Reach

Sensitive fields

Mark a contact custom field as sensitive to encrypt its values at rest and hide the plaintext behind a permission-gated Reveal. Each reveal checks the pii.view permission and writes an access-log entry.

Tags and lists

Tags are color-coded labels you attach to contacts for flexible categorization; lists are named groups you build by hand for targeting. You create both in their settings page, apply them from the contact detail sheet, and filter your contacts table by either.

Reports

Build and save reports that group and aggregate your CRM data. Pick one of four entities — Transactions, Deals, Engagements, or Contacts — choose measures and dimensions, add filters, and view the result as a table, number, bar, or line chart.

Workflow runs

The Runs page is a read-only execution history for one workflow: each run's status, what triggered it, when it started, how long it took, and any error. Select a run to inspect its per-action steps.

Workflows

Workflows run a fixed chain of actions whenever something happens in your CRM — a lifecycle stage change, a recorded transaction, or an engagement score crossing a threshold. Building and editing workflows is a Reach Plus feature; Pro accounts can view them but not change them.

Webhooks

Webhooks send a signed JSON POST to your own endpoint whenever a contact is created, updated, merged, or erased. You register an endpoint at /settings/webhooks, verify each delivery with the subscription's HMAC-SHA256 secret, and watch attempts in a per-endpoint delivery log.

Tax receipts

Issue CRA-compliant donation receipts against eligible gifts, then download, email, void, or reissue them. Each receipt freezes the donor and charity details, carries a per-fiscal-year serial, and keeps an append-only audit log.

Roster

The roster is a program's live membership list of mentors and mentees. People land here when you approve their application or add them directly, and you change each person's enrollment status from a per-row dropdown.

Sessions and goals

On each mentorship match you log the meetings a pairing has and set goals for mentees. Participants can log their own sessions and update goal progress from their portal, and you can do the same on their behalf.

Quotes and invoicing

Build a line-item quote on any deal — products or services, quantities, discounts, and tax — then create and send a Stripe invoice straight from it. When the invoice is paid, Reach marks the deal won.

Tax rates

Define named tax rates (such as 13% HST) once in settings, then pick them per line item when you quote a deal. Rates are account-wide and shared across every deal quote.