Cloud-Based Case Management for the Third Sector.

Charitylog is the comprehensive charity CRM solution for managing your clients and service users in the cloud.

Our charity CRM is used by over 750 third sector organisations that provide services and have to report on them to demonstrate impact and outcomes.

Charitylog is very adaptable and we can put together a package that suits you, keeps everything in one place and makes life easier. Focus less on admin and more on your service provision, even when working from home.

Our specialist charity database software will help you manage the personal information you collect, supporting your organisation in meeting GDPR compliance. As your charity changes and new projects come along, so you can add to Charitylog and develop your system.

We know that charities are varied in what they do, how they do it and what they have to report to funders and commissioners. We have the experience to help you, no matter how small or large.

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Charity CRM Features

  • Record Keeping

    Record your clients, volunteers, staff, trustees and anyone else who is involved. Similarly, all the organisations you deal with, such as referrers and organisations you signpost to, can be included.
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  • Case Management

    Easy to use charity CRM designed for third sector organisations. Transforms your case management capability and links to a calendar to make appointments. Keeps track of things that need doing.
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  • Groups and Activities

    Record your group members and their attendances. Even send reminder texts if you want.
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  • Assessments & Outcomes

    Build in recognised assessment methods, or use your own. Use outcome measures to monitor impact and change.
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  • Reporting

    Charity CRM data can be mined and exported to an integrated reports suite as well as used for exporting into Excel and doing mail-merge.
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  • Visit Scheduling

    Use our Rostering module to schedule visits of care workers and other community support workers. Integrates with CRM, invoicing and mobile monitoring.
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  • Attendance Monitoring App

    Check that your community-based provision has actually been delivered, on time, with live updates and alerts from the Call-round mobile app - an easy to use system that allows you to work in real-time.
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  • Custom Data

    Although Charitylog has an extensive inbuilt set of data fields, if you need to add more, you can do it yourself. You are not limited by what we provide as standard.
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  • Collaborative Working and Web Forms

    Pass referrals securely to other organisations using Charitylog; use an embedded web form in your website to receive referrals from outside. Cross-database reporting for collaborative partners running their own Charitylog systems.
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  • National Reporting and Umbrella Organisations

    Through our work with national charities, we have developed methods to allow the dissemination of standard processes such as assessments and outcomes. We can also provide a mechanism to upload local data to the umbrella organisation.
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Discover how our charity database software can make life easier for your organisation:
Request your demo

Need more help deciding which charity database software is right for your organisation? Contact our expert team today and we'll happily talk through your options. We can design a charity management system that suits your needs and budget.


Case Studies

Age UK logo

In 2016 Age UK East London started using Charitylog's mobile care management solution (Call-round) in order to help manage their community-based volunteers. The organisation's befriending service is now using Call-round to improve service provision and safeguard visits. A recent CQC inspection report has awarded the charity an "Outstanding" rating and mentions the benefits being realised from using the Call-round service.

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Mind logo

Springfield Mind is a successful charity founded 33 years ago to promote mental wellbeing in South Warwickshire and Wychavon. In 2016 the organisation decided to use the Charitylog cloud-based CRM in order to improve their service levels and increase their productivity. The Warwickshire based charity now successfully use Charitylog to manage all their wellbeing and outreach services.

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Harrow Carers logo

In 2008 carers' support charity Harrow Carers decided to invest in a digital case management system capable of managing the increasingly demanding requirements that they were then facing. Charitylog has since helped them to offer greater safeguarding and improved service provision to their clients by achieving significant efficiencies, improved service levels and enhanced outcome reporting capabilities.

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What Our Customers Say...

  • Havant and East Hants Mind

    "From the start Charitylog proved to be easy to set up and effective 'out of the box'. New staff members find it easy to use and become familiar with it very quickly. The system has proved more than capable of handling the expansion of our services and changes in our working methods that we are currently experiencing." - Steve Southwell, Trustee

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There's a version of Charitylog to suit all sizes and budgets...

Charitylog

The full Charitylog system allows unlimited projects, and is priced according to income and includes a minimum of three Implementation and Training days as well as a Review day to maximise its value to your organisation.

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Charitylog One

Charitylog One is the single-project version of Charitylog. It includes Outcomes, Groups and Activities, and flexible data extensions for assessments. We provide it at a fixed price that includes training and support.

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Charitylog Local

The light version of the Charitylog CRM, Charitylog Local is designed for smaller charities who may not have the budget (or the need) for the full system.

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