Office Action

Office Action -
  • Flexible task management.
  • CRM made Easy. Log everyday customer / service user tasks.
  • Contacts – Tasks – Financial transactions.
  • Add Service user, Staff / Volunteer.
  • Income and expense items.
  • Customise project names and typical task types for your organisation.
  • Include extensive or short notes for each entry.
  • Search / filter completed task history.

Log all income and expense items, incoming from Donors or outgoing to Service users.

Search / filter / export completed task history.

Manage reporting needs with built in dashboard. Your dashboard keeps track of all your actions, number of service users, active donors. Filter using opening and closing dates.

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