Harlequin CRM for Charities

Harlequin CRM for Charities is a Customer Relationship Management (CRM) database designed to empower charities in building satisfaction, loyalty, and trust among beneficiaries, supporters, and volunteers. This comprehensive CRM solution streamlines processes, unifies departments, and enhances overall performance. It caters to charities of all sizes, from small local organizations to large national or international charities. Harlequin CRM is widely used by fundraising professionals, nonprofit organizations, charitable foundations, volunteer management organizations, and event management organizations.

Key Features

Contact management: Effectively manage and organize contacts, including beneficiaries, supporters, and volunteers. Maintain accurate and up-to-date contact information, track interactions, and ensure efficient communication with stakeholders.

Communication logging: Keep a record of all communications with contacts, including emails, phone calls, and meetings. Maintain a comprehensive history of interactions, ensuring transparency and accountability.

GDPR consent tool: Manage and track consent from contacts to comply with data protection regulations. Ensure necessary permissions to store and process personal data, maintaining data privacy and building trust.

Gift Aid processing: Simplify the management and processing of Gift Aid claims. Track and process eligible donations to maximize Gift Aid revenue, saving time and effort for charities.

Financial management: Manage financial transactions and records effectively. Track and analyze income and expenses, generate financial reports, and ensure accurate financial management.

Individual and regular giving: Manage individual and regular donations from supporters. Track and record donations, set up recurring giving options, and analyze giving patterns to maximize fundraising efforts.

Campaign/appeals management: Plan, execute, and track fundraising campaigns and appeals. Set goals, manage budgets, track progress, and analyze campaign effectiveness to optimize fundraising efforts.

Standard reporting library: Access a range of pre-built reports and analytics templates. Generate standard reports on fundraising performance, donor engagement, and financial analysis to save time and gain valuable insights.

Ad hoc query builder: Create custom queries and reports tailored to specific needs. Define criteria, filter data, and generate ad hoc reports for deeper insights into operations.

Donor/beneficiary profiling: Create detailed profiles of donors and beneficiaries. Capture and store relevant information to better understand and engage with stakeholders. Support personalized communication and targeted fundraising strategies.