Solutions for Charitable and Humanitarian Teams

Planfix centralizes intake, qualification, fundraising, delivery, and reporting in one workspace. Each incoming email, form submission, or messenger message becomes a task with fields and a lifecycle. You can route cases to the right people, add donors or applicants as external viewers, and store every proof inside the case. This gives humanitarian teams a single audit trail that is easy to show to boards, supervisors, and sponsors.

Yes. You can give donors or applicants access through Client’s Dashboard and show only the information you select. Internal staff see the full task thread, documents, and approvals. External users see updates, statuses, and final outcomes. This lets you maintain transparency without exposing internal workflows. It also reduces back-and-forth email because people can check progress themselves.

You can start by turning email and chat messages into tasks, then add AI agents to extract missing fields. After that, apply status sets and transition rules for different case types, such as medical help, food packages, or emergency support. Automations can create follow-up tasks when documents are missing or fundraising is slow, so coordinators do not have to monitor every case manually.

Planfix works well when you replace shared inboxes, spreadsheets, and generic ticket tools. You will get real-time project totals that show raised versus needed, plus dashboards for managers. All donor-facing updates stay in one task, and Chronicle keeps an audit trail of who changed what and when. This makes your reporting more reliable and shortens the time you spend compiling evidence for donors.