
Case Study
Devon In Sight
"Charitylog has enabled us to improve client support and has significantly enhanced the efficiency and professionalism of our service."
**We wish all customers, staff and partners who celebrate it a very Merry Christmas and a Happy New Year!**
A chat with Kool Carers' Charity Administrator, Julie Baker
We are based in Essex - specifically Basildon and Brentwood - and have 14 staff.
We started using Charitylog in April 2024, although it has taken time to implement right across the charity. Charitylog has built it to our specifications and assisted us along the way.
Charitylog Standard.
We mainly use it to hold the data for our young people. We record simple outcomes for them and are able to record attendance and absences.
Staff are able to clearly demonstrate evidence-based practice through their recordings on the database.
Furthermore, staff can easily access a person's record and have an up-to-date and accurate narrative on what has been happening with this person and any action taken by any member of the team to support them and their family.
From our first enquiry about the product to all the sessions that have been given to build the system, the process has been really easy. I can't fault the training and support that we have received from Michael, he has been available throughout the process and is happy to tweak things for us when we have changed our minds on something or a mistake has been made at our end.
Michael has queried lots of processes on our behalf and is happy to put forward ideas and offer alternative routes to solve our queries. The training has proved invaluable in helping less confident members of staff.
Charitylog has really streamlined my workload. It has removed the need for numerous spreadsheets, and is so quick and easy to update.
Having workflows ready-made for members of staff to complete referrals, counselling notes and family support work has ensured that we're keeping more accurate records that can be used in reports to support funding applications and end-of-grant reports.
I would strongly recommend Charitylog to anyone looking for an easy-to-use, completely flexible CRM.
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