Case Management CRM
Reduce the time your caseworkers spend on admin and reporting
Makerble® Case Management CRM gives you a way to streamline your nonprofit’s day-to-day operations with a case management system that’s flexible enough to evolve as you grow but straightforward enough to be embraced by your staff and volunteers from day one.
Helping nonprofits, social enterprises and local governments around the world modernise the way they work, save time and reduce stress
Manage every step of your case management process
Receive referrals
Use the wonder of automation to slash the time your team spend on data entry
Publish external referral forms on your website or send referral links by email.
Automatically assign new referrals to caseworkers, waiting lists and more
Receive notifications of new referrals
Case Management
Manage caseloads while measuring outcomes
Add beneficiaries to 1:1 and Group Sessions
Track attendance
Record observations and progress made towards outcomes
Stay on top of each caseworker’s caseload
Monitoring & Reporting
Traditional CRMs such are designed for sales people to track a prospect’s progress towards a deal being closed.
Makerble is designed to track your participants’ journeys through your programmes so you can report outcomes.
Watch the walkthrough
Schedule a demo
Unlimited contact records
Organise programme participants into groups and sub-groups. Control who has access with privacy toggles.
Interact with client data
Every participant profile includes a timeline, a dashboard of outcomes and a set of charts.
Design your own forms
Build forms and publish referral forms. Create fields you can reuse across your forms .
Explore the features
Schedule events and appointments: book service users into sessions and track their attendance
Send and receive SMS and Email: secure safeguarding-ready communication with service users so you have accountability
Attach files of any type: save consent forms, client plans and documentation in one central place
Case & Contact Notes: update your record for each client. Control who has access to your notes
Encryption and GDPR compliance: Powerful privacy controls to restrict visibility of personal data
Collaboration tools: share client progress between teams or place-based organisations
Goals: create unlimited goals for each client and log progress as it happens
Mobile: create and view contacts on-the-go. Offline capabilities available.
Tasks & Reminders: create a personal or shared to-do list for each client
Forms: create unlimited forms with your own choice of fields
Produce Reports: report on progress towards outcomes, indicators and other metrics. Segment by demographic characteristics, date, group and more
Data Synchronisation: Integrate with other systems and export data
