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Charities & membership

Riverside Community Pantry

Nottingham · fictional demo business

A CRM for charities & membership.

“Supporters, funders, and campaigns in one place.”

Supporters and the funders behind them, campaigns from planning to close, and follow-ups so fundraisers and volunteer coordinators never drop a thread.

Riverside Community Pantry's campaigns screen in Tailormade CRM
Know every supporter and volunteer, keep funders close, and run campaigns from planning to final report.

What it does

  • Supporter records and history
  • Funders and partners linked to people
  • Campaigns from planning to close
  • Follow-up tasks for every team
Inside the CRM

What Riverside Community Pantry gets.

Real screens from the demo, with its made-up people and data.

01

Every supporter, and how they help.

Regular givers, volunteers, fundraisers, and legacy pledgers, tagged and searchable, with their full history.

  • Tags like gift aid and volunteer
  • Full history
  • Quick search
Riverside Community Pantry's supporters screen in Tailormade CRM
02

Campaigns from planning to final report.

Appeals, grant bids, and events move through your own stages, linked to the funder behind them.

  • Your own stages
  • Deadlines
  • Linked to funders
Riverside Community Pantry's campaigns screen in Tailormade CRM
03

Keep your funders close.

Grant makers, trusts, and corporate partners, the people you deal with there, and every conversation.

  • People at each funder
  • Every grant and campaign
  • Notes from every call
Riverside Community Pantry's trentside supermarkets screen in Tailormade CRM
04

Every thank-you sent, every report on time.

Follow-ups for fundraisers and volunteer coordinators, each in their own list, with due dates.

  • Thank-you calls
  • Grant deadlines
  • Volunteer checks
Riverside Community Pantry's tasks screen in Tailormade CRM
05

Each person sees what they need.

Volunteer coordinators see the volunteers they look after. Fundraisers see supporters. Managers see everything.

  • Roles for each job
  • Private where it matters
  • Easy to change
Riverside Community Pantry's supporters, as beth sees them screen in Tailormade CRM
Who sees what

Everyone gets their own view.

Each person signs in as themselves and sees only what their role allows. These are the roles this business starts with; yours match your team.

  • Fundraising manager

    Runs fundraising: sees every supporter, funder, and campaign, assigns volunteers to supporters, and sets the campaign stages.

  • Fundraiser

    Works supporters and funders and keeps notes on them. Can see every campaign, and change only the supporters, funders, and notes they created.

  • Volunteer coordinator

    Looks after the supporters assigned to them and keeps notes on them. Sees campaigns, but no other supporters and no funders.

Volunteers packing donated food into crates
Photo: Julia M Cameron / Pexels
The demo

A business that doesn't exist, with data that could.

Riverside Community Pantry is made up, but its CRM is real: built from the same starting point we'd use for you, and filled with a realistic set of demo data.

  • A fundraiser and a volunteer coordinator
  • 120 supporters and volunteers
  • 8 funders and local partners
  • A winter appeal and a food drive

Want one like this, made for you?

Tell us how your business works. We'll build it around you, with your name, your colours, and your words, and have it live in 1–2 weeks, at a price we agree with you up front.