Contact & Case Management

Features

Easily manage information about your clients, volunteers, referrers and everyone else you work with, all in one place!

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.

Control your referrals and cases, and record your interactions.

Workflows that represent the way your services operate.

Membership, session and attendance recording.

Build mail-merges and produce professional emails and letters.

Securely upload important documents and images.

Create custom fields to meet your own needs.

Maximise your organisation's impact by recording anonymous contacts.

Save time when you signpost to other organisations.