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.

Charity CRM dashboard showing supporter data, activity and reporting
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