Service delivery teams
Integrated software for service delivery and beneficiary management.
As a result of many charities requiring one database to cover everything, we designed our CRM systems to accommodate all charity activities including managing services in addition to the original concept of fundraising.
Harlequin CRM software can serve as a central hub for service delivery teams, helping to manage and maximise complex relationships with reliability, integrity and ease-of-use.
You can 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.
“Harlequin CRM is a valuable asset for Medical Detection Dogs. It is a reliable, great value, user-friendly solution with useful tools for managing the charity’s fundraising and supporter journeys. Not to mention safely storing the details of our life-saving dogs!”

Kaye Johnson
Project Manager
Medical Detection Dogs
Benefits of service delivery software from Harlequin
Delivering a streamlined service to your beneficiaries will help to extend your reach and raise the profile of your charity.
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Integrate activity, communications and data in a central system
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Set up contact records for all beneficiaries, case workers and agencies, create relevant relationships and log all communications
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Create profiles and service plans with tasks, alerts and templates
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Protect the integrity of records and easily cross-reference data
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Restrict access to sensitive data to relevant personnel and enable remote access to field workers
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Use reports in decision-making and to monitor the impact of your service delivery
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Free up service delivery staff from laborious admin tasks
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Build closer working relationships with your fundraising and senior management team
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Access information for fund applications and case studies
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Contribute to software development via our user group and share best practice with other service delivery clients