Powerful CRM

/ by Bob Jaffe

A woman smiling at another woman to the left of the screen while holding a binder and pen.
Four kids in a line looking at the camera through magnifying glasses.
A blue magnifying glass icon.

Easy Search Functionality

A woman smiling at another woman to the left of the screen while holding a binder and pen.
A blue question mark icon.

Custom Questions

A line of people wearing blue shirts with "volunteer" on them handing out food to a line of people.
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Visit History Quick View

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A blue envelope icon.

SMS/Email Messaging

A large screenshot of a registration form with fields like name, demographic question, contact information, additional household members, and document uploads. There’s a small pop-up window with a screenshot of mock custom question like “Do you have any food allergies?”.

Flexible Client Registration

  • Standard fields can be required, optional or hidden.
  • Collect the details you need with custom questions.
  • Optional widgets to gather info on household members, income, proxies, and more!
  • Duplication checks help prevent multiple accounts per client.
  • Custom program tags and account statuses to help categorize clients.

Easy Client Search and Look Up

  • Quickly search clients by name, account number, address, phone number, and more.
  • Barcode scanner compatible.
  • Browse client list for an easy overview.
  • Manage administrative access so that the right members of your organization have access to the right client information.
A large screenshot of the simple client search screen, with an orange arrow pointing to a small pop-up window with a screenshot of the mock client information that appears when you type “Albus” into the search bar, like name, date of birth, and address.
A large screenshot of a busy client record for mock client Albus Dumbledore. At the top fields for username, phone number, account number, exclusive items tags, and other basic information is displayed. There are also widgets for notes, household members, visit activity and documents below.

Comprehensive Client Profiles

  • Know your client at a glance with detailed household information and service records all in one place.
  • Review and edit registrations, appointments, and visits.
  • Create custom notes and alerts.
  • Store essential documents.
  • Move people between households.
  • Upload pictures of household members for easy identification.
  • Identify proxy members allowed to pick-up on behalf of a client.

Dive Deeper with Client-Based Reports

  • In-depth dynamic reports let you filter and sort client lists for detailed review.
  • Click-through functionality makes it easy to pull up a client profile directly from a report.
  • Write and send custom SMS/Email messages from reports.
  • Batch update client status for streamlined auditing.
Reporting and Data Visualizations
The fulfillment report on PantrySoft listing mock clients and the items they’ve ordered, with a small pop-up window on top showing bar graphs from the Item Distribution Counts data visualization.
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