Harlequin CRM modules & services

In addition to the essential functionality built into Harlequin CRM, we have a range of optional modules and services.

Optional Modules for Harlequin CRM

Events Module
The Events module is designed to cover all essentials of organising and running events. Manage invitations, log payments and oversee all costs associated with the event.

Volunteers Module
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 Module
Easily create screens 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.

Merchandise Module
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 Module
The Bookings module is designed to manage room bookings or site activities. Book in contacts and view bookings in a variety of calendar views.

Other Harlequin Systems

We also develop Harlequin Charitable Accounting – a charity finance system that fully integrates with Harlequin CRM.

We also have a Patients’ Monies software which assists in the management of the financial affairs of patients in your care