Part of the Wirral CVS programme
This event is hosted online
From free CRM to full AI case management: a live Plinth walkthrough
Curious about what Plinth can do? This webinar gives you an end-to-end look at the platform.
We'll start with everything available on Plinth's free plan: a powerful CRM to manage your members, volunteers, surveys, bookings and payments, room hire, and built-in impact measurement tools. No catch, no time limit - free forever for small charities and CICs.
Then we'll go deeper into our AI-powered features, showing you what's possible when you add Pippin (our dinosaur helper):
AI Transcription - Record a client conversation and let Pippin generate a structured case note in seconds. No more typing up notes after a long day.
Case Management with Referral Network - Track every client's journey from first contact to outcome, share cases securely with partner organisations, and manage warm referrals across your network - all in one place.
Impact reports - Run structured needs assessments, capture outcomes consistently, and build the evidence base your funders want to see. Pull these into reports tailored to different funders' needs.
By the end of the session, you'll know exactly what Plinth can do for your organisation - and where to start!