CRM for Charities
We understand the unique needs that charities and not-for-profits have when it comes to digital transformation and new systems. We will hold your hand through the process, and ensure your team are comfortable with the changes. If you are considering a charity CRM tool, consider us.
How we will help
Introducing a CRM (customer relationship management) tool into your charity has multiple benefits across many departments:
GDPR compliant data storage across departments
Less spreadsheets and faster processing time
Increase fundraising and decrease costs
Integration with existing systems
MAnage contacts and donor information
All your contacts in one place. Collect, track and store required donor and contact information with easy, but secure access at any time. One simple system allows multiple departments to access the same contact details, with all updates in real-time.
Administration and processing times will vastly improve as we help you combine systems, plus introduce automation. One system means fewer mistakes, more consistency, resulting in higher accuracy. It also saves hundresd of man hours otherwise spent keying in data.
SECURE DATA STORAGE
Your data is important. It’s imperative to keep this safe, organised and easy to retrieve, but also secure and GDPR compliant. We will ensure you have enough data and document capacity, that you, and your team can access anytime, anywhere.
Marketing for fundraising
Keep in contact with your supporters, donors, and clients through one simple system. See what emails are performing, and who has engaged and responded. Set-up, keep track of, and run events in one system, even link with EventBrite.
Your journey with infopad
We will be there to help you succeed, and ensure return on investment.
As a team, we have many years expertise in implementing CRM and other technology solutions. We will work with you to ensure we scope the best system for your needs. By listening, we will design a solution for your organisation that delivers the best value, whilst integrating with existing systems.
We will be part of your team while we implement and integrate the agreed system. We can even be on site for as long as you want, in person working with you to ensure nothing is missed or overlooked. Communication is our ethos. We are passionate about ensuring a smooth process.
We want you to succeed. That’s why we offer extensive training for staff from various departments. We understand that different people will be using the new systems in different ways. We also realise that people have diverse learning styles and speeds, which we embrace in our teaching methods.
We put our customers first. We are on hand whenever you need support with technology or just simple advice. We can deploy a consultant to be on site for as long as you require. We are there to help everyone embrace the new system with a real sense of enthusiasm and possibility.