People & Services
The core of a charity is built around the people it works with and the services it provides. Keep it all in one place in Charitylog.
- Home
- Charitylog features
Contact & Case Management
Easily manage information about your clients, volunteers, referrers and everyone else you work with, all in one place!
Cases & Contacts
Control your referrals and cases, and record your interactions.
Project & Service Workflows
Workflows that represent the way your services operate.
Groups & activities
Membership, session and attendance recording.
Email, letter & text communications
Build mail-merges and produce professional emails and letters.
Document storage & retrieval
Securely upload important documents and images.
Add your own fields
Create custom fields to meet your own needs.
Anonymous referrals & contacts
Maximise your organisation's impact by recording anonymous contacts.
Information Links - Directory of Services
Save time when you signpost to other organisations.
Assessment & Impact
Funders have many different requirements for evidencing impact. Choose from recognised impact assessment methods, or use your own.
Assessment forms
Create your own assessments and outcomes scoring systems.
Ladder outcomes
Monitor change over time and produce spider charts.
Star Outcomes™
Use Star Outcomes™ in Charitylog.
Reporting
From output KPIs to merging data into Excel reporting spreadsheets - produce detailed facts and figures presented in a professional way.
Key Performance Indicators
Extensive numerical analysis of your performance.
Pre-configured report suite
Comprehensive range of easy to use reports.
Analytics reporting
Enhance your view of data with charts and graphs in a dashboard.
Progress interval reporting
Check service intervals and case milestones.
Classification codes
Categorise referrals, contacts and outcomes.
Excel templates
Populate pre-built spreadsheets to provide reports to funders with less hassle.
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.
Implementation - getting started
We'll help you set your system up for your needs.
UK based telephone & email support
Our in-house support team know the system inside out. Call them on our local-rate number.
Page linked comprehensive manual
In depth manual available from within Charitylog.
Online help videos
Prefer to watch? See our wide range of self help videos.
Data migration - we can help you switch
Our data migration service can get you running quickly.
Training and system reviews
Make the most of Charitylog's tools, maximise reporting and stay up-to-date with new features.
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.
Multiple user accounts
Unlike most providers, we don't charge for every user, giving affordable access for both staff and volunteers.
Multiple user groups
Assign different permissions to different groups of users.
Secure Data Centres in the UK
All data is hosted using secure, highly reputable Data Centres in the UK.
Optional two factor authentication
Use 2FA for an extra level of security.
Additional practice & test environments
Separate training and test (sandbox) systems without affecting your live data.
Multiple GDPR consent rules
Keep on top of GDPR compliance with configurable consent options, including expiry notifications.
Right to be forgotten
Manage 'forget me' requests easily.
Fulfill Subject Access Requests
Easily provide personal information upon request.
Flexible field visibility controls
Users only see the fields that are relevant to the work they are doing.
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!
Rostering & home care schedules
Plan regular or ad hoc visits and manage services.
Mobile app for rostered care workers
Use Call-Round to replace paper timesheets for increased efficiency and security.
Invoice creation & export
Invoice work done and services provided to clients and other funders.
Handypersons & minor adaptations
Plan visits, record materials and send invoices.
Controls to separate branches & offices
Split your organisation by locality or function and control who sees which branch.
Combined reporting across separate organisations
Report collaboratively with other organisations, whilst keeping your data separate.
Data import module
Run regular imports of data from other systems.
Integrated web referral forms
Capture enquiries through your website directly into Charitylog.
Send & receive referrals through Charitylog
When collaborating with other organisations you can send or receive referrals in electronic form.
API (Application Programming Interface)
Use the API to connect to PowerBI and other system integrations.
National reporting capability
Reporting for national umbrella organisations.
Advocacy support
Does your charity provide advocacy services? We'll help you set your system up to match all your recording and reporting needs.
Plans and prices at-a-glance
Features and packages
One
For 1 service (<10 FTEs)
PricingContact & Case Management
- IncludedPeople & Services
- IncludedCases & Contacts
- IncludedProject & Service Workflows
- IncludedGroups & activities
- IncludedEmail, letter & text communications
- IncludedDocument storage & retrieval (500GB)
- IncludedAdd your own fields
- IncludedAnonymous referrals & contacts
- IncludedInformation Links - Directory of Services
Assessment & Impact
- IncludedAssessment forms
- IncludedLadder outcomes
- IncludedStar Outcomes™ (Optional extra)
Reporting
- IncludedKey Performance Indicators
- IncludedPre-configured report suite
- IncludedProgress interval reporting
- IncludedClassification codes
- IncludedExcel templates
Support & Help
- IncludedImplementation - getting started (1.5 days training, 0.5 days review)
- IncludedUK based telephone & email support
- IncludedPage linked comprehensive manual
- IncludedOnline help videos
- IncludedData migration - we can help you switch
- IncludedAdditional training and system reviews (Optional extra)
Security & GDPR
- IncludedMultiple user accounts (Up to 10 FTE users)
- IncludedMultiple user groups (4 user groups)
- IncludedSecure Data Centres in the UK
- IncludedOptional two factor authentication
- IncludedAdditional practice & test environments
- IncludedMultiple GDPR consent rules
- IncludedRight to be forgotten
- IncludedFulfill Subject Access Requests
- IncludedFlexible field visibility controls
Go Further
- IncludedCombined reporting across separate organisations (Optional extra)
- IncludedIntegrated web referral forms (Optional extra)
- IncludedSend & receive referrals through Charitylog (Optional extra)
- IncludedAPI (Application Programming Interface) (Optional extra)
- IncludedNational reporting capability (Optional extra)
- IncludedAdvocacy support
Standard
Unlimited users
PricingContact & Case Management
- IncludedPeople & Services
- IncludedCases & Contacts
- IncludedProject & Service Workflows
- IncludedGroups & activities
- IncludedEmail, letter & text communications
- IncludedDocument storage & retrieval (1TB)
- IncludedAdd your own fields
- IncludedAnonymous referrals & contacts
- IncludedInformation Links - Directory of Services
Assessment & Impact
- IncludedAssessment forms
- IncludedLadder outcomes
- IncludedStar Outcomes™ (Optional extra)
Reporting
- IncludedKey Performance Indicators
- IncludedPre-configured report suite
- IncludedAnalytics reporting
- IncludedProgress interval reporting
- IncludedClassification codes
- IncludedExcel templates
Support & Help
- IncludedImplementation - getting started (Minimum - 3 days training, 1 day review)
- IncludedUK based telephone & email support
- IncludedPage linked comprehensive manual
- IncludedOnline help videos
- IncludedData migration - we can help you switch
- IncludedAdditional training and system reviews (Optional extra)
Security & GDPR
- IncludedMultiple user accounts (Unlimited users)
- IncludedMultiple user groups (Unlimited)
- IncludedSecure Data Centres in the UK
- IncludedOptional two factor authentication
- IncludedAdditional practice & test environments
- IncludedMultiple GDPR consent rules
- IncludedRight to be forgotten
- IncludedFulfill Subject Access Requests
- IncludedFlexible field visibility controls
Go Further
- IncludedRostering & home care schedules (Optional extra)
- IncludedMobile app for rostered care workers (Optional (needs Rostering))
- IncludedInvoice creation & export (Optional extra)
- IncludedHandypersons & minor adaptations (Optional extra)
- IncludedControls to separate branches & offices (Optional extra)
- IncludedCombined reporting across separate organisations (Optional extra)
- IncludedData import module (Optional extra)
- IncludedIntegrated web referral forms (Optional extra)
- IncludedSend & receive referrals through Charitylog (Optional extra)
- IncludedAPI (Application Programming Interface) (Optional extra)
- IncludedNational reporting capability (Optional extra)
- IncludedAdvocacy support
Ultimate
Unlimited users
PricingContact & Case Management
- IncludedPeople & Services
- IncludedCases & Contacts
- IncludedProject & Service Workflows
- IncludedGroups & activities
- IncludedEmail, letter & text communications
- IncludedDocument storage & retrieval (2TB)
- IncludedAdd your own fields
- IncludedAnonymous referrals & contacts
- IncludedInformation Links - Directory of Services
Assessment & Impact
- IncludedAssessment forms
- IncludedLadder outcomes
- IncludedStar Outcomes™ (Optional extra)
Reporting
- IncludedKey Performance Indicators
- IncludedPre-configured report suite
- IncludedAnalytics reporting
- IncludedProgress interval reporting
- IncludedClassification codes
- IncludedExcel templates
Support & Help
- IncludedImplementation - getting started (Minimum - 6 days training, 2 days review)
- IncludedUK based telephone & email support
- IncludedPage linked comprehensive manual
- IncludedOnline help videos
- IncludedData migration - we can help you switch
- IncludedAdditional training and system reviews (Optional extra)
Security & GDPR
- IncludedMultiple user accounts (Unlimited users)
- IncludedMultiple user groups (Unlimited)
- IncludedSecure Data Centres in the UK
- IncludedOptional two factor authentication
- IncludedAdditional practice & test environments
- IncludedMultiple GDPR consent rules
- IncludedRight to be forgotten
- IncludedFulfill Subject Access Requests
- IncludedFlexible field visibility controls
Go Further
- IncludedRostering & home care schedules
- IncludedMobile app for rostered care workers (Optional extra)
- IncludedInvoice creation & export
- IncludedHandypersons & minor adaptations
- IncludedControls to separate branches & offices (Optional extra)
- IncludedCombined reporting across separate organisations (Optional extra)
- IncludedData import module
- IncludedIntegrated web referral forms (2 forms included)
- IncludedSend & receive referrals through Charitylog (Optional extra)
- IncludedAPI (Application Programming Interface) (Read only version included)
- IncludedNational reporting capability (Optional extra)
- IncludedAdvocacy support
Plans and prices at-a-glance Features and packages | OneFor 1 service (<10 FTEs) Pricing | Most popular StandardUnlimited users Pricing | UltimateUnlimited users Pricing |
|---|---|---|---|
| Contact & Case Management | One | Standard | Ultimate |
| People & Services | Included | Included | Included |
| Cases & Contacts | Included | Included | Included |
| Project & Service Workflows | Included | Included | Included |
| Groups & activities | Included | Included | Included |
| Email, letter & text communications | Included | Included | Included |
| Document storage & retrieval | 500GB | 1TB | 2TB |
| Add your own fields | Included | Included | Included |
| Anonymous referrals & contacts | Included | Included | Included |
| Information Links - Directory of Services | Included | Included | Included |
| Assessment & Impact | One | Standard | Ultimate |
| Assessment forms | Included | Included | Included |
| Ladder outcomes | Included | Included | Included |
| Star Outcomes™ | Optional extra | Optional extra | Optional extra |
| Reporting | One | Standard | Ultimate |
| Key Performance Indicators | Included | Included | Included |
| Pre-configured report suite | Included | Included | Included |
| Analytics reporting | —Not included | Included | Included |
| Progress interval reporting | Included | Included | Included |
| Classification codes | Included | Included | Included |
| Excel templates | Included | Included | Included |
| Support & Help | One | Standard | Ultimate |
| Implementation - getting started | 1.5 days training, 0.5 days review | Minimum - 3 days training, 1 day review | Minimum - 6 days training, 2 days review |
| UK based telephone & email support | Included | Included | Included |
| Page linked comprehensive manual | Included | Included | Included |
| Online help videos | Included | Included | Included |
| Data migration - we can help you switch | Included | Included | Included |
| Additional training and system reviews | Optional extra | Optional extra | Optional extra |
| Security & GDPR | One | Standard | Ultimate |
| Multiple user accounts | Up to 10 FTE users | Unlimited users | Unlimited users |
| Multiple user groups | 4 user groups | Unlimited | Unlimited |
| Secure Data Centres in the UK | Included | Included | Included |
| Optional two factor authentication | Included | Included | Included |
| Additional practice & test environments | Included | Included | Included |
| Multiple GDPR consent rules | Included | Included | Included |
| Right to be forgotten | Included | Included | Included |
| Fulfill Subject Access Requests | Included | Included | Included |
| Flexible field visibility controls | Included | Included | Included |
| Go Further | One | Standard | Ultimate |
| Rostering & home care schedules | —Not included | Optional extra | Included |
| Mobile app for rostered care workers | —Not included | Optional (needs Rostering) | Optional extra |
| Invoice creation & export | —Not included | Optional extra | Included |
| Handypersons & minor adaptations | —Not included | Optional extra | Included |
| Controls to separate branches & offices | —Not included | Optional extra | Optional extra |
| Combined reporting across separate organisations | Optional extra | Optional extra | Optional extra |
| Data import module | —Not included | Optional extra | Included |
| Integrated web referral forms | Optional extra | Optional extra | 2 forms included |
| Send & receive referrals through Charitylog | Optional extra | Optional extra | Optional extra |
| API (Application Programming Interface) | Optional extra | Optional extra | Read only version included |
| National reporting capability | Optional extra | Optional extra | Optional extra |
| Advocacy support | Included | Included | Included |
| Get in touch | Get in touch | Get in touch |
* All Prices Exclude VAT