Donor & Volunteer Management

Helping you help others

Donor & Volunteer Management

Helping you help others

by Karen Cockerham
Send the correct information to the correct people and recruit volunteers with the required skill set for your events.

Donor Management

Donations are necessary to ensure you are able to deliver to people who need you. Track your donors, thank them appropriately and keep them engaged through the effective use of Microsoft Dynamics 365 with our donor management solution. Certain charities are eligible for pro-bono or low-bono consultancy.
Contact us to see if your organisation qualifies.

Communicate effectively

Quickly and easily log the details of donors and volunteers to allow easy filtering and searching when planning events, building marketing lists for follow up or to produce newsletters.  Use Microsoft Dynamics 365 in conjunction with Click Dimensions to send drag and drop designed HTML emails and track clicks through to your website from an email.

Microsoft Dynamics 365 map hands
Microsoft Dynamics 365 runners

Key Benefits of the Service

Helping you to work more easily so you can dedicate more time to helping others

  • Review your existing processes and suggest improvement
  • Put all your data into one place and allow correct access to individuals
  • Be able to quickly and easily search and filter donors and volunteers
  • Engage better with your supporters and track communication
  • Work as one team to support your service users
  • Produce analytics and reports for trustees and auditors
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