People, families, volunteers, and organisations in one place — tags, notes, an events calendar with tasks, follow-ups, and simple reports.
Charity CRM is a constituent directory for nonprofits and community organisations. Keep individuals and organisations in one searchable list, link family members and trustees, tick the programmes and roles each person is connected with, and log notes, files, and follow-ups on their record. Plan projects and events on an in-app calendar (month, week, or day — with coloured blocks that show how long each runs), attach tasks for what needs doing, and download a file when you want something in Outlook. Volunteer hours, relationship links, and tag-based reports help small teams stay on top of storytellers, donors, volunteers, and partners without a heavyweight CRM. Tags and vocabularies are enti…