AideCRM | Features

Dashboard

A fully customisable dashboard lets users choose exactly what they want to see when they log in. Whether it's important updates, key stats, or quick access to tools they use most, everything can be arranged to fit their personal preferences. This makes it easier to find the right information fast and helps users stay focused on what matters most to them.

Organisations

Record and monitor the work carried out with your organisations AideCRM offers a comprehensive system to help you keep track of all your interactions and activities with organisations, ensuring you stay organised and efficient.

Store detailed information: Keep thorough records for each organisation, including contact details, key personnel, history, and more.
Categorise and segment organisations: Use tags and categories to easily organise your organisations, making it simple to group and search based on specific criteria. Segment organisations by type: Group your organisations by type such as clients, prospects or partners for more focused communication.
Advanced filtering: Quickly filter your list of organisations by various attributes to find exactly what you need in seconds.
Send and receive emails: Manage email communication directly within the platform, keeping all correspondence linked to the relevant organisations.
Export data: Easily export your organisation data for reporting, analysis, or sharing with stakeholders.
Unlimited organisations: Add and manage as many organisations as you require without any restrictions.
Automated data import: Seamlessly import organisation information directly from Companies House and the Charity Commission, keeping your records up to date.
Create and assign tasks: Set tasks for yourself or colleagues related to specific organisations to keep projects moving forward.
Custom fields for extra info: Add additional fields tailored to your unique needs to capture all necessary details about each organisation.
Record notes and upload documents: Attach notes and relevant documents to organisation profiles for easy access and reference.

Contacts

Manage and efficiently communicate with your contacts AideCRM provides a powerful, all-in-one platform to help you organise, segment, and engage with your contacts effortlessly, ensuring your communication is targeted and effective.

Store extensive contact information: Keep detailed records of each contact, including phone numbers, addresses, social profiles, and any other relevant data.
Associate contacts with organisations: Link contacts to the organisations they belong to, providing context and improving relationship management.
Categorise contacts with tags: Use customisable tags to label and organise contacts based on interests, demographics, or any criteria you choose.
Segment contacts by type: Group your contacts by categories such as clients, prospects, partners, or volunteers for more focused communication.
Advanced filtering options: Quickly find and sort contacts using a variety of filters, making it easy to target specific groups.
Send and receive emails: Communicate directly from AideCRM, keeping all correspondence neatly stored and linked to the right contacts.
Send surveys: Collect valuable feedback and insights by distributing surveys directly to your contacts.
Create contact lists for campaigns: Build targeted lists for email campaigns or other outreach efforts to improve engagement and response rates.
Export data easily: Download your contact information for reporting, backup, or integration with other tools.
Unlimited contacts: Manage as many contacts as you need, with no restrictions on your database size.
Custom fields for extra details: Add personalised fields to capture unique information specific to your organisation or industry.
Record notes and upload documents: Keep comprehensive records by adding notes and attaching files directly to contact profiles.

Monitoring

Record the details of work carried out across your organisation.
AideCRM makes it easy to accurately document and monitor all the work your team does, helping you stay organised and informed. Have the information you need to report back to funders or other stakeholders.

Accurately record and track your work: Log every task and project detail to maintain a clear overview of activities within your organisation.
Track time spent on specific tasks: Monitor how much time is dedicated to each activity, helping with productivity analysis and resource planning.
Record detailed outcomes: Capture comprehensive results and impacts of your work to assess effectiveness and inform future decisions.
Upload files and make notes: Attach relevant documents and add notes to each record, keeping all related information together.
Filter monitored activities: Easily sort and filter your records to focus on specific projects, timeframes, or team members.
Export monitoring records: Download your work logs for reporting, sharing, or further analysis outside the system.

Surveys

No need for a separate system – with AideCRM, you can create surveys and collect responses quickly and easily.
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AideCRM simplifies the entire survey process, allowing you to design, distribute, and analyse surveys all within one platform. Whether you're gathering feedback from your organisation or reaching out to contacts, it’s fast and hassle-free.

Build fully customisable surveys: Tailor every aspect of your surveys to match your specific needs and audience, ensuring you ask the right questions.
Create unlimited surveys: There’s no restriction on the number of surveys you can make, so you can gather insights whenever you need.
Flexible response collection: Send surveys directly to your contacts via email, share a unique URL for easy access, or even print out surveys for offline responses.
Add unlimited questions: Make your surveys as detailed as necessary with no limit on the number of questions.
Variety of question types: Choose from multiple formats including checkboxes, grids, ranking scales, rating icons, and more to get the best possible data.
Analyse and export results: View responses in real time and export your data for deeper analysis or reporting.

Projects

Effectively manage and monitor the projects you are working on.
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Stay organised and keep your projects on track with powerful tools that make project management simple and efficient. From recording key details to tracking progress, everything you need is right at your fingertips.

Easily record project information: Capture all the important details for each project, so nothing gets overlooked.
Customise with custom fields: Collect specific information tailored to your project’s unique requirements using customisable fields.
Organise projects into stages and steps: Break your projects down into manageable phases and tasks, making it easy to track progress and meet deadlines.
Control access: Limit who can view or edit projects by assigning permissions to specific users or teams, ensuring sensitive information stays secure.
Communicate seamlessly: Send and receive project-related emails directly within the system, keeping all correspondence connected to the right project.
Create and assign tasks: Set tasks for yourself or colleagues to delegate responsibilities and ensure everyone knows what to focus on next.

Volunteer Plus

Streamlining your Volunteer Centre.
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Volunteer Plus is the trusted solution for Volunteer Centres across the UK, from Portsmouth to Newcastle, Shropshire to Surrey. Designed specifically to meet the needs of Volunteer Centres, the system facilitates the efficient management of volunteers, organisations, opportunities, and enquiries.

Volunteer Management: Volunteer Plus offers powerful filtering and search tools to locate specific volunteers. Volunteers can self-register online, update their information, and express interest in opportunities. The platform maintains a comprehensive activity log for each volunteer, detailing their full volunteering history, including emails sent, notes recorded, and self-service logins.
Organisation Management: Organisations can self-register, update their information, and add or edit opportunities. The system supports unlimited contacts per organisation and allows for tagging and filtering for efficient management.
Opportunity Management: Organisations can create and manage opportunities, set expiration dates, and share them on social media.
Opportunities can be exported as branded PDFs for easy sharing.
Enquiry Tracking: Volunteer Plus enables the tracking of enquiries through seven stages, from enquiry to placement. Customisable email templates are available for referrals, and a comprehensive history of each enquiry, including status updates and emails sent, is maintained.
Monitoring and Reporting: The platform allows for the storage of custom monitoring information about volunteers, such as date of birth, gender, employment status, ethnicity, and disability status. Reports can be generated and exported to Excel for offline use.

Events

All-in-one events calendar to manage bookings, finances, and much more.
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AideCRM’s comprehensive events calendar helps you effortlessly organise and manage every aspect of your events, from scheduling to payments and follow-ups.

Manage public and private events: Whether your event is open to everyone or just a select group, easily organise and control access to your events.
Collect bookings with payments: Allow attendees to register and pay for events seamlessly, all within the system.
Record attendances and payments: Keep track of who attended and their payment status to stay organised and up to date.
Set up recurring events: Schedule events that repeat daily, weekly, monthly, or at custom intervals without needing to recreate them each time.
Send booking confirmations: Automatically email confirmations to attendees as soon as they book, providing immediate reassurance and details.
Create automatic reminders: Reduce no-shows by sending timely reminders before the event.
Send pre-event questionnaires: Gather important information or preferences from attendees before the event to tailor their experience.
Collect feedback surveys: After the event, easily send surveys to understand attendee satisfaction and gather valuable insights.
Record notes and upload files: Attach relevant documents or notes to each event to keep everything organised in one place.
Monitor event finances: Track income, expenses, and overall financial performance for each paid event, helping you manage budgets effectively.

Campaigns

Again, no need for a separate system – with AideCRM, you can fully design and send newsletter-style email campaigns.
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Say goodbye to juggling multiple platforms. AideCRM includes everything you need to create, manage, and send professional-looking email campaigns – all in one place.

Design bespoke visual emails: Build eye-catching, branded emails that truly stand out, without needing any design or coding skills.
Customise every detail: Add images, buttons, menus, choose from various layouts, and tailor your content to suit your audience.
Track performance with ease: Monitor key metrics like delivery rates, clicks, and open rates to see how your campaigns are performing in real time.
Save time with reusable content: Easily duplicate existing campaigns or save them as templates, making it simple to launch future campaigns faster.
No limits: Create and send as many campaigns as you need – there’s no cap on creativity or communication.

Reports

Create visual, easy-to-understand, and highly customisable reports.
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Our reporting tools are designed to make your data work for you. With just a few clicks, you can quickly generate clear, visually appealing reports that highlight exactly what you need to know.

Generate reports effortlessly: No technical skills needed – create detailed reports in seconds using simple, guided steps.
Flexible filtering options: Narrow down results by date range or other criteria to focus on the information that matters most.
Export with ease: Choose to export your report data to a spreadsheet for deeper analysis, or transform it into visual charts and graphs using a graphic report generator – perfect for presentations or sharing with your team.

Directories

Publish unlimited service and activity directories with ease.
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AideCRM lets you create and manage as many directories as you need, helping your community or organisation stay connected and informed.

Create unlimited directories: Build as many service and activity directories as you require without any restrictions, tailored to your audience’s needs.
Easily display directories on your website: Seamlessly integrate your directories into your website, making it simple for visitors to find the information they need.
Monitor views and effectiveness: Track how often your directories are viewed and measure their impact, so you can continually improve your offerings.
Add job boards: Expand your directories by including job listings, connecting people with opportunities in your community or organisation.
Empower organisations: Allow external organisations to manage and update their own service and activity records, keeping information accurate and up-to-date with minimal effort on your part.

Bookings

A flexible and easy-to-use booking tool designed to help you manage any type of bookable service, from rooms to equipment and beyond.

Manage a variety of services: Whether it’s reserving meeting rooms, mobility scooters, or other resources, easily keep track of all your bookable items in one place.
Unlimited bookable items: Create and manage as many bookable services as you need, without any restrictions.
Powerful search tools: Quickly find available slots, specific bookings, or customer details using intuitive and fast search functions.
Seamless payment processing: Collect payments directly through the system and maintain a detailed history of all transactions for easy record-keeping.
Handle supplementary services: Record and charge for additional services or extras that customers may want to add to their booking.
Flexible cancellation policies: Define and manage cancellation procedures to keep things clear and fair for both you and your customers.
Export reports easily: Download booking data in spreadsheet or PDF formats for sharing, analysis, or record-keeping.

Files

Store and share files securely on AideCRM, with full tracking of downloads.
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AideCRM makes it easy to keep all your important documents and files organised and accessible, whether for internal use or distribution to others.

Online file storage: Upload and securely store your files online, so you can access them anytime, anywhere without worrying about lost or misplaced documents.
Flexible sharing options: Choose whether files are for internal use only or distributable to contacts, clients, or team members, giving you complete control over who can access what.
Unlimited uploads: Add as many files as you need without any restrictions, making it simple to manage large volumes of documents.
Track downloads: Monitor how many times each file has been downloaded, providing insights into who is accessing your content and when.

Emails

Send and receive emails seamlessly with AideCRM, monitor engagement, and streamline your communication with templates.
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AideCRM makes managing your email communication straightforward and efficient. Whether you’re reaching out to clients, colleagues, or prospects, you have all the tools you need in one place.

Send and receive emails: Communicate effortlessly within AideCRM, keeping all your important conversations organised and easy to access.
Track delivery and opens: Know exactly when your emails are delivered and opened, so you can follow up at the right time and measure engagement.
Create unlimited email templates: Save time by designing templates for common messages, ensuring consistency and professionalism in every email.
Set up saved replies: Quickly respond to frequently asked questions or routine communications with pre-written saved replies.
Add attachments: Easily include files, images, or documents with your emails to provide all the information your contacts need.

Tasks

Set reminders for yourself or your team to ensure nothing gets missed.
Stay organised and on top of your to-do list by creating tasks and reminders for yourself or your colleagues. Whether it’s a deadline, a follow-up, or a simple daily task, our system helps keep everything on track.

Easily create tasks: Assign tasks to yourself or team members with just a few clicks, making delegation and planning effortless.
Automatic email reminders: Never forget an important task again – automatic email alerts help keep everyone informed and on schedule.
Track progress at a glance: Quickly view both outstanding and completed tasks in one place, so you always know what’s been done and what still needs attention.

Social Prescribing

Manage and monitor your social prescribing project directly within AideCRM.
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AideCRM provides a complete solution to help you oversee your social prescribing initiatives efficiently, ensuring you can support your clients and measure the impact of your activities with ease.

Effectively manage clients, activities, and referrals: Keep all client information, scheduled activities, and referral details organised in one secure and easy-to-use platform.
Secure referral process: Make and track referrals safely, ensuring sensitive client data is protected throughout the process.
Website integration for self-referrals: Allow clients to refer themselves easily by embedding referral forms directly on your website, simplifying access and expanding reach.
Powerful monitoring and reporting tools: Use detailed reports and analytics to track project progress, measure outcomes, and demonstrate the value of your social prescribing work.

Transport

Efficiently run and manage your Community Transport scheme. AideCRM offers a comprehensive solution to help you smoothly operate and oversee your Community Transport services, making daily management simpler and more effective.

Manage a variety of transport schemes: Whether you run Dial-a-Ride, Dial-a-Bus, or Community Car services, easily organise and coordinate all your transport options in one platform.
Automatic calculations: Save time with automatic distance, time, and fare calculations, ensuring accurate billing and efficient route planning.
Powerful reporting and analysis: Gain valuable insights with detailed reports and analytics that help you monitor performance, optimise operations, and make informed decisions.
Optimise pickups automatically: Let the system automatically sort and schedule pickups to create the most efficient route, reducing travel time and improving service for your passengers.

Portal and API

Do you find yourself tied up with admin? An AideCRM Portal could be the perfect solution.
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Managing administrative tasks can be time-consuming and overwhelming, but with an AideCRM Portal, you can streamline the process and empower your organisations to take control of their own data.

Give organisations direct access: Allow your partner organisations to securely log in and update their own details, ensuring information stays accurate and up to date without relying on you to make every change.
Manage contacts with ease: Organisations can add or update their contacts, keeping communication channels current and effective.
Book and manage events: Enable organisations to view, book, and manage their participation in events, simplifying scheduling and reducing your workload.
Control directory listings: Let organisations maintain their own listings in your service or activity directories, ensuring that public-facing information is always accurate and relevant.
By empowering your organisations to handle these administrative tasks through the AideCRM Portal, you free up valuable time and resources, allowing you to focus on what matters most—building relationships and delivering impactful services.