboard. for more information, read about the Contact Profile Page.
Analyse and create reports about contacts
The Manage Beneficiaries page has several tabs, such as the Splits tab (shown below) that provides some data about all the beneficiaries.
The different tabs for analysing beneficiaries are explained in the articles below:
Watch a walkthrough video
https://youtu.be/bLLOeOH54rQ?si=hyyE0BEVmK5-P40e
See what else you can do
Become a pro
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