People & Services
The core of a charity is built around the people it works with and the services it provides. Keep it all in one place in Charitylog.
- Home
- Charitylog features
Contact & Case Management
Easily manage information about your clients, volunteers, referrers and everyone else you work with, all in one place!
Cases & Contacts
Control your referrals and cases, and record your interactions.
Project & Service Workflows
Workflows that represent the way your services operate.
Groups & activities
Membership, session and attendance recording.
Email, letter & text communications
Build mail-merges and produce professional emails and letters.
Document storage & retrieval
Securely upload important documents and images.
Add your own fields
Create custom fields to meet your own needs.
Anonymous referrals & contacts
Maximise your organisation's impact by recording anonymous contacts.
Information Links - Directory of Services
Save time when you signpost to other organisations.
Assessment & Impact
Funders have many different requirements for evidencing impact. Choose from recognised impact assessment methods, or use your own.
Assessment forms
Create your own assessments and outcomes scoring systems.
Ladder outcomes
Monitor change over time and produce spider charts.
Star Outcomes™
Use Star Outcomes™ in Charitylog.
Reporting
From output KPIs to merging data into Excel reporting spreadsheets - produce detailed facts and figures presented in a professional way.
Key Performance Indicators
Extensive numerical analysis of your performance.
Pre-configured report suite
Comprehensive range of easy to use reports.
Analytics reporting
Enhance your view of data with charts and graphs in a dashboard.
Progress interval reporting
Check service intervals and case milestones.
Classification codes
Categorise referrals, contacts and outcomes.
Excel templates
Populate pre-built spreadsheets to provide reports to funders with less hassle.
Support & Help
There are dedicated teams offering implementation, training and support - plus a handy online manual and how-to videos. No restrictions on use of telephone support.
Implementation - getting started
We'll help you set your system up for your needs.
UK based telephone & email support
Our in-house support team know the system inside out. Call them on our local-rate number.
Page linked comprehensive manual
In depth manual available from within Charitylog.
Online help videos
Prefer to watch? See our wide range of self help videos.
Data migration - we can help you switch
Our data migration service can get you running quickly.
Training and system reviews
Make the most of Charitylog's tools, maximise reporting and stay up-to-date with new features.
Security & GDPR
We only use the most secure, reputable data centres in the UK, and provide a range of features and options to help you keep on top of GDPR compliance.
Multiple user accounts
Unlike most providers, we don't charge for every user, giving affordable access for both staff and volunteers.
Multiple user groups
Assign different permissions to different groups of users.
Secure Data Centres in the UK
All data is hosted using secure, highly reputable Data Centres in the UK.
Optional two factor authentication
Use 2FA for an extra level of security.
Additional practice & test environments
Separate training and test (sandbox) systems without affecting your live data.
Multiple GDPR consent rules
Keep on top of GDPR compliance with configurable consent options, including expiry notifications.
Right to be forgotten
Manage 'forget me' requests easily.
Fulfill Subject Access Requests
Easily provide personal information upon request.
Flexible field visibility controls
Users only see the fields that are relevant to the work they are doing.
Go Further
There are many more options to choose from, like rostering, invoicing and our mobile app for community based workers. Check them out here!
Rostering & home care schedules
Plan regular or ad hoc visits and manage services.
Mobile app for rostered care workers
Use Call-Round to replace paper timesheets for increased efficiency and security.
Invoice creation & export
Invoice work done and services provided to clients and other funders.
Handypersons & minor adaptations
Plan visits, record materials and send invoices.
Controls to separate branches & offices
Split your organisation by locality or function and control who sees which branch.
Combined reporting across separate organisations
Report collaboratively with other organisations, whilst keeping your data separate.
Data import module
Run regular imports of data from other systems.
Integrated web referral forms
Capture enquiries through your website directly into Charitylog.
Send & receive referrals through Charitylog
When collaborating with other organisations you can send or receive referrals in electronic form.
API (Application Programming Interface)
Use the API to connect to PowerBI and other system integrations.
National reporting capability
Reporting for national umbrella organisations.
Advocacy support
Does your charity provide advocacy services? We'll help you set your system up to match all your recording and reporting needs.
Plans and prices at-a-glance
Features and packages
One
For 1 service (<10 FTEs)
PricingContact & Case Management
- People & Services
- Cases & Contacts
- Project & Service Workflows
- Groups & activities
- Email, letter & text communications
- Document storage & retrieval (500GB)
- Add your own fields
- Anonymous referrals & contacts
- Information Links - Directory of Services
Assessment & Impact
- Assessment forms
- Ladder outcomes
- Star Outcomes™ (Optional extra)
Reporting
- Key Performance Indicators
- Pre-configured report suite
- Progress interval reporting
- Classification codes
- Excel templates
Support & Help
- Implementation - getting started (1.5 days training, 0.5 days review)
- UK based telephone & email support
- Page linked comprehensive manual
- Online help videos
- Data migration - we can help you switch
- Additional training and system reviews (Optional extra)
Security & GDPR
- Multiple user accounts (Up to 10 FTE users)
- Multiple user groups (4 user groups)
- Secure Data Centres in the UK
- Optional two factor authentication
- Additional practice & test environments
- Multiple GDPR consent rules
- Right to be forgotten
- Fulfill Subject Access Requests
- Flexible field visibility controls
Go Further
- Combined reporting across separate organisations (Optional extra)
- Integrated web referral forms (Optional extra)
- Send & receive referrals through Charitylog (Optional extra)
- API (Application Programming Interface) (Optional extra)
- National reporting capability (Optional extra)
- Advocacy support
Standard
Unlimited users
PricingContact & Case Management
- People & Services
- Cases & Contacts
- Project & Service Workflows
- Groups & activities
- Email, letter & text communications
- Document storage & retrieval (1TB)
- Add your own fields
- Anonymous referrals & contacts
- Information Links - Directory of Services
Assessment & Impact
- Assessment forms
- Ladder outcomes
- Star Outcomes™ (Optional extra)
Reporting
- Key Performance Indicators
- Pre-configured report suite
- Analytics reporting
- Progress interval reporting
- Classification codes
- Excel templates
Support & Help
- Implementation - getting started (Minimum - 3 days training, 1 day review)
- UK based telephone & email support
- Page linked comprehensive manual
- Online help videos
- Data migration - we can help you switch
- Additional training and system reviews (Optional extra)
Security & GDPR
- Multiple user accounts (Unlimited users)
- Multiple user groups (Unlimited)
- Secure Data Centres in the UK
- Optional two factor authentication
- Additional practice & test environments
- Multiple GDPR consent rules
- Right to be forgotten
- Fulfill Subject Access Requests
- Flexible field visibility controls
Go Further
- Rostering & home care schedules (Optional extra)
- Mobile app for rostered care workers (Optional (needs Rostering))
- Invoice creation & export (Optional extra)
- Handypersons & minor adaptations (Optional extra)
- Controls to separate branches & offices (Optional extra)
- Combined reporting across separate organisations (Optional extra)
- Data import module (Optional extra)
- Integrated web referral forms (Optional extra)
- Send & receive referrals through Charitylog (Optional extra)
- API (Application Programming Interface) (Optional extra)
- National reporting capability (Optional extra)
- Advocacy support
Ultimate
Unlimited users
PricingContact & Case Management
- People & Services
- Cases & Contacts
- Project & Service Workflows
- Groups & activities
- Email, letter & text communications
- Document storage & retrieval (2TB)
- Add your own fields
- Anonymous referrals & contacts
- Information Links - Directory of Services
Assessment & Impact
- Assessment forms
- Ladder outcomes
- Star Outcomes™ (Optional extra)
Reporting
- Key Performance Indicators
- Pre-configured report suite
- Analytics reporting
- Progress interval reporting
- Classification codes
- Excel templates
Support & Help
- Implementation - getting started (Minimum - 6 days training, 2 days review)
- UK based telephone & email support
- Page linked comprehensive manual
- Online help videos
- Data migration - we can help you switch
- Additional training and system reviews (Optional extra)
Security & GDPR
- Multiple user accounts (Unlimited users)
- Multiple user groups (Unlimited)
- Secure Data Centres in the UK
- Optional two factor authentication
- Additional practice & test environments
- Multiple GDPR consent rules
- Right to be forgotten
- Fulfill Subject Access Requests
- Flexible field visibility controls
Go Further
- Rostering & home care schedules
- Mobile app for rostered care workers (Optional extra)
- Invoice creation & export
- Handypersons & minor adaptations
- Controls to separate branches & offices (Optional extra)
- Combined reporting across separate organisations (Optional extra)
- Data import module
- Integrated web referral forms (2 forms included)
- Send & receive referrals through Charitylog (Optional extra)
- API (Application Programming Interface) (Read only version included)
- National reporting capability (Optional extra)
- Advocacy support
* All Prices Exclude VAT