Data Management Platform
for Charities

Giftease is a data management platform that empowers charity teams to manage back-office processes with beautiful and functional products. We help improve your supporter acquisition, conversion, and growth by combining your online and offline data into insightful visualisations.

One platform,
maximum flexibility

We wanted to create an innovative, cost-effective, and flexible data platform to help manage, analyse and grow your organisation’s data all under one roof. We designed it to complement your existing CRM and disparate data sources, eliminating the need for costly migrations, lengthy contracts, long lead times or maintaining multiple third-party relationships.

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Platform products

Tailor your solution

From a comprehensive Gift Aid management solution to custom integrated power BI reports, all from a centralised, secure web-based platform we have the products to help you get things done.

Media Hub

Supporter-centric media storage and retrieval solution

Features

  • Supporter centric storage
  • Reduce storage costs
  • Find media quickly and easily
  • Store Gift Aid, whitemail, direct debits and more…

Smart View

Intuitive supporter relationship view

Features

  • View the data that matters
  • Consolidated giving history
  • Data visualisations
  • Quick and simple access and so much more…

Gift Aid Manager

Bringing simplicity to the Gift Aid tax claim process

Features

  • Accruals
  • Custom exclusions
  • Preview & submit tax claims
  • Identify repairable Gift Aid

Analytics

Creating beautiful interactive data visualisations

Features

  • Deliver fresh insights
  • Acess anywhere, anytime
  • Use familair tools
  • Share with colleagues

Reporting

Simplistic in-built reporting solution

Features

  • Open & download custom reports
  • Set report delivery schedules
  • E-Mail statements directly to supporters
  • Access anywhere, anytime

The benefits of using our platform

Security

Your data will always be secure

Flexibility

Our subscriptions are flexible and affordable

Integration

Our products integrate with your back-office systems and processes

Performance

Our platform performs optimally and swiftly

Reliability

Our platform and our products are reliable and ubiquitous

Scalability

Our platform will grow with your organisational needs

Automation

Our processes are streamlined and automated

Getting started

We are with you at every step

Get started
1

Book a demo

If you are still not convinced, book a demo with our team and let us show you how we can unlock the power of your data

2

Trial our products

Smart View and Analytics are ready to trial free for 21 days, all we need is anonymised data to get you started

3

Choose a subscription

Choose from three levels of subscription with easy cancellation if you are not satisfied

4

Unlock your data

Manage, analyse and grow your organisation’s data with our intuitive tools

Why work with us

Providing security, experience, and solutions

  • The Support we offer is based on our can-do philosophy
  • Over 40 years senior management team experience
  • Charity people who really understand your challenges
  • Providing solutions to the problem of multi-platform data
  • 50+ Combined Years Charity Experience
  • 19 Team Members
  • 3 Years in Business
  • 1 Innovative Platform

Common questions

Is the Giftease platform just another CRM?

Read more about Is the Giftease platform just another CRM?

So the simple answer is no. Our platform is designed to complement your existing CRM.

If you haven’t done so already, watch our short explainer video, where we discuss why we are “not a CRM” and the benefits of using our platform.

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How does our data get on to your platform?

Read more about How does our data get on to your platform?

We have various methods for loading data onto our platform from fully-automated nightly processes to manually importing data from spreadsheets.

We can discuss the options which best suit your use case and the products you are interested in using and advise the best solution for you.

We can even help extract the data from your primary source by assisting with the scripts or doing it for you.

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Can you import data from CRM's not listed?

Read more about Can you import data from CRM's not listed?

Yes – we’ve worked in the charity sector, specifically with data, for over 50 years.

We understand fundraising data and how to extract it from most charity-based CRMs or finance-based systems. Where we may not have experience with your particular product, we can work with you and, where required, the provider to create the scripts we need to push your data onto our platform.

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We don't have a CRM can we still use the platform?

Read more about We don't have a CRM can we still use the platform?

Absolutely.

We’ve worked with many organisations importing data from products like Quickbooks or even multiple excel spreadsheets.

If your data is stored in electronic format, then we can probably assist you in getting the data imported onto our platform.

Get in touch

How often is data updated/refreshed?

Read more about How often is data updated/refreshed?

The frequency at which we refresh your data is based on your requirements. For most Gift Aid Manager clients refreshing your data once a month is all that’s required for submitting Gift Aid claims.

For Analytics, weekly is deemed sufficient, but we understand that there will be scenarios, such as using Smart View, where you may want your data refreshed daily, which we can also assist with.

The frequency with which we refresh your data is tied to your subscription – check out our pricing page for more information on the features linked to subscription types.

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Do we have to do anything to get data across?

Read more about Do we have to do anything to get data across?

We prefer to implement automated nightly, weekly or monthly processes for transferring data to our platform.

However, we understand that this solution may not always be possible. Therefore we provide a secure SFTP server with multi-factor authentication for you to upload data to our platform.

Once your data lands on our server, we handle the rest for you.

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Our experience with charities

We've built our platform through the experience of collaborating with charities just like you. Our vision is to make our innovative, cost-effective, and flexible web platform available to all charities.

We would love to work with you so we can keep on building more great products and features.

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