Not For Profit
A bespoke CRM solution built in Microsoft Dynamics 365, designed to help not-for-profit organisations manage referrals, support services, fundraising, and communication — all in one place. Helping you focus on what matters most.
About The System
We specialise in creating tailored CRM systems within Microsoft Dynamics 365 for not-for-profit organisations. One of our proudest partnerships is with Once Upon a Smile, a charity supporting children through bereavement.
Their bespoke CRM system simplifies the way they receive referrals, manage support services, and communicate with families. From organising bereavement support to coordinating respite care and financial assistance, the platform helps streamline operations while keeping relationships at the heart of the organisation.
Contacts are organised intuitively within the system, whether they’re referrers, children, or parents, and linked by relationship records to make case management seamless. A built-in class scheduler, fundraising tracker, and marketing tools ensure that every part of the charity’s work is managed with clarity and care.
Key Features
Online Referral Management
Referrers can securely submit details of children and families in need of support directly through the charity’s website.
Case & Support Pathway Management
Assign referrals to account managers, organise support types (bereavement services, respite care, financial aid), and track progress centrally.
Relationship-Based Contact Records
Maintain clear, structured contact records with relationship links between referrers, parents, and children — making follow-ups easy and personalised.
Class & Activity Scheduling
Manage support groups and classes, assign leaders, and track attendance through an integrated scheduler.
Fundraising Tracking
Record who’s fundraising, how much they’ve raised, and how funds are being generated — with clear reporting on campaign performance.
Marketing & Member Communication
Send newsletters, event updates, and announcements directly from the system to keep your community informed and engaged.
Why Choose Our Not-for-Profit CRM Systems?
Managing sensitive cases, support services, and fundraising activities requires a system that’s not only reliable but built around your organisation’s specific needs. Our bespoke Dynamics 365 solutions help not-for-profits work smarter, stay connected, and focus on delivering real impact.
By combining case management, contact organisation, and community engagement tools in one secure platform, we help charities like Once Upon a Smile support families when they need it most.
Ready to empower your not-for-profit with a smarter CRM?
Get in touch to book a demo or discuss how we can create a bespoke Dynamics 365 solution for your organisation.
Case Studies
Explore some of the amazing results we’ve created for our clients.
Once Upon a Smile
Case StudyOnce Upon a Smile (OUAS) is a Manchester-based charity providing emotional, practical, and financial support to children following the loss of a parent, sibling, or loved one. Through bereavement services, support groups, and community
Once Upon a Smile 2
Case StudyOnce Upon a Smile (OUAS) is a Manchester-based charity providing emotional, practical, and financial support to children following the loss of a parent, sibling, or loved one. Through bereavement services, support groups, and community
Once Upon a Smile 3
Case StudyOnce Upon a Smile (OUAS) is a Manchester-based charity providing emotional, practical, and financial support to children following the loss of a parent, sibling, or loved one. Through bereavement services, support groups, and community
