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Access Charity CRM

Access Charity CRM integrations

Access Charity CRM is a ready-to-use solution for building stronger supporter relationships, and it doesn't stop there.

Its flexible integrations let you connect the platforms you already use, saving you time, and unlocking deeper insights.

"Having information in multiple places meant things got lost. We chose Access Charity CRM because it had the potential for long-term integrations."

Alison Strawbridge Refugee Council

Popular integrations

Ready to connect, straight away.

Access PaySuite

Our online payments solution and back office Direct Debit processing

Access Raise

Automatically sync your website donor and transaction data

Access Financials

Our cloud accounting and finance software

Assemble

Connect your market-leading volunteer management software

Microsoft

Microsoft suite software such as Word, Excel, and Outlook

Gift Aid

Maximise income by automatically compiling and submitting claims. 

JustGiving

Online fundraising for charities and those in need

Mailchimp

Marketing automation and email marketing platform

Dotdigital

Marketing automation, CRM, and email marketing platform

Loqate

Location data verification and geolocation tool

Third-party integrations

Thanks to Make, you can connect with over 1500 third party integrations. Here are some of the most popular:

Sage

Accounting and payroll software

Xero

Accounting and payroll software

Twilio

Cloud software that specialises in communication tools

Eventbrite

Event management and ticketing app

Google Forms

Connect a Google form for data capture into the CRM

SurveyMonkey

Online survey and forms tool

Gmail

Google’s email service

Drupal

Connect your existing website

Your tools, on speaking terms

FAQs

Why is CRM integration for charities so helpful?

Because charities typically run several different systems at once and, without integration, data gets stuck in silos. Staff end up manually rekeying the same information across platforms, which wastes time and introduces errors.

Integration means:

  • Supporter data updates in one place and flows everywhere it needs to go
  • Donations, event sign-ups and volunteer registrations land in your CRM
  • Finance journals sync without manual input
  • Email campaign responses feed back into your CRM
  • Gift Aid can be submitted electronically 

The cumulative effect is a clearer, more complete picture of your supporters, which makes campaigns more targeted, relationships stronger, and your time better spent.

Can Access Charity CRM connect to Access Assemble?

Yes, and it's a particularly good pairing! Link the two and both platforms stay in sync automatically: update a volunteer's details in one place and it reflects in the other. You can also view a volunteer's full journey, onboarding, rotas, impact, directly within the CRM. 

Read more here

How does the charity CRM website integration work?

When your Access Raise website and CRM are connected, supporter activity – donations, event sign-ups, volunteer registrations – lands in your CRM automatically.

You get a complete donor journey, better GDPR compliance, and conversion data that actually matches up. More detail here

What is an integration connector?

An integration connector – or iPaaS (integration platform as a service) – is a suite of tools that links your third-party applications together, from MS Office to Eventbrite.

Find out why your charity needs one in this handy guide.

We've partnered with Make to offer a no-code, drag-and-drop solution that requires zero technical knowledge. Its intuitive platform walks you through every step, and ready-made templates for popular tasks make getting started even simpler. With over 1,500 products to connect with, it's built to grow with your organisation.

Read the integration connector fact sheet for more information.

What's the difference between out-of-the-box integrations and Make integrations?

Out-of-the-box integrations are pre-built and ready to go, with minimal setup.

Make integrations cast a much wider net, giving you access to 1,500+ tools for anything not covered natively. Think of out-of-the-box as the essentials, and Make as the everything else.

Do I need technical knowledge to set up integrations?

Not really! Make is a no-code, drag-and-drop platform built for everyone, not just developers. 

Ready-made templates for popular workflows mean you can get up and running quickly, and the platform walks you through each step.

If you can drag a file into a folder, you can use Make.

Access Charity Suite

One software suite. Many possibilities. 

No juggling multiple systems. No more losing supporters in the gaps.
 
The Access Charity Suite combines specialist charity tools across fundraising, volunteering, marketing, and more.
 
Whether you need one module or more, every tool 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.

Designed to stand alone. Stronger as a suite.

Access Assemble is your platform to manage volunteering at scale, across teams, locations and activities.

  • Recruit, coordinate and retain volunteers across roles, teams and locations
  • Manage rotas, tasks and events in one place
  • Reduce admin, while improving volunteer experience
Explore Access Assemble

Charity-specific CRMs that help charities manage donors, fundraising and income with clarity and control.

  • Build a complete view of supporters, donations and fundraising activity
  • Segment audiences and personalise campaigns with ease
  • Track income, Gift Aid and performance without spreadsheets
Explore CRM solutions

Access Raise is one platform to manage websites, campaigns & events - raising funds, awareness, engagement & impact with AI.

  • Create high-performing charity websites and donation journeys
  • Raise awareness and support through integrated digital campaigns
  • Turn visits into actions with supporter-focused design
Explore Access Raise

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.
  • Drive more traffic to campaigns, appeals and key pages
  • Stay compliant while improving performance and reach
Explore Access Charity Ad Grants