Take the lead with smart case management

CiviPlus is the complete package you need to manage all your cases and processes

CiviPlus Features
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All your case management needs, straight out-of-the box

Process management made easy with CiviPlus

Manage processes at scale

  • 360 degree view of all records, information and individuals related to each case
  • Manage your casework from a central dashboard
  • Create multiple types of cases with different workflow stages for each of your processes
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Manage activities and more

  • Assign tasks and log interactions, all viewable on an intuitive activity timeline to view case history
  • Design activity timeline templates for repeated or set processes to help keep your team on track
  • Automate reminder emails to notify you when tasks are created or overdue

Time saving automation

  • Cases can be created directly from online enquiry forms, saving time on manually creating case records
  • Use specialised rulesets to automatically send out personalised emails at specified points in your process
  • Automatically update information both within your case and in related records as certain triggers are met

For your nonprofit needs...


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