CRM for fundraising teams

Access thankQ CRM is the choice system for thousands of fundraisers across the UK and Ireland. This leading charity CRM enables you to hit the ground running and you’ll only pay as you grow.

<span style="color: #4ABADE">Trust and fund applications</span>

Trust and fund applications

 

If your organisation applies for funding from trusts or corporate funders then you’ll understand the importance of keeping accurate records about them to ensure a successful application.

  • Keep your whole organisation up to date with permission-based access to trust funds and applications
  • Stay in control of your applications with trust criteria for giving, decision dates and reminders, details of trustees and their interest areas
  • Ensure the smooth receipt of promised funding with payment schedules and key reporting dates

 

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Legacy management

 

  • Better targeted communications to potential legators with the standard searching and selection tools
  • Streamline workflows with legacy tools to guide you from managing the enquiry and potential value to legal restrictions and family contact details
<span style="color: #4ABADE">Legacy management</span>
<span style="color: #4ABADE">Prospect tracking</span>

Prospect tracking

 

  • Prospect functionality allows the valuable donors of tomorrow to be carefully managed today through your charity CRM.
  • Build lasting relations with donors by identifying and categorising all prospects based on their potential value and interest areas and track them as they move through the stages of donor development
  • Get the full relational picture of every prospect with all communications specific to the prospecting process logged and managed separately

 

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Campaign project management

 

  • Easily access campaign project management tools to keep all your projects on track
  • Measure and report ROI, and assess campaign effectiveness by specifying source and destination codes, and allocating related mailings and budgets to campaigns and projects

 

<span style="color: #4ABADE">Campaign project management</span>
<span style="color: #4ABADE">KPI reports</span>

KPI reports

 

  • Keep your whole organisation up to date with permission-based access to trust funds and applications
  • Stay in control of your applications with trust criteria for giving, decision dates and reminders, details of trustees and their interest areas
  • Ensure the smooth receipt of promised funding with payment schedules and key reporting dates

 

Request a demo

The benefits of Access thankQ CRM

Get more than just donations processing from your charity database, with Access thanKQ CRM for charities. 

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