Help getting started

Getting a new CRM needn't be complicated. We provide a range of in-person support as you get started.



Strategy

We help you plan how you will use the software to engage with your audience.


Configuration

We help to customise the software to the specific needs of your organisation.


Import

We help you collect contact details from different sources and import them for you.


Theme customisation

All user-facing forms including donation, event and membership pages are styled with your logo, colours and fonts. Reports have shown that branded transaction pages help improve user confidence.


Training and ongoing support

Gain access to a wealth of self-service resources and personal support from our UK based team of charity-specialists.