Hands typing at keyboard

CRM integration for charities

Integrating a CRM database into your charity can take your communications to the next level, as well as save your staff plenty of admin time and headaches.

CRM workflow example

Nurture relationships with stakeholders and supporters with a robust CRM database.

CRM requirements differ by organisation and vary from the super-simple to the mindbendingly complex.

Our CRM strategy and database integration service will equip your organisation with the right tools and support to ensure efficient, compliant communications with supporters.

  • Audit

    We conduct research with key stakeholders to understand the problems and opportunities around comms in your organisation.

  • Strategy

    We develop an integration and training strategy to ensure your organisation continues to make best use of the chosen solution.

  • Integrate

    We help to integrate web forms, communication touchpoints and materials that inform and inspire your supporters.

What does a charity CRM integration look like?

CRM requirements vary by organisation size and make-up, but the goal is always to improve the impact of communication.

Tell us about your CRM requirements

It's time to throw away the paper records and banish the spreadsheets – upgrade your charity with a new CRM database that is easy to use, manage and genuinely saves you time, money and energy.

CRM integration can be light-touch or involved, but it can help you manage your charity more effectively, become compliant with privacy laws and develop better supporter journeys.

Who we work with

  • Donorfy CRM logo
  • Access CRM logo
  • Salesforce CRM logo
  • Beacon CRM logo
  • Hubspot CRM logo
  • Donor Perfect CRM logo
  • Virtuous CRM logo
  • Copper CRM logo