Bespoke CRM

Fundraiser CRM


Exeter based charity

Issue

The legacy desktop CRM and fundraising package was hard to maintain. Data and information were fragmented, data was duplicated and reporting was limited. The ageing software and hardware were slow, insecure and difficult to update.

Solution

Connexion Software created a modern, mobile friendly, fast and secure cloud solution. This was future proofed using latest technologies and platforms.

The solution features:

  • A fast relational database with better data schema design and accessibility.
  • Easy navigation and location of information.
  • A front-end browser based UI, uniform UI/UX on all modern browsers
  • Secure data access 24/7 from anywhere
  • A single source of data.
  • Informative display of data with user dashboard.
  • All functionality and data needs are covered by a single system including: fundraisers, contacts, events, grants, donations and reporting.

Results

The concept model is built and running on a secure cloud server. The core CRM functionality is configured to be easily adapted to suit the individual needs of any client.