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Thrive with our great products

Choose the product that best fits the needs of your organisation and the people who make it tick!

donorflex, the award-winning CRM provider

We know how annoying hidden extras can be, which is why you won’t find any with donorflex – what you see is what you get, and what you get is software that packs a big punch. All of the core functionality you need comes as standard, giving you access to your data in a refreshingly easy-to-use way.

Here’s why people love using donorflex

  • 30 years experience
  • What you see is what you get
  • Your data in an easy-to-use format
  • UK’s best charity CRM database partner
  • We’re committed doing the best for you

Fundraising – whatever your focus

We understand the unique pressures of fundraising, and we’re here to help you rise to the challenge.
With donorflex in place, your organisation can handle your supporter data, donations, pledges, Gift Aid, regular giving, legacies, trusts, grants, event organisation, reporting, and campaigns.

Community

Think of what you do with all of the members of your community. You go to see them, they come to see you. You provide a ready supply of support and encouragement; they provide a following and donations. All of this means that timely, focused communication is a huge priority. With donorflex, you can track and develop your relationships, making sure that your community continues to reap dividends for years to come.

Trusts

We know that the work of a trust fundraiser is methodical and requires answers to many important questions – what funds are available, when, how often, for what purpose. All of this information needs to be collected, collated, profiled, and exploited to turn your initial approach into a red-letter day.

Corporate

Whether it’s through payroll giving, ‘charity of the year’ initiatives, or volunteer work, companies can play a big part in your success. With donorflex, you have the tools you need to maintain these important links.

Events

Your events – from conferences to walkathons – are an integral part of your operation. donorflex enables you to track resource requirements, sponsor links, income, costs, and supporter specifications. And, when you have things set up the way you want, you can re-use the template year on year.

Finance – take care of the pennies

At donorflex attention to detail is key, especially when it comes to handling the vital funds that make such a difference to your cause. 

Our software integrates perfectly with products like Sage, producing financial reports that are accurate and reliable.

Bank and thank

When a supporter gives you money it’s crucial that you know where it’s going. donorflex’s extensive facilities for inputting, amending, and tracking donations gives you much-needed peace of mind.

But getting the money isn’t the final step. donorflex helps you deal with Gift Aid, lets you produce thank-you letters, and gives you the means to create audit reports.

Strategic planning

Managing your income well involves making important strategic decisions – that’s why a tool like donorflex adds such value to your organisation. Making the most out of every donation means that your efforts are rewarded, and your cause benefits from your hard work.

Planned giving

Regular giving and covenant agreements provide you with income over a long period. We know how important these funds are to your organisation, and that’s why we designed our software to track every aspect – from initial set-up through to renewal monitoring.

Direct Debit, Standing Order, and payroll giving payments can all be imported, and our enquiries and reports allow you to find and produce key management information. 

This module is a great help and will save so much time. Thanks for your help in implementing it for us – Tim Wheeler, Income Accountant, after the Direct Debits module implementation at Helen & Douglas House Hospice

Restricted giving

Supporters might have a specific wish for how their donation should be used, which means that you have to identify these prescribed funds very clearly. donorflex lets you manage this fund-based income and handle the necessary disbursements.

Looking after your local heroes

Your volunteers, your members, your groups, your regular givers: these are the people who make your organisation what it is. They give you their time, their money, and their energy. With donorflex on board, you can ensure that you never lose sight of the people who are closest to you.

Knowing what makes your supporters tick is vital to building a relationship with them. donorflex gives you the tools, starting with ABC:

Attributes

Keep track of supporters’ skills, interests, and qualifications. Different efforts require different supporters – with attributes you can home-in on those supporters who are best placed to help you.

Biography

With Biography, you define which information you want to record, and then apply it to your supporters. Biography lets you record events, with attendant dates – for example, educational history.

Cross-references

How do your supporters relate to one another? With cross-references, you can keep track of these links, building a better picture of the true scope of your population.

Managing communications with your supporters

A phone call, a letter, an email, a meeting. Whether you’re contacting one of your supporters, or they’re getting in touch with you, donorflex gives you the tools to organise and manage your important communications.

You can set prompts for future contact, and optimise relationship management, PR and marketing initiatives.

Links in the MS chain

It’s our job to make your job that much easier. That’s why donorflex is designed to be compatible with your choice of standard Office applications software. It links slickly with Word, Excel and Outlook, allowing your entire organisation to feel the power and potential of the database. But that’s not all!

  • Import supporter emails into donorflex directly from Outlook
  • Export email communications out of donorflex into Outlook, where you can send them as emails

That’ll be music to your fundraising team’s ears.

Managing tasks

It doesn’t matter who you come into contact with every day – supporters, prospective donors, volunteers, service-providers, trusts. Manage communications with depth and accuracy, whether that’s storing outgoing and incoming documents, or setting reminders for future actions across your organisation. donorflex is a great productivity aid.

Manage your winning team

Even the best data – cleansed, accurate, up-to-date, with strong data policy – needs a team of dedicated people to make it worth its while.

Your supporters, staff, and volunteers are the people who turn good ideas into great results.

That’s why it’s so important to make sure that they have all of the resources, training, and support they need.

With donorflex you not only get fantastic database software, you also gain access to a team of professionals whose job it is to make sure every member of your organisation is up to their important task.

Gift Aid – from start to finish

Gift Aid makes the money that your supporters give to you work even harder. Maximising tax-efficient giving is a top priority.

donorflex is the complete Gift Aid package. It helps you to reduce the chances of missed claims and gives you the tools to track, analyse, and carry out your Gift Aid activity.

As you’d expect, we’re committed to ensuring that our product is up to date.

That’s why we always have our finger on the pulse by maintaining constant contact with HMRC’s experts – with the switch to the era of online claims in 2013 a perfect example of how we keep track of new guidelines and the legislative changes that confront charities from time to time.

And it’s why HMRC keep in touch with us, to stay abreast of the issues and concerns that affect the charity software world.

Merchandise

Who buys what, when, and how much do they buy? Maintain your lines of products, handle multiple stock locations, and track VAT with donorflex’s merchandise module.

The Trading Company have just completed their year end stock-take. Sue has come back to me to say that everything went perfectly, that report you did for her was perfect. She has now decided to ditch their old system and from now on they will be using the donorflex Merchandise module. I’d just like to say thank you for all your help – Tony Sweet, IT Assistant, Compton Hospice

Third-party events

Keep track of the sports days, jumble sales, coffee mornings, and the like organised on your behalf by your supporters. donorflex helps you to formulate a diary of fundraising programmes and monitor the income received, as well as allowing you to allocate your representatives and equipment to these events.

Gifts in Kind

When your supporters donate non-monetary gifts – from toiletries to minibuses – you can record them in donorflex, classifying and valuing them according to your organisation’s conventions. Our tools allow you to register these gifts as balance sheet items and, where necessary, assign a depreciation term.

Collecting boxes

However you organise your collecting boxes, donorflex provides you with a host of tools to manage issuing and returning. You can record donations, generate acknowledgement letters, and exploit those collecting box types that qualify for Gift Aid.

Memberships

With donorflex you can recruit, manage and mail supporters through a variety of membership schemes, whatever the type or renewal period.

Pledges

When supporters make pledges for donations, you need to feel confident that you have a full account of this interaction. With donorflex you can record the successful outcome of grant applications ahead of receiving the funds, track CAF vouchers, and record foreign currency donations ahead of the conversion.

Information requests

The word’s out! Use donorflex to record and monitor requests for information, and use that data for follow-up action.

Legacies – gone but not forgotten

The donorflex Legacy module was developed in conjunction with our client partners to provide a precise tool for managing this often-complex, sensitive world.

Our module allows you to record, manage, and analyse all the information you receive, and communicate with the relevant persons. From the day you receive the valuable news, to the moment the bequest is completed, donorflex is there to help you.

Light Up a Life

donorflex allows supporters to pay tribute to individuals, groups, and organisations who’ve earned the right of recognition for a donation. Light Up a Life takes it a step further at key moments of the year. Supporters can make a donation in memory of a loved one and see something tangible as a result: an entry in a book of remembrance, or a tree of lights.

In memoriam

When a donation is made in memory of, or in tribute to, someone, it’s important that you’re able to record and respect these details – we give you the right tools.

Never forget

A tribute. A ‘lit’ life. A legacy. When a supporter chooses to remember a loved one by supporting your organisation, you become an important part of each other’s lives. With donorflex’s extensive enquiry and reporting facilities – whether module-specific, or via our Power Search or Tracker functions – you can ensure that you never lose sight of these relationships.

donorflex puts you in control

The strategic information that your organisation’s senior management team needs must be easy to access, high-quality, and reliable. This comes from good financial procedures, communication and administration, backed up by a database that responds the way you need, when you need it.

We want donorflex to work for you. That’s why we’ve designed it to be customisable – from simple elements like colour scheme, to high-level features like user/role security and permissions.

The following is an overview of the ways donorflex puts you in control. For more information on any of the features please don’t hesitate to call us on 0121 458 7887. We’re always here to help.

Security

We know how important your data is. With donorflex’s security and permissions framework you can feel confident that your users – from volunteers to management – only have access to the information you think they should. Permissions are customisable per user, and per role. This means peace of mind for you and your supporters, who can feel confident that you’re protecting their personal information and using it responsibly.

Data policy – the heart of donorflex

When you begin your donorflex journey, our experienced consultants will guide you through creating – and maintaining – a clear data policy, with your own coding system. Data policy is the heart of donorflex, ensuring that you build a comprehensive and consistent profile of every individual and organisation with whom you have contact.

Enquiries and Reporting

The importance of good data can’t be underestimated. It means that you can work to make the most out of your supporter population, keep track of all-important funds, and focus on how you can take advantage of every opportunity to grow, benefiting your cause now and in the future.

donorflex gives you the tools to dig into your data to find populations based on your very specific requirements. Each module (from donations, to regular giving, to optional modules such as lottery) has its own set of enquiries to help you find what you’re looking for, and Power Search is there to let you search within your entire database. Enquiries can be combined through the use of transit files, which means that – no matter how complex your search criteria – donorflex can help you find just the right records.

Reporting is an invaluable tool, and donorflex helps you here, too. Within our Tracker you’ll find a portfolio of amazing management reports, designed to make your life easier. They’re the product of years of experience, along with insights from our hard-working clients. You talk, we listen.

In addition to the standard reports, donorflex offers bespoke reports to reach to the heart of what your individual organisation needs. For more information on bespoke reporting call 0121 458 7887 to speak to a consultant.