Charity CRM Features
The Charitylog CRM is fully scalable, so you can add modules to your system as your organisation grows.
See our charity CRM feature list below and contact us to find the package that best suits your organisation:
Modules Included | Charitylog Local | Charitylog One | Charitylog (Standard) | |
---|---|---|---|---|
Book your Free Trial | Request a Demo | Request a Demo | ||
People & Organisations | ||||
People & Organisations | Clients | Y | Y | Y |
Volunteers | Y | Y | Y | |
Members | N | Y | Y | |
Carers | N | Y | Y | |
Cared Fors | N | Y | Y | |
Staff | Y | Y | Y | |
Referrers | Y | Y | Y | |
Funders | Y | Y | Y | |
Donors | N | Y | Y | |
Trustees | Y | Y | Y | |
Next of Kin | Y | Y | Y | |
Organisations | Y | Y | Y | |
Professionals | N | Y | Y | |
Suppliers | N | Y | Y | |
GP Surgeries | Y | Y | Y | |
Make up your own types | N | Y | Y | |
Projects & Referrals | ||||
Projects & Referrals | Numbers of Projects | 1 | 1+ | Unlimited |
Recording Referrals by Project | Y | Y | Y | |
Referrals for Anonymous People | N | Y | Y | |
Outstanding Actions and Due Dates | Y | Y | Y | |
Project Templates | N | Y | Y | |
Project Subcategories | Y | Y | Y | |
Contact Recording | Y | Y | Y | |
Calendar Appointments | Y | Y | Y | |
Letters & Documents | ||||
Letters & Documents | Standard Letters and Mail Merge | Y | Y | Y |
Uploaded Document Storage and retrieval | 250GB | 500GB | 1TB | |
Reporting | ||||
Reporting | Data Extraction | Y | Y | Y |
Key performance Indicators | Y | Y | Y | |
Progress Intervals | N | Y | Y | |
Analytics Reporting | N | Y | Y | |
Multiple Database Analytics Reporting | N | Optional | Optional | |
Extra Modules | ||||
Extra Modules | Make up your own tables & fields (Extension Databases) | N | Y | Y |
Add fields to a pre-existing Extension Database | Y | N/A | N/A | |
Clubs, Clinics and Groups | N | Y | Y | |
Ladder Outcomes | N | Y | Y | |
Star Outcome Integration | N | Optional | Optional | |
Classification Codes | N | Y | Y | |
Handypersons | N | N | Optional | |
Rostering | N | N | Optional | |
Mobile Call-round app | N | N | Optional | |
Invoicing | N | N | Optional | |
Multiple Branches | N | N | Optional | |
GDPR | ||||
GDPR | Limited Data Field Views | Y | Y | Y |
Multiple Consent Types | Y | Y | Y | |
Ability to Forget | Y | Y | Y | |
Export of Data | Y | Y | Y | |
Consent Renewal Reporting | Y | Y | Y | |
Users | ||||
Users | Max Concurrent Users | 5 | 10 | 50 |
Max Authorised Users | Unlimited | Unlimited | Unlimited | |
Security | ||||
Security | Max Number of User Groups | 3 | 4 | Unlimited |
Group Level Access Control | Pre-determined | Pre-determined | Self Determined | |
2 level login process | Y | Y | Y | |
Two factor authentication | Optional | Optional | Optional | |
External Links | ||||
External Links | Electronic Incoming Referrals | Optional | Optional | Optional |
Electronic External Referrals | Optional | Optional | Optional | |
Embedded Website forms | Optional | Optional | Optional | |
Support & Help | ||||
Support & Help | How to videos | Y | Y | Y |
Wiki style manual | Y | Y | Y | |
Email Support | Y | Y | Y | |
Telephone Support | 60 days free | Y | Y | |
Implementation & Training | At extra cost | One and a half days of Getting Started sessions included | Minimum 4 days included | |
Pricing (excluding VAT) | £33/month | £1795 in year 1; £400 per year thereafter | Variable with income | |
Additional Project Pricing (excluding VAT) | N/A | £250 in year 1; £125 per year thereafter | N/A | |
Book your Free Trial | Request a Demo | Request a Demo |