
Best practice CRMs
Blog
Many small charities are still managing vital information through spreadsheets, paper records, and shared inboxes. New research reveals that 30% of small UK charities have no dedicated CRM system in place. But as reporting demands grow and resources remain stretched, can charities afford not to invest in the right tools?
A new sector-wide survey from Fundraising Magazine and Charity Finance has put some hard numbers behind what many in the sector have long suspected: a significant portion of UK charities are still running without a CRM system of any kind.
The research confirms that three in ten small charities have no dedicated system for managing their contacts, relationships, or service user data. Spreadsheets, paper records, and shared inboxes are filling the gap - and the cost of that is felt every day, in duplicated effort, missed follow-ups, and reporting that takes far longer than it should.
Why does this matter now?
The charity sector is under more pressure than ever to demonstrate impact, manage data responsibly, and do more with less. A CRM isn't a luxury for larger organisations - it's the operational backbone that makes everything else possible, from reporting to funders to coordinating casework across a dispersed team.
The survey comes at a moment when the digitisation conversation is well underway at the larger end of the sector. But for smaller charities - often with limited IT resource, tight budgets, and no dedicated administrator - the jump to a new system can feel daunting. The result is inertia, and inertia has real consequences.
What the right CRM actually looks like for a small charity
Not all CRMs are built with charities in mind. Many are adapted from commercial sales tools, bringing with them terminology, pricing models, and feature sets that simply don't fit how charities work.
Charitylog has been built specifically for the voluntary sector for over two decades, and is now used by around 1,000 organisations across the UK. It's designed around the way charities actually operate - tracking referrals, recording outcomes, managing volunteers, and producing the kind of reports that funders and commissioners ask for.
For a small charity making the move away from spreadsheets, that sector-specific fit matters. There's no need to adapt your processes to fit a generic tool; the tool is already shaped around your work.
Getting started doesn't have to be complicated
One of the most common barriers we hear from smaller charities is the fear that implementing a CRM will be disruptive, expensive, or technically complex. In most cases, it's simpler than expected - particularly when the system is designed with non-technical users in mind.
If your charity is among the 30% still working without a CRM, now is a good time to take stock. What data are you currently holding, and where is it living? What does your team spend time on that a better system could handle? What would better reporting mean for your next funding application?
Those are the questions worth starting with - and we're happy to help you think them through.
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