Access Charity CRM

Alumni CRM for universities

Because your relationships shouldn’t end at graduation

Alumni CRM is built to help you turn data into lasting relationships, stay connected long after the mortarboards are packed away.

Bringing fundraising, engagement and events into one clear view, it's cleverly designed to help you keep everything moving forward, together.

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Strategise philanthropic development

Manage your alumni database to increase revenue with smart tools that support your strategic growth initiatives. Functionality to discover, cultivate and steward high value donors, alongside legacy tracking.

Nurture alumni relationships

Apply smart segmentation and prospect management tools to help nurture your relationships with the most potential. Record every interaction in the database, and all aspects of involvement from initial enquiry to making a donation.

Smarter event management

Gain end-to-end insight into your event management processes and manage your events in a central location from pre-planning to post-event analysis. With our CRM for universities, you can help ensure your events are attended to full capacity.

Embrace powerful integrations

Streamline your processes and make the most of your insights with integration capability. In addition to our out-the-box integrations, connect with 1500+ third party platforms via an integration connector.

Built with niche alumni CRM features at its core

Whether you wish to strategise targeted alumni calling campaigns or simply automate your processes, our CRM for universities has been designed to support your organisation’s alumni management and fundraising requirements.

Consistently meet donor requirements

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

Maintain your fundraising database and build stronger relationships

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

Simplify income & Gift Aid management with seamless payment processing

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

Intelligently manage and engage with supporters

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

Simplify your event planning

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

Insightful charity analytics to better support relationships

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

User-friendly digital donation forms

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

Strategise targeted calling campaigns

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

Explore calling application

Enable your donors to make donations with ease

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

Explore direct debit processing

Maximise your fundraising impact

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Diversify your alumni CRM with flexible integrations

Our CRM for universities is an effective, out-the-box solution that integrates with a number of platforms, allowing you to streamline your processes and gain deeper insights. Between our out-the-box integrations and the 1500+ connections via Make, you can further streamline your alumni management platform and allow it to operate to its full potential. Examples of our integrations include:

Volunteer management software
Website builders
Direct Debit payment software
Gift Aid
Email marketing platforms
Event management software
Accounting software

Why universities love our alumni CRM

We have built stronger relationship with our graduates

We regularly send communications out to our alumni via a third-party mailing service, which integrates with the platform, thereby making it simple and efficient to send out mass emails.

Read customer story

Louis Lovegrove - Alumni Relations & Development Officer University of Roehampton

Latest insights on fundraising & alumni CRM

Are you looking for a piece of software that will support your alumni fundraising campaigns? Find out more about how our fundraising & alumni CRM can be a suitable option.

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Guide

Fundraising strategies for universities

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Webinar

Revolutionising alumni management and fundraising

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Guide

Switching to a new fundraising and alumni CRM

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Guide

How an alumni management system can enhance university fundraising

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Guide

How can our fundraising & alumni CRM increase engagement?

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Alumni CRM FAQs

What does alumni CRM software do?

Alumni CRM software supports educational organisations such as schools and universities to effectively manage relationships with their alumni. The key areas of an alumni CRM include the following:

Centralising alumni data

All alumni data is stored within a central location, including information such as contact details, year of graduation, interactions, donations, event attendance, and volunteer activities.

Enable targeted communication

Based on the information stored within the CRM, you can send personalised emails and newsletters, while also organising automated communications for campaigns, reunions and fundraising activities.

Support fundraising and donations

You can support fundraising and donations by tracking donor history and potential major gift prospects, helping you to manage campaigns, pledges, and recurring donations.

Manage events and reunions

Gain insight into attendee behaviour and interests and organise events and reunions based on this information.

Improve alumni engagement

Provide dashboards where alumni can update their information and connect with their peers, while promoting volunteer opportunities during this process.

Discover how alumni management system can enhance university fundraising

What are the benefits of student alumni CRM software?

At its core, student alumni CRM software supports the development of relationships between education institutions and their students and alumni. By facilitating this relationship, it enables these institutions to make informed decisions when developing their fundraising campaigns.
This can therefore be broken into the following areas:

Strategising philanthropic development

Referring to an alumni database to identify high value donors and build campaigns around this demographic.

Nurturing alumni relationships

Record every interaction with your alumni in order to better understand them in preparation for future fundraising campaigns.

Organising successful events

Gain end-to-end insight into your event management processes to ensure your events are attended to full capacity.

Discover how alumni engagement can transform university philanthropy

One platform. Many possibilities.

The Access Charity Suite combines specialist charity tools across fundraising, volunteering, marketing, and more.

Whether you need one module or more, every solution is designed to be accessible, affordable, and built with your mission in mind.

Access Evo connects it all together - one secure login. Shared data. Built-in AI. Access Evo is the foundation of the Charity Suite, bringing your tools together in one, unified platform.

No more juggling multiple systems. No more losing supporters in the gaps.

View bundles Explore Charity Suite

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Access Charity Ad Grants helps charities maximise their Google Ad Grant to drive awareness, traffic and donations.

Secure and maximise up to $120,000 annually in free Google Ad Grants.
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Stay compliant while improving performance and reach

Explore Access Charity Ad Grants