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seeking advice on charity software


I wonder if I could seek advice from you. I am currently advising a small charity (in the UK). The basic problem is that they don't have a unified way to manage their many contacts (donors, volunteers, staff, contacts in other charities, the people they help etc). They also need to journal their interactions with these contacts, track any pertinent relationships, record group affiliations, record mailing preferences, giving records etc.

I've looked at various large and small CRM tools but these are very business oriented and often too cumbersome. Highrise, which I like, lacks the specifics for a charity.

There are a few tools I've found (GiftWorks, Metrix, etc) - they just seem to lack things like outlook integration and are quite US oriented.

I've also briefly looked at building something from scratch that will closer meet their needs, but this obviously takes time and would probably cost more.

Does anyone have any experience in this field? Can anyone recommend any software? What would your approach be?

Any guidance would of course be greatly appreciated.
my name is
Thursday, September 06, 2007 is a technology site specifically aimed at non-profits
Jason Send private email
Thursday, September 06, 2007
Maybe get in touch with VDS ( ). I worked for them a while ago and their software should cover most of what you are looking for.

Not sure how much they would charge for it, though, but they have done deals with other voluntary organisations (most recently in NI)
Ewan McNab Send private email
Thursday, September 06, 2007 is scalable up and down, and has an edition that integrates with Outlook. You can also create any required charity-specific custom fields.
Mark Pearce Send private email
Thursday, September 06, 2007
My wife went to school with this guy.
Greg Send private email
Thursday, September 06, 2007
For charities, Salesforce gives you some free seats.  That may be an option.  Alternatively, something along the lines of SugarCRM might work for you.
KC Send private email
Thursday, September 06, 2007
Thanks for your input. I've just had word that their new Chief Executive is not so sure he wants to spend money on a new database (etc).

Anyhow I'll draft my recommendations and see what they think.

Thanks again.
my name is
Friday, September 07, 2007
Friday, September 07, 2007

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