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CRM for Charites & NFPs

A complete Customer Relationship Management (CRM) system for Charities and NFP that helps you manage marketing, fundraising and HR all in one place.

Social Impact Measurement

In the Third Sector, every penny counts. You need to analyse whether action taken results in either service improvements, or increased funds. We’ve worked with a variety of organisations to create bespoke systems for the Third Sector that help manage marketing, fundraising and HR in one place.

CRM for Charites & NFPs

A complete Customer Relationship Management (CRM) system, helping you manage your marketing, fundraising and HR in one place.

Tailored to you

We can provide a simple, but powerful, CRM, tailored to your needs to help you achieve your charitable aims and move your organisation forward; enabling you to spend more time doing good.

Targeted marketing

Not all your contacts or leads will be suited to every marketing message you send out. With a CRM, you can filter and categorise relevant groups from a wide variety of differentiating factors. If you have the data, you have the power.

Centralised Data

With multiple users entering data from different systems, a CRM pulls everything into one database that everyone who needs to can access in real time. This makes it extremely simple to see the big picture without having to put all the smaller pieces together.

Reduced Licensing Fees

Our CRM solution is based upon Dynamics 365 for Sales and Office 365 utilising the Charity and NFP licensing.

Improved Communications, Management & Reporting

When it comes to communicating, the software is intuitive like a social media site – if you click on someone’s name, it brings up their contact details and all of the relevant information you have collected over time.

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We would also like to use your name, work telephone number, employer postal address and/or email address to inform you of our products/services, promotional offers and/or our press releases and blog articles. You can unsubscribe at any time by clicking the "Unsubscribe" link in any of our emails or here. If this is something you would like to sign up to, please tick the box below.