Contact & Case Management
Easily manage information about your clients, volunteers, referrers and everyone else you work with, all in one place!
More time to make a difference.
Charitylog is the original charity CRM used by tens of thousands of people across the UK. Enjoy the reassurance of unrestricted support from our friendly, in-house helpdesk team, and unlimited user licences for a single annual fee. We've worked with charities for over 20 years.
Trusted by local charities and service providers.
Charitylog features
What can Charitylog do for you?
Assessment & Impact
Funders have many different requirements for evidencing impact. Choose from recognised impact assessment methods, or use your own.
Reporting
From output KPIs to merging data into Excel reporting spreadsheets - produce detailed facts and figures presented in a professional way.
Support & Help
There are dedicated teams offering implementation, training and support - plus a handy online manual and how-to videos. No restrictions on use of telephone support.
Security & GDPR
We only use the most secure, reputable data centres in the UK, and provide a range of features and options to help you keep on top of GDPR compliance.
Go Further
There are many more options to choose from, like rostering, invoicing and our mobile app for community based workers. Check them out here!
Why Charitylog?
Charitylog is a dedicated charity CRM - CRM stands for client relationship management.
It lets you keep everything in one place: cases, contacts, documents, communications and workflows. Receive referrals via your website, keep track of volunteers and run reports on everything from outcomes to KPIs.
All data is stored securely in the UK, and there's a friendly UK-based, in-house support team you can contact for the price of a local call.
Let us take care of the admin, so you can spend more time doing what you do best.
Case studies
Got questions about Charitylog?
What is a charity CRM and do I need one?
However large or small your charity, you'll need to keep track of clients/service users, referrals, everyone else you're working with and the outcomes you've achieved. This makes it simpler to communicate with the people you support, and provide information to funders.
The Charitylog CRM system is essentially a powerful, secure database holding the information about your clients, your interactions with them and details of anyone else involved - but it does a lot more too, like measuring and reporting on your outcomes.
Find out about Choosing the right CRM for your charity or read our blog post CRMs for smaller charities - what's the point?
How do I know which plan is the right one for us?
The best way is to talk to us. We won’t pressure you, and will have an honest chat with you to understand more about what you do, what services you provide, the way you do things and what reporting you need to do to help you decide. We'll be honest if we don't think Charitylog is right for you.
We're very happy to provide a no-obligation demo for you.
Why is a dedicated charity CRM better than a generic, commercial one?
A dedicated charity CRM like Charitylog is built specifically for the needs of nonprofits. That means it offers more streamlined functionality, familiar terminology and less need for expensive or time-consuming customisation. The people who get you set up (our implementation team) and our helpdesk team are specialists who know and understand how charities work. Many have worked for charities in the past. It's much less frustrating to deal with people who understand the need to measure outcomes and run reports for funders, rather than people who are used to dealing with profit-driven commercial organisations.
Is training included?
Yes, we provide an agreed number of implementation (getting started) and training sessions as part of any Charitylog plan.
While we’re getting you set up, we’ll talk with you about how your organisation works, what workflows and processes you use, what data needs you have, what reports your funders are asking for, and so on.
We can then guide you on how to set up the system and make the best use of it.
There are online manuals, how-to videos and we also provide phone and email support from our own, friendly in-house helpdesk team.
Which plan suits you?
Pricing and plans
One
For 1 project (<10 users)
£2185+VAT year 1
£520+VAT year 2 onwards
This package includes:
Unlimited Records Case Management Project Workflows Email & Letter Templates Mail Merge GDPR Toolkit Reporting & KPIs Groups & Activities Create Custom Data Fields 10 Concurrent Users 500GB Document Storage Unlimited UK Telephone Support 1.5 Days Training and Half-day Review
Most popular
Plus
Unlimited users
From £3944+VAT year 1 (based on income)
From £719+VAT year 2 onwards
This package includes:
Everything in Charitylog One, and: Unlimited Projects Unlimited User Groups Analytics Reporting Optional Add-Ons Unlimited Users 1TB Document Storage Minimum 3 days training Minimum 1 day review
Ultimate
Unlimited users
From £9533+VAT year 1 (based on income)
From £2284+VAT year 2 onwards
This package includes:
All in Charitylog Plus, and: Rostering Invoicing Handyperson Multiple Branches 2TB Document Storage Unlimited Concurrent Users Minimum 6 days training Minimum 2 days review
* All Prices Exclude VAT
New to Charitylog? Sign up to our e-bulletin
It's short and snappy and packed full of useful articles written specifically for charities. Opt out anytime.