Charity Hub: CRM for Non-Profits

inden Preact Ltd

Hvad er testkørsel?

Varighed af testkørsel: 24 timer

Simplify processes and increase productivity with donation and membership management for charities

Maximise greater value from your supporters with a ready-to-deploy application that increases productivity and protects your data in a single, secure cloud platform.

Are you looking to replace outdated technologies and repetitive processes? If you're struggling to nurture donors and engage your supporter base or are concerned about governance and compliance, Charity Hub is the solution for you.

The Solution:

Charity Hub from Preact provides out-of-the-box functionality, enabling non-profits and charities to boost supporter engagement with efficient management across donor and member relationships.

Main Benefits:

  • Migrate your supporter data to the secure Microsoft cloud to establish robust data compliance policies.
  • Remove data silos, stand-alone apps and spreadsheets that involve laborious processes by unifying supporter data to increase efficiency and optimise your resources.
  • With prebuilt processes, Charity Hub has the flexibility and scale to meet the needs of any sized charity, enabling organisations to get started quickly with minimal setup required.
  • Built on the trusted Microsoft cloud, the application natively integrates with Outlook, Teams, Dynamics 365 and Power Apps.
  • Increase donor and member engagement with a single source of truth. Grow these relationships to maximise fundraising efforts by using trusted data to send timely, personalised messages.
  • Gain greater visibility of forecasted income with complete financial data in a single application covering donations, payment schedules and subscriptions.

Features Include:

  • Donation Management: Track one-off and regular donations, in-kind donations and pledges.
  • Membership Processes: Prebuilt functionality for membership products, member promotions, corporate / household memberships and automated processes to simplify membership renewals.
  • Financial Management: Includes automated payment schedules and supporting transactions for regular donations and memberships, which can be batched and passed to an accounting system.
  • Gift Aid Declarations & Claims: Consistently capture each Gift Aid declaration and valid duration. Simplify claim processes by quickly finding and submitting eligible Gift Aid transactions within a specific period.
  • Contact & Organisation Management: Track interactions with each individual, organisation and group you engage.
  • Prebuilt Views & Dashboards: Providing clear visibility across the supporter relationships and metrics that matter most to your organisation.
  • Workflow Automation: Streamline your processes by utilising native Power Automate capabilities

Why Preact:

We have many years of experience working with charities in the CRM space, which led us to develop this app to address frequent charity, non-profit and membership requirements.
Microsoft advocates Preact as one of their leading UK CRM partners. We are proud to hold a strong portfolio of case studies and charity reference sites that testify to the quality of our service and the transformation outcomes provided by our solutions.

Test Drive:

Please click the Test Drive button above to try Charity Hub in our demo instance.
It can sometimes take a little to provision your environment, but once complete, you will have access for up to 36 hours. If you experience any issues logging into the environment, please sign out of your browser sessions and try again. If you continue to encounter problems, don't hesitate to get in touch with us.

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