Fundraising Teams
Charity CRM software for progressive fundraising teams.
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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.
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Charity Finance Teams
Harlequin Charitable Accounting and Harlequin CRM integrate fully.
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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:
Peter Pan Moat Brae Trust selects Harlequin
PPMBT will use Harlequin for CRM & fundraising, friends and merchandise.
Buglife goes live with Harlequin
Buglife has implemented Harlequin for CRM, fundraising and membership management.
National Museum of the Royal Navy enlists Harlequin
The National Museum of the Royal Navy has invested in charity management software from Harlequin.
National Coal Mining Museum picks Harlequin
National Coal Mining Museum has invested in Harlequin CRM software to build closer visitor relationships.
Leicester Cathedral invests in Harlequin CRM
Following the success of its King Richard III Appeal, Leicester Cathedral is investing in Harlequin CRM.
50th hospital charity selects Harlequin CRM software
CW+ is the 50th hospital charity to invest in CRM software from Harlequin.
Shelter Cymru opts for Harlequin
As part of its 2020 Vision, Shelter Cymru has selected Harlequin CRM and aims for a 10,000 strong supporter base.
Paul Strickland Scanner Centre deploys Harlequin CRM to unify donor data
Paul Strickland Scanner Centre has invested in Harlequin to create a single view of supporter information.
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.
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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.