Access Charity CRM

Charity CRM calling app for campaign management

Inform your supporters, update their details, and raise those all-important donations

Manage telephone calling campaigns in Access Charity CRM. With the charity CRM Calling App you can easily ring your organisations supporters to raise money in the form of one-off or regular gifts, let them know about the great work that your charity is doing or update their details and record consent.

Raising money via telephone call campaigns
Receiving one-off or regular donations
Showcasing the great work your charity is doing
Updating supporter details and recording consent

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Targeted telephone call campaigns

Reach out to specific alumni as part of your fundraising campaigns.

Receive one-off or regular donations

Provide the option of both one-off and regular Direct Debit transactions.

Update supporter details

Consistently update your supporters’ details and record their consent where required.

Key benefits of our charity calling app

Our charity calling app ensures that you gain full control of both your campaigns and donor details. Our key benefits are outlined in more detail below.

Maintain control over your campaigns

Our calling app allows you to create new calling campaigns in order to raise money in the form of one-off or regular gifts.

You can be up and running in no time by completing the following steps:

Set your campaign name
Choosing your script - either from the standard one or those you have created yourself
Selecting the purpose of your campaign
Adding a source code
Adding your campaign start and end date
Set your campaign fundraising target

Gain full insight into your contacts

When clicking on a contact's profile, callers will be able to see all their key information such as:

Contact details
How much they currently donate
How many donations they have made
And much more!

Easily update data

Easily and swiftly update key data such as:

Contact details
Adding Gift Aid Declarations
Recording GDPR consents
Updating employment information
Recording interests

Make informed decisions during calls

During the call with a donor, the software will enable callers to:

Record donations
Setup a new 'Regular Gift'
Supersede an existing ‘Regular Gift’
Update or record information about the donor
And much more!

Once the call is finished, the contact will be moved from the 'Call' list into the 'Completed Calls' tab.

Experience immediate updates from your CRM

All the updates from the 'Calling App' will be synced with Access Charity CRM. This means that updates will be made immediately, providing you with:

Full control over your campaigns
Freedom to run more regular or smaller fundraising campaigns throughout

Select campaign destinations and exclude select contacts

You can select your campaign destinations depending on where you want donors to make their donations.

Loading or excluding a selection of contacts into or from the calling campaign is also made easier with the 'Load Contacts' option.

Manage your charity calling campaigns within the CRM

Simplify your charity calling campaigns

With our fundraising and alumni CRM solution, you can manage your charity calling campaigns within the system. This includes editing your supporter’s details, while targeting specific alumni so that you can:

Showcase the great work your charity is doing
Provide the option to donate on a one-off or continual basis
Raise a consistent income of money

Check out our resources

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.

View all resources

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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Boost your fundraising with our charity calling app

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One platform. Many possibilities.

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

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