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.

Open

A home for all the information you have about every individual you influence

Open

• 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

Track your results

• See your demographic stats and those of any other characteristics

• Filter results by project and/or any other filter

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.

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