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CRM for Charities

Reduce overheads and increase donor and volunteer happiness in the only all-inclusive CRM tool, supported by true customer service experts.

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You're in good company

Join the charities and not-for-profits below in using Halo software. HaloCRM reduces overheads, whilst delivering a modern and intuitive journey for your public, donors, volunteers and beneficiaries. Let HaloCRM’s ISO 27001-accredited omnichannel web-app help your organisation achieve greater efficiency, ensuring your time is focused in what’s most important; your charitable cause.

Scale with confidence and no hidden fees

HaloCRM has been designed to let you grow with the system. We understand that requirements are ever-changing, particularly in the public sector, as the demands of your constituents grow. This is why HaloCRM offers all modules as standard, so those who wish to take a phased approach to utilising new features and functions, won’t be charged extra at a later date. Oh – and did we mention – charities get an extra 15% off subscription costs?

Help for everyone, any time, any place

Your donors, beneficiaries and volunteers want to be able to reach you around the clock from a variety of channels. This is why HaloCRM allows you to integrate all of your communication channels into the platform seamlessly, and create AI ChatBots to carry on the conversation when your agents need to get some well-earned rest.

Intelligent self-service

Keep knowledge at your end-user’s fingertips using HaloCRM’s knowledge base and FAQs functionality. Signpost help for donors and volunteers on your own white-labeled self-service forum, or leave our MatchBot to do the work and suggest articles to your end-users organically.

Keeping reporting simple

Having a data-led approach to making change within your organisation is crucial to success. Even more crucial, is being able to get the data you need quickly, simply and in an easy-to-understand format. With over 500 reports out-of-the-box on core metrics like enquiry turnaround time, HaloCRM gives you the tools your organisation needs to improve your donors, volunteers and beneficiaries experiences and align your processes to your cause.

Features designed with the charity sector in mind.

Loved by agents and customers alike, Halo software is so easy to deploy, learn and grow. But don’t just take our word for it…

Anywhere, anytime, any device

HaloCRM can be used on any modern browser, on any device. This makes the system perfect for an increasingly mobile workforce, as well as a customer base on the go. Whether you’re a customer service agent managing enquiries from home, or a donor halfway up a mountain on a charity hike, HaloCRM will keep you connected.

Want to see more of HaloCRM?

Schedule a slot with our friendly team and see HaloCRM in action.

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