Name: Access Charity CRM
Rating: 7.1 (2 reviews)
Author: The Access Group

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

AI Code Generation

Cross-Browser Testing

Functional Testing

Product Analytics

Development

Online Proctoring Software

Education

Business Intelligence (BI)

Collaboration

Contract Analysis

Data Analytics  and BI Services

Emissions Management

Intellectual Property (IP) Management

Internal Communications

Payment Facilitation

Enterprise

Accounting

Accounts Receivable

CTRM

Travel Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Design

API Management

Cloud Migration

Cloud Storage

Custom Software Development Services

Data Warehouse

DevOps

Firewall Security Management

Fraud Detection

Integration Platform as a Service (iPaaS)

Mobile Data Security

Mobile Identity

Network Performance Monitoring

Platform-as-a-Service (PaaS)

Privileged Access Management

Requirements Management

Software Components

User Virtualization

Virtualization Management

Website Hosting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Data Management

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Aviation

Banking

Church Management

Direct Secure Messaging

Financial Services CRM

Insurance Agency Management

Intelligent Document Processing

Medical Office EMR & EHR

Online Voting

Physical Therapy

eDiscovery

Vertical-Specific

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For fundraising teams, Access' Charity CRM is used to manage and engage supporters. Users can create campaigns and events to build stronger donor relationships by sharing information that matters to them. Access Charity CRM is the upgraded version of the company's former Access thankQ CRM solution.

GiveSmart is a fundraising, event, and donor management platform. GiveSmart helps organizations to connect more with donors through engaging auctions, events, and digital campaigns.

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The Giving Platform

Access Charity CRM

Tools used by nonprofits to manage relationships with constituents.

Nonprofit CRM

The Access Group is a leading provider of business management software and solutions.We help thousands of customers across commercial and not-for-profit sectors become more productive and efficient. At Access, we believe that ambitious organisations should have software that makes working lives better and not put barriers in the way to growth.Our innovative software solutions streamline everyday processes, provide efficiencies that result in material productivity gains and give real-time insights that allow you to act in an instant knowing you have the data you need at your fingertips, allowing everyone the freedom to do more of what’s important.

The Access Group

Donor Database

The donor database allows organizations to store, track, and update information about their constituents

Constituent database

Information about donors, corporate supporters, members, alumni, grant-making organizations, volunteers, staff, and/or nonprofit recipients is stored in a database.

Constituent interaction tracking

Capture, track, and record history of constituent donations, memberships, participation, and communications.

Constituent relationship management

Link constituents to each other based on family, employer, household, and other relationships.

Donor and member portals

Self-serve portals for contributions, participation, profile updates, and event registration.

Automated workflows

Parts of the constituent management process, like email communication and updating contact records, can be automated.

Communications and Marketing

Constituent engagement and marketing features

Constituent engagement and marketing

Email, text, phone, print mailings, digital ads, and/or social media communications capabilities are available for constituent engagement and marketing.

Social listening

The software can track constituents’ mentions of the organization on social media platforms.

Digital advocacy enablement

Constituents can be given options to take advocacy actions like sharing fundraising links with peers or calling representatives.

Reporting and Analytics

Reporting and analytics about constituents and donations

Reporting and data visualization

Track donor retention and acquisition, campaign success, and incoming donations recommendations for ask amounts, donors at risk of lapsing.

Predictive analytics

Analytics offer insights like recommended ask amounts and warnings about donors at risk of lapsing.

Wealth screening

The software can access publicly available wealth screening data to provide information on donors’ charitable giving histories.

Fundraising and Events

The ability to accept and process donations and manage events

Online donation options

Online avenues for donation are available, including landing pages, forms, donation buttons, etc.

Event registration and ticketing

Track ticket purchases for events and connect them to constituent profiles

Text and phone donations

Constituents can donate via text or phone call.

Volunteer shift management

The software allows volunteers to sign up and check in for event shifts.

Mobile event check-in

Attendees and volunteers can be checked in at events with a mobile device.

Security and Platform

Features related to security and general platform usage and implementation

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration

Mobile access

Users can access the CRM via an app from a mobile phone or tablet.

Integrations

The software includes or integrates with nonprofit marketing, fundraising, donor prospect, accounting, payment, event management, and/or grant management solutions.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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Nonprofit CRM Software

Access Charity CRM

Overview

What is Access Charity CRM?