CRM

Charity CRM software for complete NFP management

In times when charities need to work even harder to build relationships and increase income, our Customer Relationship Management (CRM) system will empower you to build satisfaction, loyalty and trust amongst beneficiaries, supporters and volunteers.

Harlequin were the No. 1 CRM supplier in the Charity CRM Software Survey in 2011, 2012, 2013 and 2014 – and were in the top ranks again in 2016 across the board*. Harlequin utilises the Microsoft SQL Server relational database and .NET technologies.

Harlequin’s CRM software can be used across your entire charity or within one department, such as the fundraising team or service delivery team.

The Harlequin system will streamline processes, unite departments and enhance the performance of your charity. Contact us to book a demo or to receive a cost overview.

Harlequin’s charity CRM database comes with key functionality as standard

Read CRM case study about The Poppy Factory

Read CRM case study about The Poppy Factory

  • Contact management
  • Communication logging
  • Donor/beneficiary profiling
  • Financial management
  • Gift Aid processing
  • Campaign/appeals management
  • Standard reporting library
  • Ad hoc query builder
  • Promotional items
  • Major donor, grant and legacy management

Depending on your needs additional modules can be purchased at any time

*The survey was not run in 2015. Part of Charity IT and CRM Software Survey by Civil Society Media. Full results of CRM Software Survey printed in Fundraising magazine.

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