Top 11 Compyle Features for Service Providers — Data Collection, Service Recipient Tracking, Referrals, Analytics, and More!

By: Kayleigh P. Marques
July 15th, 2024

Introduction and About Compyle

Service providers need robust tools to efficiently manage data collection, surveys, service recipient tracking, referrals, and program analytics. Clear Impact Compyle offers a comprehensive suite of features designed to streamline these processes, save time and money, and reduce the need for multiple disjointed systems. With Compyle, you’ll make better data-based decisions and deliver high-performing services. In this blog, we will explore the top 11 features of Compyle that make it an indispensable tool for nonprofits, government agencies, and other service providers.

Compyle is your all-in-one solution for:

Data Collection: Create custom forms, assessments, and surveys to gather the precise data you need from anywhere in the world.
Survey Analytics: Aggregate and disaggregate your survey data to analyze program performance and make data-driven decisions.
Service Recipient Tracking: Keep track of your service recipient data and interactions.

Here are a few things you can do with Compyle:

Collect data about any stakeholder
Organize service recipients into groups
Send custom surveys and forms
Disaggregate data for equity
Build your network through partnerships and referrals

What Sets Compyle Apart From Other Survey Tools:

Comprehensive data management capabilities that go beyond simple survey responses.
Build and maintain detailed profiles for each respondent.
Aggregating survey data into respondent profiles for a holistic view.
Engage in longitudinal analysis to track changes and trends over time, providing deeper insights into your participants’ evolving needs.

Ready to see Compyle in action? Sign up for a demo today!

Top Feature #1: Engage in Custom Data Collection with Forms and Surveys

Compyle stands out with its customizable data collection tools, allowing you to create forms and surveys tailored to your specific needs. Whether you’re gathering information from service recipients, staff, or community partners, Compyle makes it easy to capture and analyze data efficiently.

Highlights:

Tailor your surveys with multiple question types to gather precise data
Analyze collected survey data at both individual and aggregate levels
Send surveys via email, track completion, and send reminders
Surveys can be completed from anywhere with an internet connection

Top Feature #2: Create Smarter Surveys with Form Logic Rules

With Compyle Form Logic, you can create smarter, more intuitive surveys that enhance data quality and improve your impact. Compyle’s Form Logic Rules feature allows you to create dynamic surveys using if/then statements. For example, a form logic rule could be, “If the respondent answers “No” to question one, then skip question two.” Form logic ensures respondents only see relevant questions, improving the survey experience and enhancing data quality.

Key Benefits:

Tailor the survey experience based on question responses
Improve data accuracy by reducing irrelevant responses
Create survey questions that automatically update your service recipient profiles (sets Compyle apart from competing survey tools)

Learn more about Compyle Form Logic >>

Top Feature #3: Improve Your Services with Advanced Data Analytics

With Compyle, you can aggregate data from your forms and surveys to analyze the shared experiences of your service recipients or program participants. You can also easily analyze survey data on an individual level for further context. Third, you can disaggregate survey data along demographic and geolocation lines and view all the data within the same graph. These features can help advance equity efforts and ensure your programs and services are properly tailored. Finally, you can create custom calculations that generate interactive graphs for deeper insights.

Highlights:

Analyze program and service performance over time
Analyze survey responses on an individual or aggregate level
Disaggregate survey data to uncover patterns and advance equity
Generate custom calculations and interactive graphs

Top Feature #4: Integrate Seamlessly with Clear Impact Scorecard for Further Analysis

Compyle integrates seamlessly with Clear Impact Scorecard, providing a complete suite of data collection, performance tracking, and impact measurement tools. Schedule data feeds from Compyle to Scorecard, and benefit from comprehensive data management and analysis in one secure system.

Advantages:

Streamline performance tracking with scheduled data feeds
Leverage data for service enhancement, organizational improvement, and community impact
Save money by bundling Compyle and Scorecard in an Unlimited Suite subscription

Learn more about the differences and connection between Compyle and Scorecard >>

Top Feature #5: Maintain Detailed Service Recipient Profiles

Compyle allows you to create detailed profiles for stakeholders, including service recipients, employees, donors, community partners, and any other individual you want to track. Capture not just demographic information but all interactions and touchpoints, providing a rich context for data-driven decision-making.

Features:

Build comprehensive profiles with demographic and engagement data
Organize individuals into customizable groups for easier navigation
Update service recipient profiles manually or via forms

Top Feature #6: Enhance Collaboration with Organization Tracking

Create online profiles for partner organizations with essential information needed for effective collaboration. Track activities, budgets, and other data without a home, and update organizational profiles manually or via forms for accurate record-keeping.

Benefits:

Store information about community partners, grantees, and internal departments
Track inter-agency collaborations and activities
Keep profiles up-to-date by sending surveys to organizational representatives

Top Feature #7: Simplify Internal and External Referral Management

Compyle’s referral management features streamline the process of connecting clients with needed services. You can collect external referrals using public forms, manage internal referrals between programs (or between Compyle users), and track referrals to outside partners.

Key Points:

Collect external referrals effortlessly via public forms
Manage internal referrals (and Compyle-to-Compyle referrals) while maintaining privacy
Track and report referrals to external community partners

Top Feature #8: Stay Organized with Day-to-Day Service Tracking

Track all interactions with service recipients, monitor attendance and feedback at events, and collect data on service delivery. Custom forms allow you to track dates, phone calls, and other engagements, setting Compyle apart from tools like Survey Monkey.

Key Points:

Capture every interaction with your service recipients
Store and access all service activities in your service recipient profiles
Track attendance and gather feedback at live events effortlessly
Monitor individuals or groups, collecting data about service delivery
Set up custom forms to track dates, phone calls, actions, and more

Simplify Your Data Collection and Service Recipient Management

Schedule a custom, private demo of Clear Impact Compyle.

Top Feature #9: Maintain Confidentiality with Truly Anonymous Responses

In an age of expanding public records request laws, ensuring the privacy and confidentiality of your stakeholders is more critical than ever. Compyle’s Anonymous Responses feature provides a secure way to gather candid feedback while protecting sensitive information. This feature is essential for gathering candid feedback while protecting privacy. It is particularly important for sensitive health information and in areas subject to public records requests. When Anonymous Responses is activated, even we can’t see who your survey respondents are!

Highlights:

Collect truly anonymous responses
Create a safe space for honest feedback
Protect stakeholder privacy while complying with public records request laws

Top Feature #10: Save Time and Improve Accuracy with Data Duplication Solutions

Want to save time, avoid duplicate client records, and clean up your data faster? Compyle’s advanced features ensure you can avoid the pitfalls of data duplication. Our combination of prevention and cure tools keeps your records accurate and up-to-date. Use duplicate checks to prevent new records from being duplicated and the merge tool to clean up existing duplicates.

Benefits:

Prevent duplicate records from being created from the start
Merge duplicates to maintain a clean data set
Combine assignments, notes, surveys, and attachments when merging profiles
Automatically add a history entry noting merges, so you always have a record of changes
Deactivate old records while still keeping them accessible if needed
Customize cross-check fields to identify potential duplicates

Top Feature #11: Promote Equity with Data Disaggregation Features

Compyle supports equity pursuits through data disaggregation, allowing you to filter and segment data to uncover patterns and advance equity. Organize your service recipients into custom groups based on any custom criteria to identify patterns and inform your service delivery. Disaggregate your survey response data by demographic or geolocation information to uncover critical insights about program performance and further tailor your services. You can then transfer disaggregated data to your Scorecard, without affecting measure limits (disaggregated measures will not have an additional cost in Scorecard).

Key Points:

Capture demographics, geolocation information, and any additional data points for service recipients
Filter and segment service recipient profiles into groups to identify patterns
View disaggregated survey data results on the same graph
Integrate disaggregated data with Scorecard’s “Variable Measures” for further analysis

Learn more about how Clear Impact software supports equity >>

Conclusion and Next Steps

Compyle offers a comprehensive data collection solution for service providers, combining surveys, participant tracking, referrals, and program evaluation into one powerful platform.

With features designed to enhance data accuracy, improve collaboration, and streamline processes, Compyle is an indispensable tool for organizations looking to improve service delivery and maximize their impact.

When used as part of the Clear Impact Suite (Compyle + Scorecard), you’re getting the industry’s only comprehensive data management solution for data collection, analysis, improvement, and reporting.

Ready to transform your data collection and service delivery? Sign up for a demo today!