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People, CRM & Community

One relationship spine for the people, organizations, supporters, donors, partners and community connections that move a mission forward.

Available now

One person. One trustworthy identity.

CauseWorkHub keeps people from being recreated in disconnected staff lists, donor lists, volunteer sheets, case records and event rosters. A person can participate in several parts of the organization while remaining one governed identity.

Roles without duplicationStaff, volunteer, board, supporter, community and other relationships can coexist without creating separate people.
Permission-aware accessSeeing that a person exists does not automatically reveal HR, case, donor or restricted information.
History and provenanceImportant relationship changes can be traced instead of silently overwriting organizational memory.
Structured flexibilityStandard categories preserve reporting while “Other” supports real-world relationships without breaking the data model.
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Organizations connected to the people around them.

Businesses, foundations, agencies, schools, faith communities, referral partners and peer nonprofits belong inside the same relationship system. CauseWorkHub connects people to organizations with titles, relationship types, dates, status and primary affiliations.

Relationships should lead somewhere—not disappear into a spreadsheet nobody trusts.

The organization view can show the people connected to it, while the person view can show every current and former organizational relationship.

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A CRM built around mission—not sales theater.

CauseWorkHub gives nonprofits a practical relationship workspace for contacts, organizations, conversations, notes, follow-up and shared institutional knowledge. CRM activity can connect with projects, events, forms, community engagement and other operational work rather than becoming another isolated database.

People and organizationsMaintain clean relationship records and connected contacts.
Notes and follow-upRecord why a relationship matters and what needs to happen next.
Operational connectionsConnect relationship work to projects, conversations, events and program activity.
Data portabilityStructured exports protect the nonprofit from being trapped inside the product.
Current + expanding

Supporters and donors are people—not payment records.

Supporters can follow the organization, receive meaningful updates, respond to urgent needs, attend events, communicate and donate through the nonprofit’s own connected payment account. CauseWorkHub does not take a platform percentage from the nonprofit’s transactions.

Deeper donation history, campaigns, acknowledgments and relationship automation remain part of the connected product path and will be labeled honestly as they move from current configuration into committed builds.

Available now

A community front door without exposing the back office.

Community accounts provide a deliberately limited experience for people who want to follow the mission. They can see approved news and events, receive updates, respond to needs, donate and message the organization without gaining access to internal operations.

Controlled visibilityOnly community-approved information leaves the operational boundary.
Direct connectionMessages from community members reach the organization and remain identifiable as community conversations.
Push-ready engagementImportant updates can reach supporters through the installed app experience.
Organization ownershipThe nonprofit controls its Hub, its accounts and its data.
Available now + committed expansion

Conversations should stay connected to the work.

Internal conversations, Team Feed activity, meetings, events, public news and community messages belong to the same organizational environment. CauseWorkHub keeps communication close to the people and work it concerns instead of forcing staff to reconstruct decisions from scattered inboxes.

The public Chat & Forms Connector, social publishing and expanded notification controls remain visible in the roadmap with clear current, configuration, next-build and future distinctions.

Major future build: CauseWork Communications Infrastructure. CauseWork.io is the proving ground for organization-controlled transactional delivery, audiences, consent and preferences, templates, queues, retries, delivery events, bounces, complaints, suppression controls, sender authentication, reporting and audit history. The proven system will move into CauseWorkHub so nonprofit communication stays connected to the people, purpose, work and evidence it concerns.
Connected Research & News

Real requirements. Connected product answers.

CauseWork research follows laws, rules and operating pressure into the exact product areas built to answer them.

A nonprofit-owned donation form flowing into a secure operating hub and connected mission recordsDonations · Ownership and operating costYour nonprofit can become its own Zeffy.See how CauseWorkHub lets donors support the nonprofit’s own payment costs while connecting every gift to stewardship, accountability and mission results.Connected accessible digital interfaces and pathwaysAccessibility · Federal requirementsThe deadline moved. The obligation did not.See how CauseWorkHub connects accessible service delivery to forms, work, governance and evidence.A protected person record connected through controlled nonprofit data pathwaysPrivacy · Multi-state requirementsYour nonprofit may be holding rights—not merely data.See how privacy requests become governed identity, assigned work, controlled decisions and proof.A layered person record with protected inner service information connected to controlled case filesPrivacy · Sensitive case dataA case note can reveal more than a name ever could.See how CauseWorkHub protects sensitive meaning across cases, people, forms, files and oversight.A governed supporter record connected to controlled sharing pathsPrivacy · Donors and supportersThe donor list is not just a list anymore.See how CauseWorkHub connects relationship provenance, consent, preferences, vendors and exports.A funding source moving through requirements, approvals, evidence and resultsGrants · Federal and state controlsThe grant agreement is already an operating system.See how CauseWorkHub connects grant terms to policies, approvals, work, evidence and outcomes.Financial and grant evidence moving through progressively stronger review and audit gatewaysFinance · Federal and state thresholdsThe audit cliff should never surprise a nonprofit.See how CauseWorkHub monitors the approach and turns evidence preparation into governed work.Two federal grant timelines carrying separate governed rulebooks into one connected control systemGrants · Federal rule transitionsOne fiscal year can contain two rulebooks.See how CauseWorkHub keeps the governing rule version attached to each award and evidence chain.A protected nonprofit operating hub connecting grants, people, files and finance through layered identity and access controlsSecurity · Federal grant controlsCybersecurity is part of the grant control environment.See how CauseWorkHub connects MFA, roles, protected records, activity evidence and corrective work.Governance, people, programs, grants and finance records resolving through a structured data lattice into one annual filing artifactAccountability · Federal electronic filingForm 990 should not require reconstructing the organization.See how CauseWorkHub keeps the operating record behind the annual return connected all year.A nonprofit-controlled data chamber connected to outside services through governed contract, security and deletion gatesPrivacy · Vendor accountabilityYour vendor is part of your data-governance chain.See how CauseWorkHub governs purpose, contracts, access, rights coordination and exit.

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Honest product status

What exists—and what continues growing.

Available now

Identity and relationships

People, organizations, roles, relationships, CRM activity, conversations, Team Feed and community access.

Production configuration

Organization-specific setup

Roles, permissions, public audiences, branding, notifications and connected payment services.

Committed development

Deeper connected engagement

Expanded donor workflows, public connectors, social publishing, forms automation and broader relationship intelligence.

See the relationship system inside a real nonprofit workspace.

Enter the demo by role, explore People and CRM, then follow the connections into conversations, community, projects and the rest of CauseWorkHub.

Explore the demo

THE BUILD KEEPS MOVING

Stay close to what CauseWork solves next.

Release news, product commitments, nonprofit research and the path to purchase—sent deliberately, never constantly.