Technology solutions and partners: CRM, fundraising and membership


User engagement

"We have helped hundreds of organisations to cultivate lasting relationships through choosing the right CRM solution and partner, seamlessly managing fundraising efforts and membership engagement for sustained growth and impact."

A well-implemented CRM (Customer Relationship Management) system can enable a non-profit organisation to build mutually-beneficial relationships with its supporters or members, increase its income, save time on everyday administration, and integrate fundraising or membership operations with other business systems.

For many organisations, the range of possible solutions and suppliers is dauntingly vast and the risks and penalties of making the wrong choices are just as scary. At Adapta, we possess the specialist procurement techniques and the experience to guide and advise you through the whole selection process.

Why Adapta

Here at Adapta, we’re fully independent – we’re not resellers or aligned with suppliers as their implementation partners, and we do not receive any commission or income from suppliers. The non-profit CRM marketplace is fast-moving and ever-changing. At Adapta, we invest time and energy keeping up to speed with trends and innovations so you don’t have to. Selecting the right software and implementation partner is just the beginning of a successful CRM project. Our experienced consultants can also help you prepare for the implementation phase by advising on project governance and team structure, how to best manage the relationship with your software partner, communication plans, data migration, and go-live planning.

Clients

We have helped many charities, membership organisations and other non-profit organisations with their CRM, fundraising and membership projects. Below are examples of just a few of the organisations we have worked with.

ActionAid UK Logo
National Youth Orchestra Logo
Médecins Sans Frontières UK Logo
Shelter Logo
GOSHCC Logo
North West Air Ambulance Logo
Surrey Care Association Logo
Chichester Cathedral Trust Logo
Islamic Relief Worldwide Logo
CAFOD Logo
Acorns Children's Hospice Logo
Design & Technology Association Logo
Kidney Care UK Logo
Girlguiding UK Logo
Oxfam GB Logo
Woodbrooke Quaker Study Centre Logo

What our clients say

, James Kliffen
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James Kliffen
Head of Fundraising, MSF UK

"You have had a huge influence in our fundraising, and I would enthusiastically recommend you to other charities (and often have)..."

, Sunil Mir
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Sunil Mir
Deputy Director - IT, ActionAid UK

"Adapta's team provided invaluable guidance throughout every stage of the project. They expertly navigated the complexities of Dynamics CRM, offering clear explanations, practical solutions, and proactive problem-solving."

, Tim Foxton
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Tim Foxton
Finance and Operations Director, NYO

“Adapta’s real added value was in how they helped us understand how we could evolve to use data, digital and technology to support both our strategic objectives and the needs of our various audiences. We now have a focused plan of action, informed by their expert knowledge of the technology and partner landscape"

, Stuart McSkimming
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Stuart McSkimming
Former CIO/CTO, Shelter UK

"Adapta provided expert independent consultancy to Shelter, helping us to choose a new Supporter CRM. Their knowledge of the subject is invaluable, and this gave Shelter the assistance and reassurance it needed to make a good procurement decision."

, Ian Chivers
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Ian Chivers
Former Director of Finance & Operations, GOSHCC

"Thanks for all your invaluable help and guidance. We wouldn't be here without you. And don't think that you are escaping, we look forward to your ongoing support."

, Paul Partridge
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Paul Partridge
Strategic Head of Supporter Engagement & Development, North West Air Ambulance

"We approached Adapta Consulting to help us select a new CRM for the charity. We spoke with a number of consultants but they were by far the best fit for us, and they did not disappoint!"

, Rebecca Pritchard
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Rebecca Pritchard
Chief Executive, Surrey Care Association

"Board members were very positive about the functional requirements we developed and we wouldn't have got to this point without your support. We've learnt from your support, and you never made us feel stupid so many thanks."

, Steve Holloway
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Steve Holloway
Database Implementation Project Manager, Chichester Cathedral

"You delivered exactly what we were looking for."

, Willem van Eekelen
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Willem van Eekelen
Change Programme Manager, Islamic Relief Worldwide

"Reading the report, I felt that you managed to incorporate all the various points wonderfully well and I find the entire report very powerful indeed. Exactly the right tone, with a message that is clear and recommendations that we will be able to follow up on."

,  Tom O'Connor
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Tom O'Connor
Director - Communities and Supporters, CAFOD

"Adapta led a review to help us assess our needs and options for supporter data systems. Adapta enabled us to make the right decisions about a critically important investment that will be invaluable work for many years to come."

, Dawn Curnyn
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Dawn Curnyn
Digital Marketing Manager, Acorns Children's Hospice

"I would not hesitate to recommend Adapta’s team to anyone embarking on similar projects as the support from Adapta’s consultancy has been very personable, tangibly valuable, specialist and delivered in a way that best suits an organisation."

, Paddy Tabor
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Paddy Tabor
Chief Executive, British Kidney Patients Association

"Thank you both so much for all the time you gave us today to discuss our database requirements. It was a tremendously stimulating workshop. I felt the construct of the afternoon was just right and I am grateful for the lack of jargon and for you both translating anything we did not fully grasp into digestible information."

, Denise King
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Denise King
Former Chief Executive, Girlguiding UK

"We have been served excellently by the team in our membership systems project. We remain highly satisfied customers!"

, Romilly Gregory
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Romilly Gregory
Systems Architecture Manager, Oxfam GB

"Adapta has provided Oxfam with a professional and authoritative service. They gave us timely and well-targeted advice both about the CRM market and about sensible approaches to the project. They have a solid understanding of the charity sector."

, Jon Martin
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Jon Martin
Head of Communications, Woodbrooke

"Adapta gave our charity the expertise, advice and resources to have confidence throughout our CRM procurement process. Adapta were vital in getting us over the line and were always there for us when we needed them."