CRM Solutions for Charities and Not For Profit Organisations

Access and capitalise on your data, make insight-driven decisions and improve operations to make a bigger impact.

A CRM solution provides charities, not for profit (NFP) and membership organisations with a single data storage system, removing the many issues caused by data held in multiple files, spreadsheets etc. 

By selecting and implementing the right CRM solution, a charity or membership organisation can benefit in many ways; it should help you to make insight-based decisions, communicate more effectively with your supporters and volunteers, improve administration and lead to better fundraising campaigns.

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Benefits of CRM for Charities / NFP Organisations

By selecting and implementing the right CRM solution, a charity can benefit in many ways; it should help you to make insight-based decisions, communicate more effectively with your supporters and volunteers, improve administration and lead to better fundraising campaigns.

Microsoft Dynamics 365 Enables Charities to Make a Real Difference

At QGate, we know that charities and not for profits have a unique set of requirements and needs. We optimise CRMs to work for your operation, not the other way around.

Dynamics 365 integrates with the full Microsoft 365 suite of office applications. You may also need to work with other software and tools that allow you to accept donations, run campaigns, organise events and fundraisers. Dynamics 365 CRM is perfect for charities, offering easy integration with software such as QuickBooks, Eventbrite, Mailchimp and more. 

Also available is the Dynamics 365 Nonprofit Accelerator which offers apps, templates, pre-built dashboards, workflows and connectors, designed specifically to assist Not for Profit organisations. Microsoft also offers eligible non-profit organisations a discount of 75% on standard pricing for CRM licenses. Please contact us for further information.

It’s never more important to capitalise on the resource you have, than it is for not for profits and charities. The right CRM software allows you to conserve budget and stop wasting marketing resources. Segment personal data and deliver a tailored experience of your charity and make sure your message hits it target with Microsoft Dynamics 365. 

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Why QGate for your CRM Partner?

QGate have 25 years of experience in delivering custom-built CRM solutions and we are currently working with both charities and not for profit organisations. 

We will get to know all the specifics you need from a CRM software for your charity, but we will also bring our own experience and expertise. We can suggest features and functions you might not have even thought of. 

Sounds great, but worried about how long it’s going to take to set up Dynamics 365 CRM for your charity? We understand, time is always of the essence. After the build is complete, we can provide comprehensive CRM training and onboarding for your whole team. Our experts work to make a smooth translation and to ensure you get everything you need from your new CRM solution. 

The QGate CRM Roadmap

QGate has many years of experience of helping our customers to digitally transform and automate their organisation using Microsoft Dynamics 365.

 

This experience led us to develop the QGate CRM Roadmap  – our project roadmap to guide you and your business through your CRM project. A roadmap that has proven success in delivering better results, faster, and with less effort.

Ready to Talk about your Project?
Book a free Discovery Call

A no obligation call to discuss your business needs and project requirements. During the call, our consultant will explain how we can help you to achieve your goals and answer any questions you may have.