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Dynamics 365 CRM Software for Charities
Preact ANS implement a flexible, simple-to-use Dynamics 365 charity CRM to help you manage your operations efficiently and increase social impact.
We've customised the standard Dynamics 365 app with features that charities and non-profits need to bring you Charity Hub. This includes:
- Donation and fundraising management
- Gift-Aid tracking and claims
- Membership management
Using our solution, you can roll out CRM in days, not months, to access modern technology without breaking the bank.
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
Pledge management
Gift Aid management
Household donations
Nonprofit membership management
Membership products
Membership promotions
Gift memberships
Membership renewals
Contact management
Organisation 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)
Video Transcript
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.
CRM Integrations
Our charity CRM integrates with your existing applications and familiar services, including:
Outlook
Automatically track your emails in Charity Hub and access CRM detail in Outlook.
Microsoft Teams
Increase collaboration with integrated chat between Teams & Charity Hub.
Power BI
Uncover hidden insights from your data with real-time, interactive visualisations.
Dynamics 365
Connect processes across D365 Customer Service, Sales and other apps.
Power Apps
Connect Charity Hub with other low-code apps that modernise processes.
GiftAid
Simplify the admin to track declarations and submit your claims to HMRC.
Power Automate
Streamline repetitive tasks and processes with intelligent automation.
Microsoft Word
Create mail-merge documents with MS Word templates based on Charity Hub data.
Excel
Send data between Excel & Charity Hub for analysis, cleansing or imports/exports.
SharePoint
Synchronise documents, files and folders using native SharePoint integration.
Dataverse
Charity Hub is built on a platform that spans Azure, Dynamics, Microsoft 365 & standalone apps.
Loqate
Improve data quality with embedded address and bank verification.
DocuSign
Automate paper-based processes with electronic signatures & digital forms.
Xero
Two-way synchronisation of your data between Charity Hub and Xero.
Sage
Bi-direction synchronisation of data between CRM & Sage accounts.
QuickBooks
Two-way sync of your data between Charity Hub & QuickBooks.
Mailchimp
Segment your audiences using CRM data with two-way synchronisation.
dotDigital
Sync your contacts with the cross-channel dotDigital marketing platform.
ClickDimensions
Integration with the leading marketing automation platform for Dynamics 365.
Zapier
Create bespoke automations between CRM and hundreds of apps.
D365 Customer Voice
Send constituent survey invites and capture responses in Charity Hub
AI Builder
Use AI models to optimise your process & uncover new insights.
Download Guide
Learn more about how our Dynamics 365 charity CRM helps charities and non-profit organisations simplify processes and improves productivity.
Organisations we work with
Test Drive Charity Hub
Try out our software in a pre-provisioned cloud environment on Microsoft's AppSource marketplace.
Let's Talk
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.
