Education, charity and public
Charities and membership bodies
Charities and membership bodies keep supporters, members, volunteers and grant reports in separate spreadsheets, so the same person is entered several times. We build one supporter record and the administration around it, so more time goes on the cause.
For charities and membership bodies
Three things we build first
- 01
Supporter and member CRM
A supporter and member CRM that brings donations, membership, events and preferences into one record.
- 02
Donation and Gift Aid administration
Donation and Gift Aid administration with claims prepared from clean records and exceptions shown for review.
- 03
Volunteer scheduling
Volunteer scheduling around roles, availability and safeguarding checks.
Security
Serious security for sensitive work
Supporter, donor and volunteer records stay behind invitation-only access, with each person seeing only what their role allows.
Everything we build runs on infrastructure independently certified to ISO 27001:2022 and audited to SOC 2 Type II, from the build platform to the database to the global edge network in front of it.
- ISO/IEC 27001:2022Build platform, database and edge network are each certified to the international standard for information security management.
- SOC 2 Type IIIndependent auditors test the security controls of every layer we host on, over time and not just on the day.
Where we start
One job first, done properly
We start by joining your spreadsheets into one supporter record, because every later improvement depends on it. Then we add the administration that takes most of your volunteers' and staff's time.
Connections
Work with what you have
Tools businesses like yours often use. We connect to what you already have; naming a tool does not imply any partnership.
- Microsoft 365
- Google Workspace
- DocuSign
- Salesforce
- Stripe
Tell us the job
Tell us where your supporter records live today, and we will show you how we bring them together.
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