Charity Hub: Non-Profit & Charity CRM Accelerator for Dynamics 365

door Preact Ltd

Wat is Test Drive?

Duur van Test Drive: 24 uur

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

Grow supporter relationships with pre-configured charity CRM features for Microsoft Dynamics 365 that increase productivity.

Are you looking to replace outdated technologies and repetitive processes? If you want to increase supporter engagement or are concerned about data governance and compliance, Charity Hub is the solution for you.

The Solution:

Charity Hub accelerates the deployment of Dynamics 365 by providing pre-configured functionality that helps non-profits increase efficiency by replacing paper-based process and repetitive manual tasks.
Rapidly complete your Dynamics 365 deployment by using out-of-the-box features designed for NFPs and charity organisations of all sizes.

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 charity, enabling organisations to get started quickly with minimal setup required.
  • Designed for Dynamics 365 and natively integrates with Outlook, Teams and Power Apps.
  • Increase donor and member engagement with a single source of truth. Grow 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.
  • Drive your digital transformation with modern CRM that empowers your people to achieve more.

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 ANS:

Our team has many years of experience working with charities in the CRM space, which led us to develop this accelerator that shortcuts Dynamics 365 implementations and reduces project costs by addressing frequent charity, non-profit and membership needs.
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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