In times when charities need to work even harder to build relationships and increase income, our robust Customer Relationship Management (CRM) database will empower you to build satisfaction, loyalty and trust amongst beneficiaries, supporters and volunteers.
Streamlining processes, uniting departments and enhancing the performance of your charity, the Harlequin CRM software can be used across your entire charity or within one department, such as the fundraising team or service delivery team.
With input from fundraising professionals our software has continuously evolved in response to changing regulations, new innovations and the growing needs of busy fundraising teams. Harlequin user groups and sector workshops ensure client feedback is incorporated into product development. Our software is also kept up to date by ongoing referrals to official bodies such as the Institute of Fundraising, Charity Commission and HMRC.
Be smarter about managing and protecting data, as well as developing relationships sensitively across teams and with beneficiaries. To underpin consistent service delivery, case workers can access relevant information and use screen template workflows for specific processes and procedures. The software can be used on your own servers or on cloud-based servers enabling an agile working solution for all your team.
Key fundraising tools come as standard within the CRM database and additional modules can be purchased according to your needs. Many charities use our CRM and fundraising software alongside our integrated charitable accounting software.
Harlequin CRM comes with essential functionality built-in
Harlequin CRM will streamline processes, unite departments and enhance the performance of your charity.
- Contact management
- Communication logging
- GDPR consent tool
- Gift Aid processing
- Financial management
- Individual and regular giving
- Campaign/appeals management
- Standard reporting library
- Ad hoc query builder
- Donor/beneficiary profiling
- Promotional items management
- Major donor and legacy management
- Grants and foundation management
- Grant-giving
Additional modules for Harlequin CRM
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Events
The events module is designed to cover all essentials of organisations and running events. Manage invitations, log payments and oversee all costs associated with the event.
Merchandise
Keep track of your charity sales and oversee your stock control. Manage your merchandise stock levels and locations and process sale or return of goods.
Bookings
The bookings module is designed to manage room bookings or site activities. Book in contacts and view bookings in a variety of calendar views.
Volunteer
Manage rosters, roles and volunteer requirements. Manage the volunteer recruitment process including shifts and activities within various work locations. Also coordinate volunteer placements, logging hours and shifts.
Design
Easily create screend to reflect and manage your own ways of working. Build your own tab to be added to a single file or all contact files, events, campaigns or bookings.
Read some case studies about our CRM software
The benefits of Harlequin
- Full implementation service, including installation, data migration and training carried out by our staff
- Dedicated Account Manager and support team on hand to ease you through the transition period and beyond
- Future-proofed by means of an active user group and utilisation of current technologies
- Streamline your processes, enhance integrations and enable even more flexibility in reporting
Some of our CRM Clients
Contact us
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