What is bespoke charity CRM

Bespoke Charity CRM (Customer Relationship Management) is custom-built charity software that is designed and tailored to perfectly suit a specific charity need.

As you know, customers/members are the lifeblood of any charity. For this reason, you need to develop a large client base to ensure you will have continual growth and success for the charities .

It is quite common practice for some charities to find a quick fix by opting for the basic out-of-the-box solutions. However, major disadvantages here is having to make your charitable organisation fit around the shelf-software, which often isn’t designed to meet your specific charity needs. Bespoke CRM for Charities is a fully customisable solution, meaning that the technology fits around your current processes and not the other way around. Please go through our article Benefits of a Charity CRM Software to know more about what benefits an organisation can get with a charity crm.

 However, it is not easy to maintain a good relationship with all your clients. Fortunately, tailor-made charity software products, are there to lend a helping hand just when you need it. Although CRM was introduced in the mid-1990s, we have only witnessed exponential growth in its usage and popularity over the last decade.

A Custom Customer Relationship Management (CRM) system can be a major investment for a charity. If you are completely new to implementing a bespoke charity CRM, then this process can be overwhelming and challenging. At Web Alliance we’ve created a number of resources that will cover all the main questions around timescales, costing, benefits, features and much more.

Transform how your charity works – with our bespoke software service .

Features of bespoke charity CRM / Non-profit CRM

Effective charity CRM must have the following features:

• Fundraising – it should be capable of fundraising via events or sponsorships.
• Charity Events management options- able to organise and invite members to events and these events should be easily published on the website as well
• Effective Marketing options – such as email marketing, notes and reminders features
• Direct debit management – easily managed direct debit for members and non-members to be able to pay for the events or sponsorships.

• Monthly Reports, Analytics - Flexible Reporting and KPIs for sales reps and sales pipeline

• KPIs – able to produce targeted Key performance indicators to enhance efficiency of the charity
• Gift Aid features – quite important to increase the donations so ability to add gift aids to the donations and keep track of the same is quite important for a charity CRM
• Membership options – members are quite important to charities so CRM should effectively manage the members and their other related features.

Thousands of charity professionals trust custom charity CRM to run their organisations.

Benefits of bespoke CRM for Charity

• Available to anyone and everyone in your organisation with access rights features
• Better members service and members retention
• Comprehensive search capabilities 
• Enhance charity performance and efficiency. Accessibility: 
• Compliancy – such as GDPR compliance
• Consistency – unlike spreadsheets
• Teamwork – all team members can access in the charity
• Integration – easily interactable with other departments of the charity
• Less dependent on spreadsheet
• Find new members ready to purchase your products and services
• Win back former leads or members
• Rapidly set up regular payments
• Expendability – expand with the charities.
• Flexibility – change when something changes in the charities
• Tailored to specific charity requirements
• Bespoke CRMs have the beginner’s guide to Charity CRM systems

We offer peace of mind

At Web Alliance, we have built a reputation for providing excellent after-sales services. As a result, you will have peace of mind knowing that you have invested your time and money in a tailor-made solution that works, and that help will be available whenever you need it!

If you're looking for CRM software development companies who can deliver custom non-profit CRM then you can contact us today to have your free trial for the custom CRM development and our team will respond immediately (within four business hours).

Reviews from client

Recently we have created a CRM system for KidsAid. They are very ahppy with the solutions we have provided, we got two google reviews from the KidsAid foundation team. Thanks to Rebecca and Sarah.