Access Charity CRM Add-in for Excel

The Access Charity CRM Add-in for Excel enhances your Access Charity CRM by integrating it with Microsoft Excel, making data management more efficient and intuitive.

This add-in requires a paid subscription for Access Charity CRM.

For more information checkout this page: https://www.theaccessgroup.com/en-gb/crm/sectors/not-for-profit/

Key Features:

- Select and Log Cells: Easily select cells from your Excel file and log them directly into the Access Charity CRM, allowing you to save and manage important data effortlessly.

- Dynamic Record Selection: Use the logged Excel data to select and retrieve records in Access Charity CRM based on the saved values, streamlining your data retrieval process.

- Seamless Integration: Experience smooth interaction between Excel and Access Charity CRM, ensuring your data is always up-to-date and accessible.

Who Benefits:

- Non-Profit Organizations: Simplify data handling and improve reporting capabilities, allowing you to focus more on your mission.

- Fundraisers and Administrators: Efficiently manage donor information, campaign data, and financial records by linking Excel data directly to Access Charity CRM.

What It Offers:

- Ease of Use: An intuitive interface that integrates seamlessly with Excel, requiring minimal training.

- Time Savings: Automate the process of logging data to Access Charity CRM, reducing manual entry and freeing up time for more critical tasks.

- Improved Data Accuracy: Minimize errors by directly transferring data from Excel to Access Charity CRM, ensuring accurate and reliable information.