Contact & Case Management
- People & Services
- Cases & Contacts
- Project & Service Workflows
- Groups & activities
- Email, letter & text communications
- Document storage & retrieval
- Add your own fields
- Anonymous referrals & contacts
- Information Links - Directory of Services
Assessment & Impact
- Assessment forms
- Ladder outcomes
- Star Outcomes™
Reporting
- Key Performance Indicators
- Pre-configured report suite
- Progress interval reporting
- Classification codes
- Excel templates
Security & GDPR
- Unlimited user accounts
- Secure Data Centres in the UK
- Multiple user groups
- Optional two factor authentication
- Additional practice & test environments
- Multiple GDPR consent rules
- Right to be forgotten
- Fulfill Subject Access Requests
- Flexible field visibility controls
Support & Help
- Implementation - getting started
- UK based telephone & email support
- Page linked comprehensive manual
- Online help videos
- Data migration - we can help you switch
- Training and system reviews
Go Further
- Combined reporting across separate organisations
- Integrated web referral forms
- Send & receive referrals through Charitylog
- API (Application Programming Interface)
- National reporting capability