Give your team a structured way to manage referrals, track support activity, store records and report on outcomes with a secure, charity-focused case management system.
Track every stage of a support case from referral to resolution. Charitywize provides a clear structure for managing cases, storing documentation and monitoring impact while keeping your team aligned.
Track incoming referrals and assign them to the right team member.
Record meetings, calls and updates with a clear timeline of activity.
Attach files, assessments and records directly to cases.
Monitor support outcomes and generate reports to demonstrate impact.
Assign cases to team members and manage progress through each stage of support.
Track the status of each case from referral through to resolution.
Manage referrals, track support activity and automate follow-ups with a structured case management system, while giving users a simple way to submit information and receive support.
1. Create referral and case forms
Build custom forms to capture referrals and case information tailored to your service.
2. Configure workflows and automation
Set rules to create case records, assign tasks and trigger automated processes.
3. Manage and track cases
Monitor case activity, updates and outcomes while keeping your team aligned.
1. Submit a referral or form
Users complete a simple, branded form to request support or submit a referral.
2. Receive confirmation
They receive confirmation that their information has been submitted successfully.
3. Stay informed with follow-ups
Automated emails and updates keep users informed throughout the support process.
Charitywize is more than fundraising tools. It's a complete CRM that connects donors, fundraising, tasks, activity tracking and reporting in one system.
Keep complete records of donors, supporters and volunteers with contact details, history and engagement.
Track every interaction with supporters including donations, emails, events and notes.
Assign tasks to team members and set reminders to keep your charity organised.
Connect your email tools to send updates, campaigns and automated communications.
Generate reports and insights to understand fundraising performance and supporter activity.
Automate processes such as follow-ups, task creation and supporter journeys.
See how Charitywize can support your charity's fundraising and day-to-day operations.
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