Tech Active partnered with a prominent charity organisation to create a custom donor management CRM system tailored to their Australian operations. Alongside this, a secure enterprise iPad app was developed to facilitate door-to-door donation collection, streamlining donor interactions and payment processing. To accomplish this project effectively, the organisation decided to hire a software development team that specialised in creating custom CRM development solutions
The charity faced multiple challenges in managing their expansive donor base effectively:
Tech Active developed a bespoke CRM platform with robust features to meet these challenges:
Integrated Donor CRM Suite: The CRM was built with comprehensive modules to manage detailed donor profiles, historical donor interactions, and customised communication channels, enhancing donor relationship management.
Enhanced Bulk Payment Processing: The CRM introduced an advanced payment processing module capable of handling large volumes of transactions, reducing processing time, and eliminating errors.
Advanced Data Security Protocols: Leveraging the latest in encryption and cybersecurity, the platform ensured that all donor data remained secure against unauthorised access, with compliance to international data protection standards.
iPad App for Donation Collection: The custom-designed iPad app provided collectors with a portable solution to securely process donations and capture donor details on the go, with real-time synchronization to the main CRM.
Comprehensive Reporting and Analytics: The CRM included a dynamic reporting engine, offering real-time insights into donor trends, donation patterns, and financial forecasting to inform strategic decisions.
Multi-channel Communication Framework: The system supported a multi-channel approach, allowing communication with donors through email, SMS, and Whatsapp notifications.
Dedicated Support and Ticketing Module: Integrated with Zoho Desk, the platform provided a seamless channel for donors to raise queries, requests, or cancellations, all managed within the CRM ecosystem
The development of this sophisticated custom CRM platform was facilitated by engaging offshore developers, who brought in diverse expertise and cost-effective solutions. The custom CRM and iPad app yielded notable outcomes for the charity.