Features
DonorPulse combines a powerful donor CRM with a flexible website builder — purpose-built for UK charities. Explore every feature below.
A purpose-built CRM that understands charity workflows, Gift Aid, and UK compliance out of the box. Manage every aspect of your donor relationships from one place.
Centralised profiles with contact details, giving history, Gift Aid declarations, communication preferences, and linked projects.
Find donors by name, email, donation amount, date range, project, Gift Aid status, or any combination of criteria with instant results.
Organise donors into segments with custom tags. Create dynamic groups based on giving patterns, interests, or engagement level.
Automatically detect duplicate donor records and merge them with a single click, preserving the full history from both profiles.
Add notes to any donor profile and see a complete timeline of interactions, donations, communications, and status changes.
Import donors from CSV, Excel, or other CRM exports. Export filtered lists for mail merges, reports, or external analysis.
Store multiple addresses per donor with UK postcode lookup. Track address history and automatically format for mailing.
Add unlimited custom fields to donor profiles — text, dates, dropdowns, checkboxes — to capture data specific to your charity.
Record single and recurring donations with full payment method tracking. Set up and manage standing orders and direct debits.
Accept and track donations in multiple currencies with automatic conversion rates. Report in GBP or the original currency.
Connect Stripe, GoCardless, and PayPal for automatic payment syncing. Transactions appear in real time with zero manual entry.
Monitor active standing orders, track failed payments, and get alerts when recurring donations lapse or payment methods expire.
Assign donations to specific projects or campaigns. Track progress against fundraising goals with real-time totals and visual progress bars.
Record donation pledges with expected dates and amounts. Track fulfilment rates and send automatic reminders for outstanding pledges.
Enter multiple donations in a single batch for cheques, cash, or event collections. Process and reconcile batches with audit trails.
Automatically generate and send branded donation receipts and thank-you confirmations by email after every contribution.
Capture, store, and manage Gift Aid declarations against donor profiles with full audit history and expiry tracking.
Automatically generate HMRC-ready R68 Gift Aid claims from eligible donations. Submit directly or export for manual filing.
Every donation is automatically checked against active Gift Aid declarations and flagged as eligible, ineligible, or requiring action.
Track donors who are eligible for higher-rate tax relief and provide them with the information they need to claim.
Monitor the status of every Gift Aid claim from submission through to HMRC payment, with clear visibility of pending amounts.
Track donations eligible under the Gift Aid Small Donations Scheme (GASDS) and include them in your claims automatically.
At-a-glance dashboards showing donation trends, donor retention, project progress, Gift Aid recovery, and key performance indicators.
Track first-time vs. repeat donors, lapsed donor rates, average gift size trends, and lifetime donor value across time periods.
Generate reports by project, campaign, date range, or donor segment. Compare performance across periods with year-over-year analysis.
Export any report or dataset to CSV or PDF. Schedule recurring report exports for board meetings, trustees, or external stakeholders.
Build bespoke reports with drag-and-drop fields, filters, and groupings. Save report templates for quick access to frequently used views.
Set fundraising goals at the project, campaign, or organisational level. Track progress in real time and forecast completion dates.
Send branded email campaigns to donor segments. Use merge fields to personalise messages with donor names, giving history, and project updates.
Trigger personalised thank-you messages instantly when a donation is received. Customise templates per project or donation amount.
Send text message updates, event reminders, and donation confirmations. Manage opt-in preferences per donor.
Every email, letter, and SMS is logged against the donor profile. See the full communication timeline without switching tools.
Generate personalised letters for postal campaigns, thank-you notes, or annual reports. Export print-ready PDFs with donor details merged in.
Log phone calls against donor profiles with notes, outcomes, and follow-up tasks. Track call campaign progress across the team.
Manage consent at the field level, process data subject access requests, and maintain full audit logs in line with ICO guidance.
Define roles with granular permissions. Control who can view, edit, or delete donor records, financial data, and system settings.
Sign in with Google, Microsoft, or your own SAML identity provider. Enforce multi-factor authentication across the organisation.
Every change to a donor record, donation, or setting is logged with the user, timestamp, and previous value for complete traceability.
All data is encrypted at rest and in transit. Sensitive fields like bank details receive additional encryption with managed keys.
Continuous database backups with point-in-time recovery. Data is stored in UK-based data centres for sovereignty compliance.
Create rules that trigger actions when events occur — send emails on donation receipt, flag Gift Aid eligibility, update project totals, and more.
Push real-time events to Slack, Zapier, Make, or any HTTP endpoint. Full REST API for custom integrations with your existing systems.
Automatic two-way sync with Stripe, GoCardless, and PayPal. New payments create donation records; refunds update automatically.
Export donation data to Xero, QuickBooks, or Sage in the correct format. Map donation types to nominal codes for seamless reconciliation.
Sync donor segments and contact lists to Mailchimp, SendGrid, or other email platforms. Keep subscriber lists in sync automatically.
Schedule recurring tasks like Gift Aid claim generation, lapsed donor reports, or data cleanup to run automatically on a cadence.
Create beautiful supporter pages without writing code. Tightly integrated with your CRM data so pages stay up to date automatically.
Describe the page you need in plain English and DonorPulse generates a structured layout complete with hero sections, cards, stats, and CTAs.
Build pages from pre-designed sections — heroes, feature grids, testimonials, donation CTAs, team bios, and event listings.
Rearrange sections, adjust content, and customise layouts with an intuitive drag-and-drop interface. No coding knowledge required.
Click on any text, heading, or button to edit content directly on the page. Changes appear instantly in the live preview.
Start from professionally designed templates for common charity pages — donation appeals, event pages, annual reports, and project updates.
Duplicate any existing page as a starting point for new content. Copy layouts between projects to maintain consistency across campaigns.
Set your charity's primary and secondary colours once. Every component, button, and accent automatically adapts to your brand palette.
Choose from a curated set of web fonts for headings and body text. Adjust sizes, weights, and spacing to match your brand guidelines.
Upload and manage images, logos, and documents in a central media library. Automatically optimise images for fast page load times.
Customise backgrounds, padding, borders, and corner radii for each section. Choose between light, dark, and coloured section themes.
Upload a custom favicon and social sharing image. Control how your pages look when shared on social media with Open Graph previews.
Add custom CSS to fine-tune styling beyond the built-in options. Override any default style for complete design control.
Publish supporter pages to your own domain. Configure DNS in minutes with guided setup and automatic SSL certificate provisioning.
Publish pages instantly with a single click. Pages are deployed to a global CDN for fast load times from anywhere in the world.
See changes rendered in real time as you build. Switch between desktop, tablet, and mobile previews before going live.
Every published page is served over HTTPS with automatically provisioned and renewed SSL certificates at no extra cost.
Every published version is saved. Roll back to any previous version instantly if a change needs to be reverted.
Set page titles, meta descriptions, and canonical URLs. Control search engine indexing with robots directives per page.
Pull real-time data from your CRM into website pages. Show live fundraising totals, donor counts, and project progress without manual updates.
Add donation forms directly to any page. Contributions flow straight into the CRM with donor records created or updated automatically.
Embed live fundraising thermometers and progress bars that update automatically as donations come in through any channel.
Display a live feed of recent donors on your website (with consent). Encourage giving by showing community support in real time.
Capture email signups directly from website pages. New contacts are added to the CRM with appropriate consent flags and tags.
Create event registration pages with ticket options, attendee details, and payment. Registrations sync directly to CRM records.
Pages are pre-rendered as static HTML for near-instant load times. No server-side processing means faster pages and lower hosting costs.
Every component is designed mobile-first and adapts seamlessly to any screen size from smartphones to ultrawide desktop monitors.
Uploaded images are automatically compressed, resized, and served in modern formats like WebP for the fastest possible load times.
Built-in components follow WCAG 2.1 AA standards with proper heading hierarchy, colour contrast, keyboard navigation, and screen reader support.
Track page views, unique visitors, and conversion rates for donation forms. Privacy-first analytics with no third-party cookies.
Add tracking pixels, chat widgets, or analytics scripts to page headers or footers. Supports Google Analytics, Meta Pixel, and custom JavaScript.
Start with the free Starter plan — no credit card required. Upgrade any time to unlock Gift Aid reclaim, webhooks, and the full website builder.