Charitylog : Cloud-Based Contact Management for the nonprofit sector

What is Charitylog?

Charitylog is a cloud-based CRM used by around 1000 charities across the UK, covering a wide range of services and requirements. It has been designed specifically for charities and other nonprofit service providers and is supported by people dedicated to the third sector.

It lets you keep everything in one place: cases, contacts, documents, communications and workflows.

Receive referrals via your website, keep track of volunteers and run reports on everything from outcomes to KPIs.

All data is stored securely in the UK, and there’s a dedicated, named, UK-based support team you can contact for the price of a local call.

The flexible approach and different pricing tiers makes it perfect for nonprofits of all sizes.

Features

Charitylog is designed to become a central hub to help you collaborate more effectively as a team. Some of its highlights include:

• Comprehensive record keeping: keep track of all your members and all the organisations you’ve been in contact with. Manage groups and attendance to your activities.
• Schedule meetings and create forms to automate time-consuming tasks. The data collected can be sent to custom fields to organize your data the way you want.
• Powerful assessment and reporting tools allow you to make better decisions by leveraging your pool of data. Share information to shareholders more easily and launch more effective campaigns with these insights.
• Collaborative working and web forms: Easily work with third-party organisations with embedded web forms directly on your website.
• Assessments: Evaluate your performance with preset indicators, or your own, to get a pulse of how your organisation is performing.
• Case management: Keep track of everything from appointments, to the organisations you work with.
• Reporting: Data on Charitylog can be mined and exported to third-party applications such as Excel. You can also pin reports (such as KPIs) to your Charitylog dashboard.

Pricing

Charitylog has three versions and pricing levels. Visit the ‘Plans and pricing’ page on the Charitylog website for up-to-date information on pricing and features.

• Charitylog One: Lots more functionality, implementation, training, and system review included, still missing some extra modules.
• Charitylog Plus: Same features as in Charitylog One, with unlimited projects and user groups, analytics reporting, unlimited users, 1TB document storage plus various optional add-ons. Minimum 3 days’ training + 1 day review.
• Charitylog Ultimate: Same features as in Charitylog Plus, with additional modules for rostering, invoicing, web referral forms, multiple branches, unlimited concurrent users, 1 TB document storage. Minimum 6 days’ training + 2 days’ review.

Reviews

Charitylog is well-liked among its users. They specifically like the impressive analytics and reporting features, as well as the secure data sharing tools. The UK-based customer support team is easy to reach, friendly and responsive.

What We Think

Charitylog is one of the few CRMs specifically designed for non-profit organisations, and it’s a good, well-priced option compared to its competitors. With strong features and impressive data crunching functionalities, Charitylog is a solid solution for any charity looking for a new CRM. It’s also reassuring that many of the staff have worked for charities in the past and have a genuine interest in supporting the nonprofit sector.