Name: Charitylog
Author: Dizions Limited

Customer Identity and Access Management (CIAM)

Help Desk

Web and Video Conferencing

Customer Support

Classroom Management

Online Learning

Education

Barcode

Business Intelligence (BI)

Collaboration

Contract Management

Data Extraction

Risk Management

VoIP

Workspace Planning

Enterprise

Accounting

Crypto Asset Management

Invoicing

Finance and Accounting

Applicant Tracking

Background Check

Corporate Learning Management

HR Management

Leadership Development

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Browser

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Data Collaboration

Data Masking

Desktop Outsourcing

Fraud Detection

Hyper-Converged Infrastructure

IT Asset Disposal

Integration Platform as a Service (iPaaS)

License Management

Log Management

MLOps

Managed IT Service

Network Monitoring

Network Performance Monitoring

Packet Analyzer

Password Management System

Release Management

Remote Support

Secret Managers

Software Distribution

Threat Intelligence

Web Portal

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Audience Intelligence

Content Management

Creative Collaboration

Domain Registration Services

Email Marketing

Gamification

Heatmap and Session Recording

Marketing Automation

Social Media Management

Social Media Monitoring

Survey & Forms Building

Swag Management

Video Marketing

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Architecture

Debt Collection

Public Sector Software

Real Estate

Vertical-Specific

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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.

Causeview

Essentials

Impact

Empower

Neon CRM

Charitylog

Tools used by nonprofits to manage relationships with constituents.

Nonprofit CRM

Dizions Limited

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.

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Nonprofit CRM Software

Charitylog

Overview

What is Charitylog?