Smaller charities
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Save up to 200 hours a year with this simple feature
This free feature of Charitylog is likely to save you many hours over the course of a year.
Sometimes, making one small change to something you do every day can make a huge difference.
Take phone calls, for example.
If your charity is like most, then you and your colleagues probably receive quite a few calls each week from existing clients.
Once you answer a call, you’ll usually need to take a few seconds to bring up the relevant client record. Sometimes this will be quick, sometimes it may take a bit longer.
But what if the record automatically popped up on your screen when the call came in?
No need to go hunting through the system. You'd be able to greet the caller by name and immediately see all the details of their support.
Greeting the person by name is also reassuring for them; it suggests you know who they are, and creates the confidence that you already have their support history and they won’t have to repeat information.
This feature is included with every Charitylog plan.
Assuming your charity uses MS Teams, Zoom or a similar internet phone system, it’s simple to switch on. And it will save you on average about 30 seconds per call.
You can save time dialling out as well – just go to the client’s record and click the phone icon next to their contact number.
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Say your charity had 10 staff taking an average of 10 calls per day, you could be saving up to 200 hours per year.
Think what you could do with those extra hours.
Get in touch to find out more.
Already a Charitylog user?
Just search your online manual for ‘phone integration’.
Contact the support team if you’re not sure how to set it up.
Get more time to do the important things
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