Build better relationships
Every supporter, on a single timeline.
Donors, members, volunteers, organisations — the people your charity depends on, in one place. Every gift, conversation and consent change recorded against the right contact, so you always walk into the meeting knowing where things stand.
- One timeline per contact, fed by everything else you do
- Consent captured channel-by-channel, with a full audit trail
- Access controlled by team, area of work or individual
Design better programmes
Plan your interventions. Track your progress. See what's working.
Shape programmes, manage cases and keep the details of the people you support in order — with fundraising and delivery data joined up, but kept properly separate where it needs to be.
- Programme planning and case management in one platform
- Beneficiary records with the confidentiality controls you'd expect
- The data fundraising and finance need, already connected
Measure your impact
Show the difference you make — with the numbers to back it.
Capture outcomes as the work happens, not in a scramble before the funder report. Turn what you do into evidence your board and funders can trust, because it's built from your own live data.
- Record outcomes against programmes and the people you serve
- Board- and funder-ready reporting, built from live data
- No nightly batch — every figure is up to date
Engage new audiences
Collect data and donations from anywhere.
Build forms and emails, embed them on any website, and take payment — with everything landing straight against the right contact. Reach new supporters without re-keying a thing.
- Forms and emails you can embed on any site
- Payments included, no extra plumbing
- New sign-ups flow straight into Relationships
Keep finance happy
And auditors, too.
Gift Aid, reconciliation and a clean audit trail. Fundraisers get the detail they need, accounts get the accuracy they rely on.
- Gift Aid — declarations, claims and the Small Donations Scheme
- Reconciliation and a downloadable double-entry income ledger
- Append-only audit history on everything that matters
Gather data from different sources
Bring your data together. Wherever it's from
Import the contacts, payments and history you already have, and connect the other tools you rely on. Every module has a documented public API and webhooks, so your data is never stuck in a silo.
- Create-or-update imports for contacts, payments and touchpoints
- A documented REST API and webhooks on every module
- Wire up your website, finance system or data warehouse
Run events
From invite to follow-up, in one place.
Free and paid events end to end — invite, ticket, check people in, capture access needs, and follow up. Attendance lands on the supporter timeline, so an event is the start of a relationship, not a stray spreadsheet.
- Invitations, ticketing and check-in
- Access requirements captured up front
- Attendance recorded against each contact automatically