CRM services
Offering Customer Relationship Management (CRM) Integration for charities and social enterprises
A charity CRM system is a software solution that helps charities and social enterprises manage their interactions and relationships with donors, supporters, and other stakeholders. They are designed to make your job easier and, on the whole, they can be a powerful tool for your fundraising toolkit.
CRM services
Offering Customer Relationship Management (CRM) Integration for charities and social enterprises
A charity CRM system is a software solution that helps charities and social enterprises manage their interactions and relationships with donors, supporters, and other stakeholders. They are designed to make your job easier and, on the whole, they can be a powerful tool for your fundraising toolkit.
CRM services
Offering Customer Relationship Management (CRM) Integration for charities and social enterprises
A charity CRM system is a software solution that helps charities and social enterprises manage their interactions and relationships with donors, supporters, and other stakeholders. They are designed to make your job easier and, on the whole, they can be a powerful tool for your fundraising toolkit.
Benefits
Benefits a CRM System can bring include:
Benefits a CRM System can bring include:
Donor management
A CRM system allows charities to effectively manage donor information, including contact details, donation history, and communication preferences. Imagine being able to segment your donor base and send personalised communications… big tick.
Donor management
A CRM system allows charities to effectively manage donor information, including contact details, donation history, and communication preferences. Imagine being able to segment your donor base and send personalised communications… big tick.
Donor management
A CRM system allows charities to effectively manage donor information, including contact details, donation history, and communication preferences. Imagine being able to segment your donor base and send personalised communications… big tick.
Fundraising campaigns
Charities can use CRM data to target specific donor segments, track campaign performance, and analyze donation trends over time. Ultimately, you’ll be better equipped to measure the effectiveness of fundraising efforts.
Fundraising campaigns
Charities can use CRM data to target specific donor segments, track campaign performance, and analyze donation trends over time. Ultimately, you’ll be better equipped to measure the effectiveness of fundraising efforts.
Fundraising campaigns
Charities can use CRM data to target specific donor segments, track campaign performance, and analyze donation trends over time. Ultimately, you’ll be better equipped to measure the effectiveness of fundraising efforts.
Volunteer management
CRM systems can help fundraising teams manage volunteer information, track volunteer hours, and communicate effectively with volunteers. This not only streamlines the volunteer management process but it ensures your brilliant army of volunteers are informed about upcoming opportunities.
Volunteer management
CRM systems can help fundraising teams manage volunteer information, track volunteer hours, and communicate effectively with volunteers. This not only streamlines the volunteer management process but it ensures your brilliant army of volunteers are informed about upcoming opportunities.
Volunteer management
CRM systems can help fundraising teams manage volunteer information, track volunteer hours, and communicate effectively with volunteers. This not only streamlines the volunteer management process but it ensures your brilliant army of volunteers are informed about upcoming opportunities.
Impact tracking and reporting
Key to building transparency and confidence in your good work is the ability to demonstrate your social impact. A CRM system can track your outcomes, measure impact and generate robust reports to share with key stakeholders.
Impact tracking and reporting
Key to building transparency and confidence in your good work is the ability to demonstrate your social impact. A CRM system can track your outcomes, measure impact and generate robust reports to share with key stakeholders.
Impact tracking and reporting
Key to building transparency and confidence in your good work is the ability to demonstrate your social impact. A CRM system can track your outcomes, measure impact and generate robust reports to share with key stakeholders.
Communication and Engagement
Relevant, targeted, timely communications - all made possible with a CRM system attuned to your specific needs. Whether you’re sending newsletters, social impact reports or event invites - we’ll leave the wordsmithery to you but a CRM has you covered ;-)
Communication and Engagement
Relevant, targeted, timely communications - all made possible with a CRM system attuned to your specific needs. Whether you’re sending newsletters, social impact reports or event invites - we’ll leave the wordsmithery to you but a CRM has you covered ;-)
Communication and Engagement
Relevant, targeted, timely communications - all made possible with a CRM system attuned to your specific needs. Whether you’re sending newsletters, social impact reports or event invites - we’ll leave the wordsmithery to you but a CRM has you covered ;-)
We're Beacon certified partners
We're Beacon certified partners
Next steps
Which CRM is right for your charity or social enterprise?
Perhaps your current CRM isn’t up to scratch and the monthly costs are giving you an anxiety headache?
Perhaps you don’t have a CRM system in place but you know you need one?
Either way, you’re in the right place. We’re genuinely excited to learn more about your organisation's plans for the future.
Next steps, we hear you ask? Well, it's essential for charities and social enterprises to assess their specific needs, budget constraints, and organisational capacity before investing in CRM software.
If you’re looking to cultivate stronger relationships with your supporters, let’s talk!
Here’s some essential information that will help our team assess which CRM product best suits your needs:
Size of full time team
No of volunteers
Approx donor income
Connect with us
If you’re scoping out a digital project and need expert help, head over to our contact page and drop us an email.
Connect with us
If you’re scoping out a digital project and need expert help, head over to our contact page and drop us an email.
Connect with us
If you’re scoping out a digital project and need expert help, head over to our contact page and drop us an email.
“The fantastic advice of Simon and the Dot to Dot team completely transformed the way we manage our fundraising and finances. We now have a clear strategy and annual plan for campaigns, targeting both new supporters and funders.”
Dan Chalke Founder People
“The fantastic advice of Simon and the Dot to Dot team completely transformed the way we manage our fundraising and finances. We now have a clear strategy and annual plan for campaigns, targeting both new supporters and funders.”
Dan Chalke Founder People
“The fantastic advice of Simon and the Dot to Dot team completely transformed the way we manage our fundraising and finances. We now have a clear strategy and annual plan for campaigns, targeting both new supporters and funders.”
Dan Chalke Founder People
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