+(44) 1223 969889 Support@infopad.org.uk

CRM for Charities

We understand the unique needs that charities and not-for-profits have when it comes to digital transformation and new systems. We will hold your hand through the process, and ensure your team are comfortable with the changes. If you are considering a charity CRM tool, consider us.
Get in touch

"We have worked with InfoPad for over 4 years. The benefits they have helped us to deliver are enormous."

Ross Mullenger, Head of IT, Jewish Care
 
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How we will help

Introducing a CRM (customer relationship management) tool into your charity has multiple benefits across many departments:

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GDPR compliant data storage across departments

 
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Less spreadsheets and faster processing time

 
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Increase fundraising and decrease costs

 
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Integration with existing systems

 

MAnage contacts and donor information

All your contacts in one place. Collect, track and store required donor and contact information with easy, but secure access at any time. One simple system allows multiple departments to access the same contact details, with all updates in real-time.

 

administration

Administration and processing times will vastly improve as we help you combine systems, plus introduce automation. One system means fewer mistakes, more consistency, resulting in higher accuracy. It also saves hundresd of man hours otherwise spent keying in data.

SECURE DATA STORAGE

Your data is important. It’s imperative to keep this safe, organised and easy to retrieve, but also secure and GDPR compliant. We will ensure you have enough data and document capacity, that you, and your team can access anytime, anywhere.

Marketing for fundraising

Keep in contact with your supporters, donors, and clients through one simple system.  See what emails are performing, and who has engaged and responded. Set-up, keep track of, and run events in one system, even link with EventBrite.

Your journey with infopad

We will be there to help you succeed, and ensure return on investment.

 

1. scoping

As a team, we have many years expertise in implementing CRM and other technology solutions. We will work with you to ensure we scope the best system for your needs.  By listening, we will design a solution for your organisation that delivers the best value, whilst integrating with existing systems.

2. implementation

We will be part of your team while we implement and integrate the agreed system. We can even be on site for as long as you want, in person working with you to ensure nothing is missed or overlooked. Communication is our ethos. We are passionate about ensuring a smooth process.

3. TRaining

We want you to succeed. That’s why we offer extensive training for staff from various departments. We understand that different people will be using the new systems in different ways. We also realise that people have diverse learning styles and speeds, which we embrace in our teaching methods.

4. Support

We put our customers first. We are on hand whenever you need support with technology or just simple advice. We can deploy a consultant to be on site for as long as you require. We are there to help everyone embrace the new system with a real sense of enthusiasm and possibility.

"InfoPad have worked in an open way to help us make the best of all new features Dynamics 365 has to offer, and helped us reduce the overall costs of implementing the system by empowering our internal resources.”

Ross Mullenger, Head of IT, Jewish Care
 
Read Full Case Study

Let's have a chat 

We really care about helping you succeed with your mission. Contact InfoPad to find out how our technology and expert team can help you achieve your goals.

Call us on: +(44) 1223 969889 or fill out the form and we will get back to you ASAP.