CRM Server
Our robust Customer Relationship Management (CRM) database will assist you in maximising your stakeholder engagement. A functionally rich platform to cover all aspects of donor and membership management.
Streamlining processes and enhancing the overall performance of your charity, Harlequin CRM software can be used across your entire organisation or within one department, such as the fundraising team or service delivery teams.
With input from fundraising professionals our software has strategically developed 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.
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Our software is also kept up to date by ongoing referrals to official bodies such as the Chartered 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 server or on hosted 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 alongside our integrated charitable accounting software.
Additional modules for CRM Server
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.
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.
The bookings module is designed to manage room bookings or site activities. Book in contacts and view bookings in a variety of calendar views.
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.
Easily create your own screens to expand the use of the database across your charity and reflect your own ways of working. Build your own tabs to be added to a single file or all contact files, events, campaigns or bookings.
Next steps
Essential functionality built-in
“Harlequin is very intuitive and helps us build better relationships with our supporters because we have all the information we need in one place. Go-live was completely smooth.”
Pete Wallroth
Founder & CEO
Mummy’s Star Charity