From half a dozen records to half a million (or more)
You choose how you use it, what you use it for and who can use it. It can be a simple data capture tool or an all-encompassing CRM, on a par with leading systems costing ten times as much.
So why pay for functions and processes you don’t use?
It looks good as well!
The first thing you see after logging in is a comprehensive dashboard giving you real time usage and performance statistics.
This sets the scene
From the dashboard you can move quickly around to using intuitive ‘click and go’ navigation. Pages are clear, free of jargon and easy to read.
No technical knowledge
You do not need to be a techie nerd to find your way around and you don’t need a lengthy and expensive training course to get up and running. Nine times out of ten you will be productive within a couple of hours - the tenth person may need an extra 30 minutes.
Full control at your fingertips
Once implemented and fully operational you have full control. You do not need to come to us for anything, but if you do want to raise a query or need some help, a simple to use ticket service ensures your query is quickly resolved.
Easily managed at every level
Your admin level users can manage everything: set up new campaigns or appeals, manage your users, your email contents and recipients, create a new form or new fields – everything.
The Hub does a lot
For example; some of the basic functions within
the entry level version include:
Add or edit supporter details, obviously the usual name and address, but also preferences, interests, relationships, other addresses and much more.
Comprehensive list of pre-defined extracts
Whatever you want to extract, someone has already asked for it and we thought that it was a good idea – so now it's available for everyone.
Set up any number of letter templates and send your supporter a personalised letter and record the fact you have sent it.
Needless to say all types included: direct debit, cards, cash, standing orders, pledges, etc, etc. All with the sort of reporting and reconciliations you would expect.
Doesn’t matter how hard you try, pesky duplicates crop up. No problem, just merge them into one.
Custom query builder
If your extract is unique to you, then create it yourself. An easy-to-use query builder at your fingertips.
A comprehensive and detailed audit is maintained of everything that goes on. Who added a record, who changed it, when and what – everything!
Upload your files, reports and data. A secure and safe way to share and distribute information amongst your fellow users.
Detailed recording and calculation of Gift Aid status values. Tools to prepare your claim or we can claim for you. A full history of everything gift Aid related.