CRM for Charities

Helping Not for Profits do More and Build Life Long Relationships


Microsoft Dynamics CRM for Charities

CRM 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 (MS CRM 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.

MS CRM 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 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 CRM 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 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.