CRM for Charities & Non-Profit Organisations

Preact leading with Microsoft Dynamics 365 to implement solutions that handle the diverse requirements of organisations working in the Third Sector. These include:

  • Managing members, donors and beneficiaries
  • Containing costs through efficient processes
  • Complete view of donors and sponsors in a single interface
  • Increasing fundraising & commercial activities
  • Reporting with ease for performance insight & governance compliance
  • Developing positive social sentiment towards your organisation
  • Event management

Contact us to discuss your requirements and arrange a demonstration of Dynamics 365.

​Our Customers Include:

​Case Management

Empower staff and volunteers to deliver the best possible experience to clients and with case management tools.

Use native Microsoft Dynamics 365 tools to manage enquiries, questions, applications, complaints, DBS checks and other processes that will make each client journey as smooth and stress-free as possible. 

Guide agents to a successful outcomes with prescriptive on-screen advice that reflect your rules and methodology. With access to complete relationship information in a single interface and integrated knowledge tools agents will provide a personalised service and resolve issues faster.

​Single View of Each Supporter

Capture all interactions with your donors, sponsors, members and beneficiaries in one place giving you a coherent view of each supporter.

Record any attribute or detail relevant to your supporter relationships including membership status, donation history, purchases, service case history, communication preferences and demographic detail.

Integrate CRM with your website and ecommerce platform to build a complete profile that reflects each type of supporter income including donations, membership and merchandise. 

Increases ​Fundraising Revenue

Use complete detail in Microsoft Dynamics to understand each individual and segment your supporters so you can send personalized fundraising communications for urgent appeals or legacy gift campaigns.

Keep donors informed about your activities and what they are contributing towards. Use Microsoft Dynamics to increase supporter loyalty with timely personalised messages that resonate and increase engagement.

​Marketing Automation

Connect Microsoft Dynamics CRM with marketing automation solutions including dotmailer and ClickDimensions to increase awareness of your work and make cross-sell / up-sell offers that support your fundraising and retention activities.

Send professional email newsletters that share details of your recent activities and upcoming events and develop donor nurture campaigns that send a sequence of emails to increase engagement with existing and prospective supporters.

​Event Management

CRM handles your event management processes including attendee registrations, joining instructions, venues, payment information and other activities.

Our events extension lists all active and completed events in one place. This can include training days, workshops, webcasts, customer events and many other events that involve contact lists.

Alternatively, connect CRM with the specialist event management tools of Eventbrite by deploying ClickDimensions marketing automation.

​Managing Your Bespoke Processes

We’ll adapt Microsoft Dynamics to manage each bespoke process and relationship that matters to your organisation. For example, we’ve developed solutions using native CRM functions that include:

  • Helping Mencap and Children’s Food Trust manage their contract agreements
  • Enabling BEN – The Motor & Allied Trades Benevolent Fund to manage the grants they distribute
  • Implementing CRM processes that enable Hearing Dogs for Deaf People to track detailed information about their hearing dogs and puppies including their medical history, food supply, training plan and weight history

Keeps Employees & Volunteers Connected

Access Microsoft Dynamics over the web and via multiple mobile and tablet devices to keep your employees and volunteers connected around the world.

Income Management

Use Dynamics in combination with Power BI to gain actionable performance insight to identify areas for improvement and support reporting compliance.

Microsoft Social Engagement

Connect with supporters and other other contacts who interact with your social accounts to measure campaign impact and track your share of voice across social channels.

Discover social insights about your brand to gain a true understanding of your audience and react to positive and negative sentiment.

Infographic: 4 Microsoft Dynamic 365 Benefits That Help Charities Grow


CRM Services for Charities

Preact are a leading Microsoft Gold Partner helping charities and not-for-profit organisations transform their processes by leveraging CRM technology.

Our services cover each step of your CRM journey including:

  • Requirements scoping to define each step of a new CRM implementation
  • CRM consultancy to configure and customise Microsoft Dynamics for charitable organisations
  • User training empowering all users to gain maximum value from CRM
  • Technical support to answer user questions and minimise downtime
  • Ongoing consultancy to action user requested CRM changes

Learn more about our CRM services

Contact Us

Phone 0800 381 1000 or email us, to discuss your requirements and arrange a demonstration to discover how Microsoft Dynamics and Preact will help you achieve your CRM goals.

Volume Discounts for Charity Organisations

Many charities and nonprofit organisations are entitled to Microsoft volume discounts on licensing for Dynamics CRM, Office 365, Windows 10 and other Microsoft solutions. 

To verifiy your eligibility for Microsoft volume discounts click here to get started.

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