Charity CRM Software

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.

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.

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    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.

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    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.

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    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:

    Harlequin in top ranks of CRM Software Survey 2018

    For the eighth year, Harlequin has scored highly across the board in the charity CRM Software Survey.


    Find out more

    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 on-site demo or have an online taster tour.