Access Charity CRM
Dynamic charity CRM software that aligns donor data processes
Our powerful CRM for charities and non-profits
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.
Engage supporters with our intelligent charity CRM
With Access Charity CRM you can create engaging campaigns and events, building strong connections with your supporters by sharing information that truly matters to them. Our powerful search, analytics and marketing automation technologies can be used to identify and target donors with the right messages at the right time to help make income generation more predictable.
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.
Introducing Access Donate, our digital donation form module
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.
A charity CRM that empowers your fundraising teams
Benefits of Access Charity CRM
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.
Easily manage your donors
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.
- Available to anyone in your organisation that is granted permission, without any additional CRM licenses, allowing relevant data to be self-served when needed.
- Removes reporting/data accessibility bottlenecks and thereby increases productivity.
- Less spreadsheet dependency reduces data control risks.
- Rapidly set up regular payments and direct debits from within the application.
- Deep search capabilities and “Favourites” menu allows key donors to be ringfenced and targeted with different treatments.
Create more successful campaigns
- Tracked interactions and insights into supporter behaviour help you design a better donor journey and develop deeper supporter relationships.
- Build more targeted campaigns with greater insight and donor development features
- Engage your best prospects using prospect management tools
- Manage activity as well as relationships for every income stream
Stay in control of every aspect of your event
- Meticulous planning and careful co-ordination means a more successful event. From pre-planning to post-event analysis, you can do everything in one place.
- Simplify planning and delivery
- Record every category of cost and payment, track budgets and analyse accurate data
- Evaluate events and run participant reports
Make data-driven decisions
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.
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
- Customise the dashboard for different user types, view all data or filter the most relevant, and make decisions based on accurate information
- Monitor your most important campaign data via a customisable dashboard to maximise performance
- Easily analyse performance using out-of-the-box reports and user-specific dashboards with drill-down capability, campaign filtering and more
- Quickly run detailed or top-level management reports with reliable, relevant data
Streamline payment processing
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 suits 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.
- Reduce risk with fully managed Direct Debit processing
- Monitor cancellations, report on reason codes and run reactivation campaigns
- Manage donor data with the online portal
Protect your charity’s data
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.
Enhance your volunteer management processes with Assemble integration
Integrating with Assemble allows our current Charity CRM customers to successfully deliver their volunteer management strategies. Assemble’s specialist features and functionality support every stage of the volunteer journey; from initial recruitment and onboarding, all the way through to retention.
Gain a holistic view into how volunteers engage with your organisation and make informed decisions to develop the supporter journey based on this data. Where data is concerned, you can avoid duplications and general inefficiencies associated with using isolated pieces of software, allowing for increased productivity in your day-to-day processes.
Key features include:
- End-to end volunteer recruitment
- Compliant and accountable workflows
- Intuitive rotas, event management and tasks
- Tailored communication and success acknowledgement
- Powerful analytics with rich reports
Integrate your favourite products and services with Access Charity CRM
Integrations with your charity CRM software increase efficiency and engagement. Easily integrate your preferred products and services so you can make the most of your supporter data. Integrations also include Access Financials.
And with our REST API the integration possibilities with Access Charity CRM are endless.
Why customers love our charity CRM software
Charity CRM resources
What are the benefits of a CRM for charities?
The guide covers:
- Why more charities are choosing CRM systems
- What is a charity CRM and why is it important?
- What are the benefits of a CRM for charities?
Access Charity CRM vs Salesforce
This guide covers:
- The importance of choosing the right CRM
- Access Charity CRM pros and cons
- Salesforce pros and cons
- Access Charity CRM vs Salesforce: which should you choose?
Six benefits of integrating your charity's website with your CRM
This guide covers:
- What is an integrated charity CRM and website?
- Tops benefits of integrating your CRm and website
- What to consider before integrating your charity's website and CRM
How to avoid choosing an unsuitable charity CRM
This guide covers:
- What mistakes can be made when choosing a charity CRM
- How to avoid choosing an unsuitable charity CRM
- Make an informed decision
6 step guide to choosing the right CRM for charities
This guide covers:
- The 6 steps including defining your goals, auditing your current resources, considering your budget and choosing the right provider
How much does a charity CRM cost?
This guide covers:
- What can influence the cost
- Determining the ROI
- Creating a budgeting plan
- Finding an affordable charity CRM
- Access Charity CRM pricing packages
How to switch your charity CRM
This guide covers:
- The benefits of switching to a new charity CRM
- Signs that you need to switch
- Things to consider when switching to a new charity CRM
- You charity switch checklist
Salesforce review: Is it a suitable CRM for charities?
This guide covers:
- Why choose a CRM for charities?
- How does Salesforce perform as a CRM for charities?
Charity CRM FAQs
What does a charity CRM do?
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.
What are the benefits of a charity CRM?
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.
Why is a CRM important for fundraising?
What does CRM mean in charity?
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.
Does a non-profit need a CRM?
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.
How does a charity CRM support the donor journey?
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.
How does Access Workspace for Charities fit into all this?
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.
What can I expect from the implementation of Access Charity CRM?
Access Workspace for Charities
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.
