Ivo
Organisation, client, and service management software developed specifically for community organisations.
Flexible and Easily Customised
Organisation, Client, and Service Management Software
Ivo has been developed specifically for the unique needs of community organisations.
Originally released in 2004 and continuously improved since then, it is now a completely
reimagined web application, redesigned from the ground up to provide even more
flexibility and customisation.
Hover your mouse over the ? symbols in the picture below to read about just some of the innovative features.
Benefits of Ivo and 1024
Your niche, is our niche
We are able to be far more responsive than large enterprise companies. Consider a service like 'Salesforce', a massive, popular, very functional product. It can be used for many purposes, which is great, and some organisations use it for advocacy.
What happens however, when your funder suddenly changes its reporting mechanism from an annual word document, to the bi-annual 'Data Exchange', or out-of-the-blue asks you to provide a one-off report aggregating all your data for the last five years, in a new way, due in two weeks time?
Advocacy for example, is too specialised and niche to receive the support you need from such a large vendor like Salesforce, however 1024 is able to provide that support, and we've been doing so for over 15 years.
Flexible and highly customisable
Ivo can be used to capture virtually any kind of information for your organisation. Would you like to track time spent travelling vs administration vs client visits vs advocacy vs education? Survey results, project management, document management, extract data based on multiple, combined criteria, such as all clients by gender, age range, and statistical area? Ivo can do it all.
Focussed on community organisations
Since 2005 we have provided our software and services exclusively to community organisations. We understand the sector and its unique requirements around reporting obligations, restricted funding and so on.
Benefits
Your niche, is our niche
We are able to be far more responsive than large enterprise companies. Consider a service like 'Salesforce', a massive, popular, very functional product. It can be used for many purposes, which is great, and some organisations use it for advocacy.
What happens however, when your funder suddenly changes its reporting mechanism from an annual word document, to the bi-annual 'Data Exchange', or out-of-the-blue asks you to provide a one-off report aggregating all your data for the last five years, in a new way, due in two weeks time?
Advocacy for example, is too specialised and niche to receive the support you need from such a large vendor like Salesforce, however 1024 is able to provide that support, and we've been doing it for over 15 years.
Flexible and highly customisable
Ivo can be used to capture virtually any kind of information for your organisation. Would you like to track time spent travelling vs administration vs client visits vs advocacy vs education? Survey results, project management, document management, extract data based on multiple, combined criteria, such as all clients by gender, age range, and statistical area? Ivo can do it all.
Focussed on community organisations
Since 2005 we have provided our software and services exclusively to community organisations. We understand the sector and its unique requirements around reporting obligations, restricted funding and so on.
Reviews
Features
Simple, clear client management
One screen to rule them all … all functions for managing your clients are quickly accessible from the one client management screen. Easily switch to another of your current clients, or quickly search for any other client or related entity (staff, contacts, organisations etc).
Innovative navigation panel
A completely customisable navigation panel that provides unique ways to access and navigate data.
Guided data entry
A powerful, guided process for data entry, enabling creating new, or accessing existing clients and their records in the one process. You never have to expend time checking if a client already exists or not, the data entry process sorts it out for you. Data always goes where it is meant to! It's as easy as 1, 2, 3!
Easy and powerful reporting
Any data that you use Ivo to manage can be reported on. Ivo has an inbuilt 'query' tool for defining the data to extract, which can then be accessed from the reporting screen, or added to your navigation panel for even faster access.
Features
Simple, clear client management
One screen to rule them all … all functions for managing your clients are quickly accessible from the one client management screen. Easily switch to another of your current clients, or quickly search for any other client or related entity (staff, contacts, organisations etc).
Innovative navigation panel
A completely customisable navigation panel that provides unique ways to access and navigate data.
Guided data entry
A powerful, guided process for data entry, enabling creating new, or accessing existing clients and their records in the one process. You never have to expend time checking if a client already exists or not, the data entry process sorts it out for you. Data always goes where it is meant to! It's as easy as 1, 2, 3!
Easy and powerful reporting
Any data that you use Ivo to manage can be reported on. Ivo has an inbuilt 'query' tool for defining the data to extract, which can then be accessed from the reporting screen, or added to your navigation panel for even faster access.
Short-Term Development Roadmap
For over 15 years Ivo has been providing a wealth of innovative features, all of which are part of the new “web-Ivo”, and have been enhanced significantly. But these are all just the beginning. In the very near future we will be adding –
Enhanced querying and reporting tools
Interactive query/report builder
Create your own specific ‘views’ of the data ready for immediate access as required - filter the data, rearrange the columns etc, and when it is exactly how you want it, save that view. You can even save multiple different ‘views’ of the same data. For example, one view could be “all current clients, by gender and location", and another could switch that around to be “all current clients, by location and gender”!
Enhanced notes
Rich formatting ie. bold, italic, underline, bullet points etc.
Note management - organise notes into folders. Using the rich formatting tools, you can use Ivo to create and manage all kinds of information, such as organisational processes, staff documentation (eg. policies) and so on.
Tagging, links, and ‘backlinks’ for superior organisation and search.
Backlinks - it’s one thing to add a link to a piece of information from within a note, or client record etc, but much more meaningful when you access that ‘piece of information', and your system tells you from where it has been linked to!
Client case reviews with staff
A function specifically designed to make it easier to review client cases with the staff who manage them.
Customisable interface
Design the client management screen the way you think it should be!
Sharepoint / OneDrive integration
Why pay for storing the same data in two places? Of course you want your client documents to be accessible from Ivo, and of course they need to be accessible for attaching to emails, editing and so on. Therefore we are integrating Ivo with Sharepoint and OneDrive so that your client and organisation documents can be stored there, and linked to from within Ivo. This enables your organisation to fully utilise your organisations' Microsoft not-for-profit benefits.
Public facing forms
Publish forms to the internet for completion by ... anyone! You could publish a contact form for anyone to be able to request service, or publish a survey and invite selected individuals to complete it. When completed, the data goes straight into Ivo! Halleluhah, less data entry!
Contact List management
Create any number of contact lists to manage your organisation's newsletters, mailouts, fundraising etc.
Membership management
Manage your organisation's member base, including payment details, type of membership, renewal notices etc.
Communicate with your clients via email directly from Ivo. Emails your client sends to you will also come directly to their record in Ivo!
Project and task management
Manage projects and tasks in Ivo. This function is being created with several unique features, the most notable being that Ivo will be able to tell you what to do next, based on criteria you specify.
Courses
Manage courses, modules, sessions, attendance, notifications etc, all from within Ivo.
Appointment scheduling
Tired of the too and fro of scheduling appointment times? So are we! With this function you will be able to send the people with whom you need to meet a link to your calendar so they can pick the best time. You will be able to define the days and times of your availability.