People & Services
The core of a charity is built around the people it works with and the services it provides. Keep it all in one place in Charitylog.
*** The brand new October release is on your test system now! Watch our webinar for an overview of the changes ***
All you need to know about people you work with and support - clients, volunteers, referrers and the rest. Keep control of your case management and workflows.
The core of a charity is built around the people it works with and the services it provides. Keep it all in one place in Charitylog.
Control your referrals and cases, and record your interactions.
Workflows that represent the way your services operate.
Membership, session and attendance recording.
Build mail-merges and produce professional emails and letters.
Securely upload important documents and images.
Create custom fields to meet your own needs.
Maximise your organisation's impact by recording anonymous contacts.
Save time when you signpost to other organisations.
Evidencing impact is vital for most charities and funders have many different requirements for this. You can build in recognised impact assessment methods, or use your own.
Create your own assessments and outcomes scoring systems.
Monitor change over time and produce spider charts.
Use Star Outcomes™ in Charitylog.
Reporting is a demanding requirement for many organisations. From output KPIs to merging data into Excel reporting spreadsheets, Charitylog will produce data and save you time.
Extensive numerical analysis of your performance.
Comprehensive range of easy to use reports.
Enhance your view of data with charts and graphs in a dashboard.
Check service intervals and case milestones.
Categorise referrals, contacts and outcomes.
Populate pre-built spreadsheets or even use Business Intelligence tools via the Charitylog API.
We believe that helping you get the best out of your system is a vital part of what we do. We have experienced and dedicated staff to provide training and support, as well as a manual and videos.
We'll help you set your system up for your needs.
Our in-house support team know the system inside out, call them on our local rate number.
In depth manual available from within Charitylog.
Prefer to watch? See our wide range of self help videos.
We run short online courses on a series of topics, for both the new user and the more advanced.
Our data migration service can get you running quickly.
Data security is an essential aspect of our service - we only use the most reputable data centres in the UK and give you the means to manage your GDPR compliance.
Unlike most providers, we don't charge for every user, giving affordable access for both staff and volunteers.
All data is hosted using secure, highly reputable Data Centres in the UK.
Assign different permissions to different groups of users.
Use 2FA for an extra level of security.
Separate training and test (sandbox) systems without affecting your live data.
Keep on top of GDPR compliance with configurable consent options, including expiry notifications.
Manage 'forget me' requests easily.
Easily provide personal information upon request.
Users only see the fields that are relevant to the work they are doing.
We have a number of additional options such as Rostering, Invoicing and Handyperson. If you work geographically or as part of a group, you may find our Branches option essential.
Plan regular or ad hoc visits and manage services.
Use Call-Round to replace paper timesheets for increased efficiency and security.
Invoice work done and services provided to clients and other funders.
Plan visits, record materials and send invoices.
Split your organisation by locality or function and control who sees which branch.
Report collaboratively with other organisations, whilst keeping your data separate.
Run regular imports of data from other systems.
Capture enquiries through your website directly into Charitylog.
When collaborating with other organisations you can send or receive referrals in electronic form.
Use the API to connect to PowerBI and other system integrations.
Reporting for national umbrella organisations.
Plans and prices at-a-glance
Plans and prices at-a-glance Features and packages | OneFor up to 10 users £500+VAT year 2 onwards | Most popular PlusUnlimited users From £695+VAT year 2 onwards | UltimateUnlimited users From £2284+VAT year 2 onwards |
---|---|---|---|
Contact & Case Management | One | Plus | Ultimate |
People & Services | |||
Cases & Contacts | |||
Project & Service Workflows | |||
Groups & activities | |||
Email, letter & text communications | |||
Document storage & retrieval | 500GB | 1TB | 2TB |
Add your own fields | |||
Anonymous referrals & contacts | |||
Information Links - Directory of Services | |||
Assessment & Impact | One | Plus | Ultimate |
Assessment forms | |||
Ladder outcomes | |||
Star Outcomes™ | Optional extra | Optional extra | Optional extra |
Reporting | One | Plus | Ultimate |
Key Performance Indicators | |||
Pre-configured report suite | |||
Analytics reporting | — | ||
Progress interval reporting | |||
Classification codes | |||
Excel templates & API reporting | |||
Support & Help | One | Plus | Ultimate |
Implementation & training | 1.5 days training, 0.5 days review | Minimum - 3 days training, 1 day review | Minimum - 6 days training, 2 days review |
UK based telephone & email support | |||
Page linked comprehensive manual | |||
Online help videos | |||
Training courses | |||
Data migration - we can help you switch | |||
Security & GDPR | One | Plus | Ultimate |
Unlimited user accounts | Up to 10 concurrent users | Unlimited concurrent users | Unlimited concurrent users |
Secure Data Centres in the UK | |||
Multiple user groups | 4 user groups | Unlimited | Unlimited |
Optional two factor authentication | |||
Additional practice & test environments | |||
Multiple GDPR consent rules | |||
Right to be forgotten | |||
Fulfill Subject Access Requests | |||
Flexible field visibility controls | |||
Go Further | One | Plus | Ultimate |
Rostering & home care schedules | — | Optional extra | |
Mobile app for community based workers | — | Optional (needs Rostering) | Optional extra |
Invoice creation & export | — | Optional extra | |
Handypersons & minor adaptations | — | Optional extra | |
Controls to separate branches & offices | — | Optional extra | Optional extra |
Combined reporting across separate organisations | Optional extra | Optional extra | Optional extra |
Data import module | — | Optional extra | |
Integrated web referral forms | Optional extra | Optional extra | 2 forms included |
Send & receive referrals through Charitylog | Optional extra | Optional extra | Optional extra |
API (Application Programming Interface) | — | Optional extra | Read only version included |
National reporting capability | Optional extra | Optional extra | Optional extra |
Get in touch | Get in touch | Get in touch |
* All Prices Exclude VAT