Charity CRM Integration

Your CRM (Customer Relationship Management) platform contains the details of your interactions with supporters, donors and beneficiaries alike and is the lifeblood of any non-profit. IE connects charity websites, apps and online tools to your CRM, so donations, volunteer sign-ups and applications flow straight into your systems, saving time, reducing errors and helping you know your supporters better.

Charity CRM Integration Services

Seamless integrations between your website and CRM that save time and improve supporter relationships include:

CRM consultancy and selection

Website and CRM integration

Salesforce, Microsoft Dynamics and Sage CRM

Raiser’s Edge, thankQ and Donorfy

CiviCRM

Donation and payment platform integration

Email marketing integration

Volunteer management systems

Custom web applications

GDPR-compliant data handling

Family Action

Every family is different

Digital Charity

Bowel Research UK

Let's end bowel cancer and bowel disease

Digital Charity

Royal Academy of Engineering

Engineering better lives

Digital Charity

Sailors' Society

Central hub of resources and information

Digital Education

ABDO

Association of British Dispensing Opticians

Digital Charity

Insight

View more

Creative

IE Welcomes the ‘Anti-Placement Placement’ to the Studio

Amber Charlton

Technical

Choosing a CRM: Why Your Website Integration Strategy Should Come First

Nathan Powis

IE News

Try our FREE online Brand Audit Tool

Dave Crichton

View more

ABDO, Finalist for Best Digital Transformation (membership portal and CRM work)

AFTP, Silver for Outstanding Website

Accreditation

This digital transformation by IE Digital has made a massive difference for the membership team at ABDO. The reduction in paperwork is just unbelievable. We used to come back after Christmas to hundreds of membership renewal forms piled high – now almost everything is online. Members are renewing earlier and without the need for us to manage the process. And each new member now takes us a fraction of the time to process with just a couple of clicks.
 

ED FOX, Membership Officer, ABDO

FAQs

Which CRMs can you integrate with?

Provided there’s a way for your website to talk to your CRM and access the data, ideally through an API, we can integrate with it. We’ve worked with Salesforce, Microsoft Dynamics, Sage CRM, Raiser’s Edge, thankQ, Donorfy, Integra NG and CiviCRM, as well as donation platforms like JustGiving and email tools like Mailchimp.

What are the benefits of integrating our website and CRM?

Done well, integration can transform everything from admin to marketing. Donations, registrations and applications go straight into your CRM, removing manual data entry and errors. We’ve seen integrations cut admin for charity teams by 80% per applicant and increase volunteer registrations by over 200%.

Can you help us choose a CRM?

Yes. The CRM market is crowded, with some platforms claiming to do everything and others focusing on niches like fundraising or volunteer management. We regularly help charities understand the benefits, drawbacks and constraints of different platforms, so you choose one that fits your needs, budget and team.

Should we replace our CRM and website at the same time?

It can make sense, because the two are so closely connected and requirements for one shape the other. But it’s a big undertaking for your team. We’ll help you weigh up the options, which may include a phased approach that gets the essentials working first and adds more advanced integration later.

How do you keep supporter data safe?

Data protection is built into everything we do. We design integrations that comply with GDPR, including how consent is captured and how data moves between your website, CRM and email platforms. Our hosting and support services include security monitoring and patching, so your systems stay protected.