Fundraising & alumni CRM

Consistently meet donor requirements with a powerful online donor database for core users and a simplified Fundraising Hub for the rest of the team.

Our donor management software via our Fundraising Hub allows you to:

• Drive powerful searches, while ensuring the ability to view key information from one place
• Segment supporters and manage prospects
• Self-serve critical information with the support of robust data and analytics
• Rapidly surface core donor data and take action, without requiring specialist knowledge or in-depth training
• Grant permission to anyone within your organisation without the need of additional licenses
• Reduce dependency on spreadsheets, reducing any data control risks

Our fundraising management feature allows you to:

• Manage and strengthen supporter relationships
• Log every interaction by tracking donations, interests and conversations to better understand supporter behavior
• Segment your supporters in order to create personalised and targeted multi-channel communications
• Manage the grant application process, while remaining on track with reporting and monitoring of payments
• Identify legacy prospects and manage supporters from enquiry through to pledge
• Get a full view of the application process with a customisable workflow that logs key information

Effortlessly track donations, automate claims, and handle Direct Debits while minimising admin, maximising funds, and ensuring GDPR compliance.

Our income & Gift Aid management feature allows you to:

• Optimise donation processing for both one-time and recurring gifts, with automatic Gift Aid claims to boost revenue
• Keep income flowing smoothly with secure, integrated payment solutions
• Reduce risk with fully managed Direct Debit processing for consistent donation collection
• Stay on top of cancellations and run reactivation campaigns to sustain and revive donor support
• Manage income and donor payment data efficiently within your alumni CRM

Personalise donor communications that allow your fundraising team to intelligently manage and engage with supporters.

Our automated charity email marketing functionality allows you to:

• Integrate with Mailchimp, leveraging data more effectively
• Segment and nurture donors via personalised journeys that are triggered based on individual interactions
• Manage, monitor and automate your charity email marketing
• Get a complete picture of the communication your supporters receive
• Sync contacts between your CRM and Mailchimp, avoiding manual data entry
• Keep donors engaged by sending them the information that they care about

Maximise your supporter attendance by simplifying your charity event planning, while increasing your overall efficiency and driving income during the process.

Our event management feature allows you to:

• Organise your events every step of the way with a four-stage workflow that can be applied to deliver any type of event
• Add workshops and create seating plans from within the database
• Manage cost and payment categories
• Experience comprehensive reporting
• Integrate with other platforms to enhance your event management capabilities

Gain a complete oversight of your donors' behavior, while saving time, increasing accuracy and improving performance.

Our reporting & analytics functionality allows you to:

• Experience insightful charity analytics to facilitate better supporter relationships
• Get an at-a-glance view of benchmarks including income, attrition, new donors and more
• 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
• Monitor campaigns in real-time
• View number of payments, average value and total, while filtering by region, supporter type and more

Support flexible donation functionality by implementing a digital donation form within your existing website and/or social media channels.

How does Access Donate work?

Once you complete a quick and easy setup, the solution allows you to receive either one-off and/or regular online donations, while also being able to make the most of Gift Aid functionality. Upon donations being made, automations can be triggered within the CRM to send supporting messages in relation to welcome journeys or any other supporter journey to help you engage and nurture your supporters, building deeper and more meaningful relationships.

Our digital donation form feature allows you to:

• Ensure a swift and easy setup
• Process either one-off and/or regular online donations
• Make the most out of Gift Aid functionality
• Automate messages that support the users’ journey
• Collect donations within hours
• Redirect supporters once a donation has been made or logo has been clicked

Inform your supporters, update their details, and boost your income by strategising targeted calling campaigns that identify key alumni donation opportunities.

Our calling app feature allows you to:

• Consistently update your supporters’ details and record their consent where required
• Strategise targeted telephone call campaigns by reaching out to specific alumni
• Receive one-off or regular donations by providing supporters with the option of either one-off payments or regular Direct Debit transactions
• Easily and swiftly update key data such as contact details, recording GDPR consents, recording interests, and more!
• Assign an individual contact or a selection of contacts to a caller or a group of callers

Enhance your fundraising donations and generate a reliable regular giving income with Access PaySuite, a Direct Debit charity donation solution that removes complexity and enables your donors to make donations with ease.

Our Direct Debit charity donation solution allows you to:

• Manage online and mobile payments
• Adopt a cloud-based solution
• Experience enhanced analysis and reporting to facilitate informed decisions
• Collect recurring payments via either online, face-to-face, or over-the-phone payment methods
• Streamline payments by integrating with your software using our market-leading API
• Meet the highest standards of regulatory compliance