Fundraising Teams
Charity CRM software for progressive fundraising teams.
Learn MoreHarlequin CRM
Harlequin CRM across your charity
Charities need to work hard to build relationships, increase income and extend the impact they make.
Our Customer Relationship Management (CRM) system will help you to build satisfaction, loyalty and trust amongst beneficiaries, supporters and volunteers.
Service Delivery Teams
CRM software for service delivery and beneficiary management.
Learn More
Charity Finance Teams
Harlequin Charitable Accounting and Harlequin CRM integrate fully.
Learn More
Harlequin CRM comes with essential functionality built-in
Harlequin CRM will streamline processes, unite departments and enhance the performance of your charity.
- Contact management
- Communication logging
- GDPR consent tool
- Gift Aid processing
- Financial management
- Individual and regular giving
- Campaign/appeals management
- Standard reporting library
- Ad hoc query builder
- Donor/beneficiary profiling
- Promotional items management
- Major donor and legacy management
- Grants and foundation management
- Grant-giving
- Plus optional Modules
Showcase: Our Design Module
Our easy-to-use Design module enables you to build and customise your own screens. Underpin processes and create consistent ways of working. Evidence compliant data processes and encourage best practice.
Latest CRM Case Studies
Read our latest CRM Blog
What drives a charity to invest in new CRM software? When a new customer selects Harlequin CRM, we are always interested to hear their business drivers for investing in new charity software.
Read our CRM implementation guide
A wide range of Harlequin clients share real life tips about selecting CRM software and advice on rolling out a new system.
Additional modules for Harlequin CRM
Events
Boost your event success with our module for complete event management.
Volunteers
Manage rosters, roles and volunteer requirements.
Design
Easily create screens to reflect and manage your own ways of working.
Merchandise
Keep track of your charity sales and oversee your stock control.
Bookings
Manage your room hire and participants with this easy to use module.
Harlequin CRM news stories:
50th hospital charity selects Harlequin CRM software
CW+ is the 50th hospital charity to invest in CRM software from Harlequin.
CRM Case Study – Police Dependants’ Trust
Preston Park Museum & Grounds rolls out Harlequin CRM
Customer interview with Anne Goodall, Development Officer at Preston Park Museum & Grounds.
CRM Case Study – SpecialEffect
Find out more about Harlequin CRM
We can provide you with an indication of costs to help you scope your project.
See our software in action in an online demo.