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Access Charity CRM

Discover our Access Charity CRM pricing packages 

We have three core pricing packages for Access Charity CRM, with the flexibility of additional add-ons to suit you, so you are never paying more than you need to for our CRM. And with unlimited number of contacts on all packages, you won’t get an unexpected bill if your organisations database grows.  

Access software is trusted by more than 2000+ UK charities and Not For Profits to run their organisation. 

Access Charity CRM packages

Our powerful charity CRM solution allows your fundraising team to intelligently manage and engage with supporters.

Starter Package

Essential Fundraising

Up to 3 users and unlimited constituents / contacts

From

£250 per month

(from £83 per user per month)

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  • Supporter Management
  • Communications
  • Donor Management (fundraising hub)
  • Donation Processing
  • Gift Aid Processing and Submission
  • Reporting and Analytics

Standard Package

Growing Fundraising

Up to 10 users and unlimited constituents / contacts

From

£525 per month

(from £53 per user per month)

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Includes all features of Starter Package, plus

  • Manage Funding Applications
  • Direct Debit processing
  • Events Management
  • Grant Schemes and Application Management
  • Fundraising app
  • Collection Box Management
  • Customisable CRM Reports
  • Emails Tracking
  • JustGiving Imports
  • Digital Donation Forms

Premium Package

Advanced Fundraising

Up to 30 users and unlimited constituents / contacts

From

£833 per month

(from £28 per user per month)

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Includes all features of Starter and Standard Package, plus

  • Marketing Automation
  • Legacy Management
  • Data Cleaning Tools
  • Grant Monitoring and Awards
  • External data into Analytics dashboards
  • Social Media Integration
  • Enable bespoke Integrations
  • Just Giving API Integration

Enterprise Package

Enterprise Fundraising

Customised package to suit your needs

POA

Chat to us about your needs

If you're a larger charity seeking a customised package, contact us today, and we'll collaborate to meet your exact needs.

Compare features

Everything you need from a Charity CRM, and more...

Features:
Starter Package Essential Fundraising
£ 250 per month
Standard Package Growing Fundraising
£ 525 per month
Premium Package Advanced Fundraising
£ 833 per month
Supporter Management
Communications
Donor Management (Fundraising Hub)
MS Outlook Integration
MS Word Integration
Donation Processing
Data Uploads/Tools
Data Cleaning Tools
Can be added to package for an additional fee
Gift Aid processing and submission
Direct Debit processing
Standard CRM reports
Customisable CRM Reports
Can be added to package for an additional fee
Exports
Analytics tool
Analytics Dashboards
External data into Analytics dashboards
Access Charity Websites Integration
Record education and employment information
Emails Tracking
Can be added to package for an additional fee
Manage Funding Applications
Events Management
Extended Events Functionality
Grant Schemes and Application Management
Grant monitoring and awards
Record Advice/Feedback
Collection Box Management
Fundraising app
JustGiving Imports
Marketing Automation
Can be added to package for an additional fee
Fundraising Tools
Barcode Scanning
Social Media Integration
API access
Can be added to package for an additional fee
Just Giving API Integration
Can be added to package for an additional fee
Membership
Available as an additional add-on
Available as an additional add-on
Available as an additional add-on
Onboarding
Flightpath A
Flightpath B
Flightpath C
Support
Standard success plan
Standard success plan
Standard success plan
Access Workspace
Workspace Standard
Workspace Standard
Workspace Standard
Access Financials Integration
Available as an additional add-on
Available as an additional add-on
Available as an additional add-on
Access Paysuite Integration – shared or own SUN
Available as an additional add-on
Available as an additional add-on
Available as an additional add-on
Cloud Hosting
Additional Cloud Storage
Available as an additional add-on
Available as an additional add-on
Available as an additional add-on
Digital Donation Forms (Access Donate)
Available as an additional add-on

We are now able to work faster as information is better laid out. Our casework team is able to see more information in the grants record, which has an ‘at a glance’ summary. This has reduced the need for the levels of complex cross-module reporting that needed to be done previously. All of this saves our caseworkers time and means that are able to respond quicker and more effectively to our beneficiaries.

Emily Hopkins, Head of Fundraising at The Royal Medical Benevolent Fund

Charity CRM pricing FAQs

Got a question? Have a read through our FAQs below or speak to a specialist.

What is involved in the set-up and onboarding, are there any additional fees?

All our FlightPath services have been designed to be remote-first, providing you with an improved low-risk implementation journey, no matter how your organisation is structured or wherever your employees are working. This means we can offer a fixed outcome service and cost. Each of our packages has a specific Flightpath included – A, B or C – dependent on the complexity of the onboarding required. To find out more about what is in each Access Charity CRM Flightpath click here 

Is support included?

We don’t have a one size fits all approach to your success. We offer three plans to suit your support needs: Essential, Standard and Premier. 

At every step of your Access journey we can help: online, by phone and chat or direct to experts. The success plan in your package can be upgraded at any time- you choose the level of support you need. 

Find out more about our Success Plans.

Is hosting included in Access Charity CRM?

Yes, our Access Charity CRM is hosted by us, and is included in the price. Our best in class cloud hosting solution is designed specifically for Access Software and gives your users improved security and performance, and the flexibility to work wherever, whenever they need to. 

Our hosting is ISO 27001 certified, UK government gCloud approved, offer PCI DSS, SSAE-16 and HIPAA compliance, and dedicated servers deliver even greater security and protection. 

Find out more about our cloud hosting and security. 

What is Access Workspace for Charities?

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.  

Access Workspace is included in all of our packages as standard. 

What is Fundraising Hub?

Our unique Fundraising Hub within Access Charity CRM provides an easily accessible path to donor data, allowing your charity to take action quicker than ever before. Within our donor management software, our Fundraising Hub provides 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.  

Whichever Access Charity package you choose you have unlimited licenses to Fundraising Hub, meaning it is available to anyone in your organisation that is granted permission, allowing relevant data to be self-served when needed. Saving your fundraising team time by enabling self-service for the wider organisation. 

Find out more about Fundraising Hub. 

What do I need to consider when purchasing a CRM for our charity?

There is a lot to be considered when choosing to switch to a new charity crm, so we have created a switching guide to help you along the way. Consider this your playbook for everything you need to know about when it’s right to switch, things to consider before you switch and how to ensure it happens as smoothly and painlessly as possible. 

Download our Charity CRM switching playbook.  

Chat to us about our packages

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Find out more about the cost of charity CRM