




A Journey Worth Sharing
How one Non-Profit & NGO business found a better way to work


- π Forgot donor name during public mention
- π§Ύ Paper receipts lost or untraceable later
- π¦ Confusion during distribution of supplies
- π Can't recall which area was served last month
- πΈ Funding received, but usage not properly logged
- π§ Volunteers remember work but donβt document
- π Grant deadlines missed due to no tracking
- π¬ Government forms sent late or missed
- π€― Event planning done last minute, full of errors
- π Team calling each other to find addresses
- π Project photos stored in phones, never sorted
- π No data to show donors the impact
- π§Ύ Staff forgets to log daily field activity
- π Repeating same proposal writing from scratch
- π§ Volunteer tasks get missed without reminders
- π¦ Supplies expire in storage due to no stock control
- π¬ Donor asked for a report from last year β canβt find it
- π Complaints not tracked or followed up
- π€ New staff confused with process
- π No idea which project needs funds urgently


- π Donor list saved with amount, date, and remarks
- β Digital receipts with donor name, purpose, and signature
- π Beneficiary-wise log of items issued with photos
- πΊ Location-wise service history with date and type
- π Expense mapped against donor or campaign automatically
- π Notes and reports saved under project with team names
- β° Reminder for proposal dates, follow-ups, and reports
- π€ Compliance tracker with alerts and document uploads
- π Shared calendar with checklist, task owner, and status
- π² Beneficiary and location database saved with maps
- π· Photos uploaded with tags: event name, date, people
- π Impact report auto-generated by event, beneficiary, or fund
- π Daily log with hours, location, and description saved in app
- π Proposal templates saved for reuse and editing
- π² Assign volunteer work with SMS/WhatsApp updates
- π§Ύ Stock expiry alerts and usage logs maintained per item
- π Donor-wise folder with all documents, receipts, photos
- π Complaint registered with remarks, action, and status
- π SOPs and guidelines saved per campaign or field role
- π Dashboard shows fund usage, pending budget, and donor interest
Earlier we managed names in spreadsheets and field books. Updates got lost. Now, each person we serve β student, family, or patient β is registered once, and all visits, support, and notes are saved calmly.
- β’ Beneficiary profile with visit, support, and update history
- β’ Linked documents like ID, photos, consent forms
- β’ Helps plan follow-ups without missing anyone
We used to forget to update donors after a drive or event. Now, reports, photos, and outcomes are shared on time β and they feel more connected to the work they supported.
- β’ Campaign-wise donor tagging
- β’ Impact report templates pre-filled
- β’ Helps improve trust and repeat support
Teams in rural or remote areas often sent WhatsApp updates, but we lost them in the crowd. Now they enter quick notes or upload images to the CRM. We see the work as it happens.
- β’ Mobile-friendly reporting
- β’ Photos, geo-tags, field notes saved
- β’ Keeps coordination tight without calls
Some donors or CSR heads ask, βWhatβs the status?β Instead of scrambling, we now send them live or weekly reports β clear, simple, with numbers and photos.
- β’ Project dashboard by location or goal
- β’ Milestone tracking with comments
- β’ Increases transparency and trust
Earlier, we missed calls or forgot who we sent a proposal to. Now, fundraising is tracked like a campaign β who showed interest, who replied, and who needs another gentle reminder.
- β’ Donor CRM and call notes
- β’ Reminder dates per contact
- β’ Keeps funding efforts focused and respectful
Managing volunteers was tough. Now, they see their assigned role, location, and report format. Less confusion. More action. Less WhatsApp chasing.
- β’ Volunteer panel with task view
- β’ Event-day responsibilities tracked
- β’ Reduces miscommunication during field work
We had good work, but struggled with documentation during FCRA, 80G, CSR partner audits. Now, everything is attached in the right place, with dates and version logs.
- β’ Income/expense docs linked per donor or program
- β’ Registration and renewal records stored
- β’ Reduces panic before verification
Preparing reports used to take a week. Now, CRM pulls attendance, participation, feedback, expenses β and helps us shape a full report that feels solid.
- β’ Data captured during regular activity
- β’ Report-ready summaries by month or event
- β’ Helps us show impact in real numbers
Turnover is high. Earlier, new people took weeks to understand past work. Now, they just open the profile, read case notes or past events, and continue from there.
- β’ Case history and project context saved
- β’ Tasks and notes in plain language
- β’ Makes onboarding faster, even in remote teams
We didnβt start this work to fill forms or chase updates. Now, the backend supports the field. Quietly. Clearly. We serve people β the CRM handles the rest.
- β’ Workflows that match real program needs
- β’ Daily checklists help stay on track
- β’ Less paperwork. More heartwork.
Earlier we managed names in spreadsheets and field books. Updates got lost. Now, each person we serve β student, family, or patient β is registered once, and all visits, support, and notes are saved calmly.
- β’ Beneficiary profile with visit, support, and update history
- β’ Linked documents like ID, photos, consent forms
- β’ Helps plan follow-ups without missing anyone
We used to forget to update donors after a drive or event. Now, reports, photos, and outcomes are shared on time β and they feel more connected to the work they supported.
- β’ Campaign-wise donor tagging
- β’ Impact report templates pre-filled
- β’ Helps improve trust and repeat support
Teams in rural or remote areas often sent WhatsApp updates, but we lost them in the crowd. Now they enter quick notes or upload images to the CRM. We see the work as it happens.
- β’ Mobile-friendly reporting
- β’ Photos, geo-tags, field notes saved
- β’ Keeps coordination tight without calls
Some donors or CSR heads ask, βWhatβs the status?β Instead of scrambling, we now send them live or weekly reports β clear, simple, with numbers and photos.
- β’ Project dashboard by location or goal
- β’ Milestone tracking with comments
- β’ Increases transparency and trust
Earlier, we missed calls or forgot who we sent a proposal to. Now, fundraising is tracked like a campaign β who showed interest, who replied, and who needs another gentle reminder.
- β’ Donor CRM and call notes
- β’ Reminder dates per contact
- β’ Keeps funding efforts focused and respectful
Managing volunteers was tough. Now, they see their assigned role, location, and report format. Less confusion. More action. Less WhatsApp chasing.
- β’ Volunteer panel with task view
- β’ Event-day responsibilities tracked
- β’ Reduces miscommunication during field work
We had good work, but struggled with documentation during FCRA, 80G, CSR partner audits. Now, everything is attached in the right place, with dates and version logs.
- β’ Income/expense docs linked per donor or program
- β’ Registration and renewal records stored
- β’ Reduces panic before verification
Preparing reports used to take a week. Now, CRM pulls attendance, participation, feedback, expenses β and helps us shape a full report that feels solid.
- β’ Data captured during regular activity
- β’ Report-ready summaries by month or event
- β’ Helps us show impact in real numbers
Turnover is high. Earlier, new people took weeks to understand past work. Now, they just open the profile, read case notes or past events, and continue from there.
- β’ Case history and project context saved
- β’ Tasks and notes in plain language
- β’ Makes onboarding faster, even in remote teams
We didnβt start this work to fill forms or chase updates. Now, the backend supports the field. Quietly. Clearly. We serve people β the CRM handles the rest.
- β’ Workflows that match real program needs
- β’ Daily checklists help stay on track
- β’ Less paperwork. More heartwork.
Curious Minds Ask, We Answer
Yes. You can save every personβs profile, location, program history, and notes β easy to access when planning visits or reports. π§Ύ
Absolutely. You can maintain donor lists, track contributions, set thank-you reminders, and even send updates on impact. π
Yes. You can plan events, assign tasks to your team, log responses, and attach campaign photos or data in one screen. π
100%. You can track visits, activity logs, feedback, and upload field photos β perfect for transparent updates. π
Yes. All compliance files like 12A, 80G, FCRA, or funding agreements can be stored safely β ready to download anytime. π
Yes. You can create customized reports or simple updates and share them with donors directly β builds trust and accountability. π€
You can manage volunteer details, assign them roles or event duties, and send reminders β makes teamwork easier. π₯
Yes. From proposal to approval to disbursement, each step is logged. No more missed deadlines or confusion. πΈ
Yes. The interface is simple and friendly. Teams with basic tech skills in local regions can also use it easily. π§βπΎ
You can tag beneficiaries by program, area, or service β later generate quick reports on reach, coverage, or feedback. π
No problem. You can track data center-wise, assign team leads, and still view everything together from your admin account. π’
Yes. You can set reminders by date or case urgency β your team stays updated and nothing falls behind. π
Yes. Whether you’re a trust, society, or Section 8 company, this system fits your structure and data flow. π
Yes. You can log donations, tag expenses to projects, and create clear reports β useful for both internal and external audits. π
All beneficiary and donor data stays with your account. New team members can continue without any confusion. π