A CRM for tracking goals beyond sales
Traditional CRMs such as Salesforce and PipeDrive are designed to track a prospect’s progress towards a deal being closed. Makerble CRM enables your team to track the progress that each of your clients, service users and stakeholders are making towards any goal you set for them.
Organise your contacts into groups and sub-groups. Control who has access.
Every client profile includes a timeline, a dashboard of goals and a set of charts.
Create your own library of fields to use across as many forms as you like.
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. Segment by date, group, etc
Data Synchronisation: Integrate with other systems and export data
Request a demo
Contact our team to find out how Makerble CRM can help your organisation monitor client progress towards goals.