Reach
CRM, fundraising, and mentorship for small businesses and nonprofits.
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Contacts
2- Sensitive fieldsMark a contact custom field as sensitive to encrypt its values at rest and hide the plaintext behind a permission-gated Reveal. Each reveal checks the pii.view permission and writes an access-log entry.
- Tags and listsTags are color-coded labels you attach to contacts for flexible categorization; lists are named groups you build by hand for targeting. You create both in their settings page, apply them from the contact detail sheet, and filter your contacts table by either.
Custom objects & automation
3- ReportsBuild and save reports that group and aggregate your CRM data. Pick one of four entities — Transactions, Deals, Engagements, or Contacts — choose measures and dimensions, add filters, and view the result as a table, number, bar, or line chart.
- Workflow runsThe Runs page is a read-only execution history for one workflow: each run's status, what triggered it, when it started, how long it took, and any error. Select a run to inspect its per-action steps.
- WorkflowsWorkflows run a fixed chain of actions whenever something happens in your CRM — a lifecycle stage change, a recorded transaction, or an engagement score crossing a threshold. Building and editing workflows is a Reach Plus feature; Pro accounts can view them but not change them.
Developer
1Fundraising
1Mentorship
2- RosterThe roster is a program's live membership list of mentors and mentees. People land here when you approve their application or add them directly, and you change each person's enrollment status from a per-row dropdown.
- Sessions and goalsOn each mentorship match you log the meetings a pairing has and set goals for mentees. Participants can log their own sessions and update goal progress from their portal, and you can do the same on their behalf.
Sales pipeline
2- Quotes and invoicingBuild a line-item quote on any deal — products or services, quantities, discounts, and tax — then create and send a Stripe invoice straight from it. When the invoice is paid, Reach marks the deal won.
- Tax ratesDefine named tax rates (such as 13% HST) once in settings, then pick them per line item when you quote a deal. Rates are account-wide and shared across every deal quote.