Makerble® Workflow

Fall in love with work again

Bring every part of your work together, so nothing - and no-one - falls through the cracks. For every service you deliver, Makerble® Workflow connects the stages of your process into a tailored 'workflow' that matches the way you already work.

It's all you hoped was possible: structure where you need it, flexibility where you want it.

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Makerble® Workflow

WHAT’S NEW

🎵 How MusicSpace streamlined therapeutic care, with Makerble Workflow
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ABOUT

MusicSpace delivers transformative music therapy across Bristol, working in schools, healthcare settings, community groups, and 1:1 sessions. Their work uses creativity to support mental health, improve access, and bring joy to children and adults facing adversity.

THE CHALLENGE

As MusicSpace expanded their reach, managing sessions, participants, outcomes, and logistics became increasingly complex:

  • Multiple contexts and care settings, each with unique needs
  • Reliance on spreadsheets and manual forms to track attendance and session notes
  • Hard to measure outcomes like wellbeing changes over time
  • Reporting to schools, NHS trusts, and commissioners became time-consuming and inconsistent

They needed a unified, flexible digital solution that could manage clients, sessions, notes, and outcomes—while respecting privacy and safeguarding requirements.

THE SOLUTION

Makerble Workflow brought MusicSpace’s programs into one integrated platform tailored to their needs:

  • Centralized Client CRM: Therapists track each participant’s profile, sessions, history, and outcomes in one place
  • Custom Project Workflows: Whether in a classroom, clinic, or community hub, each setting has its own workflow—complete with forms, bespoke fields, session statuses, and reminders
  • Attendance & Session Notes: Therapists use Makerble’s custom attendance forms to log in-session observations, outcome ratings, narrative notes, and file uploads—keeping individual records secure while capturing group-level insights
  • Outcome Tracking: Clients’ progression on therapeutic goals (like wellbeing, social engagement, or confidence) is monitored through surveys and rating scales, viewable individually or in aggregate
  • Automated Communications: Custom reminders ensure participants and staff stay connected and know what’s next, whether it’s an upcoming session or follow-up activity

THE IMPACT

Makerble has helped MusicSpace go from fragmented admin to coordinated, outcome-focused care:

  • Administrative Efficiency: Scheduling, session logging, and communications are now streamlined—freeing therapists to focus on the work
  • Better Outcome Evidence: Structured data across time shows how therapy affects wellbeing—helping schools and healthcare partners see real change
  • Safer, More Compliant Practice: All session notes and participant data are tracked securely, with appropriate levels of access and privacy maintained
  • Professional Growth & Insight: Teams can run reports, spot trends, and use insight to inform practice, commission development, and get buy-in from stakeholders

Analysing impact across thousands of course participants - The Centre for Emotional Health, with Makerble
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Family Links (recently renamed The Centre for Emotional Health) design parenting courses, CPD training sessions and educational resources that empower people to be better parents and understand their own emotional health. Makerble enables the collection of real-time feedback from course participants; giving facilitators the insights to shape sessions being delivered the very next day.

Introduction

The Centre for Emotional Health (previously called Family Links) design parenting courses, CPD training sessions and educational resources that empower people to become better parents and improve their understanding of their own emotional health.

The Challenge

  • The Centre for Emotional Health have designed over 100 different courses
  • Each course has a variety of surveys that are used to gather feedback as well as measure impact
  • While some courses are delivered centrally by a core team of facilitators, many are delivered by accredited facilitators who work independently or for different organisations
  • As a result, collecting and analysing survey responses from course participants has its challenges given that
    • some responses are collected online, while others are entered on paper
    • some responses are converted into spreadsheets with a row per respondent; while others get ‘flattened’ into Topline Figures that only show how many people have answered a question a certain way
  • Because of this, The Centre for Emotional Health had reached the point whereby they were
    • struggling to measure the full breadth of their impact
    • at risk of underselling themselves when applying to funders or reporting monitoring & evaluation results (because their full impact dataset was unavailable)
    • hampered in their ability to make data-driven decisions when designing and developing their courses
  • One of the reasons Family Links rebranded to become The Centre for Emotional Health was because they were raising their level of ambition, scaling up their mission and wanting to achieve a greater impact by extending their reach beyond Parenting Courses - with the aim of giving everyone the tools to live emotionally healthy lives. Data was getting in the way of their ability to fulfil their vision.

The Solution

  • We worked with the management team at The Centre for Emotional Health to understand their hierarchy of courses and the spectrum of data collection tools that were being used.
  • We staggered the rollout of their Makerble Platform across three phases so that learnings from each phase could be carried across to subsequent rollouts, allowing room for iteration as people increased their familiarity with what their new platform could achieve.
  • Given the scale of the Learning & Development courses being managed, we created automations to streamline the process of survey distribution to course participants.
  • The Centre for Emotional Health now has several dashboards that summarise their overall impact as well as course-specific pages that delve into survey results from specific sessions.

The Result

  • The Centre for Emotional Health now has the capability to scale up the variety of courses they run without compromising the quality of the impact data and survey data they collect.
  • This means they can continuously to reflect and iterate as they continue to grow. We’re excited to see what they do next.

How GalGael Trust drives social change in Glasgow, using Makerble Workflow
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ABOUT

GalGael Trust, based in Govan, Glasgow, blends traditional craft and cultural heritage with social support. Through community-led workshops—where timber, boat-building, and rural crafts are used as vehicles for personal empowerment—GalGael engages those affected by addiction, mental health struggles, long-term unemployment, and social isolation .

THE CHALLENGE

As the organisation grew, so did the complexity of coordinating programmes and tracking impact. GalGael needed a unified system that could:

  • Hold all participant data in one secure location
  • Manage multiple programme streams—from apprenticeships to boat-building and recovery retreats
  • Log meaningful activities like craft production, boat voyages, timber harvesting
  • Replace scattered spreadsheets with cohesive, real-time reporting

THE SOLUTION

To meet these needs, GalGael adopted Makerble Workflow, combining CRM, impact tracking, and flexible project management in one platform:

  • Centralized participant database: Each individual in apprenticeships, boat-building, or recovery stays is tracked, with full history and interactions all in one profile.
  • Custom workflows per project: Whether it’s community woodcraft, sailing trips, or rural stays, every programme has appropriately tailored workflows—form fields, milestones, and reminders specific to its purpose.
  • Impact and activity tracking: Items like crafted products, volunteer hours, or boat journeys are recorded as structured data and tied to broader participant stories.
  • Powerful dashboards: Staff can generate real-time insights—how many boats launched, timber processed, apprentices trained—without manual data wrangling.

THE IMPACT

GalGael has moved from fragmented record-keeping to integrated insights—and experienced tangible benefits:

  • Operational efficiency: Time taken to log activity and manage participants has significantly reduced.
  • Deeper insight: Staff can easily report on everything from craft outputs to voyage participation and skill-building.
  • Stronger fundraising: Visually compelling dashboards backed with numbers and narratives make case-making to funders and partners easier.
  • Value-aligned growth: The system helps GalGael preserve and scale their mission: craft as a foundation for community, dignity, and transformation

How Birch Network are improving the way refugees are supported
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ABOUT

Birch Network works to create welcoming communities for refugees and asylum seekers in Birmingham. By connecting newly arrived individuals with local people, Birch offers friendship, practical support, and a sense of belonging in what can be an isolating and overwhelming transition.

From befriending programmes to hosting initiatives and emergency responses, Birch operates across several workstreams, each reliant on careful coordination and human connection.

THE CHALLENGE

As Birch’s impact and reach grew, so did the complexity of its operations. With several active programmes and hundreds of individuals being supported, the team faced familiar nonprofit headaches:

  • Multiple spreadsheets holding scattered information
  • Difficulty tracking support activities across different workstreams
  • Limited visibility into overall impact — how many people helped, in what ways, and when
  • No easy way to log or report on distributions (e.g. mobile phones, housing placements, food deliveries)

What Birch needed was a single system that could hold all its participant information, track its many types of support, and help tell the story of its impact.

THE SOLUTION

Birch Network adopted Makerble Workflow, bringing together the full functionality of CRM, impact tracking, and flexible process management in one intuitive platform.

  • All-in-One CRM: Every refugee and asylum seeker supported by Birch is now managed in a secure, unified database. With Makerble, the team can quickly find individuals, view case histories, and update records in real time.
  • Custom Workflows for Different Programmes: Whether it’s befriending, hosting, or urgent material support, each service has its own workflow — tailored forms, filters, and stages — all accessible from the project’s navigation toolbar.
  • Impact Logging Made Easy: From logging a phone handover to tracking family reunifications, Birch can now quantify and qualify the support it provides — turning activity into insight.
  • Automation and Flexibility: The platform helps Birch automate reminders and workflows, while being flexible enough to evolve with their work.

THE IMPACT

With Makerble Workflow, Birch has moved from fragmented systems to a single source of truth.

  • Greater efficiency: The team spends less time searching for information and more time providing support.
  • Clearer insight: Birch can now generate real-time dashboards showing the number and type of interventions delivered.
  • Improved safeguarding and coordination: Notes, files, and timelines for each participant ensure that no one falls through the cracks — even with a growing caseload.
  • Stronger case for funding: With structured data and compelling stories, Birch is better equipped to demonstrate its impact to funders and partners.

For Birch Network, Makerble isn’t just a tool — it’s infrastructure that strengthens their mission of building communities of welcome.

🌱 TREAD’s Journey to Connected Community Support, using Makerble Workflow
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ABOUT

TREAD (Trails & Recreation Eastern Division) is a small but impactful non-profit in North Central Washington that brings together land managers, businesses, volunteers, and communities to manage outdoor recreation sustainably. From trail-building to volunteer coordination, their grassroots initiatives foster economic growth, protect natural resources, and strengthen communal bonds.

THE CHALLENGE

As TREAD’s scope expanded - from trail enhancements to volunteer-led programmes - they found themselves tied to a mix of spreadsheets, sign-up forms, and manual tracking methods. This made it hard to:

  • Understand who they’d supported and how
  • Provide timely follow-up and stewardship for volunteering and donations
  • Quantify impact - such ashow many volunteers participated, hours contributed or resources distributed
  • Maintain a single source of truth for people, activities, and impact stories

With scattered data and duplicated effort, efficiency and insight suffered.

THE SOLUTION

TREAD adopted Makerble Workflow - a unified CRM + impact system - to replace fragmented tools with one central, secure, branded platform:

  • Integrated People Database: Volunteers, partners, and community members are now tracked from first contact through multiple initiatives
  • Project-Specific Workflows: Whether it's trail-building, event planning, or training, each project has its own workflow - complete with custom forms, participant statuses, alerts and events
  • Impact Tracking in Action: From logging volunteer hours to recording infrastructure that's been put in place, TREAD tracks both qualitative stories and quantitative metrics
  • Automations & Communication: Targeted emails and SMS messages help follow-up with volunteers, share impact updates and coordinate upcoming projects

THE IMPACT

TREAD reclaimed clarity and control:

  • Efficiency Boost: Staff automatically capture volunteer engagement - no more manual spreadsheets
  • Deeper Insight: Real-time dashboards track volunteer hours, participation rates, project outputs, and community reach
  • Stronger Reporting: TREAD can now easily demonstrate value to partners, donors, and land management bodies - with accurate data and participant stories
  • Sustainability in Action: The platform supports ongoing stewardship - meaning TREAD can better maintain volunteer relationships and project impact over time

How Communities First Foundation Streamlined Impact with Makerble Workflow
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Discover how a grassroots community development organisation is managing its work on Makerble

ABOUT

Communities First Foundation is a registered charity operating across South London, dedicated to improving local engagement in social housing estates and neighbourhoods. They deliver programmes that include youth and sports activities, resident training and employment support through a nationwide network of consultants and advisors communitiesfirst.uk.com+1neighbourly.com+1.

THE CHALLENGE

Managing multiple services across diverse locations created administrative challenges for Communities First:

  • Fragmented data across spreadsheets, forms, and programs
  • Difficulty tracking participants across youth, sports, training, and policy work
  • Time-consuming manual reporting and follow-up
  • No single source of truth for participant engagement or local impact

They needed a unified, secure system to consolidate outreach, learning, volunteer coordination, and project outcomes.

THE SOLUTION

Communities First implemented Makerble Workflow to bring all programmes under one platform:

  • Integrated CRM Database: Every participant, volunteer, and resident is tracked from first contact through training, events, and outcomes
  • Tailored Project Workflows: Each initiative—youth activity, sports, training or housing support—has its own process, with custom forms, participant statuses, and reminders
  • Centralised Impact Metrics: Attendance, certifications, outreach activities, and community engagement are captured directly into participant records
  • Automation and Insight: Scheduled follow-ups and automated messages improve engagement, while dashboards offer live insight into activities across regions

THE IMPACT

Adopting Makerble transformed Communities First's operations and visibility:

  • Efficiency Gains: Staff now spend less time on admin and more time engaging with communities
  • Enhanced Data Quality: Up-to-date, comprehensive data supports smarter decision-making and local responsiveness
  • Live Reporting: Real-time dashboards enable faster, more accurate reporting to funders and partners
  • Stronger Engagement: With better tracking and follow-ups, participant involvement in sessions, training, and volunteering has improved

Your programmes are unique. Now your system can be too.

One home for every journey

No more stitching together spreadsheets, event tools and CRMs. With Makerble Workflow, every interaction - from first referral to final outcome - lives in one connected system. So you can follow the full arc of every person’s journey, across every programme you run.

Structure where you need it. Flexibility where you want it.

Customise your workflow to match how you work - not the other way around. Whether it’s safeguarding, onboarding or caseload reviews, on Makerble every stage of your process has its own app, filters and name - in a sequence that makes sense to your team.

Where clarity meets confidence

When every step of your process - from contact to outcome - is visible in one place, your team becomes unstoppable. Spot risks early. Report results instantly. Scale your work with confidence, knowing your data always has your back.

One system, many workflows

Every project can have its own unique process. Whether it’s a 1:1 support journey, a multi-agency intervention, or a long-term mentoring programme, Makerble adapts to reflect how each team delivers.

All your tools in one workspace

From events and attendance to surveys, messaging, case notes and outcomes - it’s all here. No more tool switching or duplicating data. Just one flexible, fully-connected platform.
What’s next is never a mystery

Know what to do next - without digging through files and folders

With filters, flags, alerts and workflows, every team member knows exactly where people are in their journey - and what to do next. Whether you're assigning cases or chasing disengaged participants, the system keeps you one step ahead.
Works for frontline and leadership alike

Powerful enough for reporting. Simple enough for day-to-day.

Team members can log updates in seconds. Managers can pull visual reports with ease. And leaders can finally see the whole picture - across teams, across time, across outcomes.
Ready-made. Easily remade.

Template workflows for every kind of service

Whether you're delivering therapy, mentoring, training or advice, our growing library of workflow templates gives you a starting point you can tweak and run with. Launch fast. Work faster.

Built for the real world - however you work

No matter the service or sector, Makerble® Workflow helps you move from complexity to clarity.

🎯 Multi-service organisations

Bring every programme under one roof - no more data silos Capture new sign-ups, progress them through a structured pipeline and ensure nothing falls through the cracks.

🧑‍⚕️ Support and care providers

Follow each client’s full journey, securely and clearly Track concerns, triage cases, assign actions and manage escalations in a secure and auditable workflow.

🧪 Pilot projects & innovation teams

Test ideas fast and track outcomes without needing to invest in new systems. Monitor engagement, log interactions, and keep your team aligned across every step of an initiative.

What customers say

Digital transformation

"I really appreciate all you have done and particularly your approach. You have always gone the extra mile for us and have been an integral part of S4L's journey to date"

Matthew Forsyth, Director of Operations at Sport 4 Life UK

Centralised information

“I’ve found this tool as coordinator very useful as all my information is in one place and it is easy to pull off reports and update. All our projects that engage with the website are happy to keep using it and have found it easy to use and keep track of their projects.”

Graham Ellis, Project Coordinator, Torus Foundation

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

A tool everybody understands

“I've used a lot of different systems over the years and can honestly say that Makerble is the most user friendly and intuitive one I've seen”

Mhairi Watt, GalGael Trust

Integrations

Work with the tools you already use

Makerble integrates with your email, connects to your calendar and can play well with third-party databases. Bring in data via spreadsheet, API or forms - and keep everything flowing across your ecosystem.

Open API
Makerble workflow
Facebook
Makerble Surveys
Linkedin
WordPres
Joomla
GoDaddy
Squarespace
Webflow
Wix
PowerPoint
PDF
Microsoft word
Tableau
POWER BI
Outlook
Excel
Mailchimp
Calendar
Google Drive
Gmail
Makerble® Workflow

A single system that grows with you

Start with one area of work. Expand to more when you're ready. With Makerble, you’re not buying into a fixed way of working - you're investing in a flexible framework that adapts as you grow.

Awards

Frequently Asked Questions

Can I create repeating events or recurring sessions?
Can I customise the steps in the workflow toolbar?
Can I report on groups of projects together?
Can I track different roles that a staff member plays across events (e.g. Coordinator vs Assistant)?
Can staff see different views based on their role?
Can we access the platform on a mobile phone or tablet?
Is Makerble suitable for large-scale programmes?

Contact us on +44 (0) 1225 595594

You're already changing the world.

We're here to help you change it faster.