Anthony Fawkes 
A CRM will fail at some point. An integration stops syncing overnight. A batch update overwrites months of Gift Aid declarations. A migration script does something nobody tested for. This happens to well-run databases as often as neglected ones, because the causes are rarely about how careful anyone was. The real difference between organisations is … Read more
Here is something we have seen consistently over many years of CRM work in the charity sector: when a CRM project goes wrong, the system rarely gets the blame it deserves. And when a CRM project goes right, the system rarely gets the credit either. That is because CRM success or failure almost never comes … Read more
ThankQ Companion ThankQ Companion is a Chrome extension designed to make ThankQ / Access Charity CRM easier to read, navigate, and learn. It combines practical accessibility tools with an in-system training companion, giving users clearer screens and quick access to help while they work inside the live CRM. The extension is especially useful for visually … Read more
There’s a moment we see time and time again with charity teams. It usually happens in a monthly meeting. The fundraising lead has their CRM export open.Comms has email stats in Engaging Networks.Someone has a spreadsheet tracking regular giving.Someone else has pulled the donation page figures manually. Everyone has numbers, but no one has the … Read more
The New Year is a blank page. Make sure the system you’re using to write your charity’s story is fit for the task.
