Charity CRM and Volunteer Management integration

Access Charity CRM now integrates with Assemble, the market-leading volunteer management software acquired by Access in June 2022.

The complimentary products, which provide specialist functionality for volunteer and donor management respectively, will empower our customers with a comprehensive offering of shared data, providing a holistic view of both fundraising and volunteering activity within your organisation.

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Why do you need a specialist volunteer management solution, alongside your Charity CRM?

Whilst many of our customers are currently using the volunteering module within Access Charity CRM, there is a sector challenge being faced by many due to the declining numbers of volunteers year on year.

Access aims to empower our Charity CRM customers to really hone their volunteer recruitment and retention strategies with a specialist volunteer management solution, connected to your current Access solution, in a way that cannot be replicated by CRMs or spreadsheets.

By integrating both our Charity CRM and Assemble our customers will avoid silos of information, duplicate data and inefficiency that comes from disconnected systems, saving your organisation time – and making you more effective in their mission.

This development will enhance both the donor and volunteer management processes for you, allowing you to make informed decisions based on accurate information and enhanced analytics shared between systems, while ensuring a positive experience for your supporters.

Discover a holistic view of both fundraising and volunteering activity within your organisation

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We recognise that for our Access Charity CRM customers there is a clear benefit by using Assemble to combat declining volunteer numbers as, unlike a CRM, Assemble has specialist features to manage every stage of the volunteer journey; from recruitment and onboarding, through to management, engagement, and retention. Volunteers can login via their volunteer portal or mobile app to get information, training, and updates, ensuring they have everything they need for a positive volunteering experience and long-term relationship with their chosen charity.

As such, integrating our Access Charity CRM and Assemble products enables our customers to enhance their supporter experiences with richer and more personal interactions due to increased awareness of how they engage with their organisation. Many supporters donate time, funds and other means of support, and we should be able to give them the best possible experience based on their individual journeys with a combination of both solutions.

Jess Ball - Product Director Not For Profit Division

Connect with your volunteers

When you’re looking to recruit new volunteers, use Assemble to spread the word.

Opportunities
Accept applications through your website. Our customisable sign-up forms are generated automatically after an opportunity is published - no coding or IT team required.
Applicant portal
Reduce drop-off rates and keep applicants updated as they progress through each stage of their application. It's what's needed to keep things moving along.
Advanced Automations
Nothing slows down a recruitment process like tedious, repetitive tasks. Create triggered automations and notifications for each stage of your recruitment process.
Applicant Pipeline
Your team can see – at a glance – where an applicant is, at any stage in the recruitment process. A snapshot of latest activities lets you see everything you need to know.

Manage your volunteers

Access all relevant information and activity from a simple, intuitive interface.

Scheduling
Save hours of scheduling with our intuitive and easy-to-use rota builder. Effortlessly schedule one-off or ongoing shifts with notifications and reminders that keep everyone in the loop.
Analytics
Measure the impact your volunteers are having with our powerful reports dashboard. Get in-depth, customisable data on anything from volunteer hours to reasons for leaving.
The Hub
Create a central space where everyone can find what they need quickly. Upload documents, images or videos and build a library of resources to share with your team.
Expense claims
Avoid a mountain of receipts - it’s simple for volunteers to submit expenses and just as easy for managers to approve them.

When CRM and HR software isn't enough

Dashboard
A clear view of everything from unread messages, new volunteer applications, to-do-lists, and recent actions - helping to focus your attention where it’s needed most.
Teams
Flexible hierarchy that supports an infinite number and level of teams and locations.
Configure
Configure Assemble to reflect the structure of your organisation.
Event Management
Whether you’re planning a training session, festival or fun run - track and manage any event from day one to deadline.
Tasks
Tap into the collective skills of your team and assign tasks to specific volunteers or leave open for your team to pick up at some point in the future.
Search & Filter
Target and utilise specific sets of volunteers who meet your desired criteria - you can filter by skill, location, role, status and more - to find exactly what you’re looking for.
Permissions
Customise permissions based on what actions users can carry out and control who has access to what data using our granular permissions library.