Charity CRM Features

The Charitylog CRM is fully scalable, so you can add modules to your system as your organisation grows. Read more...

See our charity CRM feature list below and contact us to find the package that best suits your organisation:


Modules IncludedCharitylog MembersCharitylog LocalCharitylog (Standard)Charitylog Collaboration
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People & Organisations
People & 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 & Referrals
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 & Documents
Letters & DocumentsStandard Letters and Mail MergeYYYN/A
Uploaded Document Storage and retrievalYYYN/A
N/A
Reporting
ReportingData ExtractionYYYN/A
Key performance IndicatorsNYYN/A
Progress IntervalsNNYN/A
Analytics ReportingNNYN/A
Multiple Database Analytics ReportingNNNY
Extra Modules
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
GDPR
GDPRLimited Data Field ViewsYYYN/A
Multiple Consent TypesYYYN/A
Ability to ForgetYYYN/A
Export of DataYYYN/A
Consent Renewal ReportingYYYN/A
Users
UsersMax Concurrent Users10105010
Max Authorised UsersUnlimitedUnlimitedUnlimitedUnlimited
Security
SecurityMax Number of User Groups33UnlimitedUnlimited
Group Level Access ControlPre-determinedPre-determinedSelf DeterminedSelf Determined
2 level login processYYYY
Two factor authenticationOptionalOptionalOptionalOptional
External Links
External LinksElectronic Incoming ReferralsNOptionalOptionalN/A
Electronic External ReferralsNOptionalOptionalN/A
Embedded Website formsOptionalOptionalOptionalN/A
Support & Help
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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