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Platform Every part of the mission.
Every part of the mission.
One database.
Client care, scheduling, charting, texting, donors, online giving, events, volunteers, and reporting, built as one system. Every module writes to the same record, so your team enters things once and sees the whole picture.
Modules
Nine modules, one record. Start with what your team needs today. Everything else is already connected when you turn it on.
- Care
Clients
Client records, cases, intake forms and consents in English and Spanish, with safeguards built for PHI.
Explore Clients - Care
Scheduling
One calendar for staff, rooms, and call-center bookings, and a Visit Board that shows who is waiting.
Explore Scheduling - Care
Charting
Chart templates, DocAlert physician review, sign-off history, and multi-staff approvals on Premium.
Explore Charting - Giving
Donors & Giving
Donor records, gifts and batch entry, pledges, funds, in-kind gifts, receipts, and year-end statements.
Explore Donors & Giving - Giving
CoolPay
Online donation forms, recurring giving, and a donor portal. Every gift lands on the donor record.
Explore CoolPay - Giving Premium
Fundraising Events
Tickets, sponsorships, seating, and QR check-in, with every ticket and gift on the donor record.
Explore Fundraising Events - Team Plus and up
Inbox
Two-way texting in one team inbox, linked to the right record. Voice and voicemail are coming soon.
Explore Inbox - Team
Staff & Volunteers
Online applications, profiles and positions, background checks, and staff-entered time sheets.
Explore Staff & Volunteers - Insight
Reporting & Segments
Standard reports, private and team segments, charts from any segment, and email or document merge.
Explore Reporting
One database
One record, written by every module. When Linda gives online, buys a banquet table, and serves at the front desk, it all lands on her one record. Nobody keys it in twice, and nobody reconciles two lists.
CoolPayOnline givingDonorsLettersEventsSpring BanquetVolunteersShiftsEmailNewsletters
21
2S
EmailPrint
Actions Create LK
Linda Kessler#2087
DonorVolunteer Contact
(319) 555-0177
Mobile · Prefers email
linda.kessler@example.org
Personal
OverviewActivityRelationshipsContributions61In-Kinds0Active Pledges0Details
Highlights
YTD Giving
$675
LTD Giving
$3,415
Last Gift
$75
Oct 5, 2026
First Gift
$25
Mar 3, 2019
Avg Gift
$56
# Gifts
61
Recent Activity
- Opened “Your banquet table is set”
- Baby boutique shift · 3 hrs recorded by staff
- Spring Banquet · 2 tickets · Table 7 host
- Thank-you letter merged and printed
- $75.00 · Contribution · CoolPay · General FundReceipted
On every plan
The foundation is included. These come with Core, Plus, and Premium, before you add a single module.
Full audit trails
A record trail, a staff access log, a security event log, and delete history.
User groups and permissions
Decide who can see and change each part of CoolFocus, group by group.
Approvals hub
DocAlert physician reviews and other approvals wait in one place for the people who sign them.
English and Spanish forms
Client forms and consents in both languages, completed on her phone or at the center.
Standard reports and segments
Standard reports, private and team segments, and charts from any segment.
Email and document merge
Merge any segment into an email, a letter, or a year-end statement.
Integrations See all integrations
Connected where it matters. National call centers and scheduling partners book straight into your calendar on every pregnancy-center plan.
- OptionLine
- Options United
- Infinite Worth
- HopeSync: Clara AI
- Olive & Chloe by Choose Life Marketing
- LifeLead
Included on every pregnancy center plan, Core and up.
Also connects withQuickBooks OnlineBrightCourse
Run the whole mission on one record.
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