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Sales & Marketing Reference

Peerpalm Teams Tool Catalog

Every tool available on the platform, with a plain-language description and the key features that deliver value to your organization. Download a copy to share with your team.

40 tools·15 categories·PDF · Word · Print

General Operations

13 tools

Day-to-day facility, front-desk, and field operations.

1

Assets & Resources

Three tools in one. Assets: maintain a full inventory of physical assets — chairs, tables, laptops, projectors, generators, vehicles, and classroom supplies — with condition, location, and assignment. Bookings: let staff reserve shared resources (halls, generators, buses) and borrow equipment (microphones, cables, tools) with due-back tracking and an approval workflow.

  • Full inventory of physical assets & classroom supplies
  • Tag, condition, location & assignment tracking
  • Reserve shared resources — halls, generators, buses
  • Borrow equipment with due-back tracking & approvals
  • Export asset, booking & loan records to PDF, Word, or Excel
15

Hostel / Room Management

Manage accommodation spaces — hostels, dormitories, hotel rooms, wards — with rooms and beds, capacity and status. Check occupants in and out, record room fees and payment status per occupant, and view a live color-coded occupancy board.

  • Manage rooms & beds with capacity
  • Check occupants in & out
  • Track room fees & payment status
  • Live color-coded occupancy board
  • Export room & occupancy records to PDF, Word, or Excel
16

ID & Certificates

Generate and print professional ID cards (with photo, role, ID number, and a check-in QR) and certificates of achievement or completion for your students or staff. Pick a person, fill the details, preview, and print — no design tools needed.

  • Generate professional ID cards with photo & QR
  • Print certificates of achievement or completion
  • Pick a person, fill details, preview & print
  • No design tools needed
  • Export ID card sheets to PDF, Word, or Excel
17

Incident Reports

Record and track security and safety incidents — theft, fights, injuries, property damage, and more. Capture severity, location, people involved, witnesses, and resolution notes with a clear status history for compliance and reporting.

  • Record theft, injury, damage & safety incidents
  • Capture severity, location & witnesses
  • Resolution notes with status history
  • Compliance & insurance-ready reporting
  • Export incident reports to PDF, Word, or Excel
19

Lost & Found

Log found items with a photo, verify and record owners who claim them, and track handover and collection history — a complete lost & found ledger for your front desk or gate.

  • Log found items with photos
  • Verify & record owners before handover
  • Track collection & handover history
  • Secure ledger for your front desk or gate
  • Export lost & found records to PDF, Word, or Excel
20

Maintenance Requests

Log and track repair and maintenance issues across your facilities — broken chairs, leaking roofs, electrical faults, plumbing, HVAC, and more. Categorize each request, set priority, assign a technician, and mark it complete with a clear status history and audit trail.

  • Log repairs by category & priority
  • Assign technicians to each request
  • Status history from open to complete
  • Full audit trail for compliance
  • Export maintenance requests to PDF, Word, or Excel
22

Office Suite

A handy toolbox of PDF tools (text-to-PDF, image-to-PDF, compress PDF), image tools (compress, resize, convert formats, PDF to image), an AI image generator, everyday utilities (QR code generator, password generator, text counter, color picker), and ready-made document templates (invoice, meeting agenda, certificate) — all with live in-browser previews, right inside your portal.

  • PDF tools — text-to-PDF, image-to-PDF & compress PDF
  • Image tools — compress, resize, convert & PDF to image
  • AI image generator from text prompts
  • Live in-browser previews for PDF & template tools
  • Utilities — QR codes, passwords, text counter, color picker
  • Templates — invoices, meeting agendas & certificates
23

Operations

Run front-desk and day-to-day operations. The Visitor Log lets your staff record who comes in, capture their ID, print a visitor pass, and keep a clear who-visited-who trail — every check-in, check-out, and host is logged and time-stamped.

  • Visitor check-in & check-out with time-stamps
  • Capture visitor ID details
  • Print professional visitor passes
  • Complete who-visited-who audit trail
  • Export visitor logs to PDF, Word, or Excel
24

Organogram

Map out your organization's structure — define departments, units, and roles, link each role to a parent to form a reporting tree, assign staff to positions, and view an interactive, collapsible org chart. Fully customizable to match how your organization is really set up.

  • Map departments, units & roles
  • Link roles to form a reporting tree
  • Assign staff to positions
  • Interactive, collapsible org chart
  • Export the organogram to PDF, Word, or Excel
28

Project Management

Plan and track projects with a fully customizable workflow — define your own task statuses (columns), custom fields, categories, milestones, and colored labels. Assign tasks, set priority and due dates, break work into subtask checklists, and switch between a Kanban board and a Timeline (Gantt-style) view with a live progress summary per project.

  • Fully customizable workflow per project
  • Define your own task statuses, custom fields & colored labels
  • Kanban board + Timeline (Gantt-style) view
  • Subtask checklists with progress counter
  • Priority, due dates & milestones
  • Live progress summary per project
  • Export project & task lists to PDF, Word, or Excel
33

Staff Hub

A single hub for managing your team: plan shifts and duty rosters, track leave requests with an approve/reject workflow, assign tasks on a simple To Do / In Progress / Done board, and record equipment lent to staff (laptops, keys, cameras, generator cables) with full return tracking.

  • Plan shifts & duty rosters
  • Leave requests with approve / reject workflow
  • Task board (To Do / In Progress / Done)
  • Track equipment lent to staff
  • One hub for your whole team
  • Export shifts, leave & tasks to PDF, Word, or Excel
37

Timetable & Roster

Two tools in one: a Student Timetable (subjects, periods, teachers, rooms) and a Staff Duty Roster (shifts, posts, staff on duty). Build a weekly grid per day, print it for the wall, and let staff edit their own entries while the admin manages everything.

  • Student timetable — subjects, periods, teachers, rooms
  • Staff duty roster — shifts, posts & staff on duty
  • Weekly grid per day, printable for the wall
  • Staff edit their own entries
  • Export timetables & rosters to PDF, Word, or Excel
38

Transport Management

Manage your transport fleet — routes, drivers, plate numbers, and capacity — with a schedule per route (operating days, pickup and drop-off times), students assigned to each route, and transport fee tracking per student (paid or owing) with a route-level fees summary.

  • Manage routes, drivers & plate numbers
  • Schedule per route — days, pickup & drop-off
  • Assign students to routes
  • Track transport fees per student
  • Export route & fee records to PDF, Word, or Excel

Education & Training

17 tools

Tools for tracking attendance and progress across schools, teaching programs, apprentice cohorts, and training groups.

1

Assets & Resources

Three tools in one. Assets: maintain a full inventory of physical assets — chairs, tables, laptops, projectors, generators, vehicles, and classroom supplies — with condition, location, and assignment. Bookings: let staff reserve shared resources (halls, generators, buses) and borrow equipment (microphones, cables, tools) with due-back tracking and an approval workflow.

  • Full inventory of physical assets & classroom supplies
  • Tag, condition, location & assignment tracking
  • Reserve shared resources — halls, generators, buses
  • Borrow equipment with due-back tracking & approvals
  • Export asset, booking & loan records to PDF, Word, or Excel
2

Attendance Tracker

Lets teachers and staff take daily roll-call for students or members right from the portal — mark present, absent, or late, and keep a running attendance history per person. Now includes a QR Scan mode so you can check people in contactless at the door with their phone camera.

  • Daily roll-call with present / absent / late marking
  • Running attendance history per student or member
  • Pairs with QR Scanner for contactless check-in
  • Export attendance records to PDF, Word, or Excel
5

Discipline Records

Log and track disciplinary incidents per student — lateness, disruption, fighting, bullying, dress code violations, and more. Record severity, action taken, and resolution status with a full audit trail.

  • Log incidents per student
  • Record severity & action taken
  • Resolution status with audit trail
  • Structured, auditable discipline tracking
  • Export discipline records to PDF, Word, or Excel
6

Events & Scheduling

Plan and publish your organization's events — meetings, services, conferences, workshops, ceremonies, fundraisers and gatherings — with a shared calendar so nothing clashes. Take RSVPs and registrations right inside the same tool: track who is coming, party size, check attendees in on the day, and see who showed up versus who registered.

  • Plan meetings, services, conferences & ceremonies
  • Shared calendar so nothing clashes
  • Take RSVPs & registrations right inside the tool
  • Check attendees in on the day
  • Export event & registration records to PDF, Word, or Excel
7

Exam & Result Record Sheet

Create fully customizable exam or test sheets with your own subject names and exam titles, enter multiple student scores in a bulk grid, import scores from an Excel or CSV file, view a results summary (highest, lowest, average, grade distribution), and publish results straight into Progress Hub. Also build custom question papers and export them as PDF or Word.

  • Customizable exam or test sheets
  • Bulk score entry grid
  • Import scores from Excel or CSV
  • Results summary — highest, lowest, average, grades
  • Build question papers & export as PDF or Word
  • Export exam sheets & results to PDF, Word, or Excel
13

Groups & Committees

Manage student groups, clubs, and formal committees in one place. Track leaders, chairs, secretaries, meeting schedules, member lists, and status — whether it is an academic club, a sports group, a standing committee, or an ad-hoc sub-committee.

  • Manage student groups, clubs & formal committees
  • Track leaders, chairs, secretaries & meeting schedules
  • Member lists with roles
  • Standing or ad-hoc committees
  • Export group & committee records to PDF, Word, or Excel
14

Homework Tracker

Assign and track homework across classes and students. Set due dates, mark submissions, record grades, and see assignment status at a glance — assigned, submitted, graded, or overdue.

  • Assign homework across classes
  • Set due dates & mark submissions
  • Record grades
  • Status: assigned, submitted, graded, overdue
  • Export homework records to PDF, Word, or Excel
15

Hostel / Room Management

Manage accommodation spaces — hostels, dormitories, hotel rooms, wards — with rooms and beds, capacity and status. Check occupants in and out, record room fees and payment status per occupant, and view a live color-coded occupancy board.

  • Manage rooms & beds with capacity
  • Check occupants in & out
  • Track room fees & payment status
  • Live color-coded occupancy board
  • Export room & occupancy records to PDF, Word, or Excel
16

ID & Certificates

Generate and print professional ID cards (with photo, role, ID number, and a check-in QR) and certificates of achievement or completion for your students or staff. Pick a person, fill the details, preview, and print — no design tools needed.

  • Generate professional ID cards with photo & QR
  • Print certificates of achievement or completion
  • Pick a person, fill details, preview & print
  • No design tools needed
  • Export ID card sheets to PDF, Word, or Excel
18

Library

Catalogue your library or resource center — books, journals, magazines, references, textbooks, audio and video. Track total and available copies, shelf location, and let staff borrow and return items with the counts updating automatically.

  • Catalogue books, journals, media & references
  • Track total & available copies
  • Shelf location for easy finding
  • Borrow & return with auto-updating counts
  • Export library catalogue to PDF, Word, or Excel
21

Medication Register

Track medications administered to students or patients — medication name, dosage, frequency, reason, who administered it, and when. Keep a clear log of scheduled, administered, and skipped doses.

  • Track medications administered
  • Dosage, frequency & reason
  • Who administered & when
  • Log of scheduled, administered & skipped doses
  • Export medication logs to PDF, Word, or Excel
26

Pickup Authorization

Record who is allowed to collect each child on a given day. Track the authorized person, their relationship to the child, valid date, ID type, and status — so front desk and gate staff always know who can pick up whom.

  • Record who is allowed to collect each child
  • Track relationship & valid date
  • ID type verification
  • Front desk & gate staff always know who can pick up
  • Export authorization lists to PDF, Word, or Excel
27

Progress Hub

Group your people into cohorts, levels or units (classes, foundation classes, apprentice tiers, master classes — your call), assign courses or modules with the topics they cover, and record scores with automatic performance bands. Every label is customizable to match how your organization runs, so churches, schools, apprentice programs, business cohorts and associations can all rename the parts to their own language.

  • Group people into cohorts, levels, or units
  • Assign courses & modules with topic tracking
  • Record scores with automatic performance bands
  • Every label is customizable to your language
  • Works for schools, churches, apprentice programs & associations
  • Export class & grade records to PDF, Word, or Excel
32

Report Cards

Generate beautiful, infographic-style reports for any person in your organization — students, members, volunteers, patients, and more. Build configurable templates with the sections you want (academics, attendance, contributions, billing, events, health, committees, appointments), pick a theme, and download a print-ready PDF in seconds. Each report pulls live data from across your tools into one polished, visual summary.

  • Generate infographic-style reports
  • Configurable templates with the sections you want
  • Pulls live data from across your tools
  • Download print-ready PDF in seconds
  • Works for students, members, volunteers & patients
  • Export report cards to PDF or Word
36

Teaching Planner

Two planning tools in one. Lesson Notes lets you prepare, store, and access all your lesson notes and lecture plans in one secure digital space — search by subject, class, or topic. Scheme of Work lets you plan the term in advance with structured weekly rows — topic, objectives, teaching activities, resources, and assessment — linked to a Progress Hub course.

  • Prepare & store lesson notes digitally
  • Plan the term with structured weekly schemes of work
  • Search by subject, class or topic
  • Link schemes to Progress Hub courses
  • Export lesson notes & schemes to PDF, Word, or Excel
37

Timetable & Roster

Two tools in one: a Student Timetable (subjects, periods, teachers, rooms) and a Staff Duty Roster (shifts, posts, staff on duty). Build a weekly grid per day, print it for the wall, and let staff edit their own entries while the admin manages everything.

  • Student timetable — subjects, periods, teachers, rooms
  • Staff duty roster — shifts, posts & staff on duty
  • Weekly grid per day, printable for the wall
  • Staff edit their own entries
  • Export timetables & rosters to PDF, Word, or Excel
38

Transport Management

Manage your transport fleet — routes, drivers, plate numbers, and capacity — with a schedule per route (operating days, pickup and drop-off times), students assigned to each route, and transport fee tracking per student (paid or owing) with a route-level fees summary.

  • Manage routes, drivers & plate numbers
  • Schedule per route — days, pickup & drop-off
  • Assign students to routes
  • Track transport fees per student
  • Export route & fee records to PDF, Word, or Excel

Banking & Finance

7 tools

Money in — contributions, fees, dues, savings, and treasury management.

3

Billing & Payment Hub

A complete money hub with a unified ledger summary and a full payment approval workflow. Contributions: track money coming in — tithes, offerings, savings, dues, pledges, school fees — with live totals and expected-fee tracking. Invoices: create and track invoices you issue to clients with auto-generated numbers, line items, tax, and totals. Debts: track money owed to you and money you owe others — credit sales, advances, loans — with partial payments and running balances. Payment Hub: manage payment recipients (staff, contractors, vendors, suppliers) with masked bank details and secure self-service update links, create payment orders (salaries, contractor invoices, refunds, recurring bills), and run them through an approval pipeline — Submit → Review → Approve → Pay — with amount modification, audit trail, and batch payments. The companion Approval Center gives super admins a dedicated queue to approve, reject, or request changes on every order.

  • Recipient management — staff, contractors, vendors & suppliers
  • Create payment orders with a submit → review → approve → pay pipeline
  • Approval Center for super admins — approve, reject or request changes
  • Recipient intake links — reusable & per-person, pending staff approval
  • Self-service request-details links for recipients to update bank details
  • Batch payments & invoice linking with a Pay Invoice flow
  • Export recipients, payments & batches to PDF, Word, or Excel
8

Expense Approval

Submit expense requests for approval before money is spent. Staff log the amount and purpose; admins approve, reject, or mark as paid — with a full decision trail showing who approved what and when.

  • Submit expense requests before spending
  • Admin approve / reject / mark as paid
  • Full decision trail — who approved what & when
  • Keeps spending controlled & transparent
  • Export expense requests to PDF, Word, or Excel
10

Finance Dashboard

A single live overview of money in and money out — contributions collected, outstanding fees, petty cash, pending expenses, unpaid invoices, and debts receivable/payable. Pulls automatically from every finance tool you have activated, so you always know where the organization stands.

  • Single live overview of money in & out
  • Pulls from every active finance tool
  • Contributions, fees, petty cash, expenses, invoices & debts
  • Always know where the organization stands
  • Export finance summaries to PDF, Word, or Excel
25

Petty Cash

Track small day-to-day cash disbursements — transport, stationery, meals, utilities, and minor office expenses. Record each payout with a voucher number, recipient, and category so your float is always accounted for with a clean audit trail.

  • Log small day-to-day cash disbursements
  • Voucher numbers & recipients
  • Categorize every payout
  • Clean audit trail for your float
  • Export petty cash entries to PDF, Word, or Excel
29

Purchase Requests

Let staff raise purchase requisitions for items the organization needs — supplies, equipment, or services. Capture the item, quantity, estimated cost, and preferred supplier, then route through an approve / reject / fulfilled workflow.

  • Raise purchase requisitions
  • Capture item, quantity, cost & supplier
  • Approve / reject / fulfilled workflow
  • Streamline procurement
  • Export purchase requests to PDF, Word, or Excel
34

Stock & Sales

Keep a simple product catalog with stock quantities and prices, record a sale in seconds (stock updates automatically), and see low-stock alerts and a running sales total. Built for school bookshops, canteens, dispensaries, and small retail counters.

  • Simple product catalog with stock & prices
  • Record a sale in seconds — stock updates automatically
  • Low-stock alerts
  • Running sales total
  • Export product & sales records to PDF, Word, or Excel
35

Supplier Directory

Maintain a central directory of your vendors and suppliers — contact details, bank accounts, payment terms, and status. A clean, searchable list so procurement and payments always reach the right people.

  • Central vendor & supplier database
  • Contact details & bank accounts
  • Payment terms & status
  • Searchable, organized procurement
  • Export supplier directory to PDF, Word, or Excel

Churches & Mosque

5 tools

Tools built for religious organizations and congregations.

3

Billing & Payment Hub

A complete money hub with a unified ledger summary and a full payment approval workflow. Contributions: track money coming in — tithes, offerings, savings, dues, pledges, school fees — with live totals and expected-fee tracking. Invoices: create and track invoices you issue to clients with auto-generated numbers, line items, tax, and totals. Debts: track money owed to you and money you owe others — credit sales, advances, loans — with partial payments and running balances. Payment Hub: manage payment recipients (staff, contractors, vendors, suppliers) with masked bank details and secure self-service update links, create payment orders (salaries, contractor invoices, refunds, recurring bills), and run them through an approval pipeline — Submit → Review → Approve → Pay — with amount modification, audit trail, and batch payments. The companion Approval Center gives super admins a dedicated queue to approve, reject, or request changes on every order.

  • Recipient management — staff, contractors, vendors & suppliers
  • Create payment orders with a submit → review → approve → pay pipeline
  • Approval Center for super admins — approve, reject or request changes
  • Recipient intake links — reusable & per-person, pending staff approval
  • Self-service request-details links for recipients to update bank details
  • Batch payments & invoice linking with a Pay Invoice flow
  • Export recipients, payments & batches to PDF, Word, or Excel
6

Events & Scheduling

Plan and publish your organization's events — meetings, services, conferences, workshops, ceremonies, fundraisers and gatherings — with a shared calendar so nothing clashes. Take RSVPs and registrations right inside the same tool: track who is coming, party size, check attendees in on the day, and see who showed up versus who registered.

  • Plan meetings, services, conferences & ceremonies
  • Shared calendar so nothing clashes
  • Take RSVPs & registrations right inside the tool
  • Check attendees in on the day
  • Export event & registration records to PDF, Word, or Excel
27

Progress Hub

Group your people into cohorts, levels or units (classes, foundation classes, apprentice tiers, master classes — your call), assign courses or modules with the topics they cover, and record scores with automatic performance bands. Every label is customizable to match how your organization runs, so churches, schools, apprentice programs, business cohorts and associations can all rename the parts to their own language.

  • Group people into cohorts, levels, or units
  • Assign courses & modules with topic tracking
  • Record scores with automatic performance bands
  • Every label is customizable to your language
  • Works for schools, churches, apprentice programs & associations
  • Export class & grade records to PDF, Word, or Excel
32

Report Cards

Generate beautiful, infographic-style reports for any person in your organization — students, members, volunteers, patients, and more. Build configurable templates with the sections you want (academics, attendance, contributions, billing, events, health, committees, appointments), pick a theme, and download a print-ready PDF in seconds. Each report pulls live data from across your tools into one polished, visual summary.

  • Generate infographic-style reports
  • Configurable templates with the sections you want
  • Pulls live data from across your tools
  • Download print-ready PDF in seconds
  • Works for students, members, volunteers & patients
  • Export report cards to PDF or Word
40

Voting & Decisions

Run polls and internal elections in one tool. Create single-choice polls with custom options and live results, or run association elections with candidates, ballots by name (with vote switching allowed), and a live horizontal bar chart. Open and close voting whenever you are ready.

  • Create single-choice polls with live results
  • Run elections with candidates & ballots by name
  • Vote switching allowed
  • Live results as a bar chart
  • Export poll & election results to PDF, Word, or Excel

Hospital

2 tools

Tools built for clinics, hospitals, and health facilities.

21

Medication Register

Track medications administered to students or patients — medication name, dosage, frequency, reason, who administered it, and when. Keep a clear log of scheduled, administered, and skipped doses.

  • Track medications administered
  • Dosage, frequency & reason
  • Who administered & when
  • Log of scheduled, administered & skipped doses
  • Export medication logs to PDF, Word, or Excel
32

Report Cards

Generate beautiful, infographic-style reports for any person in your organization — students, members, volunteers, patients, and more. Build configurable templates with the sections you want (academics, attendance, contributions, billing, events, health, committees, appointments), pick a theme, and download a print-ready PDF in seconds. Each report pulls live data from across your tools into one polished, visual summary.

  • Generate infographic-style reports
  • Configurable templates with the sections you want
  • Pulls live data from across your tools
  • Download print-ready PDF in seconds
  • Works for students, members, volunteers & patients
  • Export report cards to PDF or Word

Cooperatives

1 tools

Savings groups, cooperatives, and shared funds.

3

Billing & Payment Hub

A complete money hub with a unified ledger summary and a full payment approval workflow. Contributions: track money coming in — tithes, offerings, savings, dues, pledges, school fees — with live totals and expected-fee tracking. Invoices: create and track invoices you issue to clients with auto-generated numbers, line items, tax, and totals. Debts: track money owed to you and money you owe others — credit sales, advances, loans — with partial payments and running balances. Payment Hub: manage payment recipients (staff, contractors, vendors, suppliers) with masked bank details and secure self-service update links, create payment orders (salaries, contractor invoices, refunds, recurring bills), and run them through an approval pipeline — Submit → Review → Approve → Pay — with amount modification, audit trail, and batch payments. The companion Approval Center gives super admins a dedicated queue to approve, reject, or request changes on every order.

  • Recipient management — staff, contractors, vendors & suppliers
  • Create payment orders with a submit → review → approve → pay pipeline
  • Approval Center for super admins — approve, reject or request changes
  • Recipient intake links — reusable & per-person, pending staff approval
  • Self-service request-details links for recipients to update bank details
  • Batch payments & invoice linking with a Pay Invoice flow
  • Export recipients, payments & batches to PDF, Word, or Excel

Nonprofits & Charity

2 tools

Tools for NGOs, charities, foundations, and relief organizations.

9

Feedback & Complaints

Collect and manage all feedback in one place — customer reviews and ratings, formal complaints with investigation and resolution, and anonymous suggestions from your people. Respond officially, track status from new through addressed, and keep a full audit trail across all three types.

  • Collect star ratings, reviews & formal complaints
  • Anonymous suggestions from your people
  • Official responses & resolution tracking
  • Status from new through addressed — full audit trail
  • Export feedback, complaints & suggestions to PDF, Word, or Excel
32

Report Cards

Generate beautiful, infographic-style reports for any person in your organization — students, members, volunteers, patients, and more. Build configurable templates with the sections you want (academics, attendance, contributions, billing, events, health, committees, appointments), pick a theme, and download a print-ready PDF in seconds. Each report pulls live data from across your tools into one polished, visual summary.

  • Generate infographic-style reports
  • Configurable templates with the sections you want
  • Pulls live data from across your tools
  • Download print-ready PDF in seconds
  • Works for students, members, volunteers & patients
  • Export report cards to PDF or Word

Associations

7 tools

Membership associations and community groups.

6

Events & Scheduling

Plan and publish your organization's events — meetings, services, conferences, workshops, ceremonies, fundraisers and gatherings — with a shared calendar so nothing clashes. Take RSVPs and registrations right inside the same tool: track who is coming, party size, check attendees in on the day, and see who showed up versus who registered.

  • Plan meetings, services, conferences & ceremonies
  • Shared calendar so nothing clashes
  • Take RSVPs & registrations right inside the tool
  • Check attendees in on the day
  • Export event & registration records to PDF, Word, or Excel
9

Feedback & Complaints

Collect and manage all feedback in one place — customer reviews and ratings, formal complaints with investigation and resolution, and anonymous suggestions from your people. Respond officially, track status from new through addressed, and keep a full audit trail across all three types.

  • Collect star ratings, reviews & formal complaints
  • Anonymous suggestions from your people
  • Official responses & resolution tracking
  • Status from new through addressed — full audit trail
  • Export feedback, complaints & suggestions to PDF, Word, or Excel
12

General Notice Board

A community notice board where staff post and browse announcements and classifieds — items for sale (e.g. a laptop), houses for rent, job vacancies, services offered (e.g. a tutor available), lost items, and general announcements. Contact details and an optional price keep each posting actionable.

  • Post items for sale, rentals & job vacancies
  • Announce services offered & lost items
  • Contact details & optional price per posting
  • Internal classifieds for your whole organization
  • Export postings to PDF, Word, or Excel
13

Groups & Committees

Manage student groups, clubs, and formal committees in one place. Track leaders, chairs, secretaries, meeting schedules, member lists, and status — whether it is an academic club, a sports group, a standing committee, or an ad-hoc sub-committee.

  • Manage student groups, clubs & formal committees
  • Track leaders, chairs, secretaries & meeting schedules
  • Member lists with roles
  • Standing or ad-hoc committees
  • Export group & committee records to PDF, Word, or Excel
27

Progress Hub

Group your people into cohorts, levels or units (classes, foundation classes, apprentice tiers, master classes — your call), assign courses or modules with the topics they cover, and record scores with automatic performance bands. Every label is customizable to match how your organization runs, so churches, schools, apprentice programs, business cohorts and associations can all rename the parts to their own language.

  • Group people into cohorts, levels, or units
  • Assign courses & modules with topic tracking
  • Record scores with automatic performance bands
  • Every label is customizable to your language
  • Works for schools, churches, apprentice programs & associations
  • Export class & grade records to PDF, Word, or Excel
32

Report Cards

Generate beautiful, infographic-style reports for any person in your organization — students, members, volunteers, patients, and more. Build configurable templates with the sections you want (academics, attendance, contributions, billing, events, health, committees, appointments), pick a theme, and download a print-ready PDF in seconds. Each report pulls live data from across your tools into one polished, visual summary.

  • Generate infographic-style reports
  • Configurable templates with the sections you want
  • Pulls live data from across your tools
  • Download print-ready PDF in seconds
  • Works for students, members, volunteers & patients
  • Export report cards to PDF or Word
40

Voting & Decisions

Run polls and internal elections in one tool. Create single-choice polls with custom options and live results, or run association elections with candidates, ballots by name (with vote switching allowed), and a live horizontal bar chart. Open and close voting whenever you are ready.

  • Create single-choice polls with live results
  • Run elections with candidates & ballots by name
  • Vote switching allowed
  • Live results as a bar chart
  • Export poll & election results to PDF, Word, or Excel

Customer Tools

4 tools

Tools for managing customers, clients, and leads.

3

Billing & Payment Hub

A complete money hub with a unified ledger summary and a full payment approval workflow. Contributions: track money coming in — tithes, offerings, savings, dues, pledges, school fees — with live totals and expected-fee tracking. Invoices: create and track invoices you issue to clients with auto-generated numbers, line items, tax, and totals. Debts: track money owed to you and money you owe others — credit sales, advances, loans — with partial payments and running balances. Payment Hub: manage payment recipients (staff, contractors, vendors, suppliers) with masked bank details and secure self-service update links, create payment orders (salaries, contractor invoices, refunds, recurring bills), and run them through an approval pipeline — Submit → Review → Approve → Pay — with amount modification, audit trail, and batch payments. The companion Approval Center gives super admins a dedicated queue to approve, reject, or request changes on every order.

  • Recipient management — staff, contractors, vendors & suppliers
  • Create payment orders with a submit → review → approve → pay pipeline
  • Approval Center for super admins — approve, reject or request changes
  • Recipient intake links — reusable & per-person, pending staff approval
  • Self-service request-details links for recipients to update bank details
  • Batch payments & invoice linking with a Pay Invoice flow
  • Export recipients, payments & batches to PDF, Word, or Excel
9

Feedback & Complaints

Collect and manage all feedback in one place — customer reviews and ratings, formal complaints with investigation and resolution, and anonymous suggestions from your people. Respond officially, track status from new through addressed, and keep a full audit trail across all three types.

  • Collect star ratings, reviews & formal complaints
  • Anonymous suggestions from your people
  • Official responses & resolution tracking
  • Status from new through addressed — full audit trail
  • Export feedback, complaints & suggestions to PDF, Word, or Excel
11

Front Desk

Two front-desk tools in one. Appointments: book and track customer appointments with date, time, service, and assigned staff — scheduled through confirmed, completed, cancelled, or no-show. Queue: manage customer flow at your service counter — assign position numbers, call the next person, mark as serving, completed, or skipped.

  • Book appointments with date, time & service
  • Assign staff to each booking
  • Manage customer flow with position numbers
  • Call the next person, mark serving or completed
  • Export appointment & queue records to PDF, Word, or Excel
30

Referral Rewards

Track who refers new customers to you and reward them for it. Record the referrer and the person they brought in, set a reward type (cash, discount, voucher, gift), and mark referrals as rewarded when the reward is given.

  • Track who refers new customers
  • Set reward type — cash, discount, voucher or gift
  • Mark referrals as rewarded
  • Grow through word-of-mouth
  • Export referral records to PDF, Word, or Excel

Community

4 tools

Volunteers, event registration, committees, meetings, and internal elections.

6

Events & Scheduling

Plan and publish your organization's events — meetings, services, conferences, workshops, ceremonies, fundraisers and gatherings — with a shared calendar so nothing clashes. Take RSVPs and registrations right inside the same tool: track who is coming, party size, check attendees in on the day, and see who showed up versus who registered.

  • Plan meetings, services, conferences & ceremonies
  • Shared calendar so nothing clashes
  • Take RSVPs & registrations right inside the tool
  • Check attendees in on the day
  • Export event & registration records to PDF, Word, or Excel
13

Groups & Committees

Manage student groups, clubs, and formal committees in one place. Track leaders, chairs, secretaries, meeting schedules, member lists, and status — whether it is an academic club, a sports group, a standing committee, or an ad-hoc sub-committee.

  • Manage student groups, clubs & formal committees
  • Track leaders, chairs, secretaries & meeting schedules
  • Member lists with roles
  • Standing or ad-hoc committees
  • Export group & committee records to PDF, Word, or Excel
39

Volunteer Management

Register and manage volunteers — track their skills, roles, departments, service hours, and status. Keep a clear directory of everyone who gives their time to your organization.

  • Register volunteers with skills & roles
  • Track departments & service hours
  • Keep a clear volunteer directory
  • Status tracking per volunteer
  • Export volunteer records to PDF, Word, or Excel
40

Voting & Decisions

Run polls and internal elections in one tool. Create single-choice polls with custom options and live results, or run association elections with candidates, ballots by name (with vote switching allowed), and a live horizontal bar chart. Open and close voting whenever you are ready.

  • Create single-choice polls with live results
  • Run elections with candidates & ballots by name
  • Vote switching allowed
  • Live results as a bar chart
  • Export poll & election results to PDF, Word, or Excel

Communication

6 tools

Messaging, announcements, broadcasts, and feedback.

4

Broadcast Center

Send broadcasts to your members and staff over WhatsApp or Telegram — announcements, birthday wishes, payment reminders, event reminders, and absence alerts — straight from the portal, with a delivery log per recipient. Choose your channel when you send.

  • Send broadcasts over WhatsApp or Telegram
  • Announcements, reminders, greetings & alerts
  • Delivery log per recipient
  • Choose your channel when you send
  • Export delivery logs to PDF, Word, or Excel
9

Feedback & Complaints

Collect and manage all feedback in one place — customer reviews and ratings, formal complaints with investigation and resolution, and anonymous suggestions from your people. Respond officially, track status from new through addressed, and keep a full audit trail across all three types.

  • Collect star ratings, reviews & formal complaints
  • Anonymous suggestions from your people
  • Official responses & resolution tracking
  • Status from new through addressed — full audit trail
  • Export feedback, complaints & suggestions to PDF, Word, or Excel
12

General Notice Board

A community notice board where staff post and browse announcements and classifieds — items for sale (e.g. a laptop), houses for rent, job vacancies, services offered (e.g. a tutor available), lost items, and general announcements. Contact details and an optional price keep each posting actionable.

  • Post items for sale, rentals & job vacancies
  • Announce services offered & lost items
  • Contact details & optional price per posting
  • Internal classifieds for your whole organization
  • Export postings to PDF, Word, or Excel
22

Office Suite

A handy toolbox of PDF tools (text-to-PDF, image-to-PDF, compress PDF), image tools (compress, resize, convert formats, PDF to image), an AI image generator, everyday utilities (QR code generator, password generator, text counter, color picker), and ready-made document templates (invoice, meeting agenda, certificate) — all with live in-browser previews, right inside your portal.

  • PDF tools — text-to-PDF, image-to-PDF & compress PDF
  • Image tools — compress, resize, convert & PDF to image
  • AI image generator from text prompts
  • Live in-browser previews for PDF & template tools
  • Utilities — QR codes, passwords, text counter, color picker
  • Templates — invoices, meeting agendas & certificates
31

Reminders

Set timed reminders that ring out loud on logged-in devices with a banner alert, post a message into the shared Reminders messenger channel, and drop a notification bell entry. Link reminders to events, tasks, appointments, or any other record so nothing slips through the cracks.

  • Set timed reminders that ring out loud
  • Banner alert on logged-in devices
  • Posts to shared Reminders messenger channel
  • Notification bell entry
  • Link to events, tasks, appointments & any record
40

Voting & Decisions

Run polls and internal elections in one tool. Create single-choice polls with custom options and live results, or run association elections with candidates, ballots by name (with vote switching allowed), and a live horizontal bar chart. Open and close voting whenever you are ready.

  • Create single-choice polls with live results
  • Run elections with candidates & ballots by name
  • Vote switching allowed
  • Live results as a bar chart
  • Export poll & election results to PDF, Word, or Excel

Broadcast Tools

1 tools

Send broadcasts to your members over WhatsApp or Telegram.

4

Broadcast Center

Send broadcasts to your members and staff over WhatsApp or Telegram — announcements, birthday wishes, payment reminders, event reminders, and absence alerts — straight from the portal, with a delivery log per recipient. Choose your channel when you send.

  • Send broadcasts over WhatsApp or Telegram
  • Announcements, reminders, greetings & alerts
  • Delivery log per recipient
  • Choose your channel when you send
  • Export delivery logs to PDF, Word, or Excel

Government & Public Sector

1 tools

Tools for agencies, departments, and public services.

6

Events & Scheduling

Plan and publish your organization's events — meetings, services, conferences, workshops, ceremonies, fundraisers and gatherings — with a shared calendar so nothing clashes. Take RSVPs and registrations right inside the same tool: track who is coming, party size, check attendees in on the day, and see who showed up versus who registered.

  • Plan meetings, services, conferences & ceremonies
  • Shared calendar so nothing clashes
  • Take RSVPs & registrations right inside the tool
  • Check attendees in on the day
  • Export event & registration records to PDF, Word, or Excel

Staff & HR

5 tools

Staff scheduling, leave, task assignment, and staff equipment borrowing.

22

Office Suite

A handy toolbox of PDF tools (text-to-PDF, image-to-PDF, compress PDF), image tools (compress, resize, convert formats, PDF to image), an AI image generator, everyday utilities (QR code generator, password generator, text counter, color picker), and ready-made document templates (invoice, meeting agenda, certificate) — all with live in-browser previews, right inside your portal.

  • PDF tools — text-to-PDF, image-to-PDF & compress PDF
  • Image tools — compress, resize, convert & PDF to image
  • AI image generator from text prompts
  • Live in-browser previews for PDF & template tools
  • Utilities — QR codes, passwords, text counter, color picker
  • Templates — invoices, meeting agendas & certificates
24

Organogram

Map out your organization's structure — define departments, units, and roles, link each role to a parent to form a reporting tree, assign staff to positions, and view an interactive, collapsible org chart. Fully customizable to match how your organization is really set up.

  • Map departments, units & roles
  • Link roles to form a reporting tree
  • Assign staff to positions
  • Interactive, collapsible org chart
  • Export the organogram to PDF, Word, or Excel
28

Project Management

Plan and track projects with a fully customizable workflow — define your own task statuses (columns), custom fields, categories, milestones, and colored labels. Assign tasks, set priority and due dates, break work into subtask checklists, and switch between a Kanban board and a Timeline (Gantt-style) view with a live progress summary per project.

  • Fully customizable workflow per project
  • Define your own task statuses, custom fields & colored labels
  • Kanban board + Timeline (Gantt-style) view
  • Subtask checklists with progress counter
  • Priority, due dates & milestones
  • Live progress summary per project
  • Export project & task lists to PDF, Word, or Excel
31

Reminders

Set timed reminders that ring out loud on logged-in devices with a banner alert, post a message into the shared Reminders messenger channel, and drop a notification bell entry. Link reminders to events, tasks, appointments, or any other record so nothing slips through the cracks.

  • Set timed reminders that ring out loud
  • Banner alert on logged-in devices
  • Posts to shared Reminders messenger channel
  • Notification bell entry
  • Link to events, tasks, appointments & any record
33

Staff Hub

A single hub for managing your team: plan shifts and duty rosters, track leave requests with an approve/reject workflow, assign tasks on a simple To Do / In Progress / Done board, and record equipment lent to staff (laptops, keys, cameras, generator cables) with full return tracking.

  • Plan shifts & duty rosters
  • Leave requests with approve / reject workflow
  • Task board (To Do / In Progress / Done)
  • Track equipment lent to staff
  • One hub for your whole team
  • Export shifts, leave & tasks to PDF, Word, or Excel

Others

12 tools

General-purpose tools that do not fit a single category.

1

Assets & Resources

Three tools in one. Assets: maintain a full inventory of physical assets — chairs, tables, laptops, projectors, generators, vehicles, and classroom supplies — with condition, location, and assignment. Bookings: let staff reserve shared resources (halls, generators, buses) and borrow equipment (microphones, cables, tools) with due-back tracking and an approval workflow.

  • Full inventory of physical assets & classroom supplies
  • Tag, condition, location & assignment tracking
  • Reserve shared resources — halls, generators, buses
  • Borrow equipment with due-back tracking & approvals
  • Export asset, booking & loan records to PDF, Word, or Excel
6

Events & Scheduling

Plan and publish your organization's events — meetings, services, conferences, workshops, ceremonies, fundraisers and gatherings — with a shared calendar so nothing clashes. Take RSVPs and registrations right inside the same tool: track who is coming, party size, check attendees in on the day, and see who showed up versus who registered.

  • Plan meetings, services, conferences & ceremonies
  • Shared calendar so nothing clashes
  • Take RSVPs & registrations right inside the tool
  • Check attendees in on the day
  • Export event & registration records to PDF, Word, or Excel
9

Feedback & Complaints

Collect and manage all feedback in one place — customer reviews and ratings, formal complaints with investigation and resolution, and anonymous suggestions from your people. Respond officially, track status from new through addressed, and keep a full audit trail across all three types.

  • Collect star ratings, reviews & formal complaints
  • Anonymous suggestions from your people
  • Official responses & resolution tracking
  • Status from new through addressed — full audit trail
  • Export feedback, complaints & suggestions to PDF, Word, or Excel
12

General Notice Board

A community notice board where staff post and browse announcements and classifieds — items for sale (e.g. a laptop), houses for rent, job vacancies, services offered (e.g. a tutor available), lost items, and general announcements. Contact details and an optional price keep each posting actionable.

  • Post items for sale, rentals & job vacancies
  • Announce services offered & lost items
  • Contact details & optional price per posting
  • Internal classifieds for your whole organization
  • Export postings to PDF, Word, or Excel
15

Hostel / Room Management

Manage accommodation spaces — hostels, dormitories, hotel rooms, wards — with rooms and beds, capacity and status. Check occupants in and out, record room fees and payment status per occupant, and view a live color-coded occupancy board.

  • Manage rooms & beds with capacity
  • Check occupants in & out
  • Track room fees & payment status
  • Live color-coded occupancy board
  • Export room & occupancy records to PDF, Word, or Excel
18

Library

Catalogue your library or resource center — books, journals, magazines, references, textbooks, audio and video. Track total and available copies, shelf location, and let staff borrow and return items with the counts updating automatically.

  • Catalogue books, journals, media & references
  • Track total & available copies
  • Shelf location for easy finding
  • Borrow & return with auto-updating counts
  • Export library catalogue to PDF, Word, or Excel
22

Office Suite

A handy toolbox of PDF tools (text-to-PDF, image-to-PDF, compress PDF), image tools (compress, resize, convert formats, PDF to image), an AI image generator, everyday utilities (QR code generator, password generator, text counter, color picker), and ready-made document templates (invoice, meeting agenda, certificate) — all with live in-browser previews, right inside your portal.

  • PDF tools — text-to-PDF, image-to-PDF & compress PDF
  • Image tools — compress, resize, convert & PDF to image
  • AI image generator from text prompts
  • Live in-browser previews for PDF & template tools
  • Utilities — QR codes, passwords, text counter, color picker
  • Templates — invoices, meeting agendas & certificates
28

Project Management

Plan and track projects with a fully customizable workflow — define your own task statuses (columns), custom fields, categories, milestones, and colored labels. Assign tasks, set priority and due dates, break work into subtask checklists, and switch between a Kanban board and a Timeline (Gantt-style) view with a live progress summary per project.

  • Fully customizable workflow per project
  • Define your own task statuses, custom fields & colored labels
  • Kanban board + Timeline (Gantt-style) view
  • Subtask checklists with progress counter
  • Priority, due dates & milestones
  • Live progress summary per project
  • Export project & task lists to PDF, Word, or Excel
31

Reminders

Set timed reminders that ring out loud on logged-in devices with a banner alert, post a message into the shared Reminders messenger channel, and drop a notification bell entry. Link reminders to events, tasks, appointments, or any other record so nothing slips through the cracks.

  • Set timed reminders that ring out loud
  • Banner alert on logged-in devices
  • Posts to shared Reminders messenger channel
  • Notification bell entry
  • Link to events, tasks, appointments & any record
32

Report Cards

Generate beautiful, infographic-style reports for any person in your organization — students, members, volunteers, patients, and more. Build configurable templates with the sections you want (academics, attendance, contributions, billing, events, health, committees, appointments), pick a theme, and download a print-ready PDF in seconds. Each report pulls live data from across your tools into one polished, visual summary.

  • Generate infographic-style reports
  • Configurable templates with the sections you want
  • Pulls live data from across your tools
  • Download print-ready PDF in seconds
  • Works for students, members, volunteers & patients
  • Export report cards to PDF or Word
34

Stock & Sales

Keep a simple product catalog with stock quantities and prices, record a sale in seconds (stock updates automatically), and see low-stock alerts and a running sales total. Built for school bookshops, canteens, dispensaries, and small retail counters.

  • Simple product catalog with stock & prices
  • Record a sale in seconds — stock updates automatically
  • Low-stock alerts
  • Running sales total
  • Export product & sales records to PDF, Word, or Excel
40

Voting & Decisions

Run polls and internal elections in one tool. Create single-choice polls with custom options and live results, or run association elections with candidates, ballots by name (with vote switching allowed), and a live horizontal bar chart. Open and close voting whenever you are ready.

  • Create single-choice polls with live results
  • Run elections with candidates & ballots by name
  • Vote switching allowed
  • Live results as a bar chart
  • Export poll & election results to PDF, Word, or Excel
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