Charity
CRM System

Charity <br>CRM System

1200+ charities have increased donations and donor engagement.

Charity CRM is a free cloud-based software that helps non-profits to increase their impact by streamlining their operations, saving time from manual work and making it easy to become transparent. All of that happens inside one platform that helps charities organise supporters, donations, beneficiary records, opportunities, manage team members, as well as to share inspiring stories, engage with donors and generally – help raise more funds online.

On the first project we ever had together, KindLink commissioned me to design a new charity operations software. I had to decide on the information architecture, to create the design system and components while overcoming multiple potential usability problems given the complexity of the software and multitude of features it gathered inside one unified platform.

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Client
KindLink
Location
London, UK
Year
2016 — 2018
Work
Product Design, UX Research, Information Architecture, UI and UX Design, Prototyping, Animation, Content Definition

01. Discovery.

First step was to define what the whole thing is and how to approach it. Are there similar tools and how do charities expect the software to work like? The research process proved that the software, for the most part, should resemble a database storage tool and a CRM for recording donors and donation data.

But it also needed to provide public project and fundraising pages for improved transparency. Those pages contain project history, events, posts with info, photos and videos, donations and donors (for those who did not ask to remain anonymous), progress charts and statistics for the goals of each project.

Charity CRM Project

02. Visual Design.

Charity CRM is a free cloud-based software that helps non-profits to increase their impact by streamlining their operations, saving time from manual work, making it easy to become transparent.

Charity CRM Donor Page

03. Simplicity.

Priority was on removing unnecessary noise and ensuring actions are visible, clear and self-explanatory, so that we aid even the most non tech-savy customers in using the tool.

Charity CRM Gift Aid

04. Transparency.

Charity CRM is a free cloud-based software that helps non-profits to increase their impact by streamlining their operations, saving time from manual work, making it easy to become transparent.

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