Contact Us
Access Charity CRM

Discover our Access Charity CRM pricing packages 

We have three core pricing packages for Access Charity CRM, with the flexibility of additional add-ons to suit you, so you are never paying more than you need to for our CRM. And with unlimited number of contacts on all packages, you won’t get an unexpected bill if your organisations database grows.  

Access software is trusted by more than 2000+ UK charities and Not For Profits to run their organisation. 

Access Charity CRM packages

Our powerful charity CRM solution allows your fundraising team to intelligently manage and engage with supporters.

Starter Package

Essential Fundraising

Up to 3 users and unlimited constituents / contacts
From £250per month (from £83 per user per month)
Features include:
  • Supporter Management
  • Communications
  • Donor Management (fundraising hub)
  • Donation Processing
  • Gift Aid Processing and Submission
  • Reporting and Analytics
Standard Package

Growing Fundraising

Up to 10 users and unlimited constituents / contacts
From £525per month (from £53 per user per month)
Includes all features of Starter Package, plus:
  • Manage Funding Applications
  • Direct Debit processing
  • Events Management
  • Grant Schemes and Application Management
  • Telephone Fundraising app
  • Collection Boxes Management
  • Customisable CRM Reports
  • Emails Tracking
  • JustGiving Imports
  • Digital Donation Forms
Premium Package

Advanced Fundraising

Up to 30 users and unlimited constituents / contacts
From £833per month (from £28 per user per month)
Includes all features of Starter and Standard Package, plus:
  • Marketing Automation
  • Legacy Management
  • Data Cleaning Tools
  • Grant Monitoring and Awards
  • External data into Analytics dashboards
  • Social Media Integration
  • Enable bespoke Integrations
  • Just Giving API Integration
  • Digital Donation Forms

Compare features

Everything you need from a Charity CRM, and more...

Features:
Starter Package
Essential Fundraising
£250per month
Standard Package
Growing Fundraising
£525per month
Premium Package
Advanced Fundraising
£833per month
Supporter Management
Create & manage contacts, addresses & relationships, profiles, groups & communication history. Record GDPR Consents. Set up & manage communication types & preferences.
Communications
Send individual and bulk mailings (letters, text etc.), using Mailchimp or DotMailer.
Donor Management (Fundraising Hub)
Rapidly surface core donor data and take action via our unique Fundraising Hub, without requiring specialist knowledge or in-depth training.
MS Outlook Integration
Generate (& record) emails to contacts.
MS Word Integration
Create (& record) personalised letters to contacts.
Donation Processing
Easily log & track your incoming donations and track promises of payment/regular gifts/pledges.
Data Uploads/Tools
Import information using our simple data uploads, Fundraising Preference Service Import or configure data feeds, load, cleanse & import data from other sources, de-dupe contacts.
Data Cleaning Tools
Tools to enable you to remove, anonymise or archive inactive contacts
Can be added to package for an additional fee
Gift Aid processing and submission
Ensure you are not missing out on additional income by easily calculating & submitting gift aid claims to HMRC as well as recording & managing your Gift Aid Declarations
Direct Debit processing
EU SEPA or BACS/AUDDIS Submission
Standard CRM reports
Take advantage of our standard set of reports - these cover all modules in the system
Customisable CRM Reports
Create & manage custom reports using the report builder
Can be added to package for an additional fee
Exports
Export your reports to Excel, pdf or CSV.
Analytics tool
Create your own dashboards using our Anaytics tools
Analytics Dashboards
Standard content showing summary data in graphical format with filters, drill-down & trend analysis, plus ability to build own content.
External data into Analytics dashboards
Ability to incorporate external data into dashboards.
Access Charity Websites Integration
Connect CRM to our Website solution so that new contacts, one-off donations, Gift aid Declarations and Regular gifts are automatically added to your CRM
Record education and employment information
Record Education and Employmnet information about your supporters
Emails Tracking
Clicks throughs, read receipts & bounces from Bulk Emails will be added to the relevant contacts"
Can be added to package for an additional fee
Manage Funding Applications
Record the details of potential funders, deadlines and criteria for giving, then manage the process of applying and securing funding. Any reporting can be recorded in the CRM so that you have a record of it.
Events Management
Create & manage events, event bookings & event payments.
Extended Events Functionality
Enable more complex event structures including Seminars, Seating Plans, Workshops & Sponsorship Imports
Grant Schemes and Application Management
Administer your Grant Program, process applications for funding and award payments to applicants.
Grant Monitoring
Follow up on awarded Grants to ensure that they are meeting their aims and using the money appropriately
Record Advice/Feedback
Record advice to service users & manage their feedback.
Collection Box Management
Manage the assignment & collection of Collection Boxes.
Telephone Fundraising app
Build list of supporters to call & manage the calling process. Check their details & ask to donate a one-off or regular gift.
JustGiving Imports
Import JustGiving data into CRM. This includes Fundraisers, Donors, Sponsorship and One-Off and Regular Donations
Marketing Automation
Send the right information to the right people at the right time. Keep people engaged by sending them the things that they care about
Can be added to package for an additional fee
Fundraising Tools
Record & track Legacies, Prospects & Project Sponsorship, plus Matched Giving.
Barcode Scanning
Use barcodes for gone aways & event attendance.
Social Media Integration
Links to Twitter
API access
Get access to our API - this will enable yourself and third parties to access and update your data
Can be added to package for an additional fee
Just Giving API Integration
Integration with Just Giving via an API which will import the data straight from Just Giving.
Can be added to package for an additional fee
Membership
Manage of Membership Schemes including Individual and Group Memberships, collection of Membership Fees and associated correspondance
Available as an additional add-on
Available as an additional add-on
Available as an additional add-on
Onboarding
Our flightpaths are the frameworks we use for the implementation of your Access Charity CRM system. Find out more in the FAQ section below.
Flightpath A
Flightpath B
Flightpath C
Support
We don't have a one-size-fits-all approach to your success. We offer three plans to suit your support needs: Essential, Standard and Premier. At every step of your Access journey we can help: online, by phone and chat or direct to experts. The success plan in your package can be upgraded at any time- you choose the level of support you need.
Standard success plan
Standard success plan
Standard success plan
Access Workspace
Access Workspace brings all the moving parts of your organisation together into a single digital workspace, so you can take confident action, based on consistent up-to-date information. Access Charity CRM is accessed via Access Workspace. With value added functionality that includes Learning Management, Collaboration, Analytics and much more, you have at your disposal the apps, data and insights required to make a bigger impact - quickly and easily. Anyone in your organisation with permission can self serve to get the accurate reports that they need - placing less of a strain on the core fundraising team.
Workspace Standard
Workspace Standard
Workspace Standard
Access Financials Integration
A connector to Access Financials will enable you to send Fundraising batches direect to your nominal ledger and Invoices to be sent direct to Financials for collection.
Available as an additional add-on
Available as an additional add-on
Available as an additional add-on
Access Paysuite Integration – shared or own SUN
Using our Paysuite solutions will ensure that new agreeements created in CRM will be uploaded to Paysuite where they will be collected. Subsequent payments will then be recorded in CRM.
Available as an additional add-on
Available as an additional add-on
Available as an additional add-on
Cloud Hosting
60GB storage limit, on shared hosting
Additional Cloud Storage
Include additional disk space if you have a lot of contacts and communications.
Available as an additional add-on
Available as an additional add-on
Available as an additional add-on
Digital Donation Forms (Access Donate)
Implement a digital donation form within an existing website and/or social media channels to adopt a flexible approach to receiving donations
Available as an additional add-on

We are now able to work faster as information is better laid out. Our casework team is able to see more information in the grants record, which has an ‘at a glance’ summary. This has reduced the need for the levels of complex cross-module reporting that needed to be done previously. All of this saves our caseworkers time and means that are able to respond quicker and more effectively to our beneficiaries.

Emily Hopkins, Head of Fundraising at The Royal Medical Benevolent Fund

Charity CRM pricing FAQs

Got a question? Have a read through our FAQs below or speak to a specialist.

What is involved in the set-up and onboarding, are there any additional fees?

All our FlightPath services have been designed to be remote-first, providing you with an improved low-risk implementation journey, no matter how your organisation is structured or wherever your employees are working. This means we can offer a fixed outcome service and cost. Each of our packages has a specific Flightpath included – A, B or C – dependent on the complexity of the onboarding required. To find out more about what is in each Access Charity CRM Flightpath click here 

Is support included?

We don’t have a one size fits all approach to your success. We offer three plans to suit your support needs: Essential, Standard and Premier. 

At every step of your Access journey we can help: online, by phone and chat or direct to experts. The success plan in your package can be upgraded at any time- you choose the level of support you need. 

Find out more about our Success Plans.

Is hosting included in Access Charity CRM?

Yes, our Access Charity CRM is hosted by us, and is included in the price. Our best in class cloud hosting solution is designed specifically for Access Software and gives your users improved security and performance, and the flexibility to work wherever, whenever they need to. 

Our hosting is ISO 27001 certified, UK government gCloud approved, offer PCI DSS, SSAE-16 and HIPAA compliance, and dedicated servers deliver even greater security and protection. 

Find out more about our cloud hosting and security. 

What is Access Workspace for Charities?

Access Workspace for Charities was created to improve engagement, visibility and productivity for organisations such as yours. 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 a connected part of the full suite. 

With value-added functionality that includes Learning Management, Collaboration, Analytics and much more, you have at your disposal the apps, data and insights required to make a bigger impact - quickly and easily. Anyone in your organisation with permission can self-serve to get the accurate reports that they need - placing less of a strain on the core fundraising team.  

Access Workspace is included in all of our packages as standard. 

What is Fundraising Hub?

Our unique Fundraising Hub within Access Charity CRM provides an easily accessible path to donor data, allowing your charity to take action quicker than ever before. Within our donor management software, our Fundraising Hub provides a simple, innovative way for your wider organisation to rapidly surface core donor data and take action, without requiring specialist knowledge or in-depth training.  

Whichever Access Charity package you choose you have unlimited licenses to Fundraising Hub, meaning it is available to anyone in your organisation that is granted permission, allowing relevant data to be self-served when needed. Saving your fundraising team time by enabling self-service for the wider organisation. 

Find out more about Fundraising Hub. 

What do I need to consider when purchasing a CRM for our charity?

There is a lot to be considered when choosing to switch to a new charity crm, so we have created a switching guide to help you along the way. Consider this your playbook for everything you need to know about when it’s right to switch, things to consider before you switch and how to ensure it happens as smoothly and painlessly as possible. 

Download our Charity CRM switching playbook.  

Chat to us about our packages

Complete the form below and a member of our team will be in touch shortly

Find out more about the cost of charity CRM