Everything in one place

Built for how charities actually work

Fundraising, case management, volunteer coordination, and events — all in a single platform, not bolted-on modules.

Fundraising

Every donation, every pound, every thank-you

Track one-off gifts, regular giving, Gift Aid, and GASDS in one place. Accept Apple Pay and Google Pay. Launch crowdfunding pages. See your income in real time.

Gift Aid and GASDS tracking with HMRC submission
Stripe, GoCardless, Apple Pay, and Google Pay
Crowdfunding and peer-to-peer fundraising pages
Automated receipts, thank-you sequences, and lapse alerts
Campaign and appeal tracking with real-time dashboards

Recent donations

Live

£12.4k

This month

£3.1k

Gift Aid due

↑ 18%

vs last month

SE

Sarah Edwards

Monthly · Direct Debit · Gift Aid ✓

£25.00

TP

Tom Patterson

One-off · Card · Gift Aid ✓

£150.00

AL

Angela Liu

Monthly · Direct Debit · Gift Aid ✓

£10.00

JW

James Walker

Annual · Card · GASDS

£500.00

Volunteer Management

Coordinate your people, not just your data

Shift scheduling, skills matching, DBS tracking, and hour logging. Know who's available, who's qualified, and who's overdue a thank-you.

Shift scheduling and availability management
Skills matching and role allocation
DBS check tracking and renewal reminders
Automated hour logging and recognition triggers

This week's volunteers

14 shifts filled

42

Active volunteers

186h

This month

3

New sign-ups

RK

Rachel Kim

Food bank · Tue & Thu · DBS ✓

Confirmed

MB

Marcus Brown

Youth club · Wed evening · DBS ✓

Confirmed

HN

Helen Nguyen

Admin support · Mon–Fri · DBS pending

DBS due

PS

Priya Singh

Events · Sat 10am–2pm · 128 hours total

Confirmed

Case Management

Support your beneficiaries properly

Real case management — not just a renamed pipeline. AI-generated case notes from voice recordings, safeguarding workflows, standardised outcome frameworks, and reporting that funders actually want to see.

AI case notes — record a session, get structured notes automatically
Built-in safeguarding workflows and escalation
Standardised and custom outcome frameworks
Outcome tracking and funder reporting
Same contact record as donations — one complete view

Open cases

3 require attention

27

Open cases

8

Closed this month

1

Safeguarding

⚠

Case #1247 — Safeguarding

Assigned to: Maria Chen · Opened 2 days ago

Urgent

!

Case #1243 — Housing support

Assigned to: David Okafor · Review due tomorrow

Review due

✓

Case #1239 — Benefits advice

Assigned to: Amy Roberts · 4 sessions logged

On track

+

Case #1251 — Wellbeing referral

Assigned to: Unassigned · Opened today

New

Events & Sessions

From galas to drop-ins — every session, every attendee

Whether it's a fundraising dinner, a weekly craft group, or a volunteer training day, Alder CRM handles registration, check-in, and attendance tracking. Touch-screen kiosk mode lets participants sign themselves in — no queues, no clipboards.

Event creation with ticketing, registration, and capacity limits
Touch-screen kiosk check-in for recurring sessions and drop-ins
Attendance tracking linked to participant and supporter records
Session-level impact data — per-funder KPIs and outcome dashboards

Sessions & events

This week

Spring Fundraiser Gala

Sat 22 Mar · 7pm · Town Hall

Tickets live

Tickets sold 142 / 200

Sewcialise — Drop-in craft

Tue 13:00–15:00 · Community Centre

Recurring

Checked in today: 14 Avg/week: 18

Volunteer Training Day

Sat 10:30–12:30 · Online / venue

12 RSVPs

📱

Kiosk mode: Participants tap their name to check in — no passwords, no paperwork

Email & Newsletters

Campaigns that reach real inboxes — not spam folders

A full newsletter engine built in, not bolted on. Segment your supporters, design campaigns with the visual editor, manage subscriptions properly, and see exactly who opened, clicked, and donated.

Visual email builder with reusable templates and rich text editor
Subscriber lists with tags, segmentation, and double opt-in
Open rates, click tracking, and unsubscribe management
Mailchimp sync — or use Alder CRM's built-in sending and skip the extra cost

Email campaigns

3 active

Subscribers

1,891

Lists

6

Avg open rate

38%

✉

Spring Appeal 2026

Sent 8 Mar · 1,247 recipients

42% opened

✉

Monthly volunteer update

Scheduled 15 Mar · 89 subscribers

Scheduled

✉

Event follow-up: Gala donors

Draft · Segment: gave £100+ at gala

Draft

📊

Spring Appeal: 42% opened · 12% clicked · £2,410 raised · 0.3% bounced

Grants & Trusts

Find funding. Write bids. Track every application.

From discovery to drawdown, Alder CRM manages your entire grant pipeline — with AI that actively searches for opportunities you might miss and helps you write stronger applications.

AI-powered grant search — finds new opportunities matched to your charitable objects
Reads your past applications and helps draft new ones in your voice
Monitors funder websites for deadline changes and new rounds
Pipeline view from prospect to award, with reporting and impact tracking

Grant pipeline

£148k in progress

✓

National Lottery — Reaching Communities

£85,000 · Awarded 12 Jan · Reporting due Apr

Awarded

⏳

Garfield Weston Foundation

£40,000 · Submitted 3 Feb · Decision expected Mar

Submitted

📝

Henry Smith Charity

£23,000 · Draft 65% complete · Deadline 28 Mar

Drafting

🔍

AI found 3 new matches

Esmée Fairbairn — Social Change 92% match

Paul Hamlyn — Ideas & Pioneers 87% match

Lloyds Bank Foundation — Build 81% match

⚠️

Deadline alert: Tudor Trust website updated — round now closes 14 Mar (was 31 Mar)

People & Compliance

Training, policies, and DBS — tracked, not forgotten

Staff and volunteer training records, policy management with read-receipts, DBS tracking, and safeguarding logs. Know who's completed what — and who hasn't — before your next audit or funding application.

Training records with completion tracking and reminders
Policy library with version control and read-receipts
DBS check tracking with expiry alerts
Safeguarding logs and HR records in one place

Compliance overview

3 items need attention

Safeguarding training

Staff completed 18 / 21

📋

Lone Working Policy v2.4

Review due 28 Mar · Last reviewed Sep 2025

Review in 23 days

📄

Data Protection Policy v3.1

Published 1 Mar · 14 of 21 staff have read

67% read

⚠

DBS renewals due

Helen Nguyen (expired) · Marcus Brown (30 days)

2 overdue

✓

Safeguarding Level 2

Rachel Kim completed · Certificate uploaded

Complete

Tasks & Notifications

Nothing falls through the cracks

Kanban boards for every team, threaded comments on tasks, and real-time notifications that keep everyone in sync. Assign follow-ups to a person or link them to a case, a grant application, or a safeguarding record — tasks live where the work lives.

Kanban boards with drag-and-drop, priorities, and due dates
Tasks linked to contacts, cases, grants — or standalone
In-app and email notifications with granular preferences
Threaded comments and activity feeds on every task

Task board — Outreach

8 active

To do

3

In progress

3

Done

2

!

Follow up: Garfield Weston bid

Assigned to: Sarah · Due tomorrow · High priority

Urgent

→

DBS check: Marcus Brown

Linked to: People & Compliance · Due 20 Mar

In progress

✓

Send thank-you letters: Feb donors

Completed by: Amy · 42 letters sent

Done

🔔

2 new notifications: Sarah commented on "Gala seating plan" · Amy completed DBS check

Governance & Board

Run your board properly — without the paper trail chaos

Trustee declarations of interest, board meeting records, decision logs, and conflicts of interest forms — all in one place. Plus a built-in scheduling tool to find times that work for busy trustees.

Trustee declarations of interest and annual renewals
Board meeting records with action tracking
Conflicts of interest register and decision log
Meeting scheduler — find times that work for everyone

Board governance

Next meeting: 18 Mar

Declarations

8 / 9

1 renewal overdue

Open actions

5

from last 2 meetings

📋

Q4 Board Meeting

12 Mar · 6 attended · 3 actions raised

Recorded

⚠

Nicole Mason-Clemenz

Annual declaration overdue · Last signed 14 months ago

Overdue

✓

Conflict of interest logged

Steve Kuncewicz · re: media partnership vote · 8 Mar

Declared

Reporting & Insights

Dashboards your board will actually read

Real-time reporting for trustees, funders, and your own team. Ask questions in plain English — "show me donors who gave over £1,000 last quarter" — and get answers instantly.

Natural language search — ask questions, get reports
Read-only trustee dashboards for board oversight
AI-powered donor lapse prediction and suggested ask amounts
Funder reports with outcome tracking built in
Custom report builder — export to PDF, CSV, or schedule by email

Trustee dashboard

Live · Read-only

Total income YTD

£148,200

↑ 14% vs last year

Donor retention

78%

↑ 3% vs last quarter

At-risk donors 12 flagged

AI has identified 12 regular donors who may be about to lapse based on giving pattern changes. Review recommended.

Funder report: Big Lottery Auto-generated

Q1 outcomes report ready for review. 47 beneficiaries served, 89% positive outcomes recorded.

Integrations & API

Connects to the tools you already use

Stripe, GoCardless, HMRC, Charity Commission, Xero, Mailchimp — and a full REST API with webhooks for anything else. No more manual data entry between systems.

Stripe and GoCardless for card and Direct Debit payments
HMRC Gift Aid and Charity Commission data enrichment
Xero and accounting software sync
Talk to Alder CRM using Claude or ChatGPT

Connected services

6 active

S

Stripe

Card payments · Last synced 2 min ago

Connected

GC

GoCardless

Direct Debit · 847 active mandates

Connected

H

HMRC

Gift Aid · Next claim due 15 Apr

Connected

X

Xero

Accounting · Auto-sync daily

Connected

CC

Charity Commission

Data enrichment · Auto-updated weekly

Connected

🔌

Claude & ChatGPT

Talk to Alder CRM using Claude, ChatGPT, or your own tools

Connecting external AI services may incur additional charges from those providers.

The problem

Your charity deserves better than spreadsheets and duct tape

Most charity CRMs force you to choose between fundraising and service delivery. Alder CRM doesn't.

🗂️

Data lives everywhere

Donor info in one system, volunteers in a spreadsheet, case notes in a shared drive. Most charities still re-key data between disconnected systems.

💸

CRMs that cost too much

Enterprise CRMs can cost £10k+ a year. Even mid-range options charge over £100/month for basic features. 86% of UK charities have income under £500k — these prices don't add up.

🔧

Fundraising or services — pick one

Fundraising CRMs don't do case management. Case management systems don't handle donations. You end up buying two tools and syncing between them.

🔒

Locked into legacy systems

Migration can cost thousands and take weeks of retraining. Vendors know this, so they stop innovating once they've got you.

👻

Opaque pricing

"Contact us for a quote" means unpredictable costs. Feature gating means the tools you actually need are always on the next tier up.

⏱️

Admin eating into impact

UK charities spend an estimated 15.8 million hours a year on grant monitoring reports alone — roughly £204m in staff time (Plinth, 2025). That's money not reaching beneficiaries.

Simple pricing

All features. Every tier. No surprises.

No feature gating. No hidden costs. Every charity gets access to everything — the only difference is scale.

Monthly

Annual Save up to 30%

Getting started

Free

For micro-charities trying a CRM for the first time.

£0

forever

ContactsUp to 500
UsersUp to 3
Messages1,000 / month
SupportEmail
MigrationSelf-serve import
Gift AidGift Aid tracking
AI & integrationsUse Claude / ChatGPT

Register Interest

Small charities

Grow

Ready to professionalise supporter management.

£59

per month

Pay yearly, save £17 a month

ContactsUp to 1,000
UsersUp to 10
Messages5,000 / month
SupportPriority email
MigrationFree data migration
Gift AidGift Aid tracking
AI & integrationsUse Claude / ChatGPT

Register Interest

Built differently, on purpose

🌱

Free tier that actually works

Not a trial. Not a demo. A genuinely useful free plan for micro-charities and those trying a CRM for the first time. 500 contacts, 3 users, every feature.

🔓

No feature gating

Every charity gets every feature. No paying extra for Gift Aid, case management, or event ticketing. The only difference between tiers is scale.

🇬🇧

Built for UK charities

HMRC Gift Aid and GASDS built in. UK data residency. Charity Commission integration. Not a US product with a UK postcode bolted on.

🤝

One view of every supporter

Donations, volunteer hours, event attendance, case notes — all on one record. No more switching between systems to understand a relationship.

Switching is easy

We'll migrate your data for free

Moving CRM shouldn't be a six-month project. We've built migration tools for the platforms UK charities actually use, and our team will handle the heavy lifting. Free migration is included with all paid plans.

Beacon CRM

Donorfy

CiviCRM

Raiser's Edge

Salesforce

ThankQ

Charitylog

Access Charity CRM

CSV

Excel

1

Export your data

Download from your current CRM, or give us read-only access and we'll do it for you.

2

We map and clean

Our migration tools map your fields, deduplicate contacts, and flag anything that needs attention.

3

Review and go live

Check everything looks right in a staging environment, then switch over. Your data, your timeline.

On the free plan? You can import contacts yourself using our self-service CSV and Excel upload tool.

Who's behind Alder CRM

Built by someone who's been in the room

Alder CRM is built by James Inman, founder and trustee of neurobetter — a UK charity supporting neurodivergent mental health. He's spent years working at the intersection of technology, governance, and the charity sector, and spent over a decade building child protection and case management systems for schools.

This isn't a product built by people guessing what charities need from the outside. It comes from direct experience of running a charity, sitting on a board, managing safeguarding responsibilities, wrestling with compliance, and knowing that the existing tools don't quite fit.

Charity Founder & Trustee Safeguarding Case Management Governance & Compliance UK-Based

Guided early access

Be one of our founding partners.

We're onboarding a small number of charities now — working closely with each one to make sure Alder CRM fits perfectly. Register your interest or book a call, and we'll take it from there.

Register Your Interest Book an Introductory Call

We'll ask about your charity, what you're using today, and what you need. No pressure, no hard sell — just a conversation.

Like the alder tree, we help charities put down deep roots and nourish the communities around them.

Deep roots,greater reach.

Built for how charities actually work

Every donation, every pound, every thank-you

Coordinate your people, not just your data

Support your beneficiaries properly

From galas to drop-ins — every session, every attendee

Campaigns that reach real inboxes — not spam folders

Find funding. Write bids. Track every application.

Training, policies, and DBS — tracked, not forgotten

Nothing falls through the cracks

Run your board properly — without the paper trail chaos

Dashboards your board will actually read

Connects to the tools you already use

Your charity deserves better than spreadsheets and duct tape

Data lives everywhere

CRMs that cost too much

Fundraising or services — pick one

Locked into legacy systems

Opaque pricing

Admin eating into impact

All features. Every tier. No surprises.

Built differently, on purpose

Free tier that actually works

No feature gating

Built for UK charities

One view of every supporter

We'll migrate your data for free

Export your data

We map and clean

Review and go live

Built by someone who's been in the room

Be one of our founding partners.

Deep roots,
greater reach.