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 third sector CRM is used by over 900 charities, Not for Profits and Community Interest Companies 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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  • API (Application Programming Interface)

    The Charitylog Application Programming Interface lets you read data from and write data to Charitylog and is invaluable if you want to link to PowerBI or other business intelligence tools.
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  • Data Migration

    Over the years we have polished our data migration process in order to cut the cost and improve efficiency. There is also a version you can use for your own repetitive data imports and updating existing records, e.g. for data cleansing.
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  • Implementation and Training

    One of our experienced Implementation Consultants will work closely with you to ensure you get a smooth and successful implementation of Charitylog.
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  • Telephone Support

    We provide a personal telephone support service from knowledgeable technicians, as well as a fully detailed manual with videos to help you if you get stuck.
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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 management system for your charity, NFP or CIC 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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Devon in Sight logo

Devon in Sight (DIS) is a leading local Sight Loss charity, providing free practical help and advice to people who are blind or partially sighted in order to help them live their life to the full. In 2014 Devon in Sight purchased the Charitylog cloud-based CRM in order to transform the management and data security of their client records, using it to develop a hugely successful Sight Loss assessment & outcome framework.

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What Our Customers Say...

  • Oxfordshire Association for the Blind

    "Charitylog has helped improve our efficiency with client contact with its simple-to-use referral and history recording. We can then report on all of this using Charitlylog reports and share with our funders and donors on the work that we do. Everyone we have communicated with has been extremely helpful, you can pick up the phone and get straight through to a member of the support team who will assist you straight away." - Mark Upton, Client Services Manager

Read our Testimonials

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


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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* GDPR: UK GDPR (Jan 2021) incorporating DPA 2018