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Access Charity CRM. Reimagined for you
We're excited to share that you now have a series of powerful new intelligent features giving you the upgraded experience of Access Charity CRM Evo - designed to help you and your team work smarter, connect with supporters more effectively, and increase your impact.
The best bit? These updates are all included in your existing contract – with no need to upgrade or pay extra!
Introducing Access Charity CRM Evo
Your intelligent upgrade is here
Access Charity CRM has been reimagined for you with intelligent capabilities that transform how you work with supporter data and manage relationships. Our game-changing new features and functionality include:
Smart event insights
Ask questions about your events in plain English - attendance figures, revenue comparisons, VIP attendee lists. Generate event summaries automatically that save hours of work.
Intelligent supporter search
Search and analyse donor information using conversational queries. Find supporters by giving history, interests, or engagement patterns without needing to understand complex database searches.
Email writing assistance
Generate contextual email responses directly in Outlook with tailored prompts that define the appropriate tone and information included. Respond to donors in seconds with personalised communications.
Activity feed
Create and assign actions for other team members with ease. Visual activity stream showing priority tasks for intelligent task management. Never miss critical deadlines.
Mobile app
Access donor profiles, relationship history, and key insights whilst you're out meeting supporters or attending events. Turn every conversation into an opportunity to deepen engagement.
Copilot digital assistant
Ask for fundraising ideas, supporter engagement strategies, or day-to-day operational insights. Get help brainstorming campaigns, planning events, or solving operational challenges with charity sector expertise.
What does this mean for you?
These intelligent capabilities are designed specifically for charity operations to help you focus on what matters most. This enables you to:
Save hours every week
Early access customers are already saving hours weekly through intelligent task automation and instant access to supporter insights.
Strengthen relationships
Build stronger connections with personalised communications and instant access to donor preferences and giving history during every interaction.
Make better decisions
Get answers in seconds rather than spending hours creating reports. Make data-driven event and fundraising decisions instantly.
Focus on your mission
Reduce administrative burdens and free up mental space for mission-critical work. Let intelligent automation handle routine tasks.
Your data security remains our priority
Unlike generic AI tools, Access Charity CRM Evo securely uses your own charity data to provide tailored support that's far more relevant and effective than standard AI assistants.
With Access Charity CRM Evo:
- You receive enterprise-level security - All processing happens within your existing secure environment using enterprise-grade technology you can trust.
- You remain GDPR compliant - Full compliance with data protection regulations whilst delivering powerful intelligent insights.
- Your data stays put - No external data sharing - your charity data remains secure within your own environment.
Why our customers love Access Charity CRM Evo
"I showed the team how the Outlook Add-in works - they were wowed by the generate reply feature."
"I can see a lot of value in the Outlook Add-in. I generate more of my emails via Copilot, so I personally rely on it very heavily."
