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.
Good decisions rely on good data - but even the best data systems are only as strong as what gets entered.
That’s why we’ve made it easier to see what’s missing.
In your demographic reports on Makerble - whether you're looking at ethnicity, gender, age or any other field - you’ll now see a clear segment or line for “Unknown”. This shows you exactly how many contacts you don’t yet have information for. And even better - you can click it to immediately view those contacts.
It’s a small addition with big benefits for data quality and equity tracking.
👀 Why It Matters
When reporting on demographics, it’s easy to focus on what you can see—percentages, counts, breakdowns. But without visibility of who’s not represented in the data, you’re at risk of making assumptions based on incomplete information.
Now, with “Unknown” clearly shown in every chart or table, you can:
✅ Quickly spot where data is missing
🔎 Identify exactly who needs following up
📊 Report with more confidence and transparency
🎯 Improve the completeness of your data over time
🧭 What It Looks Like
In every demographic breakdown:
Charts will now include a wedge or slice labelled Unknown
Tables will include a row showing the number of contacts with missing data
Clicking on that wedge or row takes you straight to the list of contacts missing that piece of information
From there, it’s easy to follow up, prompt updates, or log the data when it becomes available.
🧠 Why This Helps Your Work
Whether you’re reporting to funders, evaluating programme reach, or ensuring fair representation, data quality isn’t just a technical issue—it’s a trust issue.
By making it easier to stay on top of missing data, you’re more equipped to:
Make decisions based on accurate, complete insight
Spot whether certain groups are being under-recorded
Improve how you collect and manage sensitive data over time
Strengthen the credibility of your reporting and evaluation
Even with the best intentions, it’s easy for important changes in your data to go unnoticed—especially when your time is stretched and your team is juggling multiple priorities. That’s why we created Custom Alerts on Makerble: to help you stay informed about what matters most, without needing to constantly check dashboards or wait for reports.
Because often, timely insight is what makes the biggest difference.
👀 What Are Custom Alerts?
Custom Alerts let you create tailored notifications based on specific changes or thresholds in your data. Whether it's a key outcome being achieved, attendance slipping, or a lack of activity over time - Makerble can notify the right people when something important happens.
It’s a quiet but effective way to stay on top of things.
🔎 Why Use Custom Alerts?
Spot issues early
Custom Alerts help you pick up on changes that might otherwise slip under the radar—like disengagement, missing data, or early signs that something isn't going to plan.
Recognise progress
When someone reaches a milestone or completes an important step, Custom Alerts ensure that success doesn’t go unnoticed. A small acknowledgement at the right moment can go a long way.
Keep teams in the loop
Not everyone needs to see every detail, but they do need to be aware of what’s relevant. Alerts can be targeted to individuals or roles, helping everyone stay focused and avoid unnecessary noise.
Respond with confidence
By surfacing the right information at the right time, Custom Alerts make it easier to act quickly—and with clarity—rather than waiting until your next reporting cycle.
🛠 When to Use Custom Alerts
Custom Alerts can be helpful whenever you want to:
Know when a participant hits a key milestone
Keep tabs on attendance or engagement trends
Track when an outcome is (or isn’t) being met
Monitor inactivity over a period of time
Receive reminders when specific events or thresholds occur
🧭 Designed to Support Your Workflow
We built Custom Alerts to be flexible and non-intrusive—so they work alongside your existing routines without adding to your workload. Whether you’re a frontline worker, programme manager or evaluator, the aim is the same: to help you make better decisions, sooner.
💡 Want to try it out? The Custom Alerts user guide walks you through how to set up your first alert. Or feel free to get in touch—we’re always happy to help you think through how to make the most of it.
If you're looking for ways to work more efficiently and stay responsive to the needs of your programme or community, Custom Alerts are a simple step with real impact.
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.
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."
“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
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”
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
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.
Awards
Frequently Asked Questions
Can staff see different views based on their role?
Can we access the platform on a mobile phone or tablet?
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