Case files sit in folders and phone chats
Keep each applicant's details and documents in one case record.
NGOs and groups
Every case and project, start to finish
From the first application to the last payment, every case your NGO takes on keeps one complete record.
What gets easier
Nobody can say where a case is stuck
See the status of every case, from submitted to closed.
Money approved and money paid do not match
Track requested, approved and disbursed amounts for each case.
The case journey
One case, one record
APP/ADI/000042Medical supportPartly disbursed
- Requested
- ₹60,000
- Approved
- ₹50,000
- Disbursed
- ₹25,000
- Application
- Local verification
- Approval
- Disbursal
- Closure
What you get
- Your own case types, such as education or medical support
- Local verification and approvals
- Part and full disbursal tracking
- Documents and donations on each case
- Donor records and 80G receipts
- Several sites under one organisation
- Team access by role
- Expenses, reports and Tally export
See it with your own trust's work
We will walk you through the parts that matter to you, using sample data.