Name: Harlequin CRM for Charities
Author: Harlequin Software

Communications Outsourcing

Help Desk

Web and Video Conferencing

Customer Support

Batch Management Software

Kubernetes Monitoring

Development

Business Intelligence (BI)

Collaboration

Enterprise Feedback Management

Org Chart

Payment Facilitation

Privacy Policy Generators

Project Portfolio Management

Enterprise

Accounting

Online Trading

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Credentialing

Employee Performance Management

HR Compliance

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Cloud Storage

Container Management

Endpoint Encryption

File Sync and Share

Fraud Detection

HTML Editors

High Availability Cluster

IT Asset Management

Incident Response

Integration Platform as a Service (iPaaS)

Network Operating Systems

Network Performance Monitoring

Phishing Detection and Response

Remote Monitoring and Management

Software Defined Storage (SDS)

System Monitoring

Traffic Switching

Unified Endpoint Management (UEM)

User Virtualization

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Graphics

Headless CMS

Market Intelligence

Marketing Automation

Online Reputation Management

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

Project Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Social Commerce

Sales

Intrusion Detection

Secure Access Service Edge (SASE)

Security

Auto Repair

Building Information Modeling (BIM)

Emergency Notification

HIPAA Compliance

Homeowner's Association (HOA) Management

Insurance Agency Management

Intelligent Document Processing

Investment Portfolio Management

Retail Analytics

Vertical-Specific

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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.

Causeview

Essentials

Impact

Empower

Neon CRM

Harlequin CRM for Charities

Online software to help nonprofits raise funds online

Nonprofit Fundraising

Harlequin Software

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Nonprofit Fundraising Software

Harlequin CRM for Charities

Overview

What is Harlequin CRM for Charities?