Fundraising news, ideas and inspiration for professional charity fundraisers

Shelter Cymru opts for Harlequin CRM as part of 2020 vision

Shelter Cymru opts for Harlequin CRM as part of 2020 vision

With an income of £4 million, Shelter Cymru is Wales’s leading people and homes charity. It has selected Harlequin software to be a central resource in its strategy to achieve financial independence and a 10,000 strong supporter base by 2020.

Louise Bennett, Head of Fundraising at Shelter Cymru tells us more.

What were your business drivers in looking for a new charity CRM system?

With our ‘2020 Vision’ we aim to move from a reliance on public funding to a broader fundraising portfolio and increase the reach of our campaigning. We identified the implementation of a new charity CRM system to replace our aging in-house software as an initial priority.

How will the system benefit fundraising?

It will help us to target relevant supporters with the right message using the profiling and communications tools. It will also cut the time taken to consolidate donation information, including income from sponsorship sites, which will benefit both the finance and fundraising teams. We need to use data in a better way and by 2020 we hope to have 10,000 engaged supporters on our database.

How will you use the system?

As well as the core CRM system with individual giving, campaigns, grants and legacy tools, the charity has opted for the events module. Initial donor acquisition activities include street and telephone fundraising, which require data consolidation work. Integration with the charity’s accounting software will also be delivered.

Why did you choose Harlequin?

We chose Harlequin as the software is easy-to-use and logical, and offers the breadth of functionality that will help us to evolve. We want more time to focus on our supporters and could see that using some systems would simply eat up that extra time.

Tom Ellis, Managing Director of Harlequin concludes:

“Shelter Cymru is a perfect fit for Harlequin. As a growing, mid-sized charity our software will be a central component in helping to achieve its strategic goals, offering functionality and new features that can be utilised along the way”.

More about Shelter Cymru

Shelter Cymru is Wales’s people and homes charity. It believes that a decent secure home is a fundamental right and essential to the health and well-being of people and communities.

It provides independent specialist advice, advocacy and legal representation for anyone with housing problems. Last year, its advisers provided face-to-face help for nearly 16,000 people from all over Wales, helping to prevent homelessness in 80 per cent of cases where it was threatened. Meanwhile, over 238,000 people visited its Advice Online pages for help.

Through its campaigning, research and policy work it influences the legislative agenda relating to housing and homelessness in Wales, while its education service aims to prevent homelessness by working with young people and providing detailed teaching and learning resources.


More about Harlequin Software Ltd

Harlequin designs CRM, fundraising and accounting software that enables charities to stand out and achieve strategic success. Harlequin utilises the Microsoft SQL Server relational database and .NET technologies.

Established in 1986, Harlequin supports 200 not-for-profit organisations across the UK. With a 99% client retention rate, Harlequin works with healthcare and welfare organisations, faith charities, education establishments, museums, arts charities and membership associations. In 2014, 2013, 2012 and 2011 Harlequin topped the Charity CRM Software Survey. In 2014 Harlequin was voted Best Database Supplier in the Institute of Fundraising’s Partners in Fundraising Awards.

Twitter @HarlequinCRM

For more information, please contact:

Louise Eagle – Marketing Manager, Harlequin, 07583 490243

Howard Lake is a digital fundraising entrepreneur. Publisher of UK Fundraising, the world's first web resource for professional fundraisers, since 1994. Trainer and consultant in digital fundraising. Founder of Fundraising Camp.

Get free email updates

Keep up to date with fundraising news, ideas and inspiration with a weekly or daily email. [Privacy]

* We do not share your email or personal details.

Before you go…

Let us keep you up to date with fundraising news, ideas and inspiration with a weekly or daily email. [Privacy policy]
Sign up for free fundraising news by email. [Here's our privacy policy].
" />