Cloud Engage Charity Software

What is Cloud Engage?

Charities require a solution that eliminates the burden of managing multiple systems and integrates all aspects of fundraising management into one flexible, scalable, low-cost solution.

Cloud Engage supercharges your fundraising potential with a cloud-based Customer Relationship Management solution, designed for small-medium sized charities.

It enables you to build effective marketing campaigns, process fundraising income, manage merchandising and Gift Aid and provide your teams with the ability to process tasks with ease anytime, anywhere; using the latest in Cloud technology and without the hefty price tag of an on-premise solution.


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Features of our charity software


Contact Management

  • See all your donor data in one place
  • Easily navigate complex family and business relationships
  • Ensure GDPR compliance
  • Simple and complex queries to manage groups of donors
  • In-built action manager

Fundraising and Events

  • Ad hoc and regular giving
  • With access to Advanced Gift Aid Portal to HMRC
  • Restricted and general income
  • Close integration to website
  • Soft credits
  • A range of payment methods including direct debits and payment cards
  • Manage a wide range of event types – challenges, dinner, awards, training


Marketing and Membership

  • Create multi-tier campaigns
  • Track success by channel and segment, analyse by department and type
  • Supports both ongoing and capital campaigns
  • Individual, joint and group membership with rolling or fixed date renewals
  • Flexible reminder cycles
  • Cash or invoices using in-built Sales Ledger



  • Access to key areas of the system for donors and members
  • Update personal details and contact preferences and register for updates
  • Access on any device
  • Book to attend events
  • Make one-off and regular donations
  • Seamlessly integrated into your website
  • Deep integration with the Cloud Engage system used by staff and volunteers

Benefits of Cloud Engage

A unified view of performance
Cloud Engage incorporates all elements of fundraising management and CRM into one flexible and scalable solution so your teams have one complete, real-time view of your charity's performance.

Grow your charity
Cloud Engage is designed to be scalable to grow alongside you. You can expand into new revenue streams such as different types of events, major donors, memberships or other committed giving schemes – it’s all possible with Cloud Engage.

A smarter way of working
Using cloud storage makes sense in order to grow your revenue and adopt flexible working. All of the IT support relating to your donor database can be moved out of your office, so you don’t have to worry about it – especially important now with the focus on the security of personal data in GDPR.

Low cost
Using a Software as a Service (SaaS) application means you won’t have to pay any hefty up-front fees, as your solution is paid for on a per user per month basis. We know that for smaller and mid-sized charities, finding large funds to pay for technology is not always an option. By adopting this pricing model, it makes having the latest functionality realistic and puts you in a position to use tools which will bring you closer to your donors.


Increasing charitable giving - Charities whitepaper  Read here

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