Discover the power of a nonprofit CRM
Transform your fundraising with charity CRM software, purpose built for nonprofits
A CRM for charities is more than just a database - it’s a purpose-built tool designed to help you centralise data, improve efficiency and maximise fundraising potential. Choosing the right charity CRM software can revolutionise how your nonprofit engages with donors, manages fundraising campaigns and tracks supporter interactions.
Donorfy is now part of Access! Giving you even more choice when matching a CRM to your needs.
Find the right non-profit CRM solution for your needs
You’re unique – and your charity CRM should be too.
Access offers multiple CRM solutions tailored to different nonprofit needs.
Charity CRM
Are you a charity looking for a flexible and cost-effective CRM? Donorfy was built by fundraisers, for fundraisers – to help you succeed, scale and increase your impact.
Alumni CRM
Are you a University, college or school? Alumni CRM helps you develop a deeper understanding of your students, alumni and supporters.
Membership CRM
Are you a Nonprofit with a membership-based model? Membership CRM gives you the tools to get to know your members better, so you can make your memberships more valuable.
Packed with powerful nonprofit CRM features
From donor management to marketing automation, our fundraising CRM comes equipped with specialist features designed to support nonprofits of all sizes and missions to achieve their goals.
Fundraising management
Plan and execute multi-channel fundraising campaigns with ease. Maximise and diversify fundraising opportunities. Track grants and manage major gifts. Do it all without spreadsheets – in one charity CRM.
- Save time managing your fundraising campaigns, events and appeals.
- Improve campaign success using data-driven insights for targeted and personalised outreach.
- Track and manage activities across all income streams for a clear, strategic approach to fundraising.
Income & Gift Aid management
Simplify income and Gift Aid management with integrated payment processing. Track donations, automate claims and manage Direct Debits effortlessly, while reducing admin, maximising funds and managing GDPR consent.
- Streamline donation processing for both one-off and recurring donations, while automatically claiming Gift Aid to maximise revenue.
- Ensure seamless and secure transactions with integrated payment solutions, keeping income flowing without interruptions.
- Reduce risk with fully managed Direct Debit processing for reliable donation collection.
- Monitor cancellations and run reactivation campaigns to maintain and reawaken donor support.
- Manage income and donor payment data efficiently, all through your charity CRM software.
Donor management
Build a complete picture of your supporters by tracking every interaction, donation and engagement. With all of this data in your charity CRM software, you can strengthen relationships and improve fundraising potential.
- Store all donor interactions, contributions and engagement history in one place for a complete, real-time view.
- Identify trends, personalise communications and nurture long-term engagement.
Marketing automation
Manage and monitor your marketing with intelligent automation. By using personalised email journeys, triggered campaigns and segmentation tools, you’ll be sending the right message, to the right supporter, at the right time.
- Save time and reduce manual tasks by automating supporter communications.
- Increase engagement and retention with tailored messaging based on donor segmentation and behaviour.
- Track performance to refine strategies and improve results.
Event management
Successful events start with careful planning and coordination. A charity CRM helps you manage every stage, from registration to post-event analysis – all in one place. Track participation, monitor fundraising goals, and gain valuable insights to make future events even better.
- Streamline event planning and execution with easy-to-use tools.
- Track budgets and record cost categories for a complete financial picture.
- Evaluate success with participant records and data-driven insights to improve future events.
Reporting & analytics
Gain clear insights into your fundraising performance with powerful reporting and analytics. Track donations, measure campaign success and identify trends to make data-driven decisions that enhance your charity’s impact.
- Quickly run detailed or at-a-glance reports on a wide range of fundraising metrics, including income, new donors, attrition and like-for-like data.
- Monitor your most important campaign data via a customisable dashboard to maximise performance.
- Generate detailed reports to compare historical data, measure impact and refine fundraising strategies.
Digital forms
Enhance your supporter journey with user-friendly, customisable digital forms. Whether you need to take donations, event registrations or volunteer sign-ups, digital forms save you time – and offer a seamless experience for your amazing supporters.
- Automate data collection to reduce manual entry and minimise errors.
- Improve donor engagement by offering user-friendly, accessible forms that encourage entries.
- Offer flexible donation options, including one-off and recurring gifts and Gift Aid declarations.
- Integrate with other systems, including your charity CRM or Access Payments software, allowing real-time updates and efficient data management.
Membership
Effectively manage and grow your membership programme with purpose-built membership CRM features. From sign-ups to renewals, streamline every stage of the member journey from within your charity CRM.
- Simplify member registration with flexible payment options and customisable digital forms.
- Reduce admin with automated renewals and reminders.
- Track the metrics that matter, including growth, retention and churn, to support growth and data-driven decision making.
- Allow memberships to be gifted, and track relationships within your CRM.
Calling application
Effortlessly contact your supporters to drive one-off and regular donations. Keep them informed about your charity’s progress, update their details and manage consent – while strengthening engagement and trust.
- Exclusive to Access Membership and Alumni CRM users.
- Log outcomes and add donations during a call, synced immediately to your charity CRM.
- Boost income with personalised, real-time conversations.
Not for profit CRM software that empowers your fundraising teams
Maximise impact: the benefits of a CRM for nonprofits
Say goodbye to cumbersome systems and spreadsheets - discover the big benefits of CRM software designed with charities in mind. Focus on what you do best – making a difference – while your CRM streamlines operations, enhances engagement and helps you achieve more.
Easily manage your supporters
Using charity CRM software gives you a centralised, user-friendly way to access and manage your donor and supporter data, helping your organisation work smarter – together.
Elevate your campaign success
Manage your fundraising campaigns, events and appeals in one place, helping you design better events, donor journeys, raise more and improve long-term results.
Make smarter, data-driven decisions
Charity CRM software makes it easy to drill down into your data details. Access accurate, real-time data to track performance, improve decision-making, refine strategies and drive better results.
Protect your charity’s data
Data worries? Not anymore. Keep your donor data safe with enterprise-grade, ISO 27001 certified and built-in security. You can manage your communications with confidence with our GDPR consent portal, too.
Nonprofit CRM integrations
Connect the tools you know and love for maximum efficiency
From fundraising to marketing and finance, integrating your charity CRM software with your favourite tools saves you time, streamlines processes and enhances support engagement.
Whether using built-in integrations or connecting with a wide range of third-party platforms, a well-connected charity CRM gives you the flexibility to create a system that works for your organisation.
Become the latest member of the Access family
Manage and organise your supporters and donors with CRM software for charities. Over 10,000 fundraising professionals use our CRM to improve donor relationships and increase revenue for their charity. Take the first step to becoming part of the Access family by building a competent business case.
Why customers love our charity CRM software
Saving WWT valuable time with impressive integration functionality
Charity CRM’s integration capability via Make has been game-changing for us. This has allowed us to easily connect with one of our event booking systems without the need to write a full API, which is groundbreaking for a team such as ourselves.
It has a very intuitive interface
Donorfy is helping give us a much better picture of our income and we’re better tracking our communications. We’re able to just rely on that it works, so we can focus on what we really need to focus on.
Access helped us claim a missed payment of over £5000 in Gift Aid
The charity CRM makes it easy because you submit the claim online through the CRM, it posts an automatic response into the CRM to show that you’ve submitted it online and then you just check your bank account about 10 days later and the money is there!
If we didn’t have Donorfy, we’d need another person doing a full time job
We get a lot of income through fundraising pages, and it would easily be a full time job for someone to manage that. Using Donorfy to automate admin saves countless hours.
One of the biggest benefits is being able to have all of our information in one place
Simple things like knowing each donor’s name - and having access to their profile from one central system - may sound small, but they’re fundamental in building meaningful relationships.
Latest insights on charity CRM software
Discover valuable resources and updates to support your research and purchasing decisions. Our news and articles offer expert advice and industry trends to help you make informed choices for your charity CRM software.
View all resources
How to build a competent charity CRM business case
Building a competent charity CRM business case template
What is a charity CRM integration connector and why does your charity need one?
What are the benefits of a CRM for charities?
Access Charity CRM vs Salesforce
Guide to switching your charity CRM
Nonprofit CRM FAQs
What does a charity CRM do?
Lots! In a nutshell, you can manage and organise your supporters and donors more effecitvely with a CRM for charities – and that has many benefits. For example, over 10,000 fundraising professionals use our charity CRM software solutions to improve donor relationships and increase revenue for their nonprofit.
Find out which key steps you should take when choosing the right CRM for your charity.
What are the benefits of a charity CRM?
There are many! A CRM for charities, like Donorfy, equips you with powerful fundraising, analytics and marketing tools to help you better understand and engage your supporters. With the right CRM, you can streamline operations, strengthen donor relationships, save time and drive greater fundraising success.
Which nonprofit CRM is right for me?
That depends on your organisation’s needs, but choosing the right CRM can transform the way you manage supporters, fundraising and engagement. Whether you need a system for donor and fundraising management, taking care of your members or alumni relations, we can help you find the best fit.
Why is a CRM important for fundraising?
Why and when did The Access Group acquire Donorfy?
To strengthen our commitment to providing best-in-class solutions for charities and nonprofits, Access acquired Donorfy in November 2024.
It’s great news for our customers - Donorfy is a powerful charity CRM designed specifically for nonprofits, making it a great choice for charities like yours. By adding Donorfy into our wider ecosystem, we’re driving innovation through continued investment in fundraising technology, and offering charities a scalable CRM that grows with them.
What happened to ThankQ/Access Charity CRM?
ThankQ joined the Access family in 2012 and, after upgrades to its features and benefits, it transformed into the CRM known as Access Charity CRM.
We’re still committed to fully supporting this brilliant charity CRM - and its customers. In fact, it’s still the best software solution for many organisations, especially those that have large membership bases or need alumni relations features.
Our team is available to discuss the best fit for your unique needs, and this is usually down to the type of supporter you engage with most.
What does CRM mean in charity?
CRM stands for Customer Relationship Management. In the non-profit sector, the term ‘customer’ refers to donors, volunteers, supporters, and stakeholders rather than traditional commercial customers. A CRM system in a charity setting helps manage and nurture relationships with donors, volunteers, and other stakeholders by centralising their information.
Does a non-profit need a CRM?
A CRM system is necessary for non-profits dealing with substantial data. It centralises donor, volunteer, and stakeholder information, enabling personalised communication, targeted fundraising, and efficient volunteer management. With features for reporting and automation, a CRM enhances transparency and scalability, which makes it a valuable asset for improving your impact and increasing donor retention.
How does a charity CRM support the donor journey?
A charity CRM helps you manage and enhance ever stage of the donor journey, from initial engagement to long-term support.
Alumni and Membership CRM are part of Access Evo - our scalable, feature-rich software hub that allows each solution to operate on its own, or as an integrated part of the full suite. With everything in one place, this means you can:
- Engage existing supporters more effectively
- Attract new donors to your cause
- Generate more predictable income streams.
With Donorfy, our new charity CRM, you gain powerful tools designed specifically for notprofit fundraising and donor management. For over ten years, it’s helped charities build lasting donor relationships and maximise impact.
In the future, we’re excited to integrate Donorfy into Access Evo, bringing even greater connectivity and efficiency,
Read more about donor management software.
How does Access Evo fit into all this?
Access Evo was created to improve engagement, visibility and productivity for organisations like yours.
Cloud-based and feature-rich, the charity software solutions included cover Digital Advertising, Website, CRM and Payment Processing solutions, and allows each solution to operate on its own, or as a connected part of the full suite.
With value-added functionality that includes Learning Management, Collaboration, Analytics and much more, you have the apps, data and insights required to make a bigger impact - quickly and easily. Anyone in your organisation with permission can self-serve to get the accurate reports that they need - placing less of a strain on the core fundraising team.
With value-added functionality that includes Learning Management, Collaboration, Analytics and much more, you have at your disposal the apps, data and insights required to make a bigger impact - quickly and easily. Anyone in your organisation with permission can self serve to get the accurate reports that they need - placing less of a strain on the core fundraising team.
What can I expect from the implementation of my nonprofit CRM?
That ultimately depends on the solution that’s right for you – and the complexity of your migration. Our team will work with you to determine the best fit for your specific needs, but here’s a general guide:
If you’re implementing Donorfy, our in-house implementation packages aim to get you up and running in just four to ten weeks. Including data preparation, configuration and migration, they’re a great way to take the stress out of your CRM move.
If Membership CRM or Alumni CRM are your choice, our FlightPath services offer a remote-first, low-risk implementation journey, no matter how your organisation is structured, or where your employees are working.
Once you book an onboarding session, our consultants will engage in an initial consultation to begin the process. From here, we provide proactive engagement via a combination of face-to-face meetings and digital functionality such as live chats, allowing you to successfully collaborate with an Access expert who will guide you every step of the way.
We have also invested in product e-learning, enabling your users to learn our products at their own pace, while working through actions checklists throughout their development. Our remote-first approach means that you have regular communication with us to keep you on track at every step of your journey. Above all, it ensures that the software can be delivered flexibly to successfully work towards the agreed outcomes for your organisation.
All of our FlightPath consultants and on-boarders are not only certified in our products, they are also trained and certified in our remote-first FlightPath implementation methodology, including training in effectively delivering remote customer projects.
Learn more about our Customer Success Services
Discover more about software for charities
Our market-leading charity CRM software is part of our connected donor journey solution.
Attract, convert, engage and manage donors and volunteers with our specialist software. Our cloud-based feature-rich charity software also includes Fundraising & Alumni CRM, Volunteer Management, Digital Advertising, Charity Websites, and Payment Processing solutions, and allows each solution to operate on its own, or as a connected part of the full suite.
Allowing you to engage your existing supporters more effectively, attract new donors to your cause and generate more predictable income streams.
