Client Management · CRM

Easy to Use
Cloud Solutions
for organisations of any size

Manage everything about your customers, members, participants and clients — all from one powerful, cloud-based platform.

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NDIS Management · Now Available

Foxtrot NDIS
For Service Providers &
Community Sector Organisations

A state-of-the-art cloud solution for NDIS Providers of any size. Maximise efficiency and focus on delivering the highest quality of care.

Foxtrot NDIS Contact Stepsoft

Membership Management

Membership
Management for
National Associations

Online member portals, bulk communications, registrations, events and financial management — all in Foxtrot CKS.

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100% Cloud Based

Use it anywhere
and anytime

Hosted on Amazon Web Services — the world's leading cloud infrastructure — for unparalleled performance, security and reliability.

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Reporting & Dashboards

Powerful, interactive
Reports & Dashboards

Real-time analytics with Microsoft Power BI integration — giving you full visibility and control over your operations.

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Welcome to Stepsoft

Easy to use Cloud Solutions for organisations of any size! We develop and provide cloud solutions for micro, small, medium and large service-oriented organisations who need to manage people, groups of people and their activities.

Whether you are a sports club, not-for-profit, community sector organisation, NDIS service provider, industry group, alumni, charity, association, government body or small business — Stepsoft's Foxtrot CKS is the perfect cloud solution. Step into the future of online services management.

Learn More Foxtrot NDIS →

About Stepsoft

Australian Cloud Software, Founded 1998

Stepsoft™, founded in 1998 by Victor Zappia, is a software development company specialising in 100% cloud computing information management systems, based in Canberra, Australia.

Stepsoft is the developer of Foxtrot™ CKS — a flexible, modular, web-based Membership Management, Client Management, Player/Team Management and Volunteer Management System — and Foxtrot™ NDIS, purpose-built for Australian NDIS Providers and Community Sector Organisations.

We have been providing cloud solutions to Link Up organisations servicing the Stolen Generations nationally since 2000. Our highly skilled team of developers, database experts, trainers and technical support staff deliver a comprehensive, quality service to all clients.

Foxtrot is hosted on Amazon Web Services (AWS) and integrates with Mailchimp, Google Maps, Xero, MYOB, PayPal, Microsoft Power BI and more.

1998 Founded in Canberra

25+ Years of expertise

AWS Hosted & secured

Our Products

Foxtrot — Built for the Way You Work

Foxtrot CKS

Foxtrot Customer Knowledge System

An Enterprise Cloud Solution for Small, Medium or Large Organisations. Foxtrot CKS is a modular, fully integrated system with a vast array of optional modules, features and components. It is the ultimate membership system, client management system and CRM.

Ideal for associations, societies, sporting groups, community groups, indigenous and Aboriginal organisations, charities, alumni, health services providers and any service-oriented small or medium sized business. Because Foxtrot is highly scalable, it suits organisations of any size — from a few dozen members to a few million.

Download Brochure Get a Quote →

Foxtrot NDIS

For NDIS Service Providers & Community Sector Organisations

Foxtrot CKS is the ideal management system for any small, medium or large NDIS Service Provider. Foxtrot for NDIS comes with a vast range of standard features especially designed for NDIS service providers — lowering operational costs and maximising efficiency so you can focus on delivering the highest quality of service to NDIS Participants.

Manage every detail about Participants, including key Plan details. Maintain detailed Support Notes about every interaction. Automatically export claims data ready for upload to the NDIS Portal — ensuring speedy, efficient reimbursements.

Learn More Request a Demo →

Foxtrot Modules

A Wide Range of Optional & Configurable Modules

CRM

Everything you need to know about your clients in one convenient, easy to use system. Manage all clients and contacts, send emails and SMS messages and keep a complete history of every communication.

Membership Management

Custom configured online applications and registrations, online members' portal, membership status, grades and grade history, e-merchandising, bulk email and SMS, and more.

Financial Management

Automated electronic billing and e-Renewals, complete invoicing and receipting. Integration with Xero and MYOB. Financial reports, audit trails and online payment facilities.

Groups Management

Create customer, client or member groups for any purpose. Add customers one at a time or via user-defined search criteria. Send personalised email and SMS to groups with a full message history.

Bulk Messaging

Create email, marketing and newsletter templates. Send email and SMS campaigns quickly and easily to any Foxtrot Group. Use Mailchimp templates directly within Foxtrot.

OZone — Online Member Portal

With Foxtrot OZone, members can receive messages, pay invoices, update their details, register for events, participate in surveys and buy merchandise — securely and easily.

Recurrent Billing / e-Renewals

Annual, periodic or anniversary billing with just a few clicks. Send renewals quickly, efficiently and on time. Accept payments online with ease.

Reporting & Dashboards

A wide range of standard reports and dashboards, or have custom reports built. Integration with Microsoft Power BI allows you to harness and visualise your Foxtrot data interactively.

OZone & Foxtrot Sharing

Share files, content and messages with members with absolute security. Engage your members in a professional, friendly, interactive and personalised way via the Online Zone.

Foxtrot CKS Pricing

Transparent Plans for Every Organisation

All plans include professional hosting, training and support. Payable monthly + taxes.

Small NFP / Community Group

$149

per month + taxes

Single User
Customer module
Groups module
2 GB Data
Up to 500 Clients
3 months FREE

Sports Club / Small Organisation

$349

per month + taxes

Up to 5 users
Client management / CRM
Groups module
Financial module
OZone online portal
Events module
Xero integration
PayPal integration
Up to 2,000 Clients
3 months FREE

Association or Society

$POA

per month + taxes

Up to 20 users
Client management / CRM
Groups module
Financial module
OZone online portal
Xero & PayPal integration
Mailchimp integration
Up to 10,000 Clients
1st month FREE

NDIS / Community Sector Org

$POA

per month + taxes

1 to unlimited users
Full CRM & Groups
Financial management
OZone portal
Events management
Rostering & timesheets
Xero & PayPal integration
Mailchimp integration
Unlimited Clients
1st month FREE

For Foxtrot NDIS pricing, see the Foxtrot NDIS page or download plans & pricing PDF.

What Our Clients Say

Trusted by organisations across Australia

We engaged Stepsoft to design and build a complex system around our requirements. Not only did they supply us with a brilliant product — it was on time and under budget.

Lois Wurzer

NATROAD

WVSC has been using Stepsoft and Foxtrot for 5 years, and has found it to be a very user-friendly interface for multiple users, and an efficient system to manage our large database of 1,900 members annually.

Shiree Yap

Woden Valley Soccer Club

Foxtrot allows me to easily manage and keep in touch with all of our drawers, models and other contacts. It makes running my group so much easier and I can do it when and where it suits me.

Athina Pazolli

The Life Drawing Workshop

Easy to Use
Cloud Solutions
for organisations of any size

Foxtrot NDIS
For Service Providers &
Community Sector Organisations

Membership
Management for
National Associations

Use it anywhere
and anytime

Powerful, interactive
Reports & Dashboards