It’s time to scrap the sticky notes!
Relying on Paper & Spreadsheets is Risky
It’s normal to organise a new initiative on a spreadsheet, but as your team and number of participants grows, you start to see the limitations of relying on Excel sheets:
Data Security:
People’s details aren’t safe in spreadsheets - it’s far too easy to delete a cell, a row or even a column; or worse, edit a cell without realising and alter vital information or break a formula.
Because access is hard to control, it’s easy to fall below Data Protection standards such as GDPR.
No single source of truth:
Contact details are often duplicated across several tabs or versions of the same file which makes it hard to know which one is accurate when inconsistencies occur.
Download the free ebook: 3 Risks of Paper, Spreadsheets and Standalone Systems
Looking for a CRM? You’ve come to the right place
Hello, we’re Makerble (it means ‘make possible’)
Over the last decade we’ve helped businesses, nonprofits, social enterprises and local governments around the world run their services better
What our clients say
Get your time back
“I've used a lot of different systems over the years and can honestly say that Makerble is the most user friendly and intuitive one I've seen”
Mhairi Watt, GalGael Trust
Open the door to new funding
“So (due to using Makerble) we’re able to say that actually, we’re supporting a far wider number of people. And that has enabled us to reframe our offering for funding and attract funding for areas we’ve not been funded for before”
Andrew Ainsworth, Operations Manager, Vintage Vibes
Change the world faster
“Makerble's in-built Impact Analytics allow us to look at our programmes through the lens of every datapoint – stats, surveys, stories, even other systems – so we can better understand the impact our programmes have on the people we work with.”
Tom Beaumont, Operations Director, Christians In Sport
Inspire partners to share progress
“We went with Makerble because of the flexibility - particularly with participant and activity surveys which we can do on an iPad, on the bus on the way back from an event or over the phone; rather than on paper forms. Now there’s no paperwork.”
Amy Harrison, Head of Community Partnerships, Bristol Green Capital Partnership
3 Reasons to Switch from Spreadsheets & Paper to a CRM
Secure all your information in one place
Accountability + Collaboration: See every detail about each of your contacts, clients and partners; and stay up-to-date on who’s done what with who
Data Protection: Set your own rules to determine who can view, edit and delete each record
Future-Proofing: Choose the forms, fields and columns you want to work with and change them yourself whenever you want to
Never misplace information again
Customisable Filters: find people faster by filtering by date, project, gender, ethnicity or any other field you use across your CRM
Smart De-Duplication: get prompts that prevent you from creating duplicates; and set rules to automatically merge duplicate records generated by your forms
Searchable + Scrollable Timelines: see the history of attendances, interactions, survey completions and communications for each contact
Save time by automating workflows
Signup Forms: Everyone who fills in a form on your website is automatically saved in your CRM
Notifications: Setup different notifications for different projects so that the right team members get notified whenever someone is added to a Waiting List
SMS + Email Messages: Automatically send thank you emails, pre-event reminders and follow-up surveys
Switching to Makerble CRM is easier than you think
Step 1
Add your forms
Design your own external signup forms, internal information forms and surveys, right within Makerble CRM
Step 2
Import your records
Import spreadsheets of contacts’ details - e.g. attendance, case notes and survey responses
Step 3
Pay-as-you-Go Support
Want a little help figuring out how to set up your system? Only pay for the support and training you need.
Pricing
User Licences from £4.95/user/month
with discounted rates for volunteers and part-time sessional staff
Optional setup support and training: £62.50/hour
What would you like to do next?
We know that switching to a new system is an important decision, so here are a few options to help make the process a little easier.