Scalable and affordable CRM for charity organisations
Charity CRM to enhance fundraising and awareness
- We work closely with you to discover areas of your organisation and management processes that can be optimised to increase growth
- Seamless and thoughtfully integrated tools help you to manage relationships with your members, partners, volunteers and sponsors
- Our solutions help you optimise your revenue-generating strategies by collecting and managing leads with the best CRM for small charities
Create and manage your charity events from one platform
- Event Management suite is the best CRM manager for charity events
- From inviting members and sponsors to measuring pipeline effectiveness, everything can be done on Optimiser’s single robust platform
- Manage accounts, contact details, registration, sponsors and members, agenda, activity, attach documents, assign tasks and make notes to ensure every detail is catered to
- Generate custom reports on your events, marketing, membership and publication metrics for a transparent view of your charity as it stands
Nurture your most important relationships
- Enhance CRM in the charity sector with processes designed specifically for each segment from your accounts and contacts databases
- Manage your volunteers, sponsors and donors, and personalise communications for targeted and effective relationship management
- Email marketing tool allows you to automate your communications process with simple customisable templates and scheduled sends
- Create branded invoice templates, automate a scheduled send for repeat billing, and receive notifications on the status of your subscriptions
Make more of your existing resources
- Optimiser’s CRM for NGOs is available at a multi-level subscription, giving you access to the most useful features under a unified and affordable solution that meets your unique requirements
- Automations in marketing, lead management and sales speed up the customer cycle and make it easier to close deals
- Achieve more with less by providing your teams with powerful integrated tools to manage multiple ongoing priorities effectively
- Automatic analytics help guide future decisions by giving quick and accurate forecasts of your activities
30 days free trial. No credit card required
One powerful platform
Simple to use
Comprehensive
