Having worked with many charity and not for profit organisations over the years, we have a great insight into the challenges faced.
Below are some examples of the types of information our charity Microsoft CRM solution captures.
Storing client information including name, address, notes and client history; KPI/MI reporting.
Managing the volunteer recruitment process and renewal reminders (i.e. first aid and DBS/CRB checks)
Tracking which clients attend which sessions as well as planning transport arrangements.
Capturing information about donors, amount donated and notes, as well as mail merging thank you letters.
Microsoft CRM Online is available at a discounted rate for charities (subject to charity status verification by Microsoft). We can also source On-Premise charity software.