Version 2 is here · Version 3 is planned for January 2027See what’s next
FEATURES & RELEASE SCOPE

Know what’s here.
Know what’s next.

RefugeCMP is in Version 2. Version 3 is planned for January 2027. This overview identifies current foundations and work still in development; availability also depends on configuration and staff permission.

Version 2 capability Planned or in development
Refuge Compassion logoVersion 2 workspaceProduct details ↗

Refuge Compassion

A connected place for client files, visits, appointments, care documentation, and practical support.

Version 2

  • Client files and case documentation
  • Appointment and visit workflows
  • Pregnancy, ultrasound, education, referral, and assistance records
  • Role-aware access to sensitive care information

In development / next

  • Additional reporting depth and workflow refinement are being prepared for Version 3.
Refuge Mentors logoVersion 2 foundationProduct details ↗

Refuge Mentors

A focused mentoring workspace for assigned visits, notes, resources, referrals, and authorized client context.

Version 2

  • Assigned visits and incomplete documentation
  • Mentoring notes connected to authorized records
  • A separate workspace with staff access controls

In development / next

  • The mentoring experience will continue to expand in Version 3.
Refuge Giving logoVersion 2 workspaceProduct details ↗

Refuge Giving

Keep donor relationships, gifts, campaigns, and follow-up work connected in day-to-day fundraising.

Version 2

  • Constituent profiles and giving history
  • Donation, campaign, and designation workflows
  • Tasks and operational reporting

In development / next

  • More connected intelligence and stewardship workflows are planned for Version 3.
Refuge Intelligence logoVersion 2 foundationProduct details ↗

Refuge Intelligence

Explore donor relationships and giving signals through a dedicated intelligence workspace.

Version 2

  • Donor network and engagement views
  • Giving context and intelligence reports
  • Permission-aware access to donor information

In development / next

  • Expanded audience tools, retention analysis, saved investigations, and deeper reporting are in development.
Refuge Create logoVersion 2 workspaceProduct details ↗

Refuge Create

Prepare letters, email content, printables, and communication projects with a dedicated writing workspace.

Version 2

  • Letter and email composition workflows
  • Reusable content and project organization
  • Recipient proofs and review steps for outbound work

In development / next

  • Additional templates and production refinements are planned for Version 3.
Refuge Paths logoVersion 2 workflowsProduct details ↗

Refuge Paths

Organize stewardship steps, enrollments, and follow-up work around the relationships your center already serves.

Version 2

  • Structured stewardship paths and enrollments
  • Follow-up tasks and scheduled steps
  • Links with donor and communication workspaces

In development / next

  • The new rule-based path system is in development and is not yet available for activation.
VERIFY THE FIT

See the current product in context.

A demo gives your team a closer look at the workflows available today and the plans for Version 3.

Request a demo