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CRM Package

A suite of functionality to serve the core needs of charities, churches and community groups of all sizes.

Infoodle is a powerful CRM software solution focused on your people and communities. Easily store and track your contact information, manage your communications, and keep accurate, up to date records all in one place.

With infoodle you can bring all your admin needs into one place and see the whole picture. No need for multiple systems to be maintained, no time wasted searching, correcting or merging information, allowing you to focus on your mission.

Key features and benefits

STORE
Contacts

Store and manage contact details of your members, donors or visitors using our secure cloud-based tool.

Infoodle is customisable and flexible, allowing you to store rich data to better organise and engage with your people, donors and communities.

This not only saves time, but makes for more relevant and effective communication.

COMMUNICATE
Better

Send beautifully designed, personalised emails, text messages and letters with our feature rich email system.

Effective communication with your contacts is key to raising awareness and keeping your community well informed and engaged with your activities.

ORGANISE
Workflows

Create notes and to-do lists, set up task reminders and email notifications, and automate your processes.

This valuable tool helps you deliver accurately, consistently and efficiently – saving valuable time and money in the process.

GENERATE
Reports

Create reports to better understand your organisation, people, demographics, participation and finances. Generate lists for general and targeted communications and keep stakeholders well informed.

This enables you to make your data work harder and to communicate with the right people, about the right subjects at the right time!

Dive into our resources

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2FA

Why use two-factor authentication

Using infoodle 2-factor authentication to protect data Nowadays many personal and business accounts fall victim to fraudulent activity such as cyber security attacks. When logging in to their email accounts,…

Using receipts as communication tools

In a world where we get bombarded with emails every day, trying to get someone to open your email and read the information you are trying to convey is a…

How to do your financial year end reporting

Financial year end reporting can seem like a huge task but with some forward planning it need not be so onerous. In the two-part series on how to approach financial reporting, we…

Year end reporting for New Zealand charities

Financial year end reporting for charities Financial reporting is one of the important aspects of managing finances and something that all organisations need to do to keep things in order.…