CRM, Apps & Reporting for Charities
Different systems. One clear picture.
We build secure CRM systems and reporting apps around your organisation, bringing the information you need together and turning it into live management information.
- CRM
- Apps
- Live MI
- Funder reporting
- Trustee oversight
Helping People and Organisations Thrive
See it now. Not three months later.
Quarterly reporting tells you what happened.
Live reporting tells you what’s happening.
If referrals are falling, costs are moving, outcomes are changing or a funded project is slipping behind target, waiting for the next quarterly report can mean losing valuable time.
By the time somebody has gathered the information, built the spreadsheets and presented the report, the problem may already be bigger, and more work may be needed to put it right.
A live dashboard can put the information in front of you while there’s still time to act.
Articles for Charities & Not-for-Profits
Latest perspectives
Give Trustees the oversight they need.
Trustees carry legal duties and responsibility for the governance of the charity.
Good oversight depends on good information.
A secure dashboard can give Trustees appropriate access to live management information without requiring them to wait for the next board pack or ask somebody to compile another report.
Income. Expenditure. Service activity. Outcomes. Funding performance. Risks. Trends.
The right information. Available when it’s needed.
Stop rebuilding the same report.
How much staff time disappears into monthly and quarterly reporting?
Information from one system. Figures from another. Finance data somewhere else. Then spreadsheets, checking, formatting and somebody pulling it all together.
We can build reporting apps that bring information from multiple systems into one place.
One click. Multiple systems. Reporting aligned.
Less time compiling information. More time using it.
Build the CRM around your organisation.
Your services shouldn’t have to change simply because an off-the-shelf CRM works differently.
We can build secure systems around the information you need to capture, including referrals, clients, activity, outcomes, projects, funding streams and other operational information.
Access can be controlled so different users see the information appropriate to their role.
Give funders a clearer view too.
The same information can make funder reporting easier.
Where appropriate, dashboards and reporting tools can provide controlled access to agreed project information, giving funders greater visibility of delivery, activity and outcomes.
Instead of waiting for the next reporting cycle, they can see the information you’ve agreed to share.