Features | CauseDash

Effortlessly Manage Relationships

Centralize information and communication, automate repetitive workflows, and ensure you never miss a follow-up. Simplify Client, Volunteer, Staff & Board management while staying organized and saving valuable time, so you can focus on growth and delivering exceptional service.

Provide your Staff and Board Members with a secure, self-service portal for file sharing, progress updates, and communication. Save time by reducing unnecessary emails and offer an elevated, always-available experience that builds trust and strengthens relationships across your organization.

Empower 24/7 Staff Access

Welcome new Staff, Board Members and Volunteers with clarity and professionalism through automated onboarding workflows. Eliminate confusion, reduce manual tasks, and create a consistent, engaging experience that ensures your leaders feel valued and prepared from the very first interaction.

Simplify Leader Orientation

Take full control of your brand with customizable, White Labeled tools and interfaces. Deliver a consistent, professional experience that reinforces your unique identity while providing cutting-edge solutions that your Clients, Staff, Volunteers and Board will trust and value.

Your Brand, Your Way

Enhance Staff or Client satisfaction by resolving issues efficiently using a ticketing system that tracks, prioritizes, and organizes inquiries. Deliver quick, effective resolutions that keep Staff and Clients happy and reduce the stress of managing support services.

Support Tickets

Centralize Customer Support

Digital Marketing

Create and deliver custom training programs or courses that engage your staff and teams. Track progress, provide certifications, and build expertise—all within a platform that ensures professional delivery and consistent learning experiences.

Automated Learning

Train & Learn Together

Automated Learning

Digital Marketing

Offer a streamlined and encrypted way to share and collaborate on files with Clients or team members. Keep sensitive information secure, avoid email clutter, and ensure all necessary documents are organized and easily accessible within your platform.

File Exchange

Secure File Sharing Made Easy

File Exchange

Simplify how you manage recurring payments and one-time charges with integrated tools. Automate invoicing, monitor transactions, and ensure timely payments, giving you predictable cash flow and freeing you from manual billing tasks.

Payments & Revenue

Automate Recurring Revenue

Payments & Revenue

Organize tasks, assign responsibilities, and track progress across projects with ease. Keep your team aligned, meet deadlines, and eliminate confusion with tools designed to ensure every project runs smoothly from start to finish.

Project Management

Align Teams and Stay On Track

Project & Task Management

Transform your document signing process with digital eSignature capabilities. Create, send, and manage agreements or MOU's securely, accelerating partnerships while maintaining compliance and reducing paperwork. Ensure every agreement is professional and legally binding.

Contracts & E-Signature

Speed Up Agreements

Contracts & E-Signature

Offer a social experience where team members can connect, share ideas, and engage in meaningful discussions. Encourage collaboration, provide support, and cultivate relationships in a space tailored to your brand and audience.

Interactive Community

Foster Collaboration Easily

Interactive Community

Communicate securely and professionally with fully encrypted messaging. Ensure confidentiality, reduce reliance on email, and provide a streamlined way to discuss sensitive topics with the confidence that all data is protected and accessible.

Secure Messaging

Keep Communication Private

Secure Messaging

Enable effortless meetings while eliminating scheduling conflicts. Automated calendar syncing, reminders, and custom options ensure a seamless scheduling experience for your Staff, Board or Volunteers and reduce administrative overhead for everyone on your team.

Appointment Scheduling

Manage Time Without Stress

Appointment Scheduling

Streamline your digital marketing efforts by managing your Target Audience, automating follow-ups, and tracking performance metrics – all from one platform. Increase efficiency, ensure no opportunities are missed, and maximize the return on your marketing campaigns.

Digital Marketing

Optimize Your Campaign Results

Digital Marketing

File Exchange

Support Tickets

Create dynamic, interactive proposals tailored to both you and your partners. Impress sponsors with sleek designs, simplify the approval process, and significantly improve your chances of closing deals. Make your proposals a key factor in winning new funding.

Digital Marketing

Digital Proposals

Stand Out to Secure Deals

Digital Proposals

Automate billing processes, manage donations, and offer flexible package options to donors or partners. When you streamline invoicing, reduce payment delays, and ensure accurate records, you have more time to focus on what matters most – your organization and service.

Billing & Packages

Simplify Payment Collection

Billing & Packages