How Thirdex CRM Transformed Data Management and Impact Reporting.
Wipers Youth CIC is dedicated to helping young people build confidence, self-esteem and social skills. As a not-for-profit community interest company, they rely on contracts with local and central government, as well as funding bids, to sustain their work. However, behind the scenes, managing data was proving to be a significant challenge.
Before implementing Thirdex CRM, Wipers had no centralised system for storing service user information. Details were scattered across different platforms, making it difficult to track interactions and monitor progress. Case notes were stored in multiple locations, which meant staff spent considerable time searching for the right information.
Reporting presented another major challenge. Each time they needed to submit reports to funders or local councils, it took days to compile everything. Without an organised system, evidencing their impact was difficult, and securing funding was even harder.
Determined to address these challenges, Wipers Youth CIC introduced Thirdex CRM—a system designed specifically for charities and social enterprises. Now, everything is stored securely in one place, making it straightforward for staff to access and update information whenever needed.
One of the most significant improvements was in how case notes were managed. Instead of searching through various documents and emails, staff can now log and track each service user's progress in one unified system. This enables them to provide better, more personalised support.
"Thirdex CRM has made our lives so much easier. The system is user-friendly, and the time we've saved on reporting alone has been incredible. Now, we can demonstrate our impact clearly, which is crucial when applying for funding."
With the ability to generate accurate, data-driven reports, Wipers Youth CIC can now present clear evidence of their work. This has made contract renewals considerably smoother.
What used to take days now takes just a few clicks. Information is readily available and consistently accurate, freeing up staff to support young people.
Since switching to Thirdex CRM, Wipers Youth CIC has seen substantial improvements. Staff no longer waste time compiling reports manually, and everything is far more accurate. This has made it easier to secure funding, as they can now provide clear, reliable evidence of their impact.
"Being able to create and manage cases, as well as log case notes for our young people, has completely transformed the way we work. It allows us to follow their journey with the organisation in a structured way, ensuring they receive the right support at the right time."
Thirdex CRM has provided Wipers Youth CIC with an efficient, user-friendly system that helps them manage their data, track progress and report their impact with confidence. With less time spent on administration, they can focus on what truly matters—supporting young people.
Tell us about your non-profit. We'll show you how Thirdex fits.