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Streamline, simply and improve how your charity runs

Does everything feel a bit scattered, clunky and repetitive? Get everything in one place with a custom-made CRM, built to save you time and stress.

/ Running on stress?

Free up some headspace

Moving stuff between spreadsheets and apps? Check. Sending emails with similar content every week? Check. Copying information across from one system to another? Check.

If this sounds like you, we’re not surprised to find you here. Implementing a CRM is one of the most powerful ways to add order to your organisation, freeing you up to be more productive, and less stressed.

/ Why use a CRM?

6 reasons to implement a CRM

We are huge advocates of CRM. Even the smallest of organisations can benefit from implementing a customised database. Here are just a few reasons why having a CRM is vital for your charity.

  1. 01.

    Automate repetitive processes to save time and reduce human error.

  2. 02.

    Hold higher quality, GDPR-compliant data on your stakeholders.

  3. 03.

    Get everything in one place - donor records, fundraisers, casework, partners, all of it.

  4. 04.

    Streamline the way your team works, and get ready for growth.

  5. 05.

    Improve stakeholder relationships with accurate, personalised comms.

  6. 06.

    Get deeper insights into your whole operation, so you can make better decisions.

/ Implementing a new CRM

You're so close to a much easier life

Relax, we make implementing a CRM for your charity easy. Our bespoke development process follows these key steps.

1. Kick off workshop

We'll get clear on the vision for your CRM, helping you determine which problems it will solve, how it will impact your team, and how it will benefit your organisation.

2. Technical scoping

We prepare a comprehensive technical specification for your new CRM, including all workflows, data types, and automation, then present it to you in plain English.

3. Database build

We work with a number of CRM platforms including Monday.com, Beacon, and HubSpot. We'll build your system on your chosen platform, and involve you in the process.

4. Data migration

If you choose, we'll collate, cleanse and de-duplicate your existing data, then import it into your new CRM system ready for you to use.

5. Team training

Finally, we will provide you with video and written documentation on how to use your new CRM, as well as run a live training session with you and your team.