Skip to content
Close
Get support
Request a demo
Get support
Request a demo
iStock-1206456853

Key questions you need to be asking

Working with people centred data and finding the right client management software can be challenging. It's a big decision. It takes time, energy and resources and to be honest it can be daunting. We've created this handy online resource, designed to help you identify they key areas you need to think about and the important questions that you need to ask.

Our team of experts are happy to chat anytime and answer any questions you have - no obligation, no hard sell, just good honest advice.
Click here to kōrero.

And to make things easy we've highlighted how Recordbase stacks up in each of these key areas.

Ease of Use

The system should be easy to navigate and understand, with a user-friendly interface that allows you to quickly find and enter the information you need.
Access the Key Questions Guide
Integration
The system should be able to integrate with other software and tools that your business uses, such as your CRM and email marketing platforms. 
Access the key questions guide
Collaboration vs Privacy
The system needs to navigate the intricate terrain of privacy and collaboration allowing the right people to have access to the right information at the right time.
Access the key questions guide
Reporting & Analytics
The system should provide you with valuable insights and data through detailed reporting and analytics. 
Access the key questions guide
Security
The system should ensure the protection of your client data with robust security measures.
Access the key questions guide
Support & Training
The system should come with a reliable support team to assist you with any questions or issues that may arise, as well as training resources to help you and your team get up to speed quickly.
Access the key questions guide
Scalability
The system should be able to grow with your business, with the ability to handle an increasing number of clients and data.
Access the key questions guide

We believe data is taonga.

Cambridge Community House is a registered charity, promoting personal, family and community wellbeing in Cambridge, Waipā. Their support can include counselling, supporting whānau, assisting with family harm incidents, budget advice and other community services. Recordbase lets them capture the information they need easily, maintain the privacy and mana of their client information all while improving everyday mahi, and reporting.

 Watch their story
STAY IN THE KNOW

Don't miss out on our latest news and upcoming events!

Be the first to learn about the latest Recordbase updates, upcoming webinars and in-person events, our latest initiatives and industry news. Sign up to receive Pūrongo the Wild Bamboo newsletter delivered straight to your inbox!