A contact is a record of your work with an individual who could 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:

• Productivity tab

• Splits tab

• Details tab

• Goals tab

Watch a walkthrough video

https://youtu.be/bLLOeOH54rQ?si=hyyE0BEVmK5-P40e

See what else you can do

Become a pro