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Organizing Platform

Everyone you organize. One place to work.

Organizing Platform keeps every supporter, donor, volunteer and member in one database, then puts the tools to reach them, organize them and raise money on top. Email, texts, the website, events, donations and automations all work from the same records, so the whole team sees the same picture.

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Election campaigns, non-profits, advocacy groups and community associations: organizations that run on people.

The Organizing Platform dashboard greeting Maya, with counts of 251 people, 149 supporters and 82 prospects, a list of her upcoming follow-ups, a getting-started checklist at 4 of 6 done, and a summary of her access.

01 / People

One record per person. Every detail in reach.

Daniel MacDonald’s profile, tagged Supporter with support level 1 and priority 4. A note box and an open follow-up to thank him and book a first shift sit beside his contact details, a summary of $75.00 donated in two gifts, and his household.
Contact card on a supporter’s profile listing email, mobile phone, home address in Brampton, point person Maya Fernandez and workplace.
Contact and point person
Tags card on a profile with five tags (2026 campaign, Donor, Interest: youth sports, Newsletter, Volunteer), each with a remove button, plus Add tag and Tag history.
Tags added in place

A profile brings together who someone is, how they help and what the team has done with them. Notes, calls, follow-ups, gifts, paths and automation steps land on one timeline, so nobody starts a conversation cold.

  • Contact details, support level, priority and point person up top
  • Post a note, log a call or set a follow-up in place
  • Tabs for location, donations, memberships, paths and events
  • Tags, custom fields, household and relationships alongside

02 / Lists and Paths

Find the right people. Then move them along.

The Volunteer onboarding path shown as a board with four columns: Signed up (11), Welcome call (7), Orientation (6) and First shift (6). Each card shows a volunteer’s name, a Move button and the staff member who owns them.
Paths card on a profile showing Volunteer onboarding, due Nov 19, 2026 and owned by Maya Fernandez, with the Signed up step highlighted ahead of Welcome call and Orientation, and an Add path button.
Path progress on a profile
Add people panel on the Volunteers list, with a search to add one person by name, email or phone, and a tag search to add everyone with that tag.
Add people to a list

The filter builder answers questions like “which strong supporters volunteer or give?” in a few clicks, and saves the answer for the team. Lists gather people for a job; paths track each person through a series of steps, from sign-up to first shift.

  • Combine criteria with all or any, and nest groups
  • Saved filters, and add every match to a list in one step
  • Lists with call view, data entry, batch update, split and export
  • Path boards with due dates and an owner for each person

03 / Email

Write it once. Send only to a yes.

Step 2 of 4 of the email wizard. On the left, the editor holds an invitation to the Community Town Hall with first-name and signature merge fields; on the right, a desktop preview shows the same email with the merge fields filled in and the organization’s mailing address in the footer.
Email editor toolbar with heading, bold, italic, list, link, button, image, divider and merge field tools above a Community Town Hall invitation that uses first-name and signature merge fields.
Editor with merge fields
Recipient summary reading Will send to 79 of 149 people, listing who is left out (5 unsubscribed or marked do not contact, 65 who haven’t opted in) above the first recipients’ names and emails.
Who gets it, and why

A four-step wizard takes an email from first draft to send: settings, content, recipients, review. Recipients are limited to people who agreed to hear from you, and the count shows who is left out and why.

  • Visual editor or HTML, with merge fields and fallbacks
  • Preview on desktop, on mobile and as plain text
  • Scheduling, send statistics and unsubscribe handling
  • Mailing address and unsubscribe link on every email

04 / Website

Pages that add people. Right to the database.

Editing the published Volunteer page. A content block with the page’s intro text is on the left, and a phone preview on the right shows the saved draft with the page heading and first and last name fields.
Content panel for the Volunteer page with a title field, a Text block that can be moved up, down or deleted, formatting hints, and buttons to add a heading, text, image, button or divider.
Blocks you add and reorder
Phone preview of the saved draft of the Volunteer page, with a notice that visitors won’t see it until it is published, the page intro and first and last name fields.
Live phone preview

Each organization runs its own site on its own domain, with sign-up, petition, survey, volunteer, event and donation pages. Every submission can add tags, start a path, grant a membership or set a point person, and send an autoresponse.

  • Edit in blocks with a phone and desktop preview, then publish
  • Content, sign-up, petition, survey, volunteer, event and donation pages
  • A public form never overwrites an existing supporter’s record
  • What someone typed is kept with their submission

05 / Events

From RSVP to the door. One page per event.

The Community Town Hall event, published for Monday, November 23, 2026, with 73 of 150 places taken, no waitlist yet, and a table of 35 RSVPs showing each guest’s status, email and number of guests.
Events board with Drafts, Upcoming and Past columns; each card shows the event name, date and time, venue and places taken, such as Community Town Hall with 73 of 150.
Events grouped by stage
Check-in screen showing 15 of 73 checked in with a progress bar, a name or email search, an Add walk-in button, and checked-in guests with their time, extra guests and an Undo button.
Check-in at the door

Every event has its own page, its own guest list and a check-in screen. Track capacity and the waitlist, send reminders before the day, and check people in from a laptop or a phone.

  • Capacity, waitlist, guests and an RSVP export
  • Paid tickets with orders and refunds
  • Reminder emails before the event
  • Check-in with walk-ins and undo

06 / Donations

Every gift on record. Online or by cheque.

The donations list with totals across the top (60 gifts, $7,650.00 given, $0.00 refunded) and a table of gifts showing donor, status, method such as cheque, cash or e-transfer, fund, receipt number, date and amount.
A $500.00 gift marked Received from Linh MacDonald, with a history entry showing Maya Fernandez entered it, receipt number R-000013, and the note Given at the door.
One gift, fully recorded
Details card for a gift listing the donor Linh MacDonald, method e-Transfer, General fund, page None (entered by staff), Stripe fee None, and entered by Maya Fernandez.
Method, fund and staff entry

Every gift is tied to a person, a receipt and a fund. Online gifts, one-time or monthly, go through the organization’s own Stripe account; staff enter cheques, cash and e-transfers by hand.

  • Totals for gifts, refunds, net and Stripe fees
  • Filter by date, page, method and monthly gifts
  • Receipt numbers, re-sent receipts and refunds
  • Membership types with length, price and grace period

07 / Automations

Automate the routine. Build it on a canvas.

The Welcome new volunteers automation on its canvas. A Volunteer tag adds the person to a list and a path, then an if/else step splits the flow; the selected step, Create follow-up, is open in a side panel with an owner, a due date of 2 days and a note to call and book a first shift.
Automation canvas with a chain of steps: when the Volunteer tag is added, add to the Volunteers list, add to the Volunteer onboarding path, then an if/else step that branches to Yes and No.
Trigger, then next steps
Settings panel for a Create follow-up step, assigned to Maya Fernandez, due in 2 days, with the note Call to thank them and book a first shift.
Set up each step

When something happens to a supporter, an automation takes the next steps for the team. Start from a template, such as welcoming a new sign-up or thanking a first-time donor, or start from scratch.

  • Triggers from tags, lists, forms, RSVPs, gifts, memberships and paths
  • Waits, if/else conditions and actions, added from a side panel
  • A check finds anything unfinished before it can be turned on
  • People and activity views show what every automation did

08 / Access

Each role sees enough. Checked twice.

The Staffer permission set in Settings, with People records scoped to Everyone and a group of People switches where view, create and edit, import, export and batch update are on and delete people is off.
Permission set with people-record scope set to Everyone (other options Assigned and None) and People switches: view, create and edit, import, export and batch update on; delete people off.
Record scope and switches
Modules settings with an On switch for each feature, from email, text messages and the website through events, donations, memberships, API and webhooks and automations.
One switch per module

Permission sets decide what each role can see and do, and record scope limits which people records it can reach. Every request is checked at the front door and again where the data lives.

  • Switches grouped by area, each with a plain description
  • Record scope: everyone, only those assigned, or none
  • Users join by invitation
  • Important changes recorded in an audit log

09 / Also included

And the rest of the toolkit.

  • Households and relationships

    Group people who live together, see combined giving, and record how people are connected.

  • Duplicates and merge

    A nightly or on-demand check suggests matching records; compare them field by field and choose what to keep.

  • Imports

    Map spreadsheet columns to fields, match people already in the database and get a report of every row to fix.

  • Text messages

    Merge fields, keywords, a two-way inbox and STOP handling, sent through the organization’s own Twilio account.

  • Memberships

    Membership types with a usual length, price and grace period, shown on each profile.

  • Public API and webhooks

    A REST API described in OpenAPI, keys limited to a permission set, and signed webhooks retried for about a day.

  • Modules

    Switch email, texts, website, events, donations, memberships, automations and integrations on or off for the whole organization.

  • Works on phones

    Navigation moves to bottom tabs, tables become cards and buttons are large enough to tap.

  • Search and shortcuts

    Search people from anywhere with Cmd K, and press ? to see the keyboard shortcuts.

10 / Built for

What every organization gets underneath.

  • White-labelEach client organization has its own name, logo, accent colour and website domain.
  • A database per organizationEach tenant’s data is kept apart from every other organization’s.
  • Runs on Cloudflare WorkersOnly one of them is reachable from the internet.
  • Permission sets and record scopeChecked at the gateway and again where the data lives.
  • Audit logChanges are recorded with who made them, including automations.
  • Consent firstEmail consent, unsubscribes and STOP replies are honoured on every send.
  • Public REST APIOpenAPI description, scoped keys and signed webhooks.
  • The organization’s own accountsStripe and Twilio bill the organization directly; the platform holds no client funds.

Security / Compliance

Built on audited infrastructure.

Organizing Platform runs on Cloudflare infrastructure, which is independently audited against the security and privacy standards below. Your data is stored and served by that same infrastructure.

Runs on Cloudflare infrastructure

Runs on Cloudflare infrastructure, which is independently audited for:

  • SOC 2 Type II

    An independent auditor tested Cloudflare’s security, availability and confidentiality controls over a period of time.

  • ISO/IEC 27001:2022

    Cloudflare runs a certified information security management system.

  • ISO/IEC 27017:2015

    Cloudflare follows the international guidelines for security controls in cloud services.

  • ISO/IEC 27018:2019

    Cloudflare follows the international code for protecting personal data in the cloud.

  • ISO/IEC 27701:2019

    Cloudflare runs a certified privacy information management system.

  • C5:2020

    Cloudflare is audited against Germany’s federal cloud security criteria catalogue (BSI C5).

  • CSA STAR

    Cloudflare is listed in the Cloud Security Alliance’s public registry of cloud provider security assessments.

  • EU Cloud Code of Conduct

    Cloudflare adheres to an approved code of conduct under Article 40 of the GDPR.

These certifications and attestations belong to Cloudflare, Inc. and cover Cloudflare’s infrastructure. Organizing Platform and SolarIT Labs do not hold them.

See Cloudflare’s current certifications (opens in a new tab)

SolarIT Labs is working toward SOC 2

SolarIT Labs is working toward its own SOC 2 attestation for Organizing Platform. Until that audit is complete, the certifications shown here are those of Cloudflare, the infrastructure the platform runs on.

Security / In the product

Security built in, not bolted on.

These protections are part of the product itself, switched on for every organization.

  1. In the product / Access

    Access

    • Invitation-only accounts.Nobody can sign up on their own; every account starts with an invitation from your organization.
    • Strong passwords.Passwords must be at least 10 characters long.
    • Safe social sign-in.Google or Microsoft sign-in only works with an email address the provider has verified, and never takes over an existing account.
    • Permission sets with record scope.Each team member gets a permission set that controls what they can do and whether they see everyone, only the people assigned to them, or no one.
    • Separate operator console.Platform administration runs on its own address with its own sign-in, apart from every organization’s workspace.

  2. In the product / Data

    Data

    • A separate database for each organization.Every organization’s data lives in its own isolated database, never in a table shared with other organizations.
    • Audit log.Every change records who made it and when, including changes made through an API key or an automation.
    • Encrypted provider credentials.Texting account tokens and webhook signing secrets are encrypted before they are stored.
    • Card details stay with Stripe.Donations and tickets are paid on Stripe’s own checkout page, in your organization’s own Stripe account, so card numbers never pass through the platform.
    • Consent and unsubscribe built in.Every email carries a one-click unsubscribe, and email and texts are never sent to anyone who opted out.

  3. In the product / Integrations

    Integrations

    • Limited API keys.Each API key is tied to a permission set you choose, and only a fingerprint of the key is stored, never the key itself.
    • Signed webhooks.Every webhook is signed so your systems can confirm it came from your workspace and was not replayed.
    • Public addresses only.Webhooks can only be sent to public, secure web addresses, never to private networks.

  4. In the product / Network

    Network

    • Encrypted in transit.All traffic is served over HTTPS through Cloudflare’s network, and browsers are told to always use a secure connection.
    • Encrypted at rest.Stored data is encrypted at rest by Cloudflare’s storage services.
    • Rate limits.Sign-in, public forms and the API all limit how many requests one visitor or key can make, which slows down password guessing and abuse.
    • Locked-down public pages.Public website and action pages send a strict Content-Security-Policy and run no scripts of their own.
    • Optional bot check.Public forms can require Cloudflare Turnstile, a privacy-friendly check that stops automated sign-ups.

Deployment / Options

Run it where it suits you.

Most organizations let us host it. If your policies call for more control, there are two other ways to run it.

  • Standard

    Hosted by SolarIT Labs

    We run Organizing Platform for you on Cloudflare infrastructure. Updates, monitoring and backups are handled by us, and your organization gets its own isolated database and its own address.

  • On request

    In your own Cloudflare account

    We deploy the platform into a Cloudflare account your organization owns and pays for. Your data stays in your account, under your access controls and your agreement with Cloudflare. A paid Workers plan is required.

  • Scoped engagement

    On your own cloud or premises

    If you need it to run outside Cloudflare, on another cloud or in your own data centre, we can scope that with you as a dedicated project. The platform is built on Cloudflare’s developer platform, so this means adapting its storage, queues and background jobs to your environment. We agree the scope, timeline and who runs it before any work starts.

Next / A walkthrough

See how it would fit. We’ll show you around.

Tell us how your organization works today: who you reach, how you raise money and who on the team does what. We’ll show you how Organizing Platform fits, screen by screen.

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