Boost donation income with a flexible charity calling app
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.
Key features of our charity calling app
- All the updates are written into your live database immediately.
- Synching data with your Access Charity CRM and control over your own campaigns means that you have the freedom to run more regular fundraising campaigns or run smaller campaigns throughout the year.
- Easily record a donation during the call, including a one-off Direct Debit, setup a regular gift or supersede an existing regular gift.
- Easily update contact details, add a Gift Aid Declaration, record GDPR consents, update their employment information and record their interests using Profiles and Groups.
- Flows are designated to improve your data quality. For example when adding a donation, the caller will be prompted to check their Address and Gift Aid details are also up to date.
- Loading or excluding a selection of contacts into or from the calling campaign is made easier with the Load Contacts option.
- Flexibility to assign particular contacts to an individual caller or they can take calls from a pool.
- Use the Priority field to put people that are more likely to donate at the start of your calling campaign.
Discover more about our Access Charity CRM solution
Features related to our charity calling app
Fundraising Management
Multi-criteria segmentation makes it easy to create personalised and targeted multi-channel communications. Maximise income opportunities, legacies, trust applications and more with accurate campaign tracking.
Donor management
Track supporter interactions from one place – communications, donation history, event attendance and more. Quickly see who knows who in the donor community using the inbuilt relationship tree, allowing informed prospect conversations to take place much sooner.
Marketing automation
Our powerful integration with Mailchimp leverages our data more effectively and ensures that donors are segmented and nurtured by triggering personalized journeys based on their individual interactions (events, payments, etc) with your charity.
Charity event management
Keeping you in control of event planning, delivery and reporting, we make it easy to create different ticket types, costs and payment categories.
Direct debit payment processing
Access Paysuite simplifies your donor journey by reducing the risk of payment interruptions with manageable regular giving – keeping income flowing with effortless Direct Debit payments.
Reporting & analytics
Make faster, more informed decisions with easy access to accurate data and tracking. Get an overview of performance or drill down into the detail for data driven planning. A live dashboard means you can track campaigns and make real-time decisions to deliver even more successful fundraising. While comprehensive management reports enable you to make more informed decisions.
Income & Gift Aid management
Management of all income streams including grant funding and legacies. Calculate claims in seconds and submit at the click of a button. Easy income analysis and declaration processing
Access Workspace for Charities
Access Workspace for Charities gives your fundraising team end to end visibility and control of your donor journeys.
With everything in one place, our cloud-based feature rich charity software includes Digital Advertising, Website, CRM and Payment Processing solutions, and allows each solution to operate on its own, or as connected part of the full suite.
Allowing you to engage your existing supporters more effectively, attract new donors to your cause and generate more predictable income streams.
Access Charity Websites
Convert donor interest into meaningful online activity with our flexible website solution that powers all core fundraising, donor engagement and data collection needs.
Access Ad Grants
Attract donors more easily using our fully managed digital advertising solution. We help fundraisers secure over £95,000 in Google Ad Grants funding every year.
Access Paysuite
Enhance your fundraising donations and generate a reliable regular giving income with a payment processing solution that removes complexity for you and your donors.
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