Access Charity CRM
Our powerful CRM for charities and non-profits is a powerful, dynamic solution that aligns donor data processes
Start using a charity CRM to empower your fundraising team with intelligent supporter management and engagement. Create campaigns and events to build strong donor relationships by sharing information that truly matters to them. Access Charity CRM is the upgraded version of our market-leading Access thankQ CRM solution.
Multi-criteria segmentation within our fundraising CRM makes it easy to create personalised and targeted multi-channel communications. Maximise income opportunities, legacies, trust applications and more with accurate campaign tracking.
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.
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.
Keeping you in control of event planning, delivery and reporting, our charity CRM make it easy to create different ticket types, costs and payment categories.
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.
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. The fundraising CRM has 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.
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
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.
Link our digital donation form to your website and get live collecting donations within hours. Easy to use, self-serve solution with the added benefit of sharing crucial donor information to your charity CRM.
Integrating with your charity CRM software can streamline your processes, supporting you to increase efficiency and engagement. With Access Charity CRM, you can easily integrate your preferred products and services, allowing you to make the most of your supporter data.
Regardless of whether you opt to connect with our out-the-box solutions and/or with the considerable selection of third-party platforms via Make, the integration possibilities with Access Charity CRM are endless
Our charity CRM has a simplified interface, underpinned by robust data and analytics, that gives the rest of your team and wider stakeholders the ability to self-serve critical information freeing up your fundraising team to make an impact.
Our unique Fundraising Hub provides an easily accessible path to donor data, allowing your charity to take action quicker than ever before. With fundraising management software you will have 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.
Make faster, more informed decisions with easy access to accurate data and tracking. Get an overview of performance or drill down into the details for data-driven planning with our charity CRM. 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.
Get an at-a-glance view of benchmarks including income, attrition, new donors and more, run an in-depth analysis or compare like-for-like data
Access PaySuite helps stop payment interruptions and keeps income flowing with effortless Direct Debit solutions. From online to mobile, we empower your donors to pay in the ways that best suit them, confident that their transactions will be processed and stored securely. With clear visibility of who has paid and when - using live dashboards - you can rapidly improve your cashflow forecasts.
Our charity CRM contains enterprise-grade, in-built security that keeps your data safe against external threats, losses and leaks. It complies with the latest UK regulations and conforms to ISO 27001 - the international best-practice standard in data security. With automatic security updates, software upgrades and backups, plus a GDPR consent portal for supporters, we have thought of everything to ensure that your data is kept safe at all times.
Collect, store and manage consents through the self service GDPR consent portal – putting supporters in control of their marketing preferences so that you can manage your communications with confidence.
Charity CRM’s integration capability via Make has been game-changing for us. This has allowed us to easily connect with one of our event booking systems without the need to write a full API, which is groundbreaking for a team such as ourselves.
The charity CRM provides a better means of recording consent and opt-ins for our communications and makes managing our GDPR compliance in relation to this much easier. The new system has also made it easier for us to create targeted audiences which helps with our fundraising campaigns and with our stewardship of donors.
The Charity CRM makes it easy because we can claim it automatically through the system. You submit the claim online through the CRM, it posts an automatic response into the CRM to show that you’ve submitted it online and then you just check your bank account about 10 days later and the money is there!
Simple things like knowing each donor’s name - and having access to their profile from one central system - may sound small, but they’re fundamental in building meaningful relationships.
What are the benefits of a CRM for charities?
The guide covers:
Access Charity CRM vs Salesforce
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Six benefits of integrating your charity's website with your CRM
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How to avoid choosing an unsuitable charity CRM
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6 step guide to choosing the right CRM for charities
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How much does a charity CRM cost?
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How to switch your charity CRM
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Salesforce review: Is it a suitable CRM for charities?
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Manage and organise your supporters and donors with a charity CRM. Over 10,000 fundraising professionals use Access Charity CRM to improve donor relationships and increase revenue for their charity.
Find out which key steps you should take when choosing the right CRM for your charity.
With powerful search, analytics and marketing automation technologies to your advantage, a CRM system designed for charities and non-profits like Access Charity CRM will help you identify and nurture valued and at risk donors with the right messages to keep them engaged, making income generation more predictable.
CRM stands for Customer Relationship Management. In the non-profit sector, the term ‘customer’ refers to donors, volunteers, supporters, and stakeholders rather than traditional commercial customers. A CRM system in a charity setting helps manage and nurture relationships with donors, volunteers, and other stakeholders by centralising their information.
A CRM system is necessary for non-profits dealing with substantial data. It centralises donor, volunteer, and stakeholder information, enabling personalised communication, targeted fundraising, and efficient volunteer management. With features for reporting and automation, a CRM enhances transparency and scalability, which makes it a valuable asset for improving your impact and increasing donor retention.
Access Charity CRM is part of our Access Workspace for Charities solution which gives your fundraising team end-to-end visibility and control of your donor journeys.
With everything in one place, our scalable, feature-rich software allows each solution to operate on its own, or as an integrated 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.
Read more about donor management software.
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 Charity CRM is part of our connected donor journey software, Access Workspace for Charities. With everything in one place, our cloud-based feature-rich charity software includes Digital Advertising, Website, charity CRM and Payment Processing 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.
