Access Charity CRM
Gain complete oversight of donor behaviour with smart charity analytics
Save time, increase accuracy and improve performance with our fundraising reporting software.
Insightful charity analytics for better supporter relationships
Make faster, more informed decisions with easy access to accurate data and tracking. Get an overview of campaign performance or drill down into the detail of your donor journeys for data-driven planning. A live dashboard means you can track campaigns and make decisions to deliver even more successful fundraising. While comprehensive management reports enable you to make more informed decisions.
Discover our Access Charity CRM pricing packages
Reliable charity analytics and reporting dashboard
Get an at-a-glance view of benchmarks including income, attrition, new donors and more, run indepth 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
Real-time charity analytics campaign management
- Campaigns can be monitored via the dashboard in real-time
- Keep track of all data or view only the most relevant information
- View number of payments, average value and total income plus others, and filter by region, supporter type and more
What our customers say...
Access Charity CRM is a system that allows us to access our data easily, it allows us to know who our donors are and it enables us to quickly and easily extract reports.
Svetlana Kushnirenko, Programme Coordinator and Data Management, Arthritis Ireland
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.
Nicole Hermanns, Birmingham Contemporary Music Group
Use your time, donor data and supporter relationships more intelligently, and achieve even more
Features related to charity reporting
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.
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.
Marketing automation
Our powerful integration with Mailchimp leverages our data more effectively and ensures that donors are segmented and nurtured by triggering personalized journeys based on their individual interactions (events, payments, etc) with your charity.
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.
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.
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.
Access Workspace for Charities
Access Workspace for Charities gives your fundraising team end to end visibility and control of your donor journeys.
With everything in one place, 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 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.
Access Charity Websites
Convert donor interest into meaningful online activity with our flexible website solution that powers all core fundraising, donor engagement and data collection needs.
Access Ad Grants
Attract donors more easily using our fully managed digital advertising solution. We help fundraisers secure over £95,000 in Google Ad Grants funding every year.
Access Paysuite
Enhance your fundraising donations and generate a reliable regular giving income with a payment processing solution that removes complexity for you and your donors.
