App | What it does | Bundle it is in | Case Management CRM | Impact Surveys | Impact Metrics | Impact Platform |
Alerts | Set custom reminders which get escalated if no action is taken within a time limit | Contacts bundle | ✓ | - | - | ✓ |
Automation | Create conditions for Alerts to be triggered and Messages sent | Contacts bundle | ✓ | - | - | ✓ |
Cases | Create and manage cases for your clients | Contacts bundle | ✓ | - | - | ✓ |
Contacts | Bring all your client information together on a central timeline with privacy controls | Contacts bundle | ✓ | - | - | ✓ |
Custom Tables | Create custom tables that bring data together in the way that suits your reports | Contacts bundle | ✓ | - | - | ✓ |
Events | Schedule 1-to-1 and group sessions. Book clients into them. | Contacts bundle | ✓ | - | - | ✓ |
Groups | Group contacts together | Contacts bundle | ✓ | - | - | ✓ |
Labels | Qualitative coding: create labels for each theme and apply them to stories | Surveys bundle | - | ✓ | - | ✓ |
Messages | Send bulk and 1:1 messages to contacts via SMS or Email; receive their replies and messages | Contacts bundle | ✓ | - | - | ✓ |
Surveys | Interactive survey results without the spreadsheets: measure Distance Travelled | Surveys bundle | - | ✓ | - | ✓ |
Timesheets | Track the time spent on tasks and events | Contacts bundle | ✓ | - | - | ✓ |
Albums | Group projects together; useful in reports that aggregate data from multiple places | Boards bundle | - | - | ✓ | ✓ |
Boards | Customise dashboards and measure anonymous, anonymised and identifiable Distance Travelled | Boards bundle | - | - | ✓ | ✓ |
Collections | Group tips, best practice and resources together; useful when creating a culture learning | Boards bundle | - | - | ✓ | ✓ |
Metrics | Create outcomes, indicators and outputs; useful when measuring impact | Boards bundle | - | - | ✓ | ✓ |
Teams | Group users into Teams; useful when taking a matrix management approach to projects | Boards bundle | - | - | ✓ | ✓ |
Strategies | Create logic model templates that can be quickly applied to projects | Boards bundle | - | - | ✓ | ✓ |
Stories (Quick Updates - Board or Homepage) | - | - | ✓ | ✓ | ||
Stories (Homepage Newsfeed Update) | - | - | ✓ | ✓ | ||
Project Progress Panel | - | - | ✓ | ✓ | ||
Stories (Complete a Survey) | - | ✓ | - | ✓ | ||
Stories (Contact Timeline Update) | ✓ | - | - | ✓ | ||
Projects (no Progress Panel) | Arrange your work into manageable projects | All | ✓ | ✓ | ✓ | ✓ |
Control Panel | Administer every aspect of your platform; only available to Organisation Admins | All | ✓ | ✓ | ✓ | ✓ |
My Home | Everyone's initial landing page after logging in: catchup on the latest progress | All | ✓ | ✓ | ✓ | ✓ |
People | Find, message and follow your colleagues | All | ✓ | ✓ | ✓ | ✓ |
Tasks | Manage a todo list for every contact, project and goal | All | ✓ | ✓ | ✓ | ✓ |
Tips | Share resources and best practices | All | ✓ | ✓ | ✓ | ✓ |