CoolFocus

CoolFocus is a non-profit management solution provided by WayCool Software, Inc. It aims to simplify management processes for non-profit organizations of all sizes, including pregnancy centers, counseling centers, social service organizations, and community outreach programs. The software offers client management, donor management, and volunteer management tools to enhance operational efficiency in these professions and industries.

Key Features

Client Management: According to the vendor, CoolFocus provides a comprehensive set of tools for managing clients in non-profit organizations. It allows for easy tracking and editing of various client activities, such as pregnancy tests, ultrasounds, counseling visits, STD tests, classes taken, and material services benefits received. The software also offers built-in reports from organizations like Care Net, Focus on the Family, and SMSC for reporting success.

Donor Management: CoolFocus includes features for efficient management of donor relationships. It enables tracking of donor information, donations, and communication history. Integration with eGiving Systems and QuickBooks allows for easy data export, while mail merge functionality facilitates personalized communication with donors.

Volunteer Management: CoolFocus simplifies the process of managing and coordinating volunteers. It provides tools to track volunteer information, availability, and assigned tasks. The software also offers scheduling features that allow organizations to create calendars for scheduling volunteers across multiple locations and appointment types. Integration with Zapier allows for seamless data transfer between CoolFocus and other applications.

Real-time Data Access: According to the vendor, CoolFocus provides real-time data access from any PC, Mac, or iPad with an internet connection. This allows for convenient data entry and access from anywhere, at any time, ensuring up-to-date information.

Customer Driven: The vendor states that CoolFocus is designed to be highly customizable, tailored to the specific needs of each non-profit organization. User feedback and suggestions are taken into account during the development process to ensure that the software meets the needs of its users.

Integration: CoolFocus offers seamless integration with various applications and systems, including QuickBooks, Excel, eGiving Systems, Zapier, and multiple National Call Centers for Pregnancy Centers. This integration enables efficient data transfer and enhanced functionality.

Export & Mail Merge: CoolFocus provides user-friendly tools for exporting data to QuickBooks and Excel. Additionally, it offers mail merge functionality to simplify data sharing and communication with external systems.

Secure: The vendor emphasizes that CoolFocus prioritizes data security through advanced role-based security measures. The software allows for unlimited user access, and IP address restrictions can be set to protect data outside the organization's office. A detailed audit log is available to assist with HIPAA compliance.

Unlimited Users: CoolFocus allows for unlimited users without any additional charges, facilitating collaboration and providing access to the system for all relevant stakeholders.