Charitylog

Charitylog is a cloud-based CRM solution designed specifically for charities and other service providers. According to the vendor, it caters to the unique needs of organizations in the charity sector, including non-profit organizations, social service providers, community organizations, and voluntary organizations. With nearly 1000 local charities across the UK already using Charitylog, it offers features for managing contact and case management, assessment and impact, reporting, and support and help functions.

Key Features

Contact & Case Management: According to the vendor, Charitylog enables efficient management of contacts, including clients, volunteers, and referrers. It provides tools for case management and workflows, helping organizations stay organized and in control of their processes.

Assessment & Impact: According to the vendor, Charitylog allows organizations to measure and demonstrate their impact, which is considered crucial for most charities. Users can utilize recognized impact assessment methods or create custom assessments. They can also design their own assessment forms and outcomes scoring systems to monitor change over time. Charitylog is said to support the use of Star Outcomes™, a widely recognized outcomes measurement tool.

Reporting: According to the vendor, Charitylog offers a comprehensive range of reporting capabilities to meet the demanding requirements of organizations. Users can generate key performance indicators (KPIs) and access a pre-configured report suite. The system provides analytics reporting with charts and graphs in a dashboard, enhancing data visibility. Progress interval reporting enables tracking of service intervals and case milestones. Users can categorize referrals, contacts, and outcomes using classification codes, facilitating data analysis and reporting. The system also supports advanced reporting needs through pre-built Excel templates or the Charitylog API.

Support & Help: According to the vendor, Charitylog is dedicated to helping organizations maximize their system usage. It provides implementation and training support, assisting users in setting up the system and leveraging its features. UK-based telephone and email support is available for any questions or issues. A comprehensive manual and online help videos are provided for self-guided learning. Training courses and data migration services are offered to ensure a smooth transition to the system.