Access Charity CRM
Achieve campaign goals with data-driven fundraising management software
Everything you need in a Charity CRM for maintaining your fundraising database and building a better relationship with your supporters. Manage your campaigns, segment and identify valued supporters, manage trust applications and legacies and more with our charity fundraising software.
Key features of our fundraising management software
Create successful fundraising campaigns with better insight.
Create targeted multi-channel communications and with in-built prospect management tools, engaging your best prospects is made easier with multi-criteria segmentation options.
Manage activity as well as relationships for every income stream for efficient and effective fundraising.
Log every interaction, track donations, interests, conversations and more to understand supporter behaviour better
Multi-criteria segmentation lets you create personalised and targeted multi-channel communications from within the software
Manage every aspect of volunteering and all types of opportunities from one place. Enhance your volunteer management processes with Assemble Volunteer Management integration.
Manage the grant application process, stay on track with reporting and monitor payments with end-to-end trust management tools.
Identify legacy prospects and manage supporters from enquiry through to pledge with workflow tools and legacy-specific features.
Enhance your volunteer management processes with Assemble Volunteer Management integration.
Discover our Access Charity CRM pricing packages
Strengthen supporter relationships with our fundraising management software
Our charity fundraising software, Access Charity CRM, enables you to:
- Membership payments and regular gift cancellations are monitored to help reduce attrition.
- Reason codes can be reported on for better reactivation campaigns.
- Proactive Bacs error handling and data integrity checks reduce the number of failed payments.
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
Manage volunteers from one place with our fundraising management software
- Record key data for casual and event-based volunteering and run reports to measure activity
- Recruit to job shares, attract multiple applicants and allocate a single applicant to multiple roles
- Send invitations, applications or manage interview processes, and track responses
- Map skills, availability and location to match volunteers with opportunities
Get a full view of the application process with our fundraising management software
- A customisable workflow manages the complete application process within the fundraising CRM database
- Log decision dates, contacts, criteria, communications, trustees, interests and more
- Enter reporting dates and payment schedules into the fundraising CRM
“We have seen an increase of 25% in returning donations since switching to Access Charity CRM”
Ben Robbins, Operations Manager, Chana Charitable Trust
Discover more about charity fundraising software, Access Charity CRM
Demonstrate comprehensive legacy management with our fundraising management software
- Search and select function identifies potential legators and enables targeted communications
- Legacy workflow tools manage the process from enquiry through to pledge
- Record pledge value, bequest type, legal restrictions, family contacts and more
- Use your time, donor data and supporter relationships more intelligently, and achieve even more
Features related to fundraising management
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.
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.
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.
