Everything Integrated. Save Time. Save Effort. Boot Spreadsheets. Boost Funds.
Get all your systems in sync with automated, seamless workflows that eliminate scattered working and duplicate data entry.
Streamlining Systems for Non-Profits & Charities for Over 20 Years
Consolidate. Then Integrate with Ease.
AUTOMATED DATA FLOW
Get Data You Can Trust
Keying data into multiple systems and spreadsheets? Fundraising and finance figures not matching?
- Save time and money with data pulled into your Dynamics 365, not input manually or uploaded.
- Increase data accuracy with automated flow from online giving and payment platforms.
- Stay compliant with data standards, such as GDPR, built-in.
FULL RECONCILIATION
Reduce Reconciliation Bottlenecks
Still manually matching fundraising categories to payment provider? Payments not showing up in your CRM?
- Funds via Stripe, JustGiving, GoDonate and more sync with the right category — stress-free!
- Always be up-to-date — two-way integrations tell finance to expect a donation, and tell your CRM once it’s received.
- Direct debit hassle is history — seamless process means mandate and payments all happen in-system.
IDENTIFY OPPORTUNITIES
Find Untapped Funds
Missing out on funds because your systems aren’t integrated?
- Identify potential unclaimed Gift Aid and submit claims in Dynamics with our HMRC integration.
- Personalise message to potential claimant including the amount you stand to gain with Business Central to CRM integration.
- Pull off transactions that are eligible for Gift Aid for the month, quarter, year, at any point.
HOLISTIC PERSPECTIVE
A 360° View of Your Non-Profit
Manual processes limiting how much information you can add to your system? Siloed systems not speaking?
- Effortless 360° view — integrate and automate to bring in events, invoices, grants, social media, JustGiving page data, web page visits and more.
- See who donated, what, when, why and how, and apply findings for more effective campaigns.
- Gain insights into supporter engagement and propensity to donate for confident decisions.
Integrations that Support Your Needs
Dynamics 365 combined with ForGood.Tech’s non-profit-focused integrations that help you meet your non-profit’s specific needs.
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Automated Fundraising Income & Gift Aid Processing
Wasting time on process when an integrated system could do it for you?
- Unlock hidden Gift Aid funds with direct HMRC integration and automated claims processing
- Eliminate manual work by connecting JustGiving, Stripe, PayPal and other donation platforms
- Trigger automated donor communications based on real-time payment status and donation data
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Streamlined Volunteer Management & Engagement
Constantly setting reminders to reach out to supporters? No more.
- Volunteers self-manage profiles, apply for opportunities, and update details through integrated portals
- Automate checks and specialist role onboarding with intelligent back-end workflows
- Stay compliant — integration with marketing platforms like Customer Insights triggers personalised reminders for expiring accreditations
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Comprehensive Grant Management & Financial Tracking
Trawling through spreadsheets and siloed systems to check an application status?
- Track all grant correspondence and stakeholder interactions through Outlook integration
- Automate approval processes and maintain complete audit trails for grant decisions
- Connect grant spending to finance systems for accurate reporting to donors
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Efficient Membership Lifecycle & Payment Processing
Save hours and see retention rates soar with automated membership workflows.
- Send personalised welcome packs and renewal reminders with Customer Insights integration
- Process immediate payments, direct debits and invoices through integrated payment processors
- Eliminate manual reconciliation by automating the entire membership lifecycle from registration to renewal
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Enhanced Supporter View with E-commerce Order Integration
Struggling to match up orders with supporters?
- Feed orders via platforms such as Shopify automatically into your CRM for complete 360° supporter view
- Intelligently separate mixed baskets into products, donations and subscriptions for correct processing
- Generate automated fulfilment files and ensure accurate VAT and Gift Aid processing
More Non-Profit Solutions by ForGood.Tech
Find Out More
Discover how to get data you can trust with integrated systems that save you time and effort, and boost funds.
Get in touch
"In upgrading our CRM, we knew we had some standard needs common to other charities, such as integrating with JustGiving and GoDonate, but also requirements unique to SU. We selected D365 and ForGood.Tech based on the broad capability it could offer as we adopted new digital ways of working."
“We chose to stay with the Microsoft stack and Business Central because of the wider solution and platform available.”
“One of our biggest time savers is being able to run our Management accounts and Trustees’ papers directly from Business Central rather than having to manually create these in Excel each month with a plethora of complex formulae.”
ForGood.Tech Services to Support Your Non-Profit
Implementation
Get the best Microsoft Dynamics 365 solution for your non-profit with our train-first approach. You’ll discover Dynamics’ out-of-the-box potential, leaving behind the stress of spreadsheets and costly customisation. Get what you need today, then add more as you need it, for a smart, intuitive solution that works the way you do.
Changing Partners
Unlock Microsoft Dynamics 365’s full potential with the right partner. ForGood.Tech brings you 20+ years’ Microsoft expertise with 100% non-profit focus to do just that. Partial VAT, Gift Aid challenges, reserve funds? We get it. SORP changes or Charity Commission updates? We’re on it. The bonus? Everything we do benefits your sector.
Support
Enjoy expert, world-class, ISO 9001 and 27001-certified Microsoft Dynamics support for your charity delivered by non-profit specialists. At ForGood.Tech we speak your language — you won’t waste time explaining Gift Aid issues or fund accounting challenges, we get it.
Common Non-profit Integrations that Accelerate your Mission
Productivity tools. Payment providers. Online giving platforms. Our 100% non-profit focus means we know the integrations you need — whether to find unclaimed Gift Aid or track how a supporter’s sponsored run 5 years ago led to a monthly donation from a friend.
The ForGood.Tech Integrated Systems Solution
Tailored for charities and non-profits
Dynamics 365 CRM
Turn fragmented fundraising into a connected, income-growing system. From identifying unclaimed Gift Aid to a 360° view of all contacts, this is your secure, integrated fundraising-to-finance platform.
Tailored for charities and non-profits
Dynamics 365 Business Central
Replace spreadsheet chaos and clunky legacy tools with a finance system that works the way non-profits do. Get real-time reporting, automated fund accounting, and full audit trails from day one.
Case Studies
Case Study
St Helena Hospice’s staff were burdened with manual, time-consuming processes.
4 Minute Read
St Helena was operating on Sage 200, a limited system that was slowing down vital operations. Finance staff found themselves burdened with manual, time-consuming processes that…
Case Study
St Helena Hospice’s staff were burdened with manual, time-consuming processes.
4 Minute Read
St Helena was operating on Sage 200, a limited system that was slowing down vital operations. Finance staff found themselves burdened with manual, time-consuming processes that…
Case Study
Scripture Union wanted a partner that could support their aim for digital transformation.
5 Minute Read
After a successful tender process, ForGood.Tech were invited to contract with Scripture Union (SU) to deliver the new CRM system using Microsoft Dynamics 365 and ForGood.Tech’s …
Case Study
The Health Foundation needed a back-office solution to help move them forward.
2 Minute Read
While already familiar with Microsoft Dynamics, the Foundation were using an older version of Microsoft Dynamics GP and although some issues would have been fixed with a migration…
