Charity CRM
A complete CRM built for charities
Manage supporters, fundraising activity, cases, tasks and communications from one connected system. Charitywize brings together the data your charity needs to build relationships, reduce admin and better understand your impact.
Key capabilities
Everything you need to manage supporters and charity activity
Charitywize connects donations, fundraising campaigns, events, forms and service delivery into one central CRM. Track every interaction with your supporters while keeping your team organised and aligned.
Supporter records
Keep detailed profiles for donors, supporters and volunteers with contact details and engagement history.
Activity timelines
Track every interaction including donations, emails, events and notes in one clear timeline.
Tasks and reminders
Assign tasks to team members and set reminders to keep your charity organised.
Connected integrations
Connect with tools your charity already uses including email platforms, payment providers and calendars to keep everything in sync.
Reporting and analytics
Understand supporter engagement and fundraising performance with built-in reports.
Automated workflows
Trigger actions automatically such as creating tasks, updating records or sending emails.
Supporter relationships
Understand every supporter interaction
See the full journey of every supporter from their first donation to event participation, fundraising campaigns and communications.
Donation history
View a complete history of donations including amounts, dates and Gift Aid status.
Event participation
Track which events supporters have attended, registered for or engaged with.
Fundraising activity
See all fundraising pages, campaigns and contributions linked to each supporter.
Email engagement
Monitor email opens, clicks and communication history to understand supporter engagement.
Support cases
Link supporters to case records and track any services or support provided
Notes and interactions
Record notes, calls and meetings to keep a complete history of every supporter interaction.
Branded experiences
A seamless experience for your supporters
Every supporter interaction can be fully branded to match your charity's website. From donations and fundraising pages to event registrations and forms, supporters stay within a consistent journey that reflects your organisation.
- Matches your website design and branding
- Seamless navigation between your website and Charitywize
- Consistent headers, footers and styling
- Custom branded emails for consistent communication
- Builds trust and improves conversion rates
Insights and reporting
Measure impact and fundraising performance
Generate reports that help your team understand supporter engagement, campaign performance and service outcomes.
Donation reports
Analyse donation trends, totals and Gift Aid to understand fundraising performance.
Fundraising performance
Track campaign and fundraiser performance to see what is driving donations.
Case outcomes
Measure support outcomes and report on the impact of your services.
Supporter engagement
Understand how supporters interact across donations, events, emails and campaigns.
Custom reports and exports
Create custom reports and export data for analysis, reporting or sharing.
Real-time dashboards
View live data and key metrics through dashboards to monitor performance at a glance.
See charitywize in action
Get a walkthrough tailored to your charity
See how Charitywize can support your charity's fundraising and day-to-day operations.
Book your free demo