CRM integration
Connect your charity website with your CRM and save valuable time.
What is a CRM?
A CRM, or Customer Relationship Management system, helps your charity manage information about the people who interact with your organisation.
Instead of keeping this information across spreadsheets, inboxes and separate systems, a CRM gives your team one central place to manage important data.
Storing information this way can help with fundraising, supporter communication, volunteer management, event organisation and reporting.
When your CRM is connected to your website, it becomes even more useful.
- Donors
- Supporters
- Volunteers
- Staff
- Fundraisers
- Members
- Event attendees
- Newsletter subscribers
- Service users
- Partners
Why integrate your charity website with your CRM?
Your website is often where people first take action. They may fill in a contact form, sign up to volunteer, register for an event, donate, download a resource or join your mailing list.
Without an integration, data often needs to be manually transferred between your website and your CRM. Having an integration lets your website send data directly to your CRM, saving valuable time and reducing errors.
- Less manual admin
- Fewer duplicated tasks
- Cleaner data
- Faster follow-ups
- Better supporter journeys
- More joined-up digital systems
Your website becomes a central tool in everyday charity operations, not just a brochure.
How does our CRM integration work?
Every charity works differently, so our CRM integrations are built around your needs. At Made Simple Media, we build custom integrations using PHP and JavaScript as needed.
Our solutions are designed specifically for your website, your CRM, and your team's workflows.
Your integration can include these features on the right.
- Sending website form submissions into your CRM
When someone fills out a form on your website, their details can be sent directly to your CRM. This could include contact forms, volunteer applications, donation enquiries, event registrations, membership forms or newsletter sign-ups. - Pulling data from your CRM into your website
Your website may need to display information stored in your CRM, such as events, opportunities, listings or member information. We can explore ways to pull that data into your website, helping you avoid having to update the same information in multiple places. - Posting data to your CRM
Your website can also post specific information to your CRM when someone completes an action, such as signing up, registering, enquiring or submitting a form. This keeps your team’s records up to date without manual data transfer.
The benefits of CRM integrations for charities
A well-planned CRM integration can make a big difference to how your charity manages information online.
A CRM integration can save time and cut down on errors. Staff don't have to transpose information from the website to your CRM all the time and your charity becomes more efficient and well-organised.
This frees-up staff time to work more on campaigns and fundraising, improving your charities bottom line.
- Save staff time
Your team can spend less time copying and pasting data and more time focusing on fundraising, services, campaigns and supporter relationships. - Reduce human error
Automating data transfer helps reduce mistakes caused by manual entry, missing forms or duplicated records. - Improve supporter journeys
When information reaches the right place quickly, your team can respond faster and communicate more effectively. - Support digital transformation
Connecting your website with your CRM helps create a more joined-up digital setup for your charity. - Get more from your website
Your website becomes a practical tool that supports your wider charity operations, not just a place for people to find information.
Popular CRMs for charities
There are many CRM systems available for charities and nonprofit organisations. The right one will depend on your goals, budget and internal processes. Two popular charity CRM options include:
Beacon CRM
Beacon is a CRM designed for charities and nonprofits. It can help with donor management,
fundraising, Gift Aid, memberships, events and volunteer records.
A website integration with Beacon can help send supporter details, form submissions or
event registrations directly into your CRM.
Salesforce Nonprofit
Salesforce Nonprofit is a powerful CRM option for charities with more complex needs. It can
support fundraising, campaigns, programme management, reporting and supporter
engagement.
A bespoke Salesforce integration can help connect your charity website with your CRM,
making it easier to manage data across your organisation.
HubSpot
HubSpot is a modern, intuitive and free CRM for businesses and charities.
The Nonprofit HubSpot User Group is a community that helps nonprofits share strategies, solve technical challenges, and maximize their impact using HubSpot CRM.
CRM integration as part of your charity web design project
CRM integration can be included as part of a wider charity web design or website development project.
This means your website can be planned with your internal systems in mind from the start.
By thinking about CRM integration early, we can help create a website that works properly for both your supporters and your internal team.
Here is what we look at, opposite.
- What forms your website needs
- Where each submission should go
- What data your CRM needs to receive
- Whether your website needs to pull information from your CRM
- How your team currently manages enquiries
-
Where automation could save time
- How your website can support your charity's goals
Bespoke CRM integrations built around your charity
We do not believe in forcing charities into one-size-fits-all solutions.
Your charity may have specific forms, workflows, teams, data requirements or reporting needs. That is why we design each CRM integration from the ground up, ensuring a solution
tailored to your requirements.
If your CRM has suitable integration options, such as an API, we can explore what is possible and recommend the best approach.
Whether you use Beacon, Salesforce Nonprofit or another CRM, we can help you connect your website and systems in a way that makes sense for your organisation.
No unnecessary jargon. No overcomplicated setup. Just a practical integration designed to make life easier for your team.
Ready to connect your charity website with your CRM?
If your charity website and CRM are not working together, your team could be spending more time on admin than they need to.
Whether you already know what you need or you are still figuring it out, we can help you explore the best options.
Book a Discovery Call
Ready to make your charity website and CRM work better together?
Book a discovery call with us and let’s chat through your website, your CRM and how we can help connect everything behind the scenes.
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