Admin, Ops, IT & Finance Community / IT

The place for those who work in charity admin, ops or finance. 📊 Share your recommendations, helpful resources and experiences.

240 posts

Hi All Just wondering what non-conformance software people ae using? Looking for a system that does not have phenomenal month subscription costs? Many Thanks
Gary Blenkinsop
1. CharityLog - have you heard of it?  Do you use it?  I would value your reply. 2. Are you a small charity with an income under £250,000 using a CRM?  I would like to hear your CRM recommendations.
Sonja Freebody
Hi I am just setting up a new CRM system for our small CIO. We are membership based and are mandated to maintain a list of members for I think 10 years after someone stops being a member of the CIO....
Helen Craig
Please could someone recommend a DPO. Thanks
Maria Theodosiou
I'm looking for something to manage our parent and child records. We've currently got the data in Excel but want something a bit flashier (and free/self-hosted if possible). We have a Microsoft Nonpr...
Jonathan Thomson
Hi All.  I'm trying to get a handle on what MS charges for their Dynamics CRM suite. They make publish standard  pricing for commercial organisations, but its hard to find what their special pricing...
Jan Newman
Hi We're looking for an IT consultant for probably 1 day a week. Does anyone know anyone they could recommend or any insight on the best way to search for a reputable consultant? Ideally we're lookin...
Adrian Lance
We are a smallish charity looking for a new CRM to look after memberships and track donors. We have approx 5,000 members.  Any recommendations that are suitable for the size of our charity?  Thanks....
Victoria Smith
Can anyone help us please? We have used the 'Donation Manager' free charity database for some years. There must be many other charity users out there as they claim to have 14,000 charities on the pla...
Robert McClements
Hi, I would be interested to connect to Dynamics 365 users please? As a Data analyst I would be keen to chat with others having the same opportunities within the new CRM. Thank you.
Benedetta Pollastrini
Hi everyone, I'm hoping someone might be able to recommend a very good case management system that's specifically designed for managing support cases where the clients are victims or survivors of hon...
Matt Mahmood-Ogston
We're a very small new charity (1 year), and we need to look at getting a CRM system.  We're using the free Microsoft 365 Teams to manage our day-to-day stuff, and they have a free non-profit CRM whi...
Paul Swindell
Hi, could anyone recommend virtual IT support for a small charity in UK & Wales. Thank you
Maria Theodosiou
Hi We use Focus to provide our IT services and support. We only have 12 staff and about 8 Trustees so are very small. They provide us with email addresses, Microsoft 365 and access to Sharepoint and...
Pam Robinson
Do most small charities have Cyber Security Insurance? It seems quite a high cost in proportion to our other insurance costs but would it be foolish to not have cover?!
Sarah Clements
Can anyone advise on UK tech events / conferences with a focus on non-profits that are upcoming for 2024? The Third Sector Tech Summit is all online unfortunately and in-person events are much more u...
Scott Smith
Hi All - does anyone know of any organisations/businesses that provide more advanced digital skills training (I'm thinking coding, designing digital services, cyber security (?), etc.) for young peop...
Sam Speer
This question is from a member of our community that wishes to remain anonymous: We are in the process of updating our business continuity plan to cover cyber incidents and I'm looking for some guid...
Ocean King
A bit mundane but can anyone recommend a provider for a SIM only contract for a CIC?
Roger Lee
Hi, My organisation is looking to redevelop our website with very limited resources. Are there any organisations or networks that provide access to companies that support charities with free services...
A CharityConnect User
Hello, I run a leadership company for the third sector and we are expanding.  We are using a range of different platforms at the moment (hubspot/mail chimp/ canva/typeform) and we want to move to one...
Kate Chester
A young arts organisation has basic computer software for office and accounting. Given that as it grows it will need to: -  Have more sophisticated support, for cybersecurity, -  Be seen to be respon...
Genevieve Hibbs
Hi,  Does anyone have any experience of integrating Xero with Salesforce to record donations?   Looking for recommendations for apps and ease of implementation!
A CharityConnect User
Hi Can anyone recommend a good website designer/developer who can help small charities with their websites? In some cases it will be to build a basic one from scratch, but in most it will be to make...
Vikki Robinson
Hi all, Does anyone have any reccomendations on CRM software? I am looking for an integrated system if and where possible and in a perfect world, something that either includes or is compatible with...
Joe Graham
Hello everyone! 👋  I've developed a strong passion for leveraging technology to enhance our impact. If you have any questions or are curious about how AI and Chat GPT can play a transformative role...
Bob Snarey
Hi all We are starting to look at how we store the institutional knowledge in the organisation. This is so that anyone can access information on any previous policy, research papers or understand the...
Adrian Lance
Which are the top most IT services sought after by charities that can be done remotely?
AKM Ismail
Hello.  I wonder if anyone could advise me on the easiest (and cheapest) way to conduct PAT testing?  We are a small charity, home working and spread geographically! The costs of our laptops/printers...
Joe Bailey
Hello, I've looked through this site and can't quite find an answer to my question. We are a dog rescue trust and have a lovely website. We sell a few breed relevant products through eBay but we have...
Amanda House
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