Access Charity CRM
User-friendly digital donation forms
Support flexible donation functionality
Our Access Donate feature provides you with the opportunity to implement a digital donation form within an existing website and/or social media channels to adopt a flexible approach to receiving donations.
How does Access Donate work?
Once you complete a quick and easy setup, the solution allows you to receive either one-off and/or regular online donations, while also being able to make the most of Gift Aid functionality. Upon donations being made, automations can be triggered within the CRM to send supporting messages in relation to welcome journeys or any other supporter journey to help you engage and nurture your supporters, building deeper and more meaningful relationships.
Does it integrate with other Access solutions?
Access Donate includes out of the box integration with our Access Charity CRM and Access Payments software. Through this connectivity, it means that all personal details, payment data, and contact preferences are automatically shared to Access Charity CRM, ensuring that you reduce admin and increase supporter insight, whilst ensuring compliance with GDPR.
Where data is concerned, it is available in the CRM as a source of truth. Additionally, it can also be created as reports or viewed in the Workspace Analytics dashboards. If you have Fundraising Hub, you will also be able to easily access supporter details and take the relevant actions via this platform.
What other benefits will you experience?
A quick and easy setup, with outstanding support that ensures a quick launch
Process either one-off and/or regular online donations
Make the most out of Gift Aid functionality
Redirect supporters once a donation has been made or logo has been clicked
Automated message functionality that supports the users’ journey
Ability to collect donations within hours
Why your charity should invest in an online donation form
Are you unsure about implementing an online donation form?
Read our comprehensive guide, where we provide an explanation of what we mean by a digital donation form, the benefits of implementing this solution, and its affordability.
Discover more about Access Charity CRM
Charity CRM features
Fundraising Management
Multi-criteria segmentation 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, we 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. 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.
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.