Features

The Charitylog CRM is fully scalable, so you can add modules to your system as your charity's needs grow.
Please see our feature list to establish the level of service that most suits your organisation:

Modules IncludedCharitylog MembersCharitylog LocalCharitylog (Standard)Charitylog Collaboration
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People and OrganisationsClientsYYYN/A
VolunteersNOptionalYN/A
MembersYOptionalYN/A
CarersNOptionalYN/A
Cared ForsNOptionalYN/A
StaffYYYY
ReferrersNYYN/A
FundersNYYN/A
TrusteesYYYN/A
Next of KinNYYN/A
OrganisationsYYYN/A
ProfessionalsNYYN/A
SuppliersNNYN/A
GP SurgeriesNYYN/A
Make up your own typesNOptionalYY
Projects & ReferralsNumbers of Projects01+UnlimitedUnlimited
Recording Referrals by ProjectNYYN/A
Referrals for Anonymous PeopleNOptionalYN/A
Outstanding Actions and Due DatesNYYN/A
Project TemplatesNNYN/A
Contact RecordingYYYN/A
Calendar AppointmentsNYYN/A
Letters & DocumentsStandard Letters and Mail MergeYYYN/A
Uploaded Document Storage and retrievalYYYN/A
N/A
ReportingData ExtractionYYYN/A
Key performance IndicatorsNYYN/A
Progress IntervalsNNYN/A
Analytics ReportingNNYN/A
Multiple Database Analytics ReportingNNNY
Extra ModulesMake up your own tables & fields (Extension Databases)OptionalOptionalYN/A
Clubs, Clinics and GroupsNOptionalYN/A
Ladder OutcomesNOptionalYN/A
Star Outcome IntegrationNNOptionalN/A
Classification CodesNOptionalYN/A
HandypersonsNNOptionalN/A
RosteringNNOptionalN/A
Mobile Call-round appNNOptionalN/A
InvoicingNNOptionalN/A
Multiple BranchesNNOptionalOptional
GDPRLimited Data Field ViewsYYYN/A
Multiple Consent TypesYYYN/A
Ability to ForgetYYYN/A
Export of DataYYYN/A
Consent Renewal ReportingYYYN/A
UsersMax Concurrent Users10105010
Max Authorised UsersUnlimitedUnlimitedUnlimitedUnlimited
SecurityMax Number of User Groups33UnlimitedUnlimited
Group Level Access ControlPre-determinedPre-determinedSelf DeterminedSelf Determined
2 level login processYYYY
Two factor authenticationOptionalOptionalOptionalOptional
External LinksElectronic Incoming ReferralsNOptionalOptionalN/A
Electronic External ReferralsNOptionalOptionalN/A
Embedded Website formsOptionalOptionalOptionalN/A
Support & HelpHow to videosYYYY
Wiki style manualYYYY
Email SupportYYYY
Telephone SupportOptionalOptionalYY
Implementation & TrainingOptionalOptionalYY
Pricing(excluding VAT)From £20/monthFrom £33/monthVariable
with income
Variable
with users
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