Charities and Non-profits
Donor and beneficiary management built for the charity sector
Charities need CRM systems that manage both sides of their mission: the supporters who fund the work and the beneficiaries who receive it. We build platforms that connect fundraising, grant management, and impact reporting in one system.
Sector Challenges
Challenges charity teams face with generic CRMs
Donor fatigue from poor segmentation
When your CRM cannot segment donors by giving history, engagement level, and communication preferences, everyone receives the same appeals. Donor fatigue sets in and regular supporters quietly lapse.
Grant reporting complexity
Each funder has different reporting requirements, timelines, and outcome metrics. Without structured grant tracking, your team spends weeks compiling reports from scattered data sources.
Beneficiary outcome tracking
Demonstrating impact to funders requires structured outcome measurement over time. Generic CRMs have no concept of beneficiary journeys, intervention tracking, or longitudinal outcome data.
Charity Commission compliance
Charity Commission reporting, trustee management, and public benefit documentation require structured record-keeping that commercial CRMs were never designed to support.
What We Build
What a charity CRM looks like
Donor lifecycle management
Track supporters from first gift through regular giving, major donations, and legacy pledges. Segment by giving history, communication preferences, and engagement level.
Grant tracking and reporting
Manage grant applications, awards, conditions, and reporting deadlines in one place. Generate funder-specific reports directly from CRM data without manual compilation.
Beneficiary outcome measurement
Track beneficiary journeys through your programmes with structured outcome indicators. Measure distance travelled and report aggregate impact to funders and trustees.
Gift Aid integration
Capture Gift Aid declarations, track eligibility, and generate HMRC claims directly from donation records. Automated reconciliation and error checking.
Volunteer coordination
Manage volunteer recruitment, DBS check tracking, availability scheduling, and hours logging. Link volunteer activity to specific programmes and events.
Regulatory Compliance
Built for Charity Commission, Fundraising Regulator, and GDPR requirements
Charities face unique regulatory obligations around fundraising practices, public accountability, and data protection. Your CRM should support good governance, not create compliance gaps.
Charity Commission annual return data captured through normal CRM usage, with trustee records, financial summaries, and public benefit documentation readily available.
Fundraising Regulator Code of Practice compliance with structured consent management, vulnerable donor safeguarding flags, and communication preference tracking.
GDPR data protection for donors, beneficiaries, and volunteers with granular consent tracking, automated retention schedules, and subject access request handling.
Charity CRM
Ready for a CRM that supports your mission?
Book a free discovery call. We will discuss your fundraising workflows, impact reporting needs, and whether a bespoke CRM is the right investment for your organisation.
Book a Discovery Call