Access Charity CRM
Charity calling app
Boost donation income
Manage telephone calling campaigns in Access Charity CRM. With the charity CRM Calling App you can easily ring your organisations supporters to raise money in the form of one-off or regular gifts, let them know about the great work that your charity is doing or update their details and record consent.
Key features of our charity calling app
Immediate updates
All the updates are written into your live database immediately.
Control over your campaigns
Synching data with your Access Charity CRM and control over your own campaigns means that you have the freedom to run more regular fundraising campaigns or run smaller campaigns throughout the year.
Record donations during a call
Easily record a donation during the call, including a one-off Direct Debit, setup a regular gift or supersede an existing regular gift.
Easily update data
Easily update contact details, add a Gift Aid Declaration, record GDPR consents, update their employment information and record their interests using Profiles and Groups.
Improve your data quality
Flows are designated to improve your data quality. For example when adding a donation, the caller will be prompted to check their Address and Gift Aid details are also up to date.
Exclude select contacts
Loading or excluding a selection of contacts into or from the calling campaign is made easier with the Load Contacts option.
Assign certain contacts
Flexibility to assign particular contacts to an individual caller or they can take calls from a pool.
Prioritise contacts
Use the Priority field to put people that are more likely to donate at the start of your calling campaign.
Take the first step to managing telephone calling campaigns by building a competent business case
Access Workspace for Charities
With everything in one place, our cloud-based feature-rich charity software includes Websites, Charity CRM and Ad Grant management 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.
