Take complete control of your processes and boost productivity by centralising data in a single cloud environment to better manage relationships with your supporters.
Do you rely on disconnected apps to manage your data?
Gain a 360° degree view of supporters by accessing everything related to your audience in one place.
Are you looking to increase supporter engagement?
Build long-term supporter relationships with personalised communications and less admin.
How secure is your membership and donor data?
Ensure GDPR and regulatory compliance and gain peace of mind by securing your data in the cloud.
What is Charity Hub?
Charity Hub is the perfect solution for organisations seeking a version of Dynamics 365 designed for charities and non-profits.
We’ve taken the powerful capabilities of Dynamics 365 to create Charity Hub, an off-the-shelf product that meets the needs of organisations like yours. In essence, Charity Hub is Dynamics 365 tailored for non-profits!
Dynamics 365 Charity CRM features
Explore the inbuilt features of our Dynamics 365 for charities product. We'll help you easily customise this to fit your specific needs.
One-off & recurring donations
Gift Aid management
Nonprofit membership management
Office 365 Integration
How Dynamics 365 for Charities Benefits You
Charity Hub empowers your employees and volunteers to:
- Avoid wasted time spent searching for information across spreadsheets and applications
- Reduce administration by removing manual tasks and eliminating duplication of effort
- Improve data accuracy through automated processes
- Grow relationships and maximise fundraising efforts with complete supporter data in one place
- Safeguard data wherever your people work with highly resilient cloud infrastructure and security
Charity Hub works alongside Grant Hub, our dedicated app to manage grant-seeking and grant disbursement processes.
Charity Hub Overview Video
Discover how Charity Hub helps charities like yours drive digital transformation and grow supporter relationships. (3m 33sec)
Like many other charities, is your organisation facing greater demand for its services despite already stretched resourc…
Like many other charities, is your organisation facing greater demand for its services despite already stretched resources?
This is even more challenging if your data is siloed or you are relying on manual, time-consuming processes to complete routine tasks.
And, if you are using outdated software or spreadsheets, how can you be sure your data is protected?
A new CRM system might be the answer, but these can be costly to deploy for smaller charities and are often too complex for basic usage needs.
If that’s you, Charity Hub from Preact is the answer!
Securely manage your supporters using an intuitive and highly affordable application built on the trusted Microsoft cloud.
Charity Hub includes prebuilt donation and membership management features that quickly increase productivity to boost supporter engagement.
Charity Hub can be rapidly deployed with minimal upfront configuration and cost, making it accessible to organisations of all sizes.
Donor and membership data is presented in views and dashboards, providing actionable insights that transform reporting with accurate, real-time income forecasting.
Each type of donation can be tracked, from one-off pledges to recurring contributions.
A donation history is shown on each supporter record, listing payment details with expected future donations.
Charity Hub creates an automated payment schedule for donors who make regular contributions to avoid time spent creating individual entries.
Donations can also be imported from external platforms such as JustGiving for a complete view of all donor payments.
When a donor agrees to Gift Aid for their donation, the application will track each declaration and transaction.
Charity Hub also reduces the effort to process and submit Gift Aid claims. Quickly retrieve eligible Gift Aid transactions within a selected timeframe and configure approval rules before submitting claims directly to HMRC.
Charity Hub includes out-of-the-box functionality for membership organisations to activate new memberships in just a few clicks.
Each membership record is linked to a product to accurately apply the price, duration, tax rate and Gift Aid eligibility.
This also includes processes to handle discounted membership offers and automated renewals.
Membership records linked to a contact or account record detail the active membership information and supporting financial transaction.
Because Charity Hub stores all data in the secure Microsoft Cloud, it’s accessible across connected Dynamics 3-6-5 modules and other Power Apps to support greater collaboration.
Data can be integrated with third-party apps and services, including marketing automation platforms, to increase engagement with your supporter base and boost fundraising efforts.
Best of all, as part of Microsoft’s Tech for Social Impact program, eligible organisations can receive a combination of free and discounted Power Apps licences that Charity Hub runs on.
Discover how quickly you can transform your processing efficiency, unlock more value from your data and get closer to your supporters with Charity Hub from Preact.
Contact us today to find out more.
Our charity CRM integrates with your existing applications and familiar services, including:
Automatically track your emails in Charity Hub and access CRM detail in Outlook.
Increase collaboration with integrated chat between Teams & Charity Hub.
Uncover hidden insights from your data with real-time, interactive visualisations.
Connect processes across D365 Customer Service, Sales and other apps.
Connect Charity Hub with other low-code apps that modernise processes.
Simplify the admin to track declarations and submit your claims to HMRC.
Streamline repetitive tasks and processes with intelligent automation.
Create mail-merge documents with MS Word templates based on Charity Hub data.
Send data between Excel & Charity Hub for analysis, cleansing or imports/exports.
Synchronise documents, files and folders using native SharePoint integration.
Charity Hub is built on a platform that spans Azure, Dynamics, Microsoft 365 & standalone apps.
Improve data quality with embedded address and bank verification.
Automate paper-based processes with electronic signatures & digital forms.
Two-way synchronisation of your data between Charity Hub and Xero.
Bi-direction synchronisation of data between CRM & Sage accounts.
Two-way sync of your data between Charity Hub & QuickBooks.
Segment your audiences using CRM data with two-way synchronisation.
Sync your contacts with the cross-channel dotDigital marketing platform.
Integration with the leading marketing automation platform for Dynamics 365.
Create bespoke automations between CRM and hundreds of apps.
D365 Customer Voice
Send constituent survey invites and capture responses in Charity Hub
Use AI models to optimise your process & uncover new insights.
Organisations we work with
What our customers say
"Today, we are in a great position. Our processes are better handled in Preact’s Charity Hub, and the fundraising team are now enjoying using Dynamics on a day-to-day basis."
- Together Trust
- Trevor Kerr, Head of Digital
"Dynamics makes it possible for people who aren’t technical experts to make changes. We have a nice balance between what we can do internally and what activities we involve Preact with. Our responsiveness to implement change has been a success story and much of this is down to Dynamics 365."
- Age UK Islington
- Andy Murphy, Chief Executive
"We previously followed a time-consuming process to save emails into a folder and then attach them to the contact. Now we have this configured to track through Outlook. The team are delighted with how much time is saved with Dynamics 365 and Charity Hub when tracking our donor correspondence."
- Together Trust
- Trevor Kerr, Head of Digital
"Preact have delivered a faultless service for many years. I’ve found them to be a great team to work with and I believe that sentiment would be echoed throughout our organisation. It’s no exaggeration to say that when I am considering providers for other IT services Preact are always my benchmark for comparison."
- Gordon Pearson, Systems Manager CRMS
"My experience has been very positive in how we do business together and how Preact has effectively completed our Dynamics 365 project. I've nothing but good things to say about the people we've worked with."
- Independent Lives
- Michael Barford, Director of Business Planning & Finance
"Every aspect of our fundraising activity now goes into Dynamics. This has meant we can instantly report on where we are, what projects we are working on and plan accordingly. We now have a single source of data that is easily accessible worldwide, and that’s enabling us to dig deeper in our reporting and forecasting."
- Australian Lions Hearing Dogs
- David Horne, CEO
Complete the form below, and one of our experts will follow up to discuss your requirements. They will share insights about how we can deploy Charity Hub to meet your needs and provide a quote.