*** We're recruiting! *** Attention all systems admins and CRM gurus: we're seeking an implementation consultant to join our growing team. Read more ***

Charitylog
LoginGet in touch
  1. Home
  2. CRM
  3. Contact & Case Management
  4. People & Services
Service provision

Service provision and support

Charitylog is designed for the non-profit sector and can record all the people and organisations you work with, keeping everything in one place.

It's not just a client contact management system - it can record many different types of people and organisations, including staff, volunteers, referrers, professionals and even trustees. You can add your own categories too, for example counsellors or advocates.

You can control which data fields you want to record for each type, for example, staff may hold DBS-check information which would not normally be the case for clients.

You can rename types - for example, changing 'clients' to 'service users'.

You only need one record per person/organisation even if they perform more than one role. For example, if you have a client who is also a carer and a volunteer, there is still only one record for that person.

It's also easy to create relationships between people and organisations. So, for example, you can create family structures with associated social workers. This means that when you look at a family record, it's easy to see the different members of the family and the professionals supporting them, and go straight to the record you need.

Other Features