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 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
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 - and a handy online manual and how-to videos.
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 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 (client 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 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 manuals, videos and we also provide phone and email support as needed.
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
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