Unified history
Gifts from QR, terminal, kiosk and online appear on the same profile.
Running the organisation
Every gift, from every channel, attaches to one supporter profile — so the organisation can see who supports it, how often, and for what.
Without a CRM, an organisation has transactions. With one, it has supporters.
Gifts from QR, terminal, kiosk and online appear on the same profile.
Grouping by behaviour, channel, campaign and giving frequency.
Who gives consistently, who stopped and when.
Which campaign brought which supporter.
Communication based on the consent records the organisation itself keeps.
Profiles belong to the organisation that collected them and are not automatically shared with others.
Every contribution is recorded with its channel, point and time.
Later gifts from the same supporter attach to the same profile.
The organisation groups supporters based on actual behaviour.
The relationship continues from what the organisation already knows.
The CRM is not a separate product — it is the other side of the donations.
Every channel feeds the same supporter profile.
The state of regular support is visible on the profile.
Donor details feed the documentation where it is required.
Unique and repeat donors, average gift, repeat rate.
No. Profiles and personal data are not automatically shared between organisations.
The organisation itself, through roles and permissions for its own users.
Personal data is processed under the GDPR (EU 2016/679), on a purpose and minimum-access basis.
Talk through what your organisation's supporter record would look like.