The Benefits of a Charity CRM

Customer Relationship Management (CRM) system can be a major investment for a charity. If you are completely new to implementing a CRM system, or it has been a while since you upgraded your software and a change is long overdue, then the whole process of identifying your ideal solution and the steps that follow can seem a little overwhelming. Where do you start?

Alongside this already complex decision, COVID-19 has presented more challenging circumstances for charities around the globe. Organisations have faced a decline in donations and have had to get creative with ways to continue supporting their causes. Therefore, it is more essential than before that organisations find new supporters, whilst also engaging with their current ones; Having the right CRM in place can do exactly this.

In the following blog, we look at 5 ways a Charity CRM can benefit your organisation…

1. Centralised information

With a CRM solution, you gain a complete, real-time view of your charity’s supporters, donors, volunteers, etc, rather than searching through various systems and spreadsheets. This will also allow you to capture more than just the basic contact details, meaning enhanced insight into their activity, interactions, donations, and more. Additionally, your users will save time not having to switch applications and gather data and that time saved can be used elsewhere.

2. Event management

Charities often conduct multiple events at the same time and juggling them is difficult without a stable system to support you. With Dynamics 365, your charity can stay organised and manage all aspects of events (such as bookings, donations, reminders, etc), as well as leveraging the D365 integration with Eventbrite and other products.

3. Provide a personalised experience

Now that your data is stored in one system and you have got a thorough overview of information, you can really tailor your communications to your supporters. Personalised interactions are essential for gathering donations, so use your CRM to guide you in terms of content, tailored to suit the needs, wants, and desires of each donor. If you just send the same content to everyone, or the same ‘thank you’ message after a donation, then your supporters might not feel valued or be willing to donate again. Also, when it comes to events, you can personalise the communications to a particular segment that has shown interest in similar events previously.

4. Bespoke, scalable solution

It is common for some charities to seek a quick fix with basic out-of-the-box solutions. However, one of the disadvantages here is having to make your organisation fit around the software, which often isn’t fit for purpose and is not designed to meet your specific needs. Dynamics 365 allows charities to tailor the system around your current processes so that the technology fits around your world, not vice versa. It is also important to bear in mind that once a system is implemented to suit current needs, it doesn’t mean that you’re backed into a corner. Your CRM can (and should) grow and change to meet the needs of your expanding organisation.

5. Connected departments

It is essential that charities have a holistic view of their entire organisation, both internally and externally. Without a CRM, internal teams are often working on separate systems or their own spreadsheets. This means that data is siloed and processes become inefficient. Dynamics 365 enables you to capture and centralise all interactions, ensuring that all departments are working on one system, as one team.

Want to learn more about Dynamics 365 for Charities?

To learn more about our Charities & Non-ProfiT CRM System, take a look at our webpage which provides further details.

Get in touch

This is just an overview of how a CRM can benefit charities, however, there are many more ways in which technology can support your organisation. If you have any questions, please get in touch by emailing us at, or calling us on 01908 038110.