Client management
Manage client and household records, applications, services, forms, files, communication, and progress.
Learn about client managementManagement software for nonprofits
ReziLink gives nonprofit teams four connected management modules, custom forms, and built-in workflows. Choose the modules your organization needs and keep related records together.
Trusted by nonprofit leaders
At Habitat for Humanity Peterborough & Kawartha Region, ReziLink has become our go-to homeowner CRM. It helps us keep homeowner information, documentation, communication, and important milestones organized in one place - making it easier for our team to stay on top of every homeowner's journey.
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What really sets ReziLink apart is the customer service. Andrew Nokes has been fantastic to work with from the beginning. He created the software in partnership with Habitat for Humanity, listens to our feedback, and continues to improve it based on what we actually need.
ReziLink isn't just software - it feels like having a partner who understands our work and is committed to making it better.
Susan Zambonin
Chief Executive Officer
Habitat for Humanity Peterborough & Kawartha Region
ReziLink has been a valuable platform for managing our Affordable Homeownership Program and supporting the homeowners we serve. It provides an efficient and user-friendly way for applicants to securely submit information and documents, while allowing our team to easily review and manage applications.
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ReziLink also serves as our CRM database, allowing us to securely store, organize, and easily access important homeowner information throughout their homeownership journey. The platform has helped streamline our processes, improve information management, and create a better experience for both staff and applicants.
We would highly recommend ReziLink to other organizations looking for an effective application and CRM platform. Andrew and his team have been fantastic to work with, responsive, knowledgeable, and always willing to help us find solutions that meet our needs.
Brianna Adams
Homeowner Services Manager
Habitat for Humanity Greater Ottawa
ReziLink has been a transformative tool for our Habitat for Humanity homeownership program. Before adopting it, we were juggling multiple spreadsheets, email threads, and manual tracking systems just to keep up with applicants and homeowners. ReziLink brings all of that into one thorough, intuitive platform that makes it easy to manage multi-step application processes, track updates, and maintain clear communication with families.
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Andrew has been exceptional to work with - responsive, thoughtful, and genuinely committed to understanding the challenges we face. His willingness to listen and adapt the software to real-world needs has significantly improved our workflow and our ability to support families effectively.
We highly recommend ReziLink to any organization looking for a reliable, well-designed system to manage complex applicant and homeowner processes.
Corinne Bjorge
Director of Family Services
Habitat for Humanity Vancouver Island North
Habitat for Humanity Thousand Islands has been using ReziLink's "Client Management" module for both our Homeownership Applications and as part of our Habitat Family Orientation process.
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We really enjoy ReziLink’s intuitive nature when creating complex and in-depth forms, the ability to invite individual users to fill out specific documents, and the way our partner families are able to access each of their completed files at any time. Having everything all in one spot gives them, and us, great peace of mind.
With ReziLink, we’re getting the ‘premium features’ without fear of something incredibly useful being locked behind a paywall. In fact, we’re so satisfied with the platform, and the amazing customer service, that we’ll likely be with ReziLink for many years to come.
Doug Elliott
Executive Support and Administration
Habitat for Humanity Thousand Islands
Developed with nonprofit teams
ReziLink is used by many Habitat for Humanity affiliates across Canada and continues to improve through direct feedback from the organizations using it.
Management modules
Each module can be used on its own or combined with other modules. When records relate to one another, your team can see that connection without maintaining duplicate information.
Manage client and household records, applications, services, forms, files, communication, and progress.
Learn about client managementManage properties, units, occupancy, warranties, documents, notes, and inspections.
Learn about property managementManage donor records, monetary and in-kind gifts, campaigns, receipts, pickup requests, deliveries, driver itineraries, and reports.
Learn about donor managementManage volunteer applications, qualifications, opportunities, shifts, waivers, check-ins, and hours.
Learn about volunteer managementIncluded across ReziLink
During setup, we work with your team to configure forms and application, review, approval, and follow-up workflows for your programs. Your team can continue to adjust them as your work changes.
Build forms around the information your organization actually needs to collect.
Move applications and reviews through clear stages, assignments, decisions, and follow-up.
Keep documents, messages, agreements, and updates connected to the right record.
Control access by role and create reports from the records your team maintains.
Training & learning
Build onboarding, orientation, and policy courses with videos, PDF slides, written lessons, acknowledgements, and quizzes. Assign training to the people already in ReziLink and follow their progress.
Explore trainingSupporting Habitat affiliates across Canada
Habitat affiliates across Canada use ReziLink to manage homeownership programs, properties, volunteers, donors, forms, and reporting.
Tell us what your organization manages today. We’ll answer your questions and help you identify the modules that may be useful.