Collect and organize

Our managed CRM solution lets you generate and collect tons of data. You can create events, capture contacts and record activities. Often all of this information may be related to one cause or one goal. In that case, you can rely on CiviCase.

CiviCase lets you easily group together information into a single digital folder. You can bring people into the case, assigning them roles and tasks. You can store activities and events. You can log phone calls, emails. All the information you need, in one place.

Where does this help me

Imagine your company is applying for a sponsorship from another organization. The process will be long, include various team members, and have a number of back and forth interactions. CiviCase is the perfect solution.

The CiviCase remembers everyone inside the company who will be working on this project, a list of activities that must be completed by certain dates, as well as a log of interactions with the sponsoring organization during the process. Activities and events are arranged on a timeline, allowing team members to get a sense of the project at a glance, not to mention what they need to be doing. Find out more about how your business can benefit from CiviCase.

If your organization does on-site visits to homes or individuals, the power of CiviCase is equally helpful. Quickly make cases that tie your constituent to the volunteer or employee that will be helping them, create recurring appointments set in the future, and review employee generated logs that result from each meeting. The CiviCase will help not only keep things organized for the team member, but also for whoever needs to review it. Learn more about how non-profits can use CiviCase.

CiviCase is an amazing example of the power you can leverage when all of your data is stored in one place. Find out how to start making your case.