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Access Charity CRM


DYNAMIC CHARITY CRM SOFTWARE THAT ALIGNS DONOR DATA PROCESSES

Our powerful CRM for charities and non-profits

Start using a charity CRM to empower your fundraising team with intelligent
supporter management and engagement. Create campaigns and events to build strong
donor relationships by sharing information that truly matters to them. Access
Charity CRM is the upgraded version of our market-leading Access thankQ CRM
solution.

Download brochure View pricing
Play Video



ENGAGE SUPPORTERS WITH OUR INTELLIGENT CHARITY CRM

With Access Charity CRM you can create engaging campaigns and events, building
strong connections with your supporters by sharing information that truly
matters to them. Our powerful search, analytics and marketing automation
technologies can be used to identify and target donors with the right messages
at the right time to help make income generation more predictable.





CHARITY CRM FEATURES

 



FUNDRAISING MANAGEMENT

Multi-criteria segmentation makes it easy to create personalised and targeted
multi-channel communications. Maximise income opportunities, legacies, trust
applications and more with accurate campaign tracking.

More about fundraising management charity CRM

DONOR MANAGEMENT

Track supporter interactions from one place – communications, donation history,
event attendance and more. Quickly see who knows who in the donor community
using the inbuilt relationship tree, allowing informed prospect conversations to
take place much sooner.

More about donor management software

MARKETING AUTOMATION

Our powerful integration with Mailchimp leverages our data more effectively and
ensures that donors are segmented and nurtured by triggering personalised
journeys based on their individual interactions (events, payments, etc) with
your charity.

More about our charity CRM marketing automation solution

CHARITY EVENT MANAGEMENT

Keeping you in control of event planning, delivery and reporting, we make it
easy to create different ticket types, costs and payment categories.

More about charity event management

DIRECT DEBIT PAYMENT PROCESSING

Access Paysuite simplifies your donor journey by reducing the risk of payment
interruptions with manageable regular giving – keeping income flowing with
effortless Direct Debit payments.

More about direct debit processing

REPORTING & ANALYTICS

Make faster, more informed decisions with easy access to accurate data and
tracking. Get an overview of performance or drill down into the detail for data
driven planning. A live dashboard means you can track campaigns and make
real-time decisions to deliver even more successful fundraising. While
comprehensive management reports enable you to make more informed decisions.

More about reporting

INCOME & GIFT AID MANAGEMENT

Management of all income streams including grant funding and legacies. Calculate
claims in seconds and submit at the click of a button. Easy income analysis and
declaration processing

CALLING APPLICATION

The Access Charity CRM Calling Application allows you to effortlessly contact
your organisation's supporters to fundraise one-off or regular donations, keep
them informed about your charity's progress, and update their information while
recording their consent.

More about our charity CRM calling application


A CHARITY CRM THAT EMPOWERS YOUR FUNDRAISING TEAMS

View pricing Book a demo





BENEFITS OF ACCESS CHARITY CRM

Our charity CRM has a simplified interface, underpinned by robust data and
analytics, that gives the rest of your team and wider stakeholders the ability
to self-serve critical information freeing up your fundraising team to make an
impact.

Easily manage your donors Create more successful campaigns Stay in control of
every aspect of your event Make data-driven decisions Streamline payment
processing Protect your charity’s data Enhance your volunteer management
processes with Assemble integration

EASILY MANAGE YOUR DONORS

Our unique Fundraising Hub provides an easily accessible path to donor data,
allowing your charity to take action quicker than ever before. With fundraising
management software you will have a simple, innovative way for your wider
organisation to rapidly surface core donor data and take action, without
requiring specialist knowledge or in-depth training.

 * Available to anyone in your organisation that is granted permission, without
   any additional CRM licenses, allowing relevant data to be self-served when
   needed.
 * Removes reporting/data accessibility bottlenecks and thereby increases
   productivity.
 * Less spreadsheet dependency reduces data control risks.
 * Rapidly set up regular payments and direct debits from within the
   application.
 * Deep search capabilities and “Favourites” menu allows key donors to be
   ringfenced and targeted with different treatments.



CREATE MORE SUCCESSFUL CAMPAIGNS

 * Tracked interactions and insights into supporter behaviour help you design a
   better donor journey and develop deeper supporter relationships.
 * Build more targeted campaigns with greater insight and donor development
   features
 * Engage your best prospects using prospect management tools
 * Manage activity as well as relationships for every income stream



STAY IN CONTROL OF EVERY ASPECT OF YOUR EVENT

 * Meticulous planning and careful co-ordination means a more successful event.
   From pre-planning to post-event analysis, you can do everything in one place.
 * Simplify planning and delivery
 * Record every category of cost and payment, track budgets and analyse accurate
   data
 * Evaluate events and run participant reports



MAKE DATA-DRIVEN DECISIONS

Make faster, more informed decisions with easy access to accurate data and
tracking. Get an overview of performance or drill down into the detail for
data-driven planning. A live dashboard means you can track campaigns and make
real-time decisions to deliver even more successful fundraising. While
comprehensive management reports enable you to make more
informed decisions.

Get an at-a-glance view of benchmarks including income, attrition, new donors
and more, run an in-depth analysis or compare like-for-like data

 * Customise the dashboard for different user types, view all data or filter the
   most relevant, and make decisions based on accurate information
 * Monitor your most important campaign data via a customisable dashboard to
   maximise performance
 * Easily analyse performance using out-of-the-box reports and user-specific
   dashboards with drill-down capability, campaign filtering and more
 * Quickly run detailed or top-level management reports with reliable, relevant
   data



STREAMLINE PAYMENT PROCESSING

Access PaySuite helps stop payment interruptions and keeps income flowing with
effortless Direct Debit solutions. From online to mobile, we empower your donors
to pay in the ways that best suits them, confident that their transactions will
be processed and stored securely. With clear visibility of who has paid and when
- using live dashboards - you can rapidly improve your cashflow forecasts.

 * Reduce risk with fully managed Direct Debit processing
 * Monitor cancellations, report on reason codes and run reactivation campaigns
 * Manage donor data with the online portal



PROTECT YOUR CHARITY’S DATA

Our charity CRM contains enterprise-grade, in-built security that keeps your
data safe against external threats, losses and leaks. It complies with the
latest UK regulations and conforms to ISO 27001 - the international
best-practice standard in data security. With automatic security updates,
software upgrades and backups, plus a GDPR consent portal for supporters, we
have thought of everything to ensure that your data is kept safe at all times.

Collect, store and manage consents through the self service GDPR consent portal
– putting supporters in control of their marketing preferences so that you can
manage your communications with confidence.



ENHANCE YOUR VOLUNTEER MANAGEMENT PROCESSES WITH ASSEMBLE INTEGRATION

Integrating with Assemble allows our current Charity CRM customers to
successfully deliver their volunteer management strategies. Assemble’s
specialist features and functionality support every stage of the volunteer
journey; from initial recruitment and onboarding, all the way through to
retention. 

Gain a holistic view into how volunteers engage with your organisation and make
informed decisions to develop the supporter journey based on this data. Where
data is concerned, you can avoid duplications and general inefficiencies
associated with using isolated pieces of software, allowing for increased
productivity in your day-to-day processes. 

Key features include: 

 * End-to end volunteer recruitment  
 * Compliant and accountable workflows 
 * Intuitive rotas, event management and tasks 
 * Tailored communication and success acknowledgement 
 * Powerful analytics with rich reports 


INTEGRATE YOUR FAVOURITE PRODUCTS AND SERVICES WITH ACCESS CHARITY CRM

Integrations with your charity CRM software increase efficiency and engagement.
Easily integrate your preferred products and services so you can make the most
of your supporter data. Integrations also include Access Financials. 

And with our REST API the integration possibilities with Access Charity CRM are
endless.

Learn about charity CRM website integration benefits



WHY CUSTOMERS LOVE OUR CHARITY CRM SOFTWARE

I like the résumé it gives of a particular donor so if you're speaking to them,
you've got a lot of that information on one screen so you don't have to keep
looking for it. You've got things like communication, income, whether or not
they're a pledger, so that kind of information is very handy to have in one
place, it just makes it easier when speaking to the supporter.

Nigel Harvey -
Royal Papworth Hospital Charity


The very ambitious Access Charity CRM implementation project at Chichester
Cathedral has been a great success and this is due in no small part to the skill
and expertise of everyone in the Access project team. Without exception, every
person we have come into contact with has impressed us with their detailed
knowledge of the product, their understanding of our requirements and their
personal skill in delivering their part of the process. Well done everybody!

Steve Holloway - Database Implementation Project Manager
Chichester Cathedral


Access Charity CRM allows us to operate a one person, one record system so we
are able to manage all aspects of a person’s data in one place whether they are
a donor, beneficiary, volunteer or a combination giving us a better picture of
the person when we are speaking to them and enabling us to provide a better more
tailored customer journey.

Emily Hopkins -
The Royal Benevolent Fund


My team absolutely love it. They're finding it so much easier to get the data
in, to pull it out. Reporting is a lot simpler. So I know we're finding it to be
a very easy to use system, for sure

Nicole Hermanns -
Birmingham Contemporary Music Group




CHARITY CRM RESOURCES

01 08

WHAT ARE THE BENEFITS OF A CRM FOR CHARITIES?

The guide covers:

 * Why more charities are choosing CRM systems
 * What is a charity CRM and why is it important?
 * What are the benefits of a CRM for charities?

Read guide

02 08

ACCESS CHARITY CRM VS SALESFORCE

This guide covers:

 * The importance of choosing the right CRM
 * Access Charity CRM pros and cons
 * Salesforce pros and cons
 * Access Charity CRM vs Salesforce: which should you choose?

Read guide

03 08

SIX BENEFITS OF INTEGRATING YOUR CHARITY'S WEBSITE WITH YOUR CRM

This guide covers:

 * What is an integrated charity CRM and website?
 * Tops benefits of integrating your CRm and website
 * What to consider before integrating your charity's website and CRM

Read guide

04 08

HOW TO AVOID CHOOSING AN UNSUITABLE CHARITY CRM

This guide covers:

 * What mistakes can be made when choosing a charity CRM
 * How to avoid choosing an unsuitable charity CRM
 * Make an informed decision

Read guide

05 08

6 STEP GUIDE TO CHOOSING THE RIGHT CRM FOR CHARITIES

This guide covers:

 * The 6 steps including defining your goals, auditing your current resources,
   considering your budget and choosing the right provider

Read guide

06 08

HOW MUCH DOES A CHARITY CRM COST?

This guide covers:

 * What can influence the cost
 * Determining the ROI
 * Creating a budgeting plan
 * Finding an affordable charity CRM
 * Access Charity CRM pricing packages

Read guide

07 08

HOW TO SWITCH YOUR CHARITY CRM

This guide covers:

 * The benefits of switching to a new charity CRM
 * Signs that you need to switch
 * Things to consider when switching to a new charity CRM
 * You charity switch checklist

Read guide

08 08

SALESFORCE REVIEW: IS IT A SUITABLE CRM FOR CHARITIES?

This guide covers:

 * Why choose a CRM for charities?
 * How does Salesforce perform as a CRM for charities?

Read guide




CHARITY CRM FAQS





What does a charity CRM do?

Manage and organise your supporters and donors with a charity CRM. Over 10,000
fundraising professionals use Access Charity CRM to improve donor relationships
and increase revenue for their charity.

Find out which key steps you should take when choosing the right CRM for your
charity.

What are the benefits of a charity CRM?

With powerful search, analytics and marketing automation technologies to your
advantage, a CRM system designed for charities and non-profits like Access
Charity CRM will help you identify and nurture valued and at risk donors with
the right messages to keep them engaged, making income generation more
predictable.

Find out more about the benefits of CRM for charities 

Why is a CRM important for fundraising?

A charity CRM allows you to nurture every type of relationship and manage every
income stream in one place. Access Charity CRM is designed with intuitive
functionality and easy-to-use features to make light work of managing your
supporters and interpreting your data.

Read more about fundraising management software.

What does CRM mean in charity?

CRM stands for Customer Relationship Management. In the non-profit sector, the
term ‘customer’ refers to donors, volunteers, supporters, and stakeholders
rather than traditional commercial customers. A CRM system in a charity setting
helps manage and nurture relationships with donors, volunteers, and other
stakeholders by centralising their information.

Does a non-profit need a CRM?

A CRM system is necessary for non-profits dealing with substantial data. It
centralises donor, volunteer, and stakeholder information, enabling personalised
communication, targeted fundraising, and efficient volunteer management. With
features for reporting and automation, a CRM enhances transparency and
scalability, which makes it a valuable asset for improving your impact and
increasing donor retention.

How does a charity CRM support the donor journey?

Access Charity CRM is part of our Access Workspace for Charities solution which
gives your fundraising team end-to-end visibility and control of your donor
journeys.

With everything in one place, our scalable, feature-rich software allows each
solution to operate on its own, or as an integrated part of the full suite.
Allowing you to engage your existing supporters more effectively, attract new
donors to your cause and generate more predictable income streams.

Read more about donor management software.

How does Access Workspace for Charities fit into all this?

Access Workspace for Charities was created to improve engagement, visibility and
productivity for organisations such as yours. Our cloud-based feature-rich
charity software includes Digital Advertising, Website, CRM and Payment
Processing solutions, and allows each solution to operate on its own, or as a
connected part of the full suite.

With value-added functionality that includes Learning Management, Collaboration,
Analytics and much more, you have at your disposal the apps, data and insights
required to make a bigger impact - quickly and easily. Anyone in your
organisation with permission can self serve to get the accurate reports that
they need - placing less of a strain on the core fundraising team. 

What can I expect from the implementation of Access Charity CRM?

All our FlightPath services have been designed to be remote-first, providing you
with an improved low-risk implementation journey, no matter how your
organisation is structured or wherever your employees are working.

Once you book an onboarding session, our consultants will engage in an initial
consultation to begin the process. From here, we provide proactive engagement
via a combination of face-to-face meetings and digital functionality such as
live chats, allowing you to successfully collaborate with an Access expert who
will guide you every step of the way.

We have also invested in product e-learning, enabling your users to learn our
products at their own pace, while working through actions checklists throughout
their development. Our remote-first approach means that you have regular
communication with us to keep you on track at every step of your journey. Above
all, it ensures that the software can be delivered flexibly to successfully work
towards the agreed outcomes for your organisation.

All of our FlightPath consultants and on-boarders are not only certified in our
products, they are also trained and certified in our remote-first FlightPath
implementation methodology, including training in effectively delivering remote
customer projects.

Learn more about our Customer Success Services


ACCESS WORKSPACE FOR CHARITIES

Access Charity CRM is part of our connected donor journey software, Access
Workspace for Charities. With everything in one place, our cloud-based
feature-rich charity software includes Digital Advertising, Website, charity CRM
and Payment Processing solutions, and allows each solution to operate on its
own, or as a connected part of the full suite.

Allowing you to engage your existing supporters more effectively, attract new
donors to your cause and generate more predictable income streams.


EXPLORE OUR NOT FOR PROFIT SOFTWARE SUITE


 * Access Charity Websites
 * Access Charity Ad Grants
 * Direct Debit processing
 * Volunteer management


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