Accessibility Tools

Case Management

Track donor and constituent journeys via customizable case management and workflows

If Greenleaf ONE’s standard workflow and activity options aren’t enough for your organization, we’ve got a full-featured case management system for even the most complex case workloads.

  • Custom case types: define case types specific to your organization, complete with name, activity types, statuses, and roles
  • Timelines: whither your cases typically proceed in a series of defined steps at defined intervals, or your workflow is more ad-hoc, you can create one or multiple timelines for each case type that accurately reflect how your organization works
  • Role-based assignment: automatically assign activities on the case on a role basis, for example to the account manager for the contact, the coordinator, or whatever other roles you have created
  • Workflow rules integration: use Greenleaf ONE’s integrated rules engine to create custom notifications, status changes, or activity creation and modification based on a number of different criteria
  • Redaction options: tool to automatically redact sensitive data to protect privacy

Questions about what Greenleaf ONE’s case management tool can do? Contact us today to set up a meeting to find out!

The very best open source CRM and CMS for nonprofits

Combining the power of CiviCRM & WordPress

Greenleaf ONE is a fully integrated, open source CMS (WordPress) and CRM (CiviCRM) combined with a powerful set of premium extensions and services. Built by nonprofit professionals for nonprofits, Greenleaf ONE provides a sophisticated toolset for nonprofits of almost any size to fully leverage their website and CRM, allowing you to more actively engage supporters and maximize your impact. 

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Greenleaf ONE is not owned by or otherwise affliated with CiviCRM or WordPress. The trademark for CiviCRM is owned and managed by CiviCRM LLC. The trademark for WordPess is owned and managed by the WordPress Foundation.

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