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.
- Home
- What is the Charitylog CRM?
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.
Cases & Contacts
Control your referrals and cases, and record your interactions.
Project & Service Workflows
Workflows that represent the way your services operate.
Groups & activities
Membership, session and attendance recording.
Email, letter & text communications
Build mail-merges and produce professional emails and letters.
Document storage & retrieval
Securely upload important documents and images.
Add your own fields
Create custom fields to meet your own needs.
Anonymous referrals & contacts
Maximise your organisation's impact by recording anonymous contacts.
Information Links - Directory of Services
Save time when you signpost to other organisations.
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.
Assessment forms
Create your own assessments and outcomes scoring systems.
Ladder outcomes
Monitor change over time and produce spider charts.
Star Outcomes™
Use Star Outcomes™ in Charitylog.
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.
Key Performance Indicators
Extensive numerical analysis of your performance.
Pre-configured report suite
Comprehensive range of easy to use reports.
Analytics reporting
Enhance your view of data with charts and graphs in a dashboard.
Progress interval reporting
Check service intervals and case milestones.
Classification codes
Categorise referrals, contacts and outcomes.
Excel templates & API reporting
Populate pre-built spreadsheets or even use Business Intelligence tools via the Charitylog API.
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.
Implementation & training
We'll help you set your system up for your needs.
UK based telephone & email support
Our in-house support team know the system inside out, call them on our local rate number.
Page linked comprehensive manual
In depth manual available from within Charitylog.
Online help videos
Prefer to watch? See our wide range of self help videos.
Training courses
We run short online courses on a series of topics, for both the new user and the more advanced.
Data migration
Our data migration service can get you running quickly.
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.
Secure Data Centres in the UK
All data is hosted using secure, highly reputable Data Centres in the UK.
Multiple user groups
Assign different permissions to different groups of users.
Optional two factor authentication
Use 2FA for an extra level of security.
Additional practice & test environments
Separate training and test (sandbox) systems without affecting your live data.
Multiple GDPR consent rules
Keep on top of GDPR compliance with configurable consent options, including expiry notifications.
Right to be forgotten
Manage 'forget me' requests easily.
Fulfill Subject Access Requests
Easily provide personal information upon request.
Flexible field visibility controls
Users only see the fields that are relevant to the work they are doing.
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.
Rostering & home care schedules
Plan regular or ad hoc visits and manage services.
Mobile app for community based workers
Use Call-Round to replace paper timesheets for increased efficiency and security.
Invoice creation & export
Invoice work done and services provided to clients and other funders.
Handypersons & minor adaptations
Plan visits, record materials and send invoices.
Controls to separate branches & offices
Split your organisation by locality or function and control who sees which branch.
Combined reporting across separate organisations
Report collaboratively with other organisations, whilst keeping your data separate.
Data import module
Run regular imports of data from other systems.
Integrated web referral forms
Capture enquiries through your website directly into Charitylog.
Send & receive referrals through Charitylog
When collaborating with other organisations you can send or receive referrals in electronic form.
API (Application Programming Interface)
Use the API to connect to PowerBI and other system integrations.
National reporting capability
Reporting for national umbrella organisations.
Which plan suits you?
Features and packages
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
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
£1995+VAT year 1. For organisations running a single service or project, with up to 10 users.
Find out moreContact & 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
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
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
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 £8750+VAT year 1 (depending on income). For large national service organisations.
Find out moreContact & 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
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
Which plan suits you? Features and packages | Starter£49+VAT per month. For micro charities with up to 5 users. 30 day free trial and no upfront cost. | One£1995+VAT year 1. For organisations running a single service or project, with up to 10 users. £500+VAT year 2. | Most popular PlusFrom £3550+VAT year 1 (depending on income). For small or medium organisations. From £660+VAT year 2 (depending on income). | UltimateFrom £8750+VAT year 1 (depending on income). For large national service organisations. From £2350+VAT year 2 (depending on income). |
|---|---|---|---|---|
| Contact & Case Management | Starter | One | Plus | Ultimate |
| People & Services | ||||
| Cases & Contacts | ||||
| Project & Service Workflows | — | |||
| Groups & activities | — | |||
| Email, letter & text communications | ||||
| Document storage & retrieval | 250GB | 500GB | 1TB | 2TB |
| Add your own fields | One table only | |||
| Anonymous referrals & contacts | — | |||
| Information Links - Directory of Services | — | |||
| Assessment & Impact | Starter | One | Plus | Ultimate |
| Assessment forms | — | |||
| Ladder outcomes | — | |||
| Star Outcomes™ | — | Optional extra | Optional extra | Optional extra |
| Reporting | Starter | One | Plus | Ultimate |
| Key Performance Indicators | ||||
| Pre-configured report suite | ||||
| Analytics reporting | — | — | ||
| Progress interval reporting | — | |||
| Classification codes | — | |||
| Excel templates & API reporting | — | |||
| Support & Help | Starter | One | Plus | Ultimate |
| Implementation & training | Get started walkthrough | 1.5 days training, 0.5 days review | Minimum - 3 days training, 1 day review | Minimum - 6 days training, 2 days review |
| UK based telephone & email support | 60 days telephone support | |||
| Page linked comprehensive manual | ||||
| Online help videos | ||||
| Training courses | ||||
| Data migration | ||||
| Security & GDPR | Starter | One | Plus | Ultimate |
| Unlimited user accounts | Up to 5 concurrent users | Up to 10 concurrent users | Up to 50 concurrent users | Unlimited concurrent users |
| Secure Data Centres in the UK | ||||
| Multiple user groups | 3 user groups | 4 user groups | Unlimited | Unlimited |
| 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 | Starter | One | Plus | Ultimate |
| Rostering & home care schedules | — | — | Optional extra | |
| Mobile app for community based workers | — | — | Optional (needs Rostering) | Optional extra |
| Invoice creation & export | — | — | Optional extra | |
| Handypersons & minor adaptations | — | — | Optional extra | |
| Controls to separate branches & offices | — | — | Optional extra | Optonal extra |
| Combined reporting across separate organisations | — | Optional extra | Optional extra | Optional extra |
| Data import module | — | — | Optional | |
| Integrated web referral forms | Optional extra | Optional extra | Optional extra | 2 forms included |
| Send & receive referrals through Charitylog | Optional extra | Optional extra | Optional extra | Optional extra |
| API (Application Programming Interface) | — | — | Optional extra | Read only version included |
| National reporting capability | Optional extra | Optional extra | Optional extra | Optional extra |
| Virtual Demo | Find out more | Find out more | Find out more |
* All Prices Exclude VAT