CRM for charities and non-profit organisations.

theCRM helps charities engage more supporters and manage complex stakeholders on a tight budget. Start small, then manage donations, fundraising, membership, projects and reporting.

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A CRM for charities with complex stakeholders

We understand the challenges charities and non-profit organisations face. Budgets are tight and there are many different stakeholders to manage. theCRM is flexible, so it adapts quickly to your own processes.

Fast to set up for any type of charity

theCRM is quick to set up for charities that manage a diverse group of stakeholders, including:

  • Education charities
  • Health charities
  • Church charities
  • Environment charities
  • Social enterprises
  • Membership groups

Start small and scale up

Start with simple marketing and stakeholder management tools. Then scale up to manage, track and automate anything from donations and membership to projects and reports.

Grow your fundraising

theCRM lets you manage, track and automate fundraising end to end, from campaign management to online donations. It helps you:

  • Maximise the impact of your programmes
  • Manage, track and deliver communications at scale
  • Increase revenue by running successful fundraising campaigns
  • Give your team the tools to grow income and automate processes so they work more efficiently

Integrate with the systems you already use

theCRM is quick to integrate with third-party systems. Your team gets a complete view of every interaction with a contact, so you can deliver the best service. You also avoid re-entering data by hand.

theCRM integrates with:

  • Marketing automation tools and event management tools
  • Finance tools such as Xero, to automate invoices and quotes without re-keying data
  • Email, to track all communication with stakeholders, contacts and volunteers automatically
  • Any third-party system with an API

What our customers say

FAQ

Common questions

Is theCRM affordable for charities on a tight budget?

theCRM is designed so charities can start small with simple marketing and stakeholder management tools, then scale up as needed.

Can theCRM manage donations and fundraising?

Yes. It manages fundraising end to end, from campaign management to online donations, alongside donations, membership, projects and reports.

What kinds of charities can use theCRM?

Education, health, church and environment charities, social enterprises and membership groups.

Can theCRM track communication with volunteers?

Yes. Email integration automatically tracks all communication with stakeholders, contacts and volunteers.

Can we move across from our current CRM?

Yes. We are experts at migrating data and have migrated hundreds of systems. In fact theCRM has APIs configured to easily migrate customers from Salesforce, HubSpot, GoldVision and many other systems.

Data migration is a standard part of your set-up project.

Rockall Safety, for example, moved from Act! to theCRM and grew sales 15% in the first quarter. See the case study.

Next step · no obligation

See your own processes running in theCRM

A discovery call to understand your business and how you would like to improve. We can show you what that could look like in theCRM and provide a fixed price estimate to get set up. Then you can decide if that works for you.