Charities & non-profits
Make CRM Work for Your Charity
Running a charity is no small task. It demands your time, dedication, and the ability to juggle multiple responsibilities—from fundraising and donor management to coordinating volunteers and measuring impact. With so much to oversee, staying organised and efficient becomes essential.
That’s where a reliable CRM system comes in. The right CRM doesn’t just store your data—it helps you take control of it. You can manage donor relationships, track volunteer activity, plan and monitor campaigns, and generate accurate reports, all from a single platform.
By streamlining your day-to-day operations, a CRM gives you the clarity to focus on what matters most: growing your mission, deepening community impact, and making every effort count.
Why CRM Matters for Charities
CRM isn’t just about storing contacts.
It helps you:
- Understand your donors and what motivates them.
- Segment communications for better targeting.
- Manage campaigns more effectively.
- Track your impact with real-time data.
- Save time on admin and reporting.
The result?
More engagement. More donations. Less stress.
What You Get with ProAptivity
We don’t just provide CRM software.
We work with you to make sure it delivers real value.
Here’s how we help:
- Centralise all your stakeholder data.
- Create one clear view of each donor or volunteer.
- Track engagement and activity with ease.
- Access live dashboards for better decisions.
- Stay compliant with strong governance tools.
Our CRM grows with your needs — from small teams to national charities.
Need help choosing the right CRM?
Choosing the right CRM system can be a confusing and overwhelming process, especially with so many options available.
Ask yourself:
- Who in your team will use it?
- How many donors, volunteers, and members do you manage?
- What specific data do you want to track?
- Do you need help with setup and training?
We help you answer those questions.
Our consultants:
- Guide you in selecting the right CRM.
- Train your team so they feel confident using it.
- Help you get the most out of every feature.
Want to see how it could work for your charity?