Nonprofit CRM
Powerful charity CRM software that aligns all your donor data processes
Start using our CRM for charities to empower your fundraising team with intelligent supporter management and engagement. Create campaigns and events to build strong donor relationships by sharing information that truly matters to them.
Find the right nonprofit CRM for your needs
Charity CRM
Donorfy is the leading charity CRM, built by fundraisers for fundraisers, helping charities succeed, scale, and focus on the work that truly matters.
Alumni CRM
Our alumni CRM helps you develop a deep understanding of your students, alumni and supporters to strategically nurture relationships.
Membership CRM
Our membership CRM gives you the tools to get to know your members better and it makes collecting payments quicker and more cost-effective.
Charity CRM features
Fundraising Management
Multi-criteria segmentation within our fundraising CRM makes it easy to create personalised and targeted multi-channel communications. Maximise income opportunities, legacies, trust applications and more with accurate campaign tracking.
Donor management
Track supporter interactions from one place – communications, donation history, event attendance and more. Quickly see who knows who in the donor community using the inbuilt relationship tree, allowing informed prospect conversations to take place much sooner.
Marketing automation
Our powerful integration with Mailchimp leverages our data more effectively and ensures that donors are segmented and nurtured by triggering personalised journeys based on their individual interactions (events, payments, etc) with your charity.
Charity event management
Keeping you in control of event planning, delivery and reporting, our charity CRM make it easy to create different ticket types, costs and payment categories.
Direct debit payment processing
Access Paysuite simplifies your donor journey by reducing the risk of payment interruptions with manageable regular giving – keeping income flowing with effortless Direct Debit payments.
Reporting & analytics
Make faster, more informed decisions with easy access to accurate data and tracking. Get an overview of performance or drill down into the detail for data driven planning. The fundraising CRM has a live dashboard means you can track campaigns and make real-time decisions to deliver even more successful fundraising.
Income & Gift Aid management
Management of all income streams including grant funding and legacies. Calculate claims in seconds and submit at the click of a button. Easy income analysis and declaration processing
Calling application
The Access Charity CRM Calling Application allows you to effortlessly contact your organisation's supporters to fundraise one-off or regular donations, keep them informed about your charity's progress, and update their information while recording their consent.
Charity CRM software that empowers your fundraising teams
Introducing Access Donate, our digital donation form module
Link our digital donation form to your website and get live collecting donations within hours. Easy to use, self-serve solution with the added benefit of sharing crucial donor information to your charity CRM.
Integrate your favourite products and services
Integrating with your charity CRM software can streamline your processes, supporting you to increase efficiency and engagement. With Access Charity CRM, you can easily integrate your preferred products and services, allowing you to make the most of your supporter data.
Regardless of whether you opt to connect with our out-the-box solutions and/or with the considerable selection of third-party platforms via Make, the integration possibilities with Access Charity CRM are endless
Benefits of charity CRM software
Our charity CRM has a simplified interface, underpinned by robust data and analytics, that gives the rest of your team and wider stakeholders the ability to self-serve critical information freeing up your fundraising team to make an impact.
Easily manage your donors
Our unique Fundraising Hub provides an easily accessible path to donor data, allowing your charity to take action quicker than ever before. With fundraising management software you will have a simple, innovative way for your wider organisation to rapidly surface core donor data and take action, without requiring specialist knowledge or in-depth training.
- Available to anyone in your organisation that is granted permission, without any additional CRM licenses, allowing relevant data to be self-served when needed.
- Removes reporting/data accessibility bottlenecks and thereby increases productivity.
- Less spreadsheet dependency reduces data control risks.
- Rapidly set up regular payments and direct debits from within the application.
- Deep search capabilities and “Favourites” menu allows key donors to be ringfenced and targeted with different treatments.
Create more successful campaigns
- Tracked interactions and insights into supporter behaviour help you design a better donor journey and develop deeper supporter relationships.
- Build more targeted campaigns with greater insight and donor development features
- Engage your best prospects using prospect management tools
- Manage activity as well as relationships for every income stream
Stay in control of every aspect of your event
- Meticulous planning and careful coordination means a more successful event. From pre-planning to post-event analysis, you can do everything in one place.
- Simplify planning and delivery
- Record every category of cost and payment, track budgets and analyse accurate data
- Evaluate events and run participant reports
Make data-driven decisions
Make faster, more informed decisions with easy access to accurate data and tracking. Get an overview of performance or drill down into the details for data-driven planning with our charity CRM. A live dashboard means you can track campaigns and make real-time decisions to deliver even more successful fundraising. While comprehensive management reports enable you to make more
informed decisions.
Get an at-a-glance view of benchmarks including income, attrition, new donors and more, run an in-depth analysis or compare like-for-like data
- Customise the dashboard for different user types, view all data or filter the most relevant, and make decisions based on accurate information
- Monitor your most important campaign data via a customisable dashboard to maximise performance
- Easily analyse performance using out-of-the-box reports and user-specific dashboards with drill-down capability, campaign filtering and more
- Quickly run detailed or top-level management reports with reliable, relevant data
Streamline payment processing
Access PaySuite helps stop payment interruptions and keeps income flowing with effortless Direct Debit solutions. From online to mobile, we empower your donors to pay in the ways that best suit them, confident that their transactions will be processed and stored securely. With clear visibility of who has paid and when - using live dashboards - you can rapidly improve your cashflow forecasts.
- Reduce risk with fully managed Direct Debit processing
- Monitor cancellations, report on reason codes and run reactivation campaigns
- Manage donor data with the online portal
Protect your charity’s data
Our charity CRM contains enterprise-grade, in-built security that keeps your data safe against external threats, losses and leaks. It complies with the latest UK regulations and conforms to ISO 27001 - the international best-practice standard in data security. With automatic security updates, software upgrades and backups, plus a GDPR consent portal for supporters, we have thought of everything to ensure that your data is kept safe at all times.
Collect, store and manage consents through the self service GDPR consent portal – putting supporters in control of their marketing preferences so that you can manage your communications with confidence.
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 Charity CRM’s 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.
We can now access and manage data all in one place from anywhere
The charity CRM provides a better means of recording consent and opt-ins for our communications and makes managing our GDPR compliance in relation to this much easier. The new system has also made it easier for us to create targeted audiences which helps with our fundraising campaigns and with our stewardship of donors.
Access Charity CRM helped us claim a missed payment of over £5000 in Gift Aid
The Charity CRM makes it easy because we can claim it automatically through the system. 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!
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
Charity CRM FAQs
What does a charity CRM do?
Manage and organise your supporters and donors with a charity CRM. Over 10,000 fundraising professionals use Access Charity CRM to improve donor relationships and increase revenue for their charity.
Find out which key steps you should take when choosing the right CRM for your charity.
What are the benefits of a charity CRM?
With powerful search, analytics and marketing automation technologies to your advantage, a CRM system designed for charities and non-profits like Access Charity CRM will help you identify and nurture valued and at risk donors with the right messages to keep them engaged, making income generation more predictable.
Why is a CRM important for fundraising?
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?
Access Charity CRM is part of our Access Workspace for Charities solution which gives your fundraising team end-to-end visibility and control of your donor journeys.
With everything in one place, our scalable, feature-rich software allows each solution to operate on its own, or as an integrated 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.
Read more about donor management software.
How does Access Workspace for Charities fit into all this?
Access Workspace for Charities was created to improve engagement, visibility and productivity for organisations such as yours. Our cloud-based feature-rich charity software includes 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 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 Access Charity CRM?
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.
