Contact & Case Management
All you need to know about people you work with and support - clients, volunteers, referrers and the rest. Keep control of your case management and workflows.
More time to make a difference.
Charitylog is a cloud-based CRM used by around 1000 charities all across the UK, covering a wide range of services and requirements. It has been designed specifically for charities and other service providers and is supported by people dedicated to the third sector. It's everything we do.
Trusted by local charities and service providers.
Charitylog features
What can Charitylog do for you?
Assessment & Impact
Evidencing impact is vital for most charities and funders have many different requirements for this. You can build in recognised impact assessment methods, or use your own.
Reporting
Reporting is a demanding requirement for many organisations. From output KPIs to merging data into Excel reporting spreadsheets, Charitylog will produce data and save you time.
Support & Help
We believe that helping you get the best out of your system is a vital part of what we do. We have experienced and dedicated staff to provide training and support, as well as a manual and videos.
Security & GDPR
Data security is an essential aspect of our service - we only use the most reputable data centres in the UK and give you the means to manage your GDPR compliance.
Go Further
We have a number of additional options such as Rostering, Invoicing and Handyperson. If you work geographically or as part of a group, you may find our Branches option essential.
Why Charitylog?
Charitylog is a cloud-based CRM designed specifically for charities.
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 dedicated, named, UK-based 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 will need to have knowledge of who you are working with and what you have done, if only to make it simpler to communicate with clients and provide information to funders.
The Charitylog CRM (customer relationship management) system is essentially a database holding the information about your clients, your interactions with them and details of anyone else involved in the operation of the organisation.
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.
Apart from Starter, where there is a free 30 day trial, we are very happy to provide a no-obligation demonstration for you.
Is training included?
Yes, we provide an agreed number of implementation (getting started) and training days as part of any Charitylog we sell (apart from Starter, where we provide a free 30 day trial and basic training to help get you started).
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 manuals, videos and we also provide phone and email support as needed.
Which plan suits you?
Pricing and plans
Starter
£49+VAT per month.
30 day free trial and no upfront cost.
This package includes:
1 Project Unlimited Records Case Management Email & Letter Templates Mail Merge GDPR Toolkit Reporting & KPIs 250GB Document Storage 5 Concurrent Users 60 Days Free UK Telephone Support
One
£2140+VAT year 1 (based on income)
£500+VAT year 2 onwards
This package includes:
All in Starter, plus:- Groups & Activities Create Custom Data Fields Project Workflows 10 Concurrent Users 500GB Document Storage Unlimited UK Telephone Support 1.5 Days Training Half Day Review
Most popular
Plus
From £3885+VAT year 1 (based on income)
From £695+VAT year 2 onwards
This package includes:
All in Charitylog One, plus:- Unlimited Projects Unlimited User Groups Analytics Reporting Optional Add-Ons Unlimited Users 1TB Document Storage Minimum 3 days training Minimum 1 day review
Ultimate
From £9224+VAT year 1 (based on income)
From £2284+VAT year 2 onwards
This package includes:
All in Charitylog Plus, plus:- Rostering Invoicing Handyperson Multiple Branches 2TB Document Storage Unlimited Concurrent Users Minimum 6 days training Minimum 2 days review
* All Prices Exclude VAT
Sign up to our quarterly newsletter!
We will only contact you when we have something genuinely interesting to say. Opt out anytime.