Transform how you manage client data with eService
eService provides charities who deliver services with a way to record, update, share, track and report on their data in way that is easy, consistent and secure. It is a solution designed specifically for organisations providing direct support to clients and service users.
Stay secure
Client’s information is stored securely, with the ability to apply different permission levels to different users and teams.
Reliable reporting
Relevant reports can be generated at the click of a button and based upon the latest information. Making it easier to spot trends and produce impactful information for funders.
Increase impact
Spend more time delivering and developing services and less time on administration.
One solution for tracking, reporting and scaling support
eService enables clients and service users to easily record details of the service user journey, and the variety of supports offered and delivered.
The solution is packaged with training from Enclude, along with access to our excellent CRM Membership Service to provide ongoing support. It’s also scalable, meaning that as you grow, functionality can be added to ensure the system is always working hard for you.
“eService offers robust data management capabilities, allowing us to efficiently store, organise, and access client information.”
Cindy Barry
Family Addiction Support Network
Who needs it?
Any registered charity that provides direct support to service users, that needs an easy and secure way to record and share information such as stakeholder contact details and staff diaries as well as manage, track and report on referrals, assessments and care plans.
It is particularly relevant to those organisations with complex reporting and compliance requirements. It provides a single source of data as well as extensive reporting capabilities, including charts, graphs and more.
How does it work?
eService is a Salesforce configuration, designed by Enclude specifically for charities providing direct support to service users. It allows charities to get a CRM up and running more quickly, and cost effectively.
The system allows users to do everything a standard CRM does (managing contacts, tasks, calendars, resources), PLUS record incoming and onward referrals, enrol clients on programmes offered, schedule and register attendance at group sessions and 1-2-1 interventions, record session notes and manage assessments and care plan objectives.
It does all this securely, allowing you to assign different levels of access to different users, ensuring your service users data is always protected and only available to those who need to see it.
Why do clients like it?
eService was developed specifically for the Non-profit sector, with its needs in mind. Clients and service users can be confident their personal information is both secure and accessible to those who need it – data is stored centrally, with appropriate user access.
Dashboard capabilities, providing visual representations of your data, mean organisations can spot trends and react to them quickly with service changes and improvements. Its reporting capabilities are resulting in more compelling and successful funding applications based upon robust and relevant data.
Betty Quinlan of Cork Counselling Services explains: “The sort of information funders request now would have been impossible to provide before using eService. We’re in a competitive funding environment, and it is helping us be competitive.”
“eService has been transformative in ways we didn’t expect and has elevated our service offering in every way.”
Find out more
eService is built on Enclude’s experience of over 20 years of work in the sector and over 400 Salesforce Implementations. In line with our mission, it is designed to make adoption of a comprehensive CRM system more accessible to organisations who have limited resources, both in terms of funds and time. Contact us to find out more.
What our clients say
“Enclude co-designed a solution with us, one that was secure, user-friendly, and tailored to our real needs.”
Zoe WellsNortheast Regional Manager 
“Working with Enclude has given us the confidence to review what we’re doing and use technology to improve our clients experience.”
Betty QuinlanAcademic Registrar 
“The Enclude team were patient, responsible and flexible. They were with us until everything was right.”
Aoibhie McCarthyArtistic Director 
“Enclude has helped us enormously in understanding how best to utilise the Salesforce platform to satisfy our organisation’s needs.”
Paul DietrichMS Readathon Manager 
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