People and household records
Maintain personal details, household relationships, contact information, status, and program information.
Client management
Manage client records and program activity in one place
Give nonprofit program teams one place for client and household details, applications, services, forms, files, messages, milestones, and history.
What it supports
Keep a complete client record
Staff can see the information, documents, communication, program activity, and next steps connected to each person or household.
Applications and reviews
Move applicants through stages, eligibility checks, assignments, notes, and decisions.
Custom forms
Create intake, assessment, follow-up, and other forms for your programs.
Files and agreements
Keep submitted documents, internal files, and agreements attached to the right client record.
Communication and updates
Centralize messages, announcements, reminders, and a history of important interactions.
Services, milestones, and reporting
Record service activity and progress, then report on the work your programs deliver.
Questions about client management?
Contact us to discuss the client management module and how it could support your organization.