Advo360 provides case management, service documentation, crisis response tracking, role-based access, security controls, and grant-compliant reporting in a single platform.
This page is the reference. If your grant writer needs specific capabilities, if your IT evaluator needs technical details, or if your board needs verification, this is where they find it.
Case Management
Each record includes demographics, contact information, addresses, phone numbers, and a complete activity timeline showing every documented interaction. System-generated display IDs protect individual privacy in shared contexts. Whether your advocates are in team meetings, coordinating with partner agencies, reviewing records in a shared office, or meeting with individuals at a police department or courthouse, no one else can identify other people in the system. Soft deletion allows records to be removed from active view while preserving audit trail integrity.
What this means operationally: advocates have a single source of truth for every individual they serve. No flipping between tabs. No searching through disconnected systems for current information.
Reporting
Every field in the database is reportable. Build custom reports that match your exact grant requirements, not pre-programmed templates that approximate them. Save reporting logic for repeated use. Share report configurations across your team.
Advo360 ships with standard reports aligned to common grant formats including VOCA and VAWA. For organizations that need more, advanced custom reporting is available, giving your team full control over what is reported, how it is grouped, and how it is presented. No calling the vendor. No paying for a new report to be built. Your program director builds it, saves it, and runs it whenever they need it.
Generate VOCA, VAWA, and state-specific reports directly from your operational data. No manual assembly. No reformatting for different funders.
What this means operationally: the end of the reporting period stops being a crisis. The data your funders need was built by your team's daily work. And when your funder changes what they require, you change the report yourself.
These features were not borrowed from another industry.
Every capability on this page was built for victim services workflows. The terminology matches how your advocates work. The role structure matches how your organization operates. The reporting matches how your funders ask for data. This is not a CRM with a coat of paint. It is a platform built by someone who sat across the table from program directors and watched them fight their own software every day.
Service Interaction Logging
Every service interaction is documented directly within the individual's record. Multi-type selection captures multiple service categories in a single entry. Entries are timestamped automatically and associated with the documenting user.
A service visit with three types of assistance is one entry, not three. Documentation takes under 60 seconds.
Crisis Call Documentation
One click. The system captures the timestamp and responding advocate automatically.
During an active crisis, no one is filling out a form. They click, they respond, and the record exists.
Role-Based Access Control
Configurable permission levels ensure each user sees only what their role requires. Access tiers are structured to match your organization's hierarchy, from system administrators to direct service staff. Permissions can be adjusted as your organization's needs change.
Your intake coordinator does not see what they do not need to see. Your administrator sees everything they do.
Activity Timeline
Every record shows a chronological timeline of all interactions, services, and crisis calls. Complete engagement history at a glance.
When an advocate picks up a case from a colleague, they do not start from zero.
Admin Dashboard
Centralized oversight for incident management, organization settings, user management, and system-wide operations. Timezone configuration ensures all data is stored in UTC and displayed in local time.
Security Controls
TOTP multi-factor authentication enforced for all users. Automatic session timeout after inactivity. Accounts lock after failed login attempts. Password complexity requirements enforced. AES-256 encryption at rest. HTTPS/TLS encryption in transit. U.S.-based data centers.
Full details on the Security page.
FAQ
Can we customize fields for our organization's needs?
How do advocates log services during a busy shift?
Does the reporting match specific grant requirements?
Can multiple organizations use the same instance?
Can we migrate our existing data into Advo360?
If your staff are documenting in one system and reporting from another, you are doing the same work twice.