Charity CRM to enhance fundraising and awareness

  • We work closely with you to discover areas of your organisation and management processes that can be optimised to increase growth
  • Seamless and thoughtfully integrated tools help you to manage relationships with your members, partners, volunteers and sponsors
  • Our solutions help you optimise your revenue-generating strategies by collecting and managing leads with the best CRM for small charities

Create and manage your charity events from one platform

  • Event Management suite is the best CRM manager for charity events
  • From inviting members and sponsors to measuring pipeline effective, can all be done on Optimiser’s single robust platform
  • Manage accounts, contact details, registration, sponsors and members, agenda, activity, attach documents, assign tasks and make notes ensure every detail is catered to
  • Generate custom reports on your events, marketing, membership and publication metrics for a transparent view of your charity as it stands

Nurture your most important relationships

  • Enhance CRM in the charity sector with processes designed specifically for each segment from your accounts and contacts databases
  • Manage your volunteers, sponsors and donors, and personalise communications for targeted and effective relationship management
  • Email marketing tool allows you to automate your communications process with simple customisable templates and scheduled sends
  • Create branded invoice templates, automate a scheduled send for repeat billing, and receive notifications on the status of your subscriptions

Make more of your existing resources

  • Optimiser’s CRM for NGOs is available at a multi-level subscription, giving you access to the most useful features under a unified and affordable solution that meets your unique requirements
  • Automations in marketing, lead management and sales speed up the customer cycle and make it easier to close deals
  • Achieve more with less people by providing your teams powerful integrated tools to manage multiple ongoing priorities effectively
  • Automatic analytics help guide future decisions by giving quick and accurate forecasts of your activities

One powerful platform Simple to use Comprehensive

30 days free trial. No credit card required

From Our Desk

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