Harlequin CRM modules & services

In addition to the essential functionality built into Harlequin CRM, we have a range of optional modules and services.

Optional Modules for Harlequin CRM

Events Module
The Events module is designed to cover all essentials of organising and running events. Manage invitations, log payments and oversee all costs associated with the event.
Download more information in this PDF.

Volunteers Module
Manage rosters, roles and volunteer requirements. Manage the volunteer recruitment process including shifts and activities within various work locations. Also, coordinate volunteer placements, logging hours and shifts.
Download more information in this PDF.

Design Module
Easily create screens to reflect and manage your own ways of working. Build your own tab to be added to a single file or all Contact files, Events, Campaigns or Bookings.
Download more information in this PDF.

Merchandise Module
Keep track of your charity sales and oversee your stock control. Manage your merchandise stock levels and locations and process sale or return of goods.
Download more information in this PDF.

Bookings Module
The Bookings module is designed to manage room bookings or site activities. Book in contacts and view bookings in a variety of calendar views.
Download more information in this PDF.

HR Module
The HR module is designed to manage staff including the recruitment process, shifts and activity within the various work locations.
Download more information in this PDF.

Optional Supporting Services for Harlequin CRM

Enhanced Account Management
We offer an enhanced account management service for clients who feel the need to have face-to-face account management meetings throughout the year or perhaps to support those clients who do not have the luxury of a Database Manager
Download more information in this PDF.

Operations Consultancy Service
Sometimes when we are on site, we see clients who, over the years, have let their database structure change without any controls, having a knock-on effect on their ability to report and generate meaningful data. Have a member of the Harlequin team support you in analysing the structure of your software and work with you in re-defining the set-up of reference files to work in line with your operations.
Download more information in this PDF.

Other Harlequin Systems

We also develop Harlequin Charitable Accounting – a charity finance system that fully integrates with Harlequin CRM.

Did you know, we are also leading suppliers of Patients’ Monies software?

Posted on February 13, 2019 by Tom Ellis