Beneficiaries
Manage beneficiaries: registrations, document verification, communications and follow-up. We can handle the full management to ensure compliance and traceability.
Everything you need in this module
Beneficiary profile
Personal details, attached documents and follow-up notes all in one place.
Document verification
Control of required documents and alerts for expiry dates.
Segmented communications
Emails and SMS to groups of beneficiaries based on personalised criteria.
Exports and lists
Generate lists and exports for reports, audits or grant justifications.
Reports
Statistics by programme, area and beneficiary type.
Compliance
Consent log and traceability for audits.
Well-managed and auditable beneficiaries
Centralised registration and verification
Automatic and segmented communication
Complete history and traceability
Facilitates grant management and audits
Support for bulk uploads and synchronisations
Other modules that may interest you
Member management
Complete database with profiles, history, segmentation and bulk communications.
→Fee collection
SEPA direct debit and card payments (Stripe, Paycomet, Redsys). Automatic reminders.
→Events, courses & training
Organise events, courses and training programs: sign-ups, tickets, capacity control, enrolments and certificates.
→Contact us for more information about Beneficiaries
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