Case management
Case management designed for charities and community organisations
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.
Key capabilities
Manage referrals, support activity and outcomes in one place
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.
Referral management
Track incoming referrals and assign them to the right team member.
Case notes & activity logs
Record meetings, calls and updates with a clear timeline of activity.
Secure document storage
Attach files, assessments and records directly to cases.
Outcome tracking & reporting
Monitor support outcomes and generate reports to demonstrate impact.
Case assignments & workflows
Assign cases to team members and manage progress through each stage of support.
Case status and progress tracking
Track the status of each case from referral through to resolution.
How it works
Structured case management for your team, simple referrals for your users
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.
For your charity
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.
For your supporters
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.
Charity CRM platform
The platform behind your charity
Charitywize is more than fundraising tools. It's a complete CRM that connects donors, fundraising, tasks, activity tracking and reporting in one system.
Supporter records
Keep complete records of donors, supporters and volunteers with contact details, history and engagement.
Activity timelines
Track every interaction with supporters including donations, emails, events and notes.
Internal tasks and reminders
Assign tasks to team members and set reminders to keep your charity organised.
Email integrations
Connect your email tools to send updates, campaigns and automated communications.
Reporting and analytics
Generate reports and insights to understand fundraising performance and supporter activity.
Automated workflows
Automate processes such as follow-ups, task creation and supporter journeys.
See charitywize in action
Get a walkthrough tailored to your charity
See how Charitywize can support your charity's fundraising and day-to-day operations.
Book your free demo