Workflow Lite: CRM

See the whole person. Share the full picture.

When your records are scattered, people fall through the cracks. With Makerble’s CRM, everyone on your team gets the full story-securely, clearly, and in one place. So whether you're coordinating support, tracking progress, or reporting outcomes, it’s never been easier to keep people at the heart of your work.

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Workflow Lite: CRM

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One home for every form, conversation and interaction

A timeline that tells the full story

Each contact’s profile contains a full history: emails, texts, notes, progress, survey responses, and more. No more asking around. Everyone sees the same picture. And yes, you can export it all to PDF for case reviews and multi-agency meetings.

Flags that keep your team aware

Use visual flags to highlight important information-like allergies, risks or support needs. Flags follow people across the system, giving your team the heads-up they need at the moment they need it. Report on flags, filter by flags, automate flags.

Messages that stay in context

Send and receive SMS and emails from directly inside a person’s profile-either 1-to-1 or in bulk. Set up automatic messages or schedule them for the future. Everything’s logged, so nothing slips through the cracks.

Smart tools for smarter working

From automatically merging duplicate records to tagging contacts into Groups, your CRM adapts to your process. Custom Tables let you create your own reports and dashboards - without needing a data team.

The big picture, from every angle

Track your service users across teams, time and touchpoints. Whether you’re managing one project or many, your CRM gives you complete visibility into engagement, support needs and outcomes - so you can improve what matters.
Every case, every outcome

Casework built in, not bolted on

Create and manage cases for each contact-great for when someone’s involved in more than one intervention. Add notes, link documents, assign team members, and track every interaction. Ideal for social work, grant management, and more.
Forms that feed your workflow

Custom sign-up pages and referral forms

Create branded forms for signups, referrals and updates-then embed them on your website or use them internally. Responses are instantly turned into CRM records, saving your team hours of admin.
Power in your pocket

Work securely, from anywhere

Your CRM is fully cloud-based and mobile-friendly, with permissions and access controls baked in. Whether you're out in the field, at home, or on-site, you can log updates and stay connected-without compromise.

Built for the people at the heart of your work

Whether you're supporting individuals, managing a community programme or tracking participation across multiple services, Makerble® CRM helps you keep the personal touch while staying on top of everything.

👥 Participant management made simple

From referrals and registrations to relationships and results. Capture the full journey of each person you support. With Makerble CRM you’ll see every note, survey response, event attended, email and SMS on one scrollable timeline-so nothing gets missed and everyone feels seen.

🧠 Intelligence you can act on

Custom filters, smart tables and powerful visual reports. Understand who’s engaging, where you’re making a difference and what’s slipping through the cracks. Whether you're preparing a funding bid, an internal review or a team handover, the insight is at your fingertips.

⚙️ Works your way - at any scale

Flexible enough for pilot projects, robust enough for whole programmes. Customise your fields, forms, filters and reports to match your approach. From social enterprises and charities to multi-agency partnerships and public sector teams, Makerble CRM adapts to you, not the other way around.

What customers say

User friendly

“Makerble is far more user friendly than the other impact software out there. The direction it is going in is exciting and just what our sector needs."

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David King, Innovation Lead at Local Trust

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Work smarter

“My resource is much more freed up, so I can apply myself to other things rather than collecting data”

Sara Martinez Calvo, Campaign Coordinator, Wave Trust

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Open the door to new funding

“So (due to using Makerble) we’re able to say that actually, we’re supporting a far wider number of people. And that has enabled us to reframe our offering for funding and attract funding for areas we’ve not been funded for before”

Andrew Ainsworth, Operations Manager, Vintage Vibes

Integrations

Works beautifully with your other tools

Connect Makerble CRM with your existing systems. Import contacts from spreadsheets. Sync data through our API. Automatically merge duplicates. Build powerful workflows with minimum friction

Open API
Makerble CRM
Facebook
Makerble Surveys
Linkedin
WordPres
Joomla
GoDaddy
Squarespace
Webflow
Wix
PowerPoint
PDF
Microsoft word
POWER BI
Outlook
Excel
Mailchimp
Google Drive
Gmail
Workflow Lite: CRM

Forms that stay flexible - and connected

Design your own forms for signups, assessments, referrals and more-then reuse fields across them to keep your data consistent. Whether you're working across projects or teams, you’ll avoid duplication and ensure everything stays aligned.

Our field library helps you spot similar or existing fields as you build-so instead of ending up with “Title” in one form and “Salutation” in another, you build smarter from the start. And with one click, you can assign your forms to the projects where they’re needed most.

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Awards

Frequently Asked Questions

Can staff see different views based on their role?
Can we access the platform on a mobile phone or tablet?
Do you have API services?
Is Makerble suitable for large-scale programmes?

Products

Products

Makerble® Workflow

Makerble® Surveys

Makerble® Impact

Workflow Lite: CRM

Workflow Lite: Scheduling

Impact Evaluation

Use Cases

Audience Insight & Customer Experience

Case Management & Service Delivery

Grantmaking & Commissioning

Impact Reporting & Evaluation

Learning, Training & Education

People, Culture & Inclusion

Research, Strategy, Innovation

Resources

Partner with us

Company

Contact us on +44 (0) 1225 595594

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