Track Technical Assistance
Efficiently track assistance provided to member organizations or individuals on a daily basis. TA data can be quickly aggregated across your coalition, leading to easy grant reporting and a comprehensive view of TA services provided. Improve future trainings, publications, and resource development with the full picture.
Create and Manage Trainings
Create and share public and invite-only training events. Easily monitor registration and attendance. Keep record of professional development and use to showcase membership value.
Organize All of Your Contacts
Collect contact information for members, donors, and collaborative partners in one place, and integrate your contacts with any of the top 5 email marketing platforms. Create subgroups of contacts to streamline your communication.
Pull Comprehensive Reports
Generate comprehensive reports from data across all staff and all modules. Filter options make custom reporting quick and easy.
Consolidate Donor Data
Take donations easily and safely online, and keep track of who your donors are, their donation history, and your touch points with them. Create and send automated thank-you emails and year-end tax letters to donors through a complimentary SendGrid email account.
Do even more with the following modules
Keep record of meetings with external collaborative partners, allowing for a full-scope view of who is involved in conversations and meetings. Use these records to estimate future time commitments for similar projects.
Analyze individual staff time summarized from Technical Assistance, Project Activity, and Training modules. Input sick time, vacation time, or other miscellaneous activities.
Upload shareable documents, powerpoints, videos, and more. Rest comfortably knowing your files are safely stored in one easily accessible place.
Build custom forms to fit all your data collection needs, such as internal human resource forms, monthly service reports, mileage reimbursements, or member surveys. Automatically compiles easy-to-read data.
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