Integrations

One record to integrate with, not six products

In Cascade 2.0 every product reads and writes the same supporter and the same donation. There is no module-to-module sync to build, schedule or repair, because there is nothing to sync. That removes the integration work most platforms create for you.

What is left is the edge, and it runs in two directions.

In. An agreed extract from your CRM, finance system, giving platform or spreadsheets, on a schedule that suits your team. We handle the transformation onto the governed Cascade model, so a supporter means the same thing in a tax claim as it does in a report.

Out. Declarations, exclusions and claim outcomes come back to you — including writeback files that update your gifts with the tax claim reference HMRC accepted, or an automated writeback where your system allows it.

You keep your CRM. It stays the system your fundraisers use every day. Cascade takes on the part it was never built for.

Named source

Engaging Networks

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Engaging Networks

Advocacy actions, petition signatures, opt-ins and online donations come into Cascade alongside everything else you hold, against the same supporter record — so a campaign signer and a Gift Aid donor stop being two different people in two different systems.

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You do not need to change your CRM

We have loaded data from the CRMs, finance systems and online giving platforms that UK charities actually run, and from organisations with no CRM at all — accounting exports and a stack of spreadsheets included. If your system can produce a file, we can almost certainly work with it.

Tell us what you run and what it can export, and we will tell you exactly what we would need and how often.

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Some of the systems we already take data from

Not sure what your system can export? Ask us — we have probably seen it.

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