CRM for Charities

Helping Not for Profits do More and Build Life Long Relationships


Microsoft Dynamics CRM for Charities and Microsoft Dynamics 365 for Charities

CRM or Dynamics 365 for Charities & Not for Profits can help you achieve two key goals; to recruit and maintain your volunteer/student base for the long term, whilst engaging with new audiences, reaching out to new supporters.  Traditional supporters may prefer traditional communications, however, new supporters need to be influenced in different ways so the use of social media and digital channels are increasingly important.

CRM is a system that allows charities to track and manage each contact, taking away the strain of repetitive tasks whilst helping to improve the efficiency of your charity.

It will help generate more…

  • Funding
  • Clients
  • Donors
  • Effective communication
  • Time.

About the solution

Microsoft Dynamics CRM now renamed Microsoft Dynamics 365 (MS CRM for Charities / Dynamics 365 for Charities) is an exceptional, highly customizable, software programme that offers functionality to build closer relationships with your supporters and influencers and helps your company achieve new levels of fundraising.

Microsoft Dynamics 365 retains supporters and increases efficiency, eliminating unnecessary marketing spend and increasing employee productivity.  The solution is scalable and modules can be added as you become more familiar with using CRM, such as event management or Gift Aid management.

CRM Training costs for Microsoft Dynamics 365 are low as it is a familiar looking product which is easily adopted by users.


Joined Up Resources

See our Caritas article!


We are successfully working with several third sector membership organisations including charities, housing associations, regeneration organisations, grant giving charities, museums and many more.


Caltech IT Ltd offers exceptional and bespoke solutions that are proven, and very affordable.  We offer charity pricing for Registered Charities not just on licenses but also on consultancy rates!  All users work from the same system and the data is in one place, consistent and available for everyone at the same time.


Leeds Ahead Not for Profit Testimonial


Using CRM for Charities / Dynamics 365 for Charities helps to keep in contact with valuable donors, sponsors, and volunteers and holds a wealth of information to help focus on the best events and efforts for your charity.



Microsoft Dynamics 365 for Charities Pricing

Microsoft Dynamics 365 Charity Licensing On-Premise

  • Your charity may be eligible for Microsoft agreements based on your size.
  • We recommend buying licenses from a charity license supplier. We can recommend one to you.

Microsoft Dynamics CRM Hosted for Charities 

  • Licenses are paid per user per month (pupm) with considerable savings for charities.
  • Professional License £13.42 pupm
  • We can provide up to 3 FREE licenses of Microsoft Dynamics CRM 2013 to charities and not for profit organisations* (and have been doing this since 2010)!

Microsoft Dynamics 365 Online for Charities and Not for Profit Licensing Prices 

  • Licenses are available for purchase from Caltech IT Limited for the Microsoft Online platform.
  • License costs :
  • Customer Enterprise Plan for charities £21.70 pupm
  • Customer Service or Sales applications for charities £17.90 pupm each
  • Team member Licensing for charities £1.90 pupm


Not for profit customers may be eligible for significant cost savings for Microsoft Dynamics CRM. Discounts on charity license costs can be over 75%.  Please contact us to find out if you are eligible for these savings, and if you need to know how CRM can work for you on donor management, fundraising management, grant management, management information and more.


NB *This 3 free licenses offer is for not for profits that are registered charities in the UK. To receive the free licenses you must have a UK registered charity number and be hosted using Dynamics CRM with Caltech IT Limited.

** License prices correct at 16.04.18.