Pricing: Contact
Overview
Streamline volunteer engagement and compliance with smart workflows and self-service portals.
Give your volunteers the experience they deserve. Flexible workflows tailored to different skills and compliance requirements, such as DBS checks, make onboarding straightforward and engaging. Self-service portal cuts admin and enables volunteers to apply for opportunities, update profiles, and receive automated reminders without delays or chasing.
Key Features
- Streamline onboarding with flexible workflows tailored for various skill levels and compliance needs — such as DBS checks
- Offer a self-service portal framework for volunteers to update personal information and view and apply for opportunities
- Automate management of skills and accreditations that are time-bound and require renewal
- Connect to a marketing platform for automated renewal reminders by email or text
- Support the structure and profile management of individual volunteers and localised groups — such as tracking term limits of roles like chair
- Enable administrators to set minimum / maximum volunteer capacity requirements for event time slots and automate approval
Compatibility
Requires Dynamics 365 CRM (to include Customer Insights as the marketing platform). Customer Voice also recommended.