A CRM designed specifically for social impact

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.

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UNLIMITED CONTACTS

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Organise your contacts into groups and sub-groups. Control who has access.

INTERACTIVE PROFILES

Every client profile includes a timeline, a dashboard of goals and a set of charts.

CUSTOMISABLE FIELDS

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Create your own library of fields to use across as many forms as you like.

Core features

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Attach files of any type: save consent forms, client plans and documentation in one central place

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Case & Contact Notes: update your record for each client. Control who has access to your notes

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Encryption and GDPR compliance: Powerful privacy controls to restrict visibility of personal data

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Collaboration tools: share client progress between teams or place-based organisations

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Goals: create unlimited goals for each client and log progress as it happens

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Mobile: create and view contacts on-the-go. Offline capabilities available.

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Tasks & Reminders: create a personal or shared to-do list for each client

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Forms: create unlimited forms with your own choice of fields

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Produce Reports: report on progress towards outcomes. Segment by date, group, etc

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Data Synchronisation: Integrate with other systems and export data

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Request a demo

Contact our team to find out how Makerble CRM can help your organisation monitor client progress towards goals.