CRM Integration for Charities
Bring your calls and contact information together with Elevate Voice.
Connect Conversations with Your CRM
Your CRM holds valuable information about your supporters, donors, service users, members and other contacts. Integrating it with Elevate Voice can help your teams access the information they need around conversations and create more joined-up communications.
Without integration, employees can spend valuable time moving between systems, searching for contacts and manually recording information.
CRM Integration brings your communications and compatible CRM platforms closer together, helping streamline everyday workflows.
Key Benefits
Access relevant contact information more easily
Give employees greater context around conversations
Reduce switching between systems
Improve communication records
Reduce repetitive administration
Create more joined-up experience for your contacts
CRM Platforms Available
Elevate Voice can integrate with a range of popular CRM platforms, helping your teams access useful contact information alongside their calls.
Charitylog – Connect calls with supporter, service user and charity-specific contact information.
Salesforce – Give teams quick access to supporter, donor and contact records during conversations.
HubSpot – Bring calling and CRM activity together to help manage contacts and communications.
Microsoft Dynamics 365 – Connect your communications with customer and supporter information held within the Microsoft ecosystem.
Zoho CRM – Make it easier for teams to access contact details and keep communication records connected.
Support Teams Across Your Charity
CRM Integration can benefit teams across fundraising, service delivery, membership, volunteer management and operations.
It can also complement AI Call Recap, helping your charity connect useful information from conversations with the systems your employees already use.
CRM Integration with Qlic IT
Qlic IT can review your existing CRM, processes and Elevate Voice requirements to identify the integration options available.
We’ll help ensure any integration is designed to make your teams’ jobs easier while considering security, access and data protection requirements.
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Elevate Integration Demos
CRM Integration FAQs
What is CRM Integration?
CRM Integration connects compatible CRM platforms with Elevate Voice, helping bring information about your contacts and your communications closer together.
Which CRM platforms can Elevate Voice integrate with?
Integration options can include popular platforms such as Charitylog, Salesforce, HubSpot, Microsoft Dynamics 365 and Zoho CRM, alongside other compatible CRM systems. The functionality available will depend on the platform and your configuration, so Qlic IT can review your existing CRM and advise on the options available.
How can integrating our CRM with Elevate Voice help our charity?
Integration can reduce the amount of time employees spend switching between different systems and searching for information. It can also give teams better context when speaking with supporters, donors, members and other contacts.