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Running the organisation

Supporter CRM

Every gift, from every channel, attaches to one supporter profile — so the organisation can see who supports it, how often, and for what.

  • One history per donor
  • Segmentation by behaviour and channel
  • Strict boundaries per organisation

What it includes

Without a CRM, an organisation has transactions. With one, it has supporters.

01

Unified history

Gifts from QR, terminal, kiosk and online appear on the same profile.

02

Segmentation

Grouping by behaviour, channel, campaign and giving frequency.

03

Recurring donors

Who gives consistently, who stopped and when.

04

Campaign participation

Which campaign brought which supporter.

05

Communication

Communication based on the consent records the organisation itself keeps.

06

The organisation's data

Profiles belong to the organisation that collected them and are not automatically shared with others.

How it works

  1. 01

    The gift is recorded

    Every contribution is recorded with its channel, point and time.

  2. 02

    A profile is created

    Later gifts from the same supporter attach to the same profile.

  3. 03

    Grouping

    The organisation groups supporters based on actual behaviour.

  4. 04

    Communication and continuity

    The relationship continues from what the organisation already knows.

What it connects to

The CRM is not a separate product — it is the other side of the donations.

  • Donation channels

    Every channel feeds the same supporter profile.

  • Recurring support

    The state of regular support is visible on the profile.

  • Donation documentation

    Donor details feed the documentation where it is required.

  • Reporting

    Unique and repeat donors, average gift, repeat rate.

Frequently asked questions

Is data shared with other organisations?

No. Profiles and personal data are not automatically shared between organisations.

Who controls access?

The organisation itself, through roles and permissions for its own users.

What about the GDPR?

Personal data is processed under the GDPR (EU 2016/679), on a purpose and minimum-access basis.

See your supporters, not just your transactions

Talk through what your organisation's supporter record would look like.