A charity CRM for managing contacts and relationships

infoodle's Contacts CRM helps you manage people and organisations, track relationships and households, keep engagement history in one place, and communicate with contacts by email or SMS.

What the Contacts CRM helps you manage

The Contacts CRM provides a central place to manage the people and organisations you work with, and the history of how they interact with your organisation.

  • Individual contact records
  • Organisation records
  • Households and family groupings
  • Relationships between contacts
  • Notes, interactions and engagement history
  • Tags and groups for organisation
  • Email and SMS communications
  • Workflows and automation

Contact records that stay usable over time

Store key information about people and organisations in structured contact records that are easy to update, search and maintain.

Highlights:

  • Individual and organisation records
  • Customisable fields
  • Clear visibility for authorised team members

Households and relationships

Group people into households or family units and record relationships between contacts. This is useful for organisations working with families, linked participants, or associated organisations.

Examples:

  • Families and shared addresses
  • Parent-child or caregiver relationships
  • Employer, partner or organisational links

Interaction history in one view

Keep a clear record of interactions and activity so your team can understand how a contact has engaged over time.

Includes:

  • Notes and recorded interactions
  • Giving history
  • Event participation
  • Tasks and follow-ups

Tags, groups and organisation

Use tags and groups to organise contacts in ways that support communication, reporting and day-to-day administration.

Examples:

  • Mailing and communication lists
  • Programme or service groupings
  • Internal categorisation

Custom fields and flexibility

Add custom fields so contact records reflect the information your organisation needs to track, without forcing a fixed structure.

Examples:

  • Programme-specific information
  • Internal reference fields
  • Reporting-related data

Import existing data with confidence

Bring existing contact data into infoodle from spreadsheets or other systems, with guidance to help structure records clearly from the start.

Includes:

  • CSV / Excel imports
  • Field mapping
  • Onboarding support

Email and SMS communications

Send bulk emails or text messages to groups of contacts directly from infoodle. Use the built-in Email Designer for formatted newsletters and updates, or send simple bulk emails — with tracking, unsubscribe management and send history built in.

Includes:

  • Bulk email with Email Designer
  • SMS / text message sending
  • Open and click tracking
  • Unsubscribe management
  • Send history against contact records

Workflows and automation

Set up automated workflows that trigger based on form submissions, dates or other events — so follow-up actions happen consistently without manual effort.

Examples:

  • Welcome emails on sign-up
  • Follow-up tasks after event registration
  • Subscribe and unsubscribe automation
  • Conditional steps based on contact data

Who's this useful for?

Youth & Family Services

Youth & Family Services managing programmes or sessions

Find out more

Health & Disability charities

Health & Disability charities tracking participation in activities

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Charities and nonprofits

Charities and nonprofits running events or registrations of any size

Find out more

See how infoodle
manages contacts
and relationships

Book a demo or start a free trial today.