Define the activity
Choose a programme task and the participants involved in its delivery.
Charities and NGOs
Keep the programme and its relationships understandable.
Charities and NGOs can evaluate relationship records, public information and programme planning around a defined activity. Agree which information may be collected and who owns the next action.
How it works
A workflow you can evaluate.
Assess donor-system, grant-reporting and sensitive-data requirements separately before broader adoption.
Prepare the intake
Use Forms or CRM for the agreed, appropriate relationship information.
Track the delivery
Keep Roadmap items and dependencies visible to the programme owner.
The suite
The apps around your workflow.
Start with the app that solves the immediate problem. Bring in the others when the work needs them, with access governed by each app and workspace.
CRM
Contacts, companies, opportunities and the tasks that keep a relationship moving.
Forms
Structured intake, public forms and submissions with defined delivery settings.
Roadmap
Projects, delivery items and the dependencies behind the plan.
Web
Editable websites, reusable CMS content and reviewed publication.
Before you get started.
Useful questions for choosing the right starting point.
What should we evaluate first?
Assess donor-system, grant-reporting and sensitive-data requirements separately before broader adoption.
How do we choose the right plan?
Use the current pricing page to review plan terms. For a workflow spanning several apps, discuss the access and operational requirements in a demo before choosing the setup.
Keep exploring.
Check the product, review the details or talk through your next workflow.
Explore CRM
See the CRM workspace and its current availability.
Read the CRM reference
See the available capabilities and how they work.
Browse related solutions
Find another starting point for your business or role.
Check plans and pricing
Review current plan terms and the apps your workflow needs.
Book a demo
Talk through the process and requirements you want to evaluate.
Bring the process you want to improve.
Show us the work, the people involved and the handoffs that matter. We will help you evaluate a focused starting point.