· Produces customised reports on hard & soft outputs on all your services, participants, activities.

· Creates the detailed non-financial reports in minutes, in the format and layout that many grant agencies require. These reports can be printed, emailed or imported into other office documents

· Managing all your records for organisations, contacts, and resources in one place, avoiding duplication and thereby increasing efficiency and addressing data protection requirements

· Reports on how well you’ve done at achieving your social aims

· Create your own business or community directory holding details of the type of business, opening hrs, location, services offered and points of contacts. Assign staff key contacts and export all this onto your website portals

· Monitor participant progress within the organisation through the a soft outcomes/distance travelled facility

· Manage your activities and events effectively, using a business process to capture new bookings, assign course costs, print receipts, create waiting lists and track status of participants attendance throughout

· Classify training courses on qualification outcomes and levels allowing you to track participation academic/skills progress from entry to leaver

· Record equal opportunity details & participant evaluation feedback on all activities and programmes

· Log staff and management training course with external agencies

· Customise data fields to capture and report on participant information specific to your organisation or funders

· Manages membership and affiliates efficiently. Tracks renewals and new members.

· Records correspondence with participants/organisations by telephone calls, meetings, as well as emails and letters sent and received.

· Management reporting on any combination of outcomes. Possibly for annual statistics or monthly project report meetings

· Sets up and measures organisation or your funder aims, outputs and outcomes

· Provides a centralised diary for staff users of the database have access to plan out the week, organise events, booking training, meetings

· Record one-to-one client sessions, referrals and assessments. Store confidential client issues, medical notes, referral types and case history

· Log client or group mentoring, counselling, listening ear, supervision or support sessions. Record client progress, attendance and nature of support

· Keep track of all referrals IN and OUT of the organisation

· Report on a combination of assessment or support records by client, practitioner, funders, programmes, issues, gender etc.

· Confidential lockdown: secure coding and restrict access setup