Cimpl proves that CRM systems don’t need to be clunky and complicated.
Our Cimpl CRM application has been built with over 20 years’ experience of working with charities and social enterprises.
Whether you interact with service users through 1:1 work, group support, or both, Cimpl will enable you to have easy access to the data you need to monitor and evaluate your impact for key stakeholders.
“We changed our whole registration process when moving to Cimpl and this has improved the quality of interactions and how long it takes us to interact with beneficiaries significantly. It has helped us understand the beneficiaries needs much earlier as well which cuts down the time between reaching out for help and actually getting it - which is a huge plus!”
Key features:
| Salesforce Lightning interface, with easy to navigate features | State-of-the-art security, with multi-factor authentication and audit logs |
| Intuitive contact record pages presenting 360° view of client interactions | Powerful reporting and dashboard features to track performance |
| Referral form to receive new client information directly into the system | Funding module, visualising your pipeline of grants and donations |
| Enrol clients on projects, with built-in waiting list management and concurrent interventions | Inbuilt email capability, to individuals and groups, with template options for repeat messages |
| Confidently manage all your programmes and the activities within them | Optional SMS text console, inbound + outbound, individuals + groups, immediate + scheduled |
| Easily record sessions of 1:1 casework, counselling and other types of support | Colleague-to-colleague tasking, with date-sensitive notifications |
| Simplify group participation with easy registers and handy 'clone' feature make repeat work more efficient | File upload and document sharing using organisational libraries |
| Standard + custom forms, linking assessment and outcomes data to clients, showing progress | Flexibility to further develop the system to your changing needs over time |
| Safeguarding module, enabling the flagging of concerns at different risk levels | Mobile App to access and enter data on-the-go |
Powered by Salesforce
Cimpl is a custom application building on the power of Salesforce, the world’s #1 CRM platform. And as a charity customer the first thing to know is that there’s a lot more to Salesforce than Sales!
Over the years Salesforce has developed a huge range of very powerful features. However, a frequent challenge for those new to the platform, especially smaller organisations without in-house IT departments, is working out how to make best use of what it offers. Cimpl deals with this challenge at source offering a ready-to-go solution.
You don’t need to be an existing Salesforce customer to use Cimpl. We’ll hold your hand through the process of registering for FREE access to the Salesforce ecosystem.
Being cloud-based there is no software to install, no maintenance issues with servers etc. to worry about.
The Salesforce Lightning interface a modern intuitive design with lots of opportunity to edit page layouts to suit users.
With multi-factor authentication as standard as EU servers you can rest easy about data security.
The reporting and dashboard features are very powerful and really take the pain out of monitoring and evaluation.
Access to the wider Salesforce.org community, which is a global network of nonprofits utilising the Salesforce platform and sharing their knowledge of its many applications.
Cimpl zooms in on the features that offer the biggest efficiencies and most immediate ROI whilst also adding custom features not available anywhere else.
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Who is the Cimpl CRM best suited to?
Cimpl is designed to meet the day-to-day data and impact management needs of busy charities who are directly delivering services in a range of important sectors such as mental health, youth work, homelessness, addiction & recovery, domestic abuse, veterans support, sexual violence and honour based abuse, family support, employability and much more. You are probably:
a registered charity, or perhaps a CIC
with a staff headcount somewhere between 5 and 40 and a turnover from £200k to £2 million
getting most of your funding from a mix of trusts, foundations and public sector commissions
dealing with between 100 to 1000 unique beneficiaries per year, across multiple programmes
receiving inbound referrals from a variety of sources that you need to respond to in a timely fashion
currently getting by with a combination of spreadsheets and/or a creaky old database that’s never really been fit for purpose
lacking people on your team who consider themselves good with technology, in fact many are out technophobes
getting regularly very stressed about the next funder impact report coming up
wondering how you’ll pay for the step up to a CRM system as your setup budget is between £3000 to £8000, which means most major product providers won’t even talk to you
Build your impact pyramid layer by layer
Built on a coherent philosophy of impact
Cimpl enables you to measure and manage your organisation’s social impact in vital ways…
The base of the pyramid is monitoring. This is about taking care of the fundamentals, your outputs. Who, where, how much? Participation by age cohort, gender identity, ethnicity etc.
Next we have evaluation. The focus shifts to your outcomes. In what aspects of a client’s life is a difference being made? What is the extent of that change?
Finally, the tip of the pyramid: learning. Accurate data produces insight into What Works. Find out what needs to be improved and identify what’s important to share.
Clean, intuitive user interface
Above: Standard home page layout
Above: Standard client page layout
Priced to maximise value
We know how much financial pressure charities and social enterprises are under in the current economic climate. That’s why we’re excited to be able to offer access to our CRM application for a base price of under £4000. Your first 10 user licences are free and organisation specific customisations can also be configured from less than £500. Online staff training is also included.
Ongoing support is provided under the auspices of two annually recurring plans:
Buddy Plan (previously known as maintenance plan) £49/month // £588/year Mandatory for all customers.
Guru Plan (previously known as development plan) £99/month // £1188/year Optional higher level support.
As a business decision you can be confident that Cimpl will begin offering return on investment from the minute you go live. Time spent on data entry tasks can be expected to reduce. Increased efficiency in reporting will enable you to offer funders more accurate feedback with less hassle. What’s not to love?
Access preview video
If you’d like to take a closer look at Cimpl in action sign up below and we’ll give you special access to a 13 minute demo video that gives an on-screen overview of its key features.