Contact & Case Management
- People & Services
- Cases & Contacts
- Email, letter & text communications
- Document storage & retrieval
- Add your own fields
Reporting
- Key Performance Indicators
- Pre-configured report suite
Support & Help
- Implementation & training
- UK based telephone & email support
- Page linked comprehensive manual
- Online help videos
- Training courses
- Data migration - we can help you switch
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
Go Further
- Integrated web referral forms
- Send & receive referrals through Charitylog
- National reporting capability