*** Already use Charitylog? Did you know you can book a review to ensure you're making the most of your system? ***

Contact & Case Management

All you need to know about people you work with and support - clients, volunteers, referrers and the rest. Keep control of your case management and workflows.

People & Services

The core of a charity is built around the people it works with and the services it provides. Keep it all in one place in Charitylog.

Assessment & Impact

Evidencing impact is vital for most charities and funders have many different requirements for this. You can build in recognised impact assessment methods, or use your own.

Reporting

Reporting is a demanding requirement for many organisations. From output KPIs to merging data into Excel reporting spreadsheets, Charitylog will produce data and save you time.

Support & Help

We believe that helping you get the best out of your system is a vital part of what we do. We have experienced and dedicated staff to provide training and support, as well as a manual and videos.

Training courses

We run short online courses on a series of topics, for both the new user and the more advanced.

Security & GDPR

Data security is an essential aspect of our service - we only use the most reputable data centres in the UK and give you the means to manage your GDPR compliance.

Unlimited user accounts

Unlike most providers, we don't charge for every user, giving affordable access for both staff and volunteers.

Go Further

We have a number of additional options such as Rostering, Invoicing and Handyperson. If you work geographically or as part of a group, you may find our Branches option essential.

Plans and prices at-a-glance

Features and packages

Starter

£49+VAT per month.

Virtual Demo

Contact & Case Management

  • People & Services
  • Cases & Contacts
  • Email, letter & text communications
  • Document storage & retrieval
  • Add your own fields

Reporting

  • Key Performance Indicators
  • Pre-configured report suite

Support & Help

  • Implementation & training
  • UK based telephone & email support
  • Page linked comprehensive manual
  • Online help videos
  • Training courses
  • Data migration - we can help you switch

Security & GDPR

  • Unlimited user accounts
  • Secure Data Centres in the UK
  • Multiple user groups
  • Optional two factor authentication
  • Additional practice & test environments
  • Multiple GDPR consent rules
  • Right to be forgotten
  • Fulfill Subject Access Requests

Go Further

  • Integrated web referral forms
  • Send & receive referrals through Charitylog
  • National reporting capability

One

£2140+VAT year 1

Get in touch

Contact & Case Management

  • People & Services
  • Cases & Contacts
  • Project & Service Workflows
  • Groups & activities
  • Email, letter & text communications
  • Document storage & retrieval
  • Add your own fields
  • Anonymous referrals & contacts
  • Information Links - Directory of Services

Assessment & Impact

  • Assessment forms
  • Ladder outcomes
  • Star Outcomes™

Reporting

  • Key Performance Indicators
  • Pre-configured report suite
  • Progress interval reporting
  • Classification codes
  • Excel templates & API reporting

Support & Help

  • Implementation & training
  • UK based telephone & email support
  • Page linked comprehensive manual
  • Online help videos
  • Training courses
  • Data migration - we can help you switch

Security & GDPR

  • Unlimited user accounts
  • Secure Data Centres in the UK
  • Multiple user groups
  • Optional two factor authentication
  • Additional practice & test environments
  • Multiple GDPR consent rules
  • Right to be forgotten
  • Fulfill Subject Access Requests
  • Flexible field visibility controls

Go Further

  • Combined reporting across separate organisations
  • Integrated web referral forms
  • Send & receive referrals through Charitylog
  • National reporting capability

Plus

From £3885+VAT year 1

Get in touch

Contact & Case Management

  • People & Services
  • Cases & Contacts
  • Project & Service Workflows
  • Groups & activities
  • Email, letter & text communications
  • Document storage & retrieval
  • Add your own fields
  • Anonymous referrals & contacts
  • Information Links - Directory of Services

Assessment & Impact

  • Assessment forms
  • Ladder outcomes
  • Star Outcomes™

Reporting

  • Key Performance Indicators
  • Pre-configured report suite
  • Analytics reporting
  • Progress interval reporting
  • Classification codes
  • Excel templates & API reporting

Support & Help

  • Implementation & training
  • UK based telephone & email support
  • Page linked comprehensive manual
  • Online help videos
  • Training courses
  • Data migration - we can help you switch

Security & GDPR

  • Unlimited user accounts
  • Secure Data Centres in the UK
  • Multiple user groups
  • Optional two factor authentication
  • Additional practice & test environments
  • Multiple GDPR consent rules
  • Right to be forgotten
  • Fulfill Subject Access Requests
  • Flexible field visibility controls

Go Further

  • Rostering & home care schedules
  • Mobile app for community based workers
  • Invoice creation & export
  • Handypersons & minor adaptations
  • Controls to separate branches & offices
  • Combined reporting across separate organisations
  • Data import module
  • Integrated web referral forms
  • Send & receive referrals through Charitylog
  • API (Application Programming Interface)
  • National reporting capability

Ultimate

From £9224+VAT year 1

Get in touch

Contact & Case Management

  • People & Services
  • Cases & Contacts
  • Project & Service Workflows
  • Groups & activities
  • Email, letter & text communications
  • Document storage & retrieval
  • Add your own fields
  • Anonymous referrals & contacts
  • Information Links - Directory of Services

Assessment & Impact

  • Assessment forms
  • Ladder outcomes
  • Star Outcomes™

Reporting

  • Key Performance Indicators
  • Pre-configured report suite
  • Analytics reporting
  • Progress interval reporting
  • Classification codes
  • Excel templates & API reporting

Support & Help

  • Implementation & training
  • UK based telephone & email support
  • Page linked comprehensive manual
  • Online help videos
  • Training courses
  • Data migration - we can help you switch

Security & GDPR

  • Unlimited user accounts
  • Secure Data Centres in the UK
  • Multiple user groups
  • Optional two factor authentication
  • Additional practice & test environments
  • Multiple GDPR consent rules
  • Right to be forgotten
  • Fulfill Subject Access Requests
  • Flexible field visibility controls

Go Further

  • Rostering & home care schedules
  • Mobile app for community based workers
  • Invoice creation & export
  • Handypersons & minor adaptations
  • Controls to separate branches & offices
  • Combined reporting across separate organisations
  • Data import module
  • Integrated web referral forms
  • Send & receive referrals through Charitylog
  • API (Application Programming Interface)
  • National reporting capability
Pricing table

Plans and prices at-a-glance

Features and packages

Starter

£49+VAT per month.

30 day free trial and no upfront cost.

One

£2140+VAT year 1

£500+VAT year 2

Group 3

Most popular

Plus

From £3885+VAT year 1

From £695+VAT year 2

Ultimate

From £9224+VAT year 1

From £2284+VAT year 2

Contact & Case ManagementStarterOnePlusUltimate
People & Services
Cases & Contacts
Project & Service Workflows
Groups & activities
Email, letter & text communications
Document storage & retrieval250GB500GB1TB2TB
Add your own fieldsOne table only
Anonymous referrals & contacts
Information Links - Directory of Services
Assessment & ImpactStarterOnePlusUltimate
Assessment forms
Ladder outcomes
Star Outcomes™Optional extraOptional extraOptional extra
ReportingStarterOnePlusUltimate
Key Performance Indicators
Pre-configured report suite
Analytics reporting
Progress interval reporting
Classification codes
Excel templates & API reporting
Support & HelpStarterOnePlusUltimate
Implementation & trainingGet started walkthrough1.5 days training, 0.5 days reviewMinimum - 3 days training, 1 day reviewMinimum - 6 days training, 2 days review
UK based telephone & email support60 days telephone support
Page linked comprehensive manual
Online help videos
Training courses
Data migration - we can help you switch
Security & GDPRStarterOnePlusUltimate
Unlimited user accountsUp to 5 concurrent usersUp to 10 concurrent usersUp to 50 concurrent usersUnlimited concurrent users
Secure Data Centres in the UK
Multiple user groups3 user groups4 user groupsUnlimitedUnlimited
Optional two factor authentication
Additional practice & test environments
Multiple GDPR consent rules
Right to be forgotten
Fulfill Subject Access Requests
Flexible field visibility controls
Go FurtherStarterOnePlusUltimate
Rostering & home care schedulesOptional extra
Mobile app for community based workersOptional (needs Rostering)Optional extra
Invoice creation & exportOptional extra
Handypersons & minor adaptationsOptional extra
Controls to separate branches & officesOptional extraOptional extra
Combined reporting across separate organisationsOptional extraOptional extraOptional extra
Data import moduleOptional
Integrated web referral formsOptional extraOptional extraOptional extra2 forms included
Send & receive referrals through CharitylogOptional extraOptional extraOptional extraOptional extra
API (Application Programming Interface)Optional extraRead only version included
National reporting capabilityOptional extraOptional extraOptional extraOptional extra
Virtual DemoGet in touchGet in touchGet in touch

* All Prices Exclude VAT