InTouch
The most flexible all-in-one CRM solution on the market
Communications
Events
Fundraising
Information
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Integrated Communications
• MAILINGS - Emails, Text messages, Letters – with labels, any size or layout
• RICH CONTENT - attractive e-newsletters, reusable templates, attachments and links
• IMPORT EMAILS, record phone calls – complete communication history always available
Event Management
• INVITES, BOOKINGS, GUEST LISTS
• ONLINE BOOKING and Payment
• AUTOMATIC PUBLISHING to web for booking and ticket purchase
Fundraising
• DONATIONS - One-off/Regular, Gifts in Kind, Legacies, Soft-credits, Gift Aid declarations
• RECONCILIATION - BACS extract, Scheduled payments, Gift Aid claims
• REPORTING - Income received, expected, net/gross, future projections, summaries and totals
• DONOR NURTURING - Major Donors, Prospect Tracking, Moves Managment, Actions and Diary
Information Management
• FLEXIBLE - store anything, including links to reflect real-world relationships
• CUSTOMISE - with new fields where needed and views by user
• POWERFUL, simple search and reporting without limits
• SECURE - GDPR compliant, assign functions and data privileges, full audit trail
• IN CONTROL - create reminders, notifications, tasks
• EASY HOUSEKEEPING - mass updates,import and deduplication