Charity CRM Features

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

Our bespoke CRM system for charities offers a wide range of features to suit your needs, which can be added or removed as your organisation grows. Spend less time on paperwork and more time growing your organisation by letting our charity CRM support your team across admin tasks, organising support workers, rostering, reporting and making sure you have GDPR consent.

Using our secure, cloud-based platform, this non-profit CRM system allows you to keep all data in one place and easily export and print reports and case worker notes as and when you need them.

Using our Call-round mobile app you can also view live schedules on your mobile and deliver updates to case workers in real time.

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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