CRM for Charity

Microsoft Dynamics 365 for Charities & Non-Profits

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Technology to support your organisation

Charity CRM Software

Microsoft Dynamics 365 is an ideal Customer Relationship Management (CRM) choice for Charities and Non-Profit Organisations, large and small. Our software provides a 360-degree view of supporters and volunteers, managing information such as donation history, training documentation and recent communications. Event management and reporting functionality mean your organisation is supported from one solution, so there is no need for disparate systems and manual, time-consuming processes.

Benefits of Dynamics 365 for Charities & Non-Profits

Single Supporter View

Complete, real-time view of your charities supporters. Gain insight into their activity, interactions, donations and more.

Event Management

Stay organised and manage all aspects of events using the Dynamics 365 integration with Eventbrite and other products.

Increase Loyalty

Keep donors updated by sending them timely personalised fundraising messages, increasing supporter loyalty.

Support Volunteers

Support volunteers effectively with tools that assist their day-to-day activities, ongoing training, communications, etc.

Key Features

customer insight dashboard in our charity CRM solution
Single supporter view

Gain a complete, real-time view of your donors, sponsors, members and beneficiaries in one place. Details such as donation history, recent communications, communication preferences and notes, can be recorded within the system. As a result, your organisation can help deliver a better, more personalised experience.

Communicate effectively

Using the data stored within the system, tailor communications to your supporters. Send timely, relevant and personalised messages, keeping them updated on where donations are being utilised, or upcoming events they might be interested in. This makes interactions more targeted and therefore likely to drive positive engagement.

Charity CRM volunteer management dashboard
Volunteer management

Effectively manage your volunteers within Dynamics 365 by providing a full view of hours volunteered, skills, training, communications, etc. As a result, your volunteers will be more supported and motivated.

Work anywhere, any time

Avoid duplication of effort and enable your staff and volunteers to access records on the go. They can update case notes, view records and see live data on any device, wherever they are.

Volunteer management

Effectively manage your volunteers within Dynamics 365 by providing a full view of hours volunteered, skills, training, communications, etc. As a result, your volunteers will be more supported and motivated.

Work anywhere, any time

Avoid duplication of effort and enable your staff and volunteers to access records on the go. They can update case notes, view records and see live data on any device, wherever they are.

Charity CRM volunteer management dashboard
Managing a fundraising event in the Charity CRM
Grant management

The grant management process can be time-consuming and often requires input from various people. Our software eases this process by allowing you to track submissions from the start to finish, share important documentation with other users, and set automatic reminders to renew or reapply or grants.

Event management

Fundraising events are a crucial part of any charity/non-profit organisation, but managing a busy calendar and maximising the opportunities these events present can be difficult. Dynamics 365 is tailored to handle event management activities, such as bookings, donations, reminders, etc.

Managing a fundraising event in the Charity CRM
Grant management

The grant management process can be time-consuming and often requires input from various stakeholder. Our software eases this process by allowing you to track submissions from start to finish, share important documentation with other users, and set automatic reminders to renew or reapply for grants.

Event management

Fundraising events are a crucial part of any charity/non-profit organisation, but managing a busy calendar and maximising the opportunities these events present, can be difficult. Dynamics 365 is tailored to handle event management activities, such as bookings, donations, reminders, etc.

Power BI charity dashboard showing volunteer statistics
Gain key insights into your organisation

Real-time, interactive reports and dashboards allow you to gain key insights into your organisation. Accurately report on supporter engagement trends and see the impact of your work; a task that can be time-consuming without a centralised database.

GDPR Compliant

Make sure you adhere to GDPR regulations by collecting, storing and managing data in a secure way. Record communication preferences and communicate with supporters in the method they prefer.

Gain key insights into your organisation

Real-time, interactive reports and dashboards, allow you to gain key insights into your organisation. Accurately report on supporter engagement trends and see the impact of your work; a task that can be time-consuming without a centralised database.

GDPR Compliant

Make sure you adhere to GDPR regulations by collecting, storing and managing data in a secure way. Record communication preferences and communicate with supporters in the method they prefer.

Power BI charity dashboard showing volunteer statistics

MacIntyre Charity Case Study

MacIntyre is a national charity, providing learning, support and care for children, young people and adults with learning disabilities.

Over the years, the charity has grown to support people across the country and required a Bespoke CRM solution to aid their growth…

Arthur Ellis Mental Health Support Case Study

Arthur Ellis Mental Health Support is an organisation, providing support to both children & adults to help recover, manage and maintain their mental health.

Since the charity was established in 2017, they have grown to support people across the country and has recognised the need to implement a Custom Database to assist their growth…

Lagan's Foundation Case Study

Lagan’s Foundation is a charity that supports families who have babies and children diagnosed with heart defects or feeding difficulties.

The charity has grown quickly since it was established in 2013, supporting a large number of families across the North-West. In order to support them, Lagan’s required a bespoke CRM solution which PragmatiQ Solutions was able to deliver.

What our clients say...

We approached PragmatiQ Solutions to help us with an incumbent Dynamics 365 system which had various legacy issues having been customised by numerous consultants over a number of years. They dealt with all the nuances quickly to get our system up to a standard they were happy to work with. From there the PragmatiQ technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend PragmatiQ.

Tom RobertsManaging Director at Moorgate Finance

We commissioned PragmatiQ solutions to provide us with a bespoke Customer Relationship Management (CRM) system using Microsoft Dynamics. The team at PragmatiQ very quickly gained a thorough understanding of our complex delivery model and created a solution that has had a positive impact and really added value to our work. PragmatiQ were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.

Natalie MacPhersonDevelopment Director at MacIntyre Charity

We approached PragmatiQ Solutions to help us with our Microsoft Dynamics CRM platform. We had developed a bespoke system over the years to manage the day-to-day sales processes of the Commercial team, however, we felt that working with a specialist Dynamics partner would be a much better approach for the business. We have now been working with Stuart, Jamie and the team for just over 12 months and to say we have been impressed with their approach would be an understatement. The dedication, knowledge and customer service shown to the delivered projects has been exceptional and their innovative approach to business is inspiring. They have guided us every step of the way and have succeeded in changing our platform for the better. It has provided us with a much more efficient way of working and supported us with business intelligence that we haven’t seen before. We also benefit from real-time, top level dashboards that make reporting back to stakeholders a very simple process.

James WoottonHead of Commerical Sales at Wasps Rugby Club

We worked with PragmatiQ Solutions who successfully implemented a quoting tool for sales. They were generous with their time, taking every opportunity to understand our needs both now and in the future. Their deep analysis was invaluable, helping us to refine our working practices and automate our processes to maximise productivity and ultimately save time and money. Thanks to PragmatiQ, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.

Angela de KlerkBusiness Development / Head of Marketing at Impact Handling

PragmatiQ Solutions are a trusted and dynamic CRM partner. They have provided quick, flexible and innovative solutions to the challenges we’ve given them whilst being professional and supportive. They have become a reliable partner and operate as an extension of our internal team.

Sarah RandallHead of Operations and MI Systems at Buckinghamshire Business First

PragmatiQ Solutions was recommended to us via a networking connection in Manchester. Upon speaking to the company they seemed very knowledgeable and confident they could repair our unusable Dynamics system which had been built by a different partner. From the first face to face consultation it was clear to see Jamie had the full knowledge around our intentions and understood our business model and had actually create something similar in the health profession elsewhere. From that point we felt confident to progress in to a full development project. The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with PragmatiQ and look to develop the system again in the future.

Carren BellFounder at Lagans Foundation

Our mission is to ensure that meaningful mental health support is accessible and we aim to see everyone within 1 week of referring to our service. With demand for mental health and emotional support increasing exponentially through the coronavirus pandemic, we really needed to get systems in place to help us cope with the high demand whilst delivering against our mission and growing our team. This is why we decided to engage with PragmatiQ Solutions to help us build a bespoke system that would fulfil those elements. It was clear that an off-the-shelf package wouldn’t give us the security, efficiency and ease of use that our Dynamics system would. The work was planned out really effectively, giving us guidance based on their experience, which also made for the system to be built quickly with only small adjustments necessary before going live. Since the system has been built, our admin time has been significantly cut down, helping us to stick to our mission, even when we grow. Ultimately providing people with mental health and emotional support as quickly as possible.

Jon ManningChairman & CEO at Arthur Ellis Mental Health Support

We engaged with PragmatiQ Solutions to conduct an independent health check of our Dynamics CRM implementation. They worked with a partner to produce a very useful and insightful audit report highlighting various areas for improvement, and which gave valuable feedback on what we had built so far and left us with confidence that we were on the right development approach for our strategic programme. PragmatiQ worked to tight and fixed timescales to complete a focused delivery which had real business value.

Nick BreedsAssistant Director - Solutions Delivery at NHS Blood and Transplant Unit

PragmatiQ Solutions successfully implemented Microsoft Dynamics at our paint facility. They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales. This ensured we were operational in due time and as a result we have been able to work more efficiently with our manufacturing set up in the UK and ultimately save costs. Overall, we had a very positive experience with PragmatiQ Solutions and consequently have re-engaged them for future projects.

Anders LonnebjergHead of Department - Business Engagement and Applications at MHI Vestas Offshore Wind

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