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What is Harlequin CRM for Charities?

Harlequin specializes in providing tailored CRM, fundraising, and accounting solutions specifically designed for charitable organizations, helping them stand out and meet their strategic objectives. Established in 1986, the firm has successfully supported over 300 not-for-profit entities across the United Kingdom. Their partnerships span multiple sectors such as healthcare, welfare, faith-based charities, educational bodies, museums, and membership organizations. With a strong track record, Harlequin consistently earns high marks in the Charity CRM Software Survey and was honored as the Best Database Supplier at the Institute of Fundraising’s Partners in Fundraising Awards. For the eleventh straight year, the company has maintained its outstanding position in the charity CRM Software Survey, reflecting its unwavering dedication to excellence. Harlequin develops all-encompassing charity management solutions that seamlessly combine CRM, fundraising, finance, membership, and service delivery features. By serving a wide range of clients across different sectors, Harlequin plays a pivotal role in improving the operational efficiency of more than 300 organizations within the not-for-profit sector. Their cutting-edge software is crafted to enable charities to make a substantial difference in their communities and areas of focus, ensuring they maximize their potential impact.

What is CaseXellence?

Enhance the case management process and applicant experience through a unified platform. • Streamline the integration of knowledge, communication, workflows, and resources to effectively oversee caseloads. • Offers robust security features and can be implemented on a FedRAMP certified cloud with adherence to PCI, NIST, and ADA standards. • Incorporates integrated fraud prevention measures and identity verification systems. • Adapt quickly to meet the increasing expectations of citizens. Accelerate: Resolve cases more efficiently with immediate access to data and collaborative tools. • Streamline workflows to boost overall productivity. • Cut down on operating expenses. • Automate processes for heightened efficiency and reduced costs. • Leverage data analytics for informed decision-making to maximize return on investment. Connect: • Gather customer information while gaining insights through comprehensive analytics and reporting capabilities. • Utilize AI and machine learning for enhanced document processing and customer support. • Foster improved communication and engagement with citizens. • Deliver superior services to the community, ensuring their needs are met effectively.

Media

Media

Integrations Supported

Matter Center for Office 365
Oracle PeopleSoft
Salesforce

Integrations Supported

Matter Center for Office 365
Oracle PeopleSoft
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Harlequin Software

Company Website

www.harlequinsoftware.co.uk

Company Facts

Organization Name

Speridian Technologies

Date Founded

2003

Company Location

United States

Company Website

casexellence.speridian.com

Categories and Features

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Categories and Features

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

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