Charity CRM software built on Microsoft Dynamics 365

Evo 365 Not for Profit is an accelerator for Microsoft Dynamics 365 that gives non-profits and charities a CRM solution that is tailored to their unique requirements.

By using Evo 365, Not for Profits can benefit from the powerful features of Dynamics 365, whilst enjoying pre-built functionality to avoid extensive customisation. From donation management to membership management, Evo 365 gives you the underlying technology to streamline operations, improve supporter engagement and automate manual tasks – so that you can focus on your mission.

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Evo 365 Not for Profit Features

All Fundraising Features

Enjoy all the features and functionality within Evo 365 Fundraising, such as grant application management, individual giving, legacies, programme management and Gift Aid automation.

All Membership Features

Access all the features of Evo 365 Membership to benefit from robust membership management, payment processing and Direct Debit management and self-service portals.

Enhanced Campaign Management

Boost your marketing with advanced campaign management, linking campaigns to causes and benefitting from clear budget/spend analysis tracked against performance and income generated.

Batch Payment Entry

Let staff easily enter batch payment data entries into one screen to track and manage offline payments (such as cheques, cash etc.), centralising income and providing a holistic view.

Online Donations

Integrate online donation endpoints with your website so that supporters can donate online, to improve user experience and increase donation likelihood.

Advanced Analytics & Insights

Benefit from powerful reporting with pre-built dashboards to easily view and analyse key metrics to understand trends and better inform future decisions.

Charity CRM Evo 365 Not for Profit on a laptop screen

“Chorus have delivered a solution above our expectations and have always given us a very personal experience. Our new system gives us the tools we need so that we don’t have to worry about the technology but can focus on the mission of our charity. Their ongoing support is second to none.”

The Donkey Sanctuary

Why Evo 365 Not for Profit?

Focus on your mission

Have the right technology in place to manage your data, so that don’t need to worry about operations and instead focus on what’s truly important - achieving you mission.

Engage your supporters

With a wealth of insights into your supporters, you can personalise communications and messaging – whether updating them on how they’ve helped key projects and seeing where their support goes or tagging their interests – leading to better engagement and supporter loyalty.

Learn, analyse and improve

Uncover trends, insights and analytics across your organisation so that you can see what has worked well or what could be improved and use this knowledge to guide future decisions to continually improve.

Save valuable staff time

By automating and streamlining processes you will save valuable staff time, removing manual-heavy tasks and instead allowing teams to focus on higher priorities that could drive bigger impact.

Adhere to GDPR regulations

Manage member communication preferences, automate subscription management and simplify access requests to ensure you adhere to GDPR regulations.

Person typing while using a Dynamics 365 charity CRM

Book a Demo

See Evo 365 for yourself with a demo. Let us know which features you’d like to see and we’ll tailor the demo specifically to you

Book a demo

Why Chorus?

Solution capabilities

Evo 365 is a Microsoft recommended product, designed in conjunction with real users to solve common challenges whilst ensuring an intuitive experience that is built to best coding practices.

Project approach

We follow an agile approach and focus on keeping systems simple and usable, so that you can quickly benefit from the system and avoid project scope creep over-complicating the solution.

Sector experience

We’ve worked with many non-profits and charities to develop Evo 365 with end users in mind. Through our experience, we have a great understanding of typical challenges, aims and requirements.

Microsoft experts

We are Microsoft Gold Partners and work across the entire Microsoft stack. Our holistic knowledge ensures our Dynamics 365 solutions work with your wider Microsoft technologies.

Ethos and values

A great CRM isn’t just technology. We focus on forming a strong partnership, built on trust, honesty and a down-to-earth approach, underpinned by our values to make your project a success.

Results driven

We don’t believe in technology for technology’s sake; we focus on helping you adopt the most suitable solution and empower you to be as self-sufficient as possible for lasting success.

Partnerships & Accreditations

Get in touch

Contact us to find out more about Evo 365 and see how we could work together.