Harlequin has an expansive understanding of fundraising from working with charities from numerous sectors over many years.
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.
- Integrate fundraising activity, communications and data in a central system
- Increase income with specialist tools for every fundraising discipline
- Standardise processes to underpin donor journeys and build supporter trust
- Manage Gift Aid and GDPR with confidence
Key fundraising tools come as standard within the CRM database and additional modules can be activated 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
Fundraising focused case studies:
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