Access Charity CRM
Achieve campaign goals with data-driven fundraising management software
Everything you need in a Charity CRM for maintaining your fundraising database and building a better relationship with your supporters. Manage your campaigns, segment and identify valued supporters, manage trust applications and legacies and more with our charity fundraising software.
Key features of our fundraising management software
Create targeted multi-channel communications and with in-built prospect management tools, engaging your best prospects is made easier with multi-criteria segmentation options.
Manage activity as well as relationships
for every income stream for efficient and effective fundraising
Log every interaction
track donations, interests, conversations and more to understand supporter behaviour better
Multi-criteria segmentation
lets you create personalised and targeted multi-channel communications from within the software
Manage every aspect of volunteering
and all types of opportunities from one place. Enhance your volunteer management processes with Assemble Volunteer Management integration.
Manage the grant application process
stay on track with reporting and monitor payments with end-to-end trust management tools
Identify legacy prospects
and manage supporters from enquiry through to pledge with workflow tools and legacy-specific features
Strengthen supporter relationships with our fundraising management software
Our charity fundraising software, Access Charity CRM, enables you to:
- Membership payments and regular gift cancellations are monitored to help reduce attrition.
- Reason codes can be reported on for better reactivation campaigns.
- Proactive Bacs error handling and data integrity checks reduce the number of failed payments.
Manage volunteers from one place with our fundraising management software
- Record key data for casual and event-based volunteering and run reports to measure activity
- Recruit to job shares, attract multiple applicants and allocate a single applicant to multiple roles
- Send invitations, applications or manage interview processes, and track responses
- Map skills, availability and location to match volunteers with opportunities
Get a full view of the application process with our fundraising management software
- A customisable workflow manages the complete application process within the fundraising CRM database
- Log decision dates, contacts, criteria, communications, trustees, interests and more
- Enter reporting dates and payment schedules into the fundraising CRM
Demonstrate comprehensive legacy management with our fundraising management software
- Search and select function identifies potential legators and enables targeted communications
- Legacy workflow tools manage the process from enquiry through to pledge
- Record pledge value, bequest type, legal restrictions, family contacts and more
- Use your time, donor data and supporter relationships more intelligently, and achieve even more
Discover more about charity fundraising software
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.
