Charity Data & CRM Maturity Assessment

Discover Your Charity’s Digital Health in Minutes.

What this assessment does?

This assessment measures how mature your charity’s CRM, data practices, and digital operations are. It highlights what’s working, what’s missing, and where improvements can strengthen your donor management, security, and internal efficiency.

Why this matters?

Saves time and reduces admin by identifying where automation and integrations can help.

Improves donor experience through accurate, connected data and personalised communication.

Strengthens compliance and security to protect your organisation and donor trust.

What the charity learns?

Your maturity snapshot

Your overall maturity level - Healthy, Developing, or At Risk.

Your key operational gaps

Your biggest operational gaps, from data accuracy to website integration.

Your improvement roadmap

Next steps to improve your systems, processes, and digital infrastructure.

Calculate your conversion impact

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