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# infoodle

> infoodle is cloud-based charity CRM and donation management software for charities, churches, youth and family services, health and disability organisations, and not-for-profits across the UK, New Zealand and Australia. One integrated system to run your organisation: CRM for contacts, donors, members and volunteers; Donations and Payments for giving, receipting and statements, with two-way Xero integration; Events for registrations, ticketing, rosters and check-in; Forms that write straight into your records, with payments and Gift Aid declarations; Resources for document storage and asset lending; Gift Aid for GASDS and HMRC claims; Memberships for membership pricing, sign-up, payments and automatic renewals; a secure Portal where donors, members and families download receipts and statements, manage their giving and memberships, and update their details; and a mobile app included for all CRM clients. Pricing is based on the number of active contacts, with no per-user charges, from £24 a month. Trusted by 700+ charities worldwide, infoodle scales from small community groups to large multi-department and multi-site organisations, with real people supporting you from New Zealand and the UK.

## Sitemaps
- [XML Sitemap](https://www.infoodle.com/sitemap_index.xml): Includes all crawlable and indexable pages.

## Posts
- [Which Meetings Does a Small Charity Actually Need?](https://www.infoodle.com/blog/small-charity-meetings/): Which meetings are worth keeping in a small charity, which to handle differently, and how to make every meeting end with a decision, an owner and a next step.
- [Data Security Questions to Ask Before Choosing Your Charity CRM](https://www.infoodle.com/blog/charity-crm-data-security-questions/): Charities hold some of the most sensitive information any organisation manages, from donor financial details to records of vulnerable community members.
- [How Much Does a Charity CRM Actually Cost?](https://www.infoodle.com/blog/charity-crm-cost/): The baseline subscription for a charity or nonprofit CRM typically ranges from £40 to £250 per month for small to mid-sized organisations.
- [Before You Plan Next Year](https://www.infoodle.com/blog/before-you-plan-next-year/): Planning often begins with a blank document, a calendar, and a conversation about what the organisation hopes to achieve. But before you add new goals, your existing information can tell you a lot about what next year will realistically require.
- [Could the Wrong Person Access Your Data?](https://www.infoodle.com/blog/could-the-wrong-person-access-your-data/): A volunteer needs access to your mailing list. That makes sense. But can they also see donor amounts, pastoral notes, health information, or details about the families you support? Most data-security problems do not begin with someone deliberately doing the wrong thing. They begin when access is broader than it needs to be, an old account is never removed, or a rushed team member clicks a convincing link.
- [C3 Church Christchurch](https://www.infoodle.com/blog/c3-church-christchurch/): C3 Church Christchurch manages three churches with around 40 regular users. Since moving to infoodle, they've brought all their people data, rosters, giving, and events into one central system — and have been using it for over ten years.
- [The Benefits of Automation in Fundraising](https://www.infoodle.com/blog/the-benefits-of-automation-in-fundraising/): "Automation is transforming how charities and nonprofits manage their fundraising. Discover how tools like infoodle can save time, improve donor retention, and free your team to focus on what matters most."
- [Finding a CRM That Understood the Not-for-Profit Sector](https://www.infoodle.com/blog/finding-a-crm-that-understood-the-not-for-profit-sector/): Reach Beyond is a nonprofit organisation focused on managing donor relationships, donations, prayer partners, and communications through publications and outreach.
- [Step-by-Step Guide to Transforming Volunteer Management](https://www.infoodle.com/blog/step-by-step-guide-to-transforming-volunteer-management/): Volunteers are the heart and soul of any non-profit. They bring passion, skills, and a spirit of generosity that can’t be matched.But, as we all know, managing a team of volunteers can sometimes feel like trying to juggle while riding a unicycle. From scheduling shifts to keeping everyone engaged, and showing appreciation, there’s a lot to handle. Don’t worry though! With a few thoughtful strategies, you can transform your volunteer management, making the process smoother and more rewarding for everyone involved.
- [5 Ways to Increase Donor Retention](https://www.infoodle.com/blog/5-ways-to-increase-donor-retention/): Donor retention isn’t about asking people to give more often. It’s about helping them feel appreciated, informed and connected to the difference their support makes. Here are five practical ways to strengthen those relationships.
- [The UK’s History of Giving: What It Teaches About Building Donor Relationships Now](https://www.infoodle.com/blog/donor-relationships-uk-history-of-giving/): Updated October 2026 | Applies to UK charities.
- [Case Study: Wendover Dementia Support](https://www.infoodle.com/blog/case-study-wendover-dementia-support/): “We knew something had to change”
- [Charity Storytelling: Creating Content That Converts With Authentic Case Studies](https://www.infoodle.com/blog/charity-storytelling-creating-content-that-converts/): Use a simple structure: the problem, what your charity did, the outcome, and a quote from the person involved, told with consent and dignity, then reused across appeals, funding applications and impact reports.
- [Leading the Charge: Tackling 3 Common Executive Challenges](https://www.infoodle.com/blog/tackling-3-common-executive-challenges/): Being an executive in the non-profit world is no small feat. You’re juggling a million priorities, leading a team, and driving your mission forward - probably trying to squeeze in time for coffee in between. It’s rewarding, sure, but let’s not pretend it’s always smooth sailing.
- [5 Common CRM Mistakes Non-Profits Make and How to Avoid Them](https://www.infoodle.com/blog/5-common-crm-mistakes-non-profits-make-and-how-to-avoid-them/): For many non-profits, a CRM (Customer Relationship Management) system is life-changing. It helps you manage donor relationships, track interactions, and streamline your operations. But, like any tool, it’s only as effective as how you use it. Unfortunately, there are a few common pitfalls that can turn your CRM from helping hand into a headache. The good news? These mistakes are easy to avoid once you know what to look out for.
- [The Importance of Data Hygiene: Keeping Your CRM Clean and Organised](https://www.infoodle.com/blog/the-importance-of-data-hygiene/): We know, “data hygiene" doesn't sound like the most exciting topic, but it’s one of those essential things that can make or break your nonprofit's operations. Think of your CRM as the engine that keeps your organisation running smoothly, and clean, accurate data is the oil that keeps everything moving. Without it, you’re likely to hit a few bumps in the road (or worse, grind to a halt).
- [Creating Consistency in your UK Charity Messaging](https://www.infoodle.com/blog/creating-consistency-in-your-uk-charity-messaging/): Consistent charity messaging helps people recognise your charity, understand what you do and trust you. When your website, emails, social posts, grant applications and conversations all sound like the same organisation, supporters know what to expect and every message builds on the last.
- [Adapting to Change: How to Future-Proof Your Mission](https://www.infoodle.com/blog/adapting-to-change-how-to-future-proof-your-mission/): Change is the one certainty in the non-profit world. Whether it’s shifting funding landscapes, new technologies, evolving community needs, or global events that turn everything upside down (looking at you, 2020), non-profits that thrive are the ones that adapt.
- [The Best Charity CRM for Nonprofits in 2026](https://www.infoodle.com/blog/charity-crm/): The best CRM for charities is the one that fits your team's work, budget and local giving requirements. This guide compares infoodle with Beacon, Donorfy, GoodCRM, Salesforce, Blackbaud and HubSpot, looking at pricing, user limits, local giving requirements and support.
- [Non-profit Governance Cheat Sheet](https://www.infoodle.com/blog/non-profit-governance-cheat-sheet/): Governance might not be the most glamorous part of running a non-profit, but it’s the backbone of everything you do. Good governance keeps your organisation running smoothly, builds trust with your stakeholders, and ensures your mission stays on track. So, whether you’re new to the non-profit world or just need a refresher, this A-to-Z guide has you covered.
- [Why Does Good Software Matter?](https://www.infoodle.com/blog/why-does-good-software-matter/): You already know that good software makes a difference - because you feel it everyday. It’s the quiet relief when a process runs smoothly. It’s the satisfaction of seeing clean data, complete reports, and clear communication all in one place.
- [How UK Charities Win Partnerships with Trusts and Foundations](https://www.infoodle.com/blog/how-uk-charities-win-partnerships-with-trusts-foundations/): Charities that are winning the most and the best support have learned that it’s partnerships rather than projects that keep the money coming.
- [Protecting Data, Reducing Admin](https://www.infoodle.com/blog/protecting-data-reducing-admin/): Border Terrier Welfare is a UK-based charity dedicated to the lifelong care and rehoming of Border Terriers. With around 80 dogs rehomed each year and over 900 potential adopters on their list, keeping accurate records and ensuring secure, efficient processes is essential to their work.
- [Get Grant Ready with infoodle](https://www.infoodle.com/blog/get-grant-ready-with-infoodle/): Grant funding can be a major asset for non-profits, providing the funds you need to power your mission, grow your programmes, and make a bigger impact. But landing a grant isn’t just about writing a grant proposal, it’s about being fully “grant ready”. So how do you get there?
- [HMRC Grant Funding 2027–2030: A Guide for UK Charities](https://www.infoodle.com/blog/uk-hmrc-grant-funding-community-voluntary-groups/): Organisations interested in future opportunities should monitor the official HMRC grant funding guidance and the government's Find a Grant service for updates.
- [The Story Behind infoodle: Why We Exist](https://www.infoodle.com/blog/the-story-behind-infoodle-why-we-exist/): Every product has a beginning, but the story of infoodle is less about technology and more about people.
- [Accessibility Matters: Is Your Non-Profit Ready?](https://www.infoodle.com/blog/accessibility-matters-is-your-non-profit-ready/): Nowadays, digital accessibility is essential. For many people, digital barriers can make it difficult (or even impossible) to engage with your non-profit’s website, emails, or online resources. And when your mission is all about connection, community, and impact, the last thing you want is to exclude anyone.
- [Managing Complexity with Confidence: Diocese of Salford](https://www.infoodle.com/blog/managing-complexity-with-confidence/): The Diocese of Salford serves 110 parishes, each with its own administrative needs - but until recently, they were all relying on a single-user, outdated system. It created significant roadblocks, limiting who could access data and placing a heavy load on just one person.
- [Charity Annual Reports: What UK Funders Look For](https://www.infoodle.com/blog/uk-non-profit-funders-look-for-in-annual-reports/): Updated October 2026 | Applies to UK charities. Reporting thresholds below are for England and Wales.
- [How to Promote a Charity Event on a Shoestring Budget](https://www.infoodle.com/blog/uk-charity-event-promotion-on-a-shoestring/): Use free channels and your own people: create a Facebook Event at least six weeks ahead, put flyers with QR codes where your audience goes, partner with local businesses and free local media, and ask volunteers and beneficiaries to share their stories. A charity CRM helps you handle registrations, send reminders and track which channels brought people in.
- [How to Be a S.M.A.R.T. Organisation](https://www.infoodle.com/blog/how-to-be-a-s-m-a-r-t-organisation/): There’s no denying it - non-profits and community organisations are some of the best goal setters in the world. But when your to-do list is as long as a piece of string, how do you set goals that actually stick? Enter the trusty S.M.A.R.T. framework: Specific, Measurable, Achievable, Realistic, and Timely. It’s a classic for a reason.
- [Streamlined Admin and Reclaimed Time: Dance and Arts Therapy NZ](https://www.infoodle.com/blog/streamlined-admin-and-reclaimed-time-dance-and-arts-therapy-nz/): Dance and Arts Therapy NZ is a charitable organisation dedicated to empowering individuals of all ages and abilities through dance and arts therapies. Their work supports people with disabilities, those living with mental illness, and diverse communities - creating space for wellbeing, creativity, and inclusion.
- [A London Marathon Fundraising Guide for UK Charities](https://www.infoodle.com/blog/uk-london-marathon-fundraising-guide/): Charities secure places through a Golden, Silver or Bronze Bond, or recruit supporters who win a ballot place. They then support each runner over the 6–8 months before race day with a realistic personal fundraising target, a fundraising toolkit and regular check-ins. The most successful campaigns link the runner’s training story to the charity’s work, and use a CRM to track runners, donations and follow-up.
- [The Power of Volunteers: How to Attract, Retain, and Recognise Your Volunteer Base](https://www.infoodle.com/blog/how-to-attract-retain-and-recognise-your-volunteer-base/): To attract and retain volunteers, share stories that show your impact, be clear about each role and the time it needs, and welcome people into a friendly, well-supported team. Give them training and meaningful work, thank them often, and celebrate milestones so they feel valued and keep coming back.
- [Streamlined Community Engagement: Rotokare Scenic Reserve Trust](https://www.infoodle.com/blog/rotokare-scenic-reserve-trust/): Rotokare Scenic Reserve Trust is a conservation success story in the heart of rural eastern Taranaki. We spoke with Tricia about the challenges they faced managing contacts and communications - and how infoodle helped them bring it all together.
- [Smart Systems: Ludlow Tuart Forest Restoration Group](https://www.infoodle.com/blog/ludlow-tuart-forest-restoration-group/): The Ludlow Tuart Forest Restoration Group was formed in 2018 to raise awareness and take action in restoring the last remaining tall stand of tuart tree forest in Western Australia. With a team of 700 members and 65 registered volunteers, the group's mission is to restore this critically endangered ecosystem before it's too late.
- [How to Plan a Successful Church Event](https://www.infoodle.com/blog/the-ultimate-guide-to-church-event-planning/): Successful church event planning starts with a clear purpose, a realistic budget and a team that knows what needs to be done. From registrations and volunteer rosters to communication and follow-up, good planning helps everything run smoothly.
- [Transforming Volunteer and Community Management at Christchurch Cathedral](https://www.infoodle.com/blog/a-new-chapter-christchurch-cathedral/): "Life before infoodle wasn't bad, it was just rather haphazard and less organised. Life with infoodle allows us to be organised, proactive, and efficient and deliver better 'service' to the people in our community. It means fewer people falling through the cracks in the system and better care for all." 
- [How to Engage Gen Z as Volunteers and Donors](https://www.infoodle.com/blog/how-to-engage-gen-z-as-volunteers-and-donors/): Gen Z - those born between 1997 and 2012 - are stepping into their prime as volunteers, donors, and changemakers. They’ve grown up in a digital world, shaped by social activism, economic uncertainty, and an always-online culture. And while they may not have the disposable income of older generations, they make up for it with passion, purpose, and a desire to create real change.
- [Getting the Most Out of Donor Data](https://www.infoodle.com/blog/getting-the-most-out-of-donor-data/): We all know, at times, donor data can be a bit of a beast. It’s like this treasure trove of valuable insights just waiting to be discovered, but without the right tools, it can feel like you’re digging around in the dark. If you’ve ever found yourself staring at your donor info and wondering, “What am I supposed to do with all this?” - you’re definitely not alone.
- [Maximising impact: End of Financial Year Fundraising Strategies](https://www.infoodle.com/blog/maximising-impact-end-of-financial-year-fundraising-strategies/): The end of the financial year (EoFY) is a pivotal time for non-profits. It’s when final donations can make a significant impact, helping close out your budget and setting the stage for the year ahead. So, how do you make the most out of this crucial period in the lead up to EoFY? With thoughtful planning and a few targeted strategies, you can boost your fundraising and end the financial year on a high note. Let’s dive into some effective EoFY approaches to maximise impact and keep the momentum going.
- [Wrapping Up the Non-Profit Year](https://www.infoodle.com/blog/wrapping-up-the-non-profit-year/): December is here, and you know what that means: a mix of holiday cheer, end-of-year get-togethers, and a whole lot of reflection. December is also the perfect time to look back on the year, celebrate the wins, and set your sights on the future.
- [Top 10 Time-Saving Tools for Busy Non-Profit Leaders](https://www.infoodle.com/blog/top-10-time-saving-tools-for-busy-non-profit-leaders/): Let’s be real - running a non-profit is no easy gig. Between managing donors, co-ordinating volunteers, and keeping the whole operation running smoothly, your to-do list can feel never-ending. And while we’d all love to have a magic wand to make the workload disappear, we’ve got the next best thing: tools that actually save you time.
- [Take the stress out of moving to a new CRM](https://www.infoodle.com/blog/take-the-stress-out-of-moving-to-a-new-crm/): Hospice Southland Charitable Trust,  based in Invercargill provides specialist palliative care to those with a life-limiting illness in Southland and the Wakatipu Basin, free of charge 24/7 and ideally in the setting of their choice.
- [How to write an impactful fundraising email](https://www.infoodle.com/blog/how-to-write-an-impactful-fundraising-email/): Children playing with clean running water
- [What is a “Donor Journey”](https://www.infoodle.com/blog/what-is-a-donor-journey/): Most charities or not for profit organisations need to rely on donations in order to survive.
- [Neighbourhood Support Manawatū](https://www.infoodle.com/blog/neighbourhood-support-manawatu/): Neighbourhood Support Manawatū is a charity and incorporated society that manages Neighbourhood Support activity in the Manawatū district of New Zealand.
- [Top 5 emails you should be sending](https://www.infoodle.com/blog/top-5-emails-you-should-be-sending/): There are at least 5 emails you should be sending out regularly. In order to create beautiful and engaging emails you need to create them using a good design tool.  Email templates can be used and re-used to send automated emails and bulk emails. Templates save time so you don't need to type up the same information over again, they are used as the base to work from for newsletters and campaigns to keep your messaging or branding on track, help your brand be recognisable, plus many other uses. I have listed 5 email templates that charities need to have.
- [Volunteer Appreciation : Farm Angels](https://www.infoodle.com/blog/volunteer-appreciation-farm-angels/): Farm Angels was established in 2014 in response to help those in rural Queensland impacted by the prolonged drought. Hence Drought Angels. Since then Drought Angels - Now Farm Angels, has continued to expand and provides financial assistance, food hampers, care packs, and mental wellbeing support to over 4,700 primary producers affected by all natural disasters (drought, flood, fire, and plagues) in over 1,300 communities across Australia. 
- [Volunteer Appreciation : Cycling Without Age](https://www.infoodle.com/blog/volunteer-appreciation-cycling-without-age/): Cycling Without Age started in Copenhagen in 2012 and now has chapters across 39 countries including New Zealand. I spoke with Elizabeth (Liz) from Cycling Without Age(CWA) Napier, about CWA, volunteering, and the butterfly effect.
- [Volunteer Appreciation : Pāpāmoa Food Hub](https://www.infoodle.com/blog/volunteer-appreciation-papamoa-food-hub/): This week we continue to showcase infoodle clients working with volunteers and how the benefit is reciprocal to both the charity and the volunteer.
- [Volunteer Appreciation : Good Neighbour](https://www.infoodle.com/blog/volunteer-appreciation-good-neighbour/): Rachel Lander and Sammy Waru
- [Reporting, an important tool for all charities](https://www.infoodle.com/blog/reporting-an-important-tool-for-all-charities/): I remember as a kid bringing home my school report with a touch of fear and trepidation. What were the teachers going to say about me? Of course, I didn't understand then it was not so much about me but about my performance. 
- [Maximising Impact: Elevating Financial Year End Reporting and Receipting for Charities](https://www.infoodle.com/blog/maximising-impact-elevating-financial-year-end-reporting-and-receipting-for-charities/): Financial year-end reporting and issuing receipts or statements are not just administrative tasks; they are opportunities to amplify the impact of your charitable organisation. Beyond fulfilling regulatory obligations, these processes serve as powerful tools for communication, education, and fostering deeper connections with donors. In this comprehensive guide, we'll explore how strategic reporting, issuing receipts and statements can effectively communicate the impact of your work, raise awareness about ongoing initiatives, and encourage continued contributions from donors.
- [Wishlist’s Journey with infoodle](https://www.infoodle.com/blog/wishlists-journey-with-infoodle/): Discover how Wishlist, the Sunshine Coast Health Foundation, reshaped its operations with infoodle. Faced with challenges in efficiency and communication using Blackbaud NXT, Wishlist shares insights into their swift transition and the game-changing impact infoodle had on their administration and collaborative efforts.
- [How to stop your emails being blocked](https://www.infoodle.com/blog/how-to-stop-your-emails-being-blocked/): Just imagine it’s the first day of school for your 5 year old. Everyone has been getting ready for this day and with great excitement it is finally here. The bus pulls up at the bus stop and all the kids get on. Your kid turns to wave as they leap up the last step and disappear inside the bus. You breathe a slightly discernible sigh of relief.
- [The Benefits of Using Infoodle Finance Package](https://www.infoodle.com/blog/the-benefits-of-using-infoodle-finance-package/): In today's rapidly evolving digital landscape, managing finances for charities and churches has become more complex than ever. The need to accurately track donations, issue receipts, and maintain transparency is paramount. In this context, Infoodle CRM and Finance Package emerges as a powerful solution, offering numerous benefits that extend beyond just financial management. In this blog, we will explore the advantages of utilising infoodle finance for charities and churches, focusing on increased accuracy, cost savings on accountancy fees, enhanced efficiency, seamless integration with Xero, and provides better oversight of campaign success, and the ability to make more informed decisions.
- [Age Concern Canterbury](https://www.infoodle.com/blog/age-concern-canterbury/): Getting all the clients and teams onto one platform has meant Age Concern Canterbury can now see a client’s whole association with them. “We can access valuable information at any time, spot trends, and target people’s needs much better.”
- [How to cultivate lasting donor relationships](https://www.infoodle.com/blog/how-cultivate-lasting-donor-relationships/): In this blog post, we will explore how to inspire repeat donations and cultivate long lasting relationships with your donors, by making the most of the data you already have. 
- [Why do I need infoodle Finance package when I have Xero?](https://www.infoodle.com/blog/why-need-finance-with-xero/): Xero is a great accounting package, but it was designed to integrate with other add on apps, infoodle is just one of them. If you are a charity, not-for-profit organisation or church and use Xero, you may have noticed there are a few gaps in what Xero can do for you. It makes perfect sense to use infoodle finance particularly if you are already using infoodle CRM. If you are not yet using infoodle, there are even more reasons why you should use both infoodle packages and Xero together. 
- [Why use two-factor authentication](https://www.infoodle.com/blog/2-factor-authentication/): Using infoodle 2-factor authentication to protect data
- [Using receipts as communication tools](https://www.infoodle.com/blog/effective-communication-receipts/): Let us now look at an example receipt, and break it down as a quick example of what you could do with your receipts.
- [How to do your financial year end reporting](https://www.infoodle.com/blog/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 are answering a few questions that can help nonprofits simplify the process. Today's post contains a quick checklist to go through as you prepare your reports.
- [Year end reporting for New Zealand charities](https://www.infoodle.com/blog/year-end-reporting-for-new-zealand-charities/): Financial year end reporting for charities
- [What benefit can I get from Forms](https://www.infoodle.com/blog/what-benefit-from-forms/): “We love infoodle forms to help our supporters and customers register for our live, webinar training events.”  
- [Kids Club Kampala](https://www.infoodle.com/blog/kids-club-kampala/): Kids Club Kampala is a UK charity helping vulnerable kids in the slums of Kampala, the capital of Uganda, to survive and thrive. Life isn’t easy in Kampala’s slums; education isn’t free, household incomes are unstable, and many families survive on just one meal a day. 
- [West Northumberland FoodBank](https://www.infoodle.com/blog/west-northumberland-foodbank/): We asked Lesley Ferguson from West Northumberland Food Bank about their experience of moving over to Xero and infoodle.
- [How can infoodle help your church?](https://www.infoodle.com/blog/infoodle-chms/): infoodle is a church management system that brings your congregation’s details, communication, giving and events into one place. Churches use it to keep member and visitor records with pastoral notes, send email, SMS and app notifications, manage giving and Gift Aid, roster volunteers, check children in, and let members update their details and download their giving statements through a secure Portal.
- [Important features to look for in ChMS](https://www.infoodle.com/blog/chms-features/): Last week on our blog we started sharing a series of posts dedicated to Church Management Software and established that there are undeniable benefits to using one. ChMS tools are designed for church leaders and administrators to help them centralise the information on their members, streamline their processes, strengthen communication, and, ultimately, save time spent on admin work, so they can better serve their congregation.
- [Why churches need Church Management Software (ChMS)](https://www.infoodle.com/blog/why-churches-need-chms/): Church management software (ChMS) brings members, giving, rotas, groups and communication into one system, so church leaders spend less time on admin and more on ministry. It cuts errors from spreadsheets and paper, helps pastoral teams follow up so no one falls through the cracks, and for UK churches can handle Gift Aid claims.
- [Best tips for planning your event](https://www.infoodle.com/blog/event-planning/): Last week we began a discussion about the importance of events for nonprofit organisations, despite the fact that the past few months saw many events being cancelled, postponed or transferred online. The truth is that in spite of the challenges, events should certainly keep happening as they are our best opportunity to build relationships, help others in the community, grow awareness or raise funds.
- [Managing events with infoodle](https://www.infoodle.com/blog/managing-events-with-infoodle/): So far this month we have talked about events for nonprofit organisations and how important they can be for growing your community, raising awareness for your cause, finding others who are interested in your mission, and cultivating new donors. Then we took a closer look at event planning, discussed the best tips for preparing a successful event and provided you with a checklist to use when organising your event.
- [Guide to nonprofit events](https://www.infoodle.com/blog/nonprofit-events/): In the past 18 months events have become a tricky thing to organise or attend, wouldn’t you agree? We have seen many live events cancelled or postponed. Others proceeded but had to limit the number of attendees, take into consideration social distancing and introduce contact tracing. Some events were completely reformatted and took place online. So, if there is one thing we know for certain is that the way we approach events now has changed dramatically. That’s why we are dedicating our new series of blog articles to all things event organising.
- [Mailchimp vs. infoodle email](https://www.infoodle.com/blog/mailchimp-vs-infoodle-email/): Every day we receive dozens of emails - many of them we delete, some we open and scan through, but much fewer we engage with through clicks. What is the reason for this? We believe that attractive visual design, compelling copy and a strong message that resonates with your audience are key factors that make your emails exciting for people to receive. However, one other thing that can help us up our engagement rates is a reliable email service provider that comes with an intuitive and flexible email builder.
- [What’s new in the new infoodle email designer?](https://www.infoodle.com/blog/infoodle-email-designer/): infoodle Email Upgrade is here!
- [Nonprofit fundraising: Tips & strategies](https://www.infoodle.com/blog/nonprofit-fundraising-tips-strategies/): For many nonprofit organisations, fundraising is a vital source of revenue that they rely on to complete projects, maintain operations and support their communities. Donations and pledges, or rather their size, often define the impact of a nonprofit, which is why it is crucial to ensure that they are not only consistent, but also growing.
- [Tools for running membership programs](https://www.infoodle.com/blog/membership-program-tools/): Charities running membership programs usually need four things: membership software (ideally your CRM) to keep member records in one place; a way to collect fees and track payments, with payment gateways and accounting integration; an email tool for regular, personalised updates; and online spaces such as social media groups to keep members engaged. Using one system for as much of this as possible saves time and money.
- [Membership programs: What’s in it for nonprofits?](https://www.infoodle.com/blog/membership-programs-for-nonprofits/): A charity membership program invites supporters to join in return for a fee (or for free) and a set of benefits, such as voting rights, discounts, early event booking or regular updates. Memberships can run monthly, yearly or for life, and can be offered as single, couple or family tiers. They build a sense of belonging, strengthen relationships and give charities a more predictable income.
- [Just Zilch](https://www.infoodle.com/blog/just-zilch/): We are incredibly excited to bring you today’s client testimonial – the story of New Zealand’s longest running free store that fed more than 349,908 people since opening its doors in 2011! Just Zilch support about 909 people every day and give away nearly $79,000 worth of food each week.
- [MS and Parkinson’s Canterbury](https://www.infoodle.com/blog/ms-and-parkinsons-canterbury/): This month we’re delighted to bring back our long time clients, Multiple Sclerosis (MS) and Parkinson’s Society of Canterbury, who made a brief appearance on our blog earlier this year as part of our International Day of Charity series.
- [Rotorua Community Hospice](https://www.infoodle.com/blog/rotorua-community-hospice/): Rotorua Community Hospice is not just a building; it is a philosophy of care. The majority of people receiving support are cared for in their own homes. Their goal is to help people make the most of their lives; to live every moment in whatever way is important to them.
- [Golden Sands Baptist Church](https://www.infoodle.com/blog/golden-sands-baptist-church/): In this case study, we chat with Pastor Colin Gruetzmacher from Golden Sands Baptist Church on how implementing the infoodle App has changed the way they do things for the better. Colin is loving the new infoodle app. The Directory enables him and all members of the community to contact each other, but there is still control over who can see who and what.
- [Good Neighbour: Transforming Communities](https://www.infoodle.com/blog/good-neighbour-transforming-communities/): Good Neighbour, a local charity that seeks to transform communities through Food Rescue, Community Gardens, providing firewood and neighbourhood projects for people who need extra help and their most recent project - a commercial kitchen training facility using rescued food. infoodle has been involved with Good Neighbour from the very early days.
- [Dignity Freedom Network](https://www.infoodle.com/blog/dignity-freedom-network/): Dignity Freedom Network brings hope and empowers the vulnerable people of India by providing access to education, healthcare and vocational training with the assistance of infoodle CRM.
- [Sacred Heart Cathedral Parish](https://www.infoodle.com/blog/sacred-heart-cathedral-parish/): The Roman Catholic Metropolitan Cathedral of the Sacred Heart in Wellington is located in the parliamentary precinct, together with our sister Anglican Cathedral at the other end of Hill Street, Sacred Heart Cathedral plays an important part in the life of the City of Wellington and of New Zealand. We reached out to Frank Doherty and asked him to tell us a little bit about himself, and the journey Sacred Heart Cathedral Parish has been on that brought them to infoodle, and having infoodle become a support and service backbone for their parishioners and supporters.
- [Bayside Community Church](https://www.infoodle.com/blog/bayside-community-church/): Today we sit down for a chat with Amanda Faase from Bayside Community Church, who have been using infoodle for a year and a half now, and we wanted to know more about their experience.
- [TB TAX Simon Bell](https://www.infoodle.com/blog/tb-tax-simon-bell/): infoodle is used by a range of customers, from New Zealand to the USA to the UK, from big to small, and from Charities to Churches, each with their own special requirements.
- [ECHO Youth and Family Services](https://www.infoodle.com/blog/echo-youth-and-family-services/): Emerald Centre for Hope and Outreach, Inc. is a Christian charity offering programs for youth and families in the outer suburbs of Melbourne, Australia. Today on our blog they share how they use infoodle to serve their community in the best possible way.
- [Whangarei Anglican Church](https://www.infoodle.com/blog/whangarei-anglican-church/): infoodle supports a variety of churches around the world and in New Zealand. One of our valued customers is Whangarei Anglican Parish, who celebrated their one year anniversary with infoodle in August 2020.
- [St. Peters in the City, Tauranga](https://www.infoodle.com/blog/st-peters-in-the-city-tauranga/): In today's post we share our conversation with one of the long term infoodle clients, St Peters in the City, a dynamic church in the heart of Tauranga, strongly committed to serving families in the local community and beyond.
- [Coastguard Lake Taupo](https://www.infoodle.com/blog/coastguard-lake-taupo/): In this article, we share a conversation with our amazing client, Coastguard Lake Taupo, whose volunteers and rescue vessels attend to emergency situations anywhere on Lake Taupo and the upper reaches of the Waikato River. Contributing to marine safety advice, boating education, search and rescue, and maritime presence, CGLT is recognised as an integral part of the support system for the Lake Taupo community. Keep reading to find out how infoodle helps them with managing volunteers, communicating with members and tracking finances.
- [MS Auckland](https://www.infoodle.com/blog/ms-auckland/): For today's study we had a chat with Multiple Sclerosis Auckland, our wonderful clients that provide a range of services to people living with MS, while also supporting their family members, employers, friends and carers.
- [Neighbourhood Support Bay of Plenty](https://www.infoodle.com/blog/neighbourhood-support-bay-of-plenty/): Today’s client story is special for many reasons. First of all, to prepare the case study we met with our long time friends whose volunteers and staff help make our home, Aotearoa New Zealand a safe and caring place. Meet Neighbourhood Support New Zealand - a nationwide community-led movement that brings people and neighbourhoods together to create safe, resilient and connected communities.  
- [How to meet our community’s needs](https://www.infoodle.com/blog/helping-communities/): The charity sector is one of the fastest growing sectors, and even the outbreak of COVID-19 and the global pandemic did not affect its growth. If anything, the need for charities that serve communities locally and around the world has risen during the past year. Now as the entire world is facing the challenges of recession and economic crisis, it is more important than to ask how we can support those who are in need.
- [How to improve your financial year end receipting](https://www.infoodle.com/blog/financial-year-end-receipting/): Have you got the right details for the person you are sending a receipt to? This is important for numerous reasons. If their details are wrong on the receipt and they attempt to claim back tax (in countries that allow this), it may be declined. There is also the relational reason - if someone sees their name spelt wrong on an official document for instance, their sense of being valued by you is affected. Finally, if you yourself have the wrong details, you may not send the receipt to the right email or address; or when they discover their name is wrong and alert you of this, you now have extra admin time - you have to now void a receipt, update details, and reissue. Having a good CRM system for managing this information is critical, and making sure the information is checked and kept up-to-date is just as important.
- [Customising infoodle to your needs](https://www.infoodle.com/blog/custom-crm/): There are plenty of CRMs out there that specialise in different areas. If you want a custom solution for your needs, it often comes with an unrealistic price tag. infoodle is different. It's designed from the ground up to give you the control so that it fits your needs.
- [Top tips for financial year end](https://www.infoodle.com/blog/year-end-tips/): Depending on your organisation, if you issue all your tax receipts at the end of the year, it is best to process the transactions throughout the year and not leave it all to the very end. If there are any errors, they will be identified and can be rectified much easier. The more prepared you are, the better it goes. If you issue receipts throughout the year then any time is a good time, but the closer it is to the date when the donation was made, the better. For many nonprofits, it doesn’t matter when their receipting is done, so it can happen either as donations come in throughout the year or all at the end of the financial year. You may want to send a special acknowledgement for one-off larger donations but include them in the end of year receipt.
- [How to create a library in infoodle](https://www.infoodle.com/blog/infoodle-libraries/): You can create a new library by clicking on the Add Library button in your navigation menu, and at the same time give it a name (such as Toy Library, Music, or Books), select individuals or groups who can edit the library as well as who can view it.
- [The best solution for managing digital and physical items](https://www.infoodle.com/blog/libraries-overview/): The unprecedented 2020 showed many charities, churches and community groups the importance of having a centralised community management system where you can store contact information of your customers, donors and members. Many organisations realised that having a reliable and flexible CRM system is much better than trying to manage contacts using Excel spreadsheets or Word documents.
- [Celebrating 10 years of supporting nonprofits](https://www.infoodle.com/blog/10-years-of-infoodle/): Last month infoodle celebrated 10 years of being in business: an incredible decade of working closely with hundreds of nonprofits worldwide, learning about their needs and creating a product that helps them simplify and streamline their administration, so they could focus on their mission.
- [Email communication for nonprofits](https://www.infoodle.com/blog/email-communication-for-nonprofits/): Email communication for nonprofits reaches supporters directly, without social media algorithms deciding who sees it. It lets charities, churches and community groups send personalised updates to the right groups, see who opens and clicks, and keep a record of every message in each person’s contact history.
- [Keeping a healthy database](https://www.infoodle.com/blog/database-check/): Many organisations have realised how important it is to have good clean and accurate data. When situations change rapidly and you need to get in touch with everyone quickly an up-to-date database is vital. In this post we answer a few questions about completing a data cleanse and performing data checks.
- [Meet the team: Aukje Smith](https://www.infoodle.com/blog/infoodle-team-aukje-smith/): Let's spend some time talking with Aukje - the infoodle team member with a crucial role of keeping track of everything and everyone, and usually the first person new customers talk to.
- [Meet the team: Richard Smith](https://www.infoodle.com/blog/infoodle-team-richard-smith/): Let’s spend some time meeting the infoodle Team, starting with Richard, in our first Staff Profile of many. What does a day-in-the-life of Richard look like? What makes him come back to work every day? And critically, what is this Colour Blind individual’s favourite colour??
- [Looking after your volunteers](https://www.infoodle.com/blog/looking-after-volunteers/): In our first article on the benefits of volunteering published two weeks ago we established that volunteer work is worthwhile and fulfilling for an individual, giving one both an opportunity to serve their community and a sense of purpose. Part 2 of the series covered a few tips for successfully recruiting volunteers. However, how do we make sure that after our volunteers have been with us for a while, they know that we appreciate their efforts and commitments?
- [How to successfully recruit volunteers](https://www.infoodle.com/blog/recruiting-volunteers/): It is universally acknowledged that most not-for-profit organisations need volunteers to operate, as it could be impossible to deliver the services you aspire to deliver as a church or a charity without a reliable team of people. If you generate finances by applying for grants and receiving donations, they are often focused on the recipients and not on the administration (although without administration it’s also impossible to deliver – we know!).
- [What are the benefits of volunteering?](https://www.infoodle.com/blog/volunteering/): With the International Volunteer Day just about to be celebrated on the 5th of December, we are bringing to your attention a series of posts dedicated to the topic. In the next few weeks we will discuss why volunteering is so important, how to recruit volunteers and how to look after your volunteers.
- [Email best practices to ensure deliverability & engagement](https://www.infoodle.com/blog/email-best-practices/): "How do we get our audience to open, read and engage with our emails?"
- [2 clicks to success: processing Stripe donations with infoodle & Xero](https://www.infoodle.com/blog/processing-stripe-donations/): Managing payouts received by your organisation is often time consuming and accompanied with human errors, which is due to the many steps that need completing. In this post, we walk you through the process and explain how to simplify and streamline it.
- [Payment processing: problems and solutions](https://www.infoodle.com/blog/payment-processing/): Being able to accept payments is important for all organisations, especially nonprofits, but many charities might encounter certain issues when processing payments. An overview of such problems and possible solutions is provided in this post.
- [Statements for financial communication](https://www.infoodle.com/blog/financial-communication/): Statements are a powerful ally in your organisational admin life that can help build stronger relations with your communities, customers, and donors, as well as save you potential headaches down the track when it is time to do your full end-of-year receipting. In this post we walk you through three reasons why it might be more effective to use statements rather than receipts for financial communication with your stakeholders.
- [How to organise your clients & contacts](https://www.infoodle.com/blog/custom-fields/): We have recently given Custom Fields a face-lift, and introduced a new powerful feature called Custom Views, opening up a new level of control and management.
- [Getting the most out of your database](https://www.infoodle.com/blog/database-tips/): After you finished entering all your contacts into the new infoodle database, chances are that you are wondering what else it can help you do.  This is a question many of our customers ask, so in today’s post we are covering a few ideas for the starter module.
- [How to successfully integrate new contacts](https://www.infoodle.com/blog/contact-integration/): To integrate new contacts, get them into one CRM quickly, through imports or online forms, then welcome them with an automated email, add them to the right groups and keep in touch with relevant updates. Record key dates, such as when someone first volunteered, so you can thank them at the right time and make sure no one falls through the cracks.
- [Top tip: Attaching files to forms](https://www.infoodle.com/blog/attaching-files-to-forms/): Do you often find that you need to upload files or supporting documents with application forms? Have you found an easy way to manage your files and documents allowing access to only those who need to access them?
- [Best app for your charity, church or community](https://www.infoodle.com/blog/infoodle-mobile-app/): Share updates and Increase engagement from your community or congregation with infoodle mobile app designed to make communication with stakeholders smooth and easy.
- [Essential apps for nonprofits](https://www.infoodle.com/blog/essential-apps-for-nonprofits/): Useful free or low-cost apps for charities include Buffer for scheduling social media posts across several platforms, WhatsApp or Telegram for messaging staff and volunteers, Microsoft To Do or Todoist for shared task lists, and Canva for designing graphics. A charity CRM app, such as the infoodle app (free for infoodle clients), puts contacts, events, donations and forms on your phone.
- [Gift Aid made easy](https://www.infoodle.com/blog/gift-aid-made-easy/): You want to make the life of your treasurer a happy one. Choosing the right tools so they are happy, the committee are happy, the board are happy and the accountant is happy is not easy - surely?
- [Live Event Manager: Plan and Run Your Events](https://www.infoodle.com/blog/live-event-manager/): infoodle’s Live Event Manager lets you plan an event’s runsheet down to the minute, then run it live on the day. You set it up in infoodle, and staff and volunteers follow the order of events in the free infoodle app or a browser. Changes are pushed to everyone at once, and the event manager can send quick messages to the team.
- [9 ways to stop emails from going to spam](https://www.infoodle.com/blog/voiding-spam-folders/): As mentioned in our last blog post, ESPs (email service providers) are making it harder for email spammers to get emails through. The knock on effect of these measures, however, is that legitimate emails also fall foul of going to spam.
- [Spam, spam and more spam!](https://www.infoodle.com/blog/emails-and-spam/): No, we are not talking about that canned meat that our parents and grandparents used to eat, which is apparently available in different flavours now.

## Pages
- [Communications](https://www.infoodle.com/solutions/communications/)
- [Self-Service](https://www.infoodle.com/solutions/self-service/)
- [Portal](https://www.infoodle.com/portal/)
- [Memberships](https://www.infoodle.com/memberships/)
- [Resources](https://www.infoodle.com/resources/)
- [Login](https://www.infoodle.com/infoodle-login/)
- [Security](https://www.infoodle.com/security/): Security at infoodle is taken seriously. We have endeavoured to ensure that any data stored with infoodle is kept safe and that the use of the system does not create openings for unauthorised access either by external users, or legitimate users to access data they should not be accessing.
- [Data Processing Agreement](https://www.infoodle.com/data-processing-agreement/): For this agreement to be binding, both parties must sign this document. It can be downloaded here for the purpose of signing.
- [Terms and Conditions](https://www.infoodle.com/terms-and-conditions/): infoodle.com (the "Website") is a hosted service operated by Infoodle Limited ("the Licensor"). Any use of the Website is subject to the following Terms and Conditions of Use ("Terms and Conditions"), as well as to the Licensor's Privacy Policy, all of which are incorporated by reference into these Terms and Conditions. Your use of the Website constitutes your acceptance of these Terms and Conditions.
- [Privacy Policy](https://www.infoodle.com/privacy-policy/): Privacy is important, particularly in relation to the role infoodle performs for its clients. We want to be clear in respect to what information is collected, by what part of our business, for what purposes. To try and clarify this process we've broken it up into sections depending on which aspect of the business it refers to.
- [Your Journey](https://www.infoodle.com/journey/)
- [Forms](https://www.infoodle.com/forms/)
- [Home](https://www.infoodle.com/)
- [Client Stories](https://www.infoodle.com/client-stories/)
- [Blog](https://www.infoodle.com/blog/)
- [Contact](https://www.infoodle.com/contact/)
- [About](https://www.infoodle.com/about/)
- [Pricing](https://www.infoodle.com/pricing/)
- [FAQs](https://www.infoodle.com/faqs/)
- [Implementing charity software](https://www.infoodle.com/implementing-charity-software/)
- [Choosing charity software](https://www.infoodle.com/choosing-charity-software/)
- [What is a charity CRM](https://www.infoodle.com/what-is-a-charity-crm/)
- [Learn](https://www.infoodle.com/learn/)
- [Help Centre](https://www.infoodle.com/help-centre/)
- [Professional Services](https://www.infoodle.com/professional-services/)
- [Ongoing Support](https://www.infoodle.com/ongoing-support/)
- [Training](https://www.infoodle.com/training/)
- [Support & Success](https://www.infoodle.com/support-success/)
- [Import & Export](https://www.infoodle.com/integration-import-export/)
- [Payment Gateways](https://www.infoodle.com/integration-payments/)
- [API & Developer](https://www.infoodle.com/integration-api/)
- [Zapier](https://www.infoodle.com/integration-zapier/)
- [Xero](https://www.infoodle.com/integration-xero/)
- [Integrations](https://www.infoodle.com/integrations/)
- [Reporting & Compliance](https://www.infoodle.com/solutions-reporting/)
- [Volunteers & Attendance](https://www.infoodle.com/solutions-volunteers/)
- [Solution – Events & Registrations](https://www.infoodle.com/solutions-events/)
- [Fundraising](https://www.infoodle.com/solutions-fundraising/)
- [Get Organised](https://www.infoodle.com/solutions-get-organised/)
- [Charities & Nonprofits](https://www.infoodle.com/solutions-charities/)
- [Health & Disability](https://www.infoodle.com/solutions-health-disability/)
- [Youth & Family Services](https://www.infoodle.com/solutions-youth-family/)
- [Churches](https://www.infoodle.com/solutions-churches/)
- [Solutions](https://www.infoodle.com/solutions/)
- [Mobile App](https://www.infoodle.com/app/)
- [Gift Aid](https://www.infoodle.com/gift-aid/)
- [Receipts](https://www.infoodle.com/receipts/)
- [Document Storage](https://www.infoodle.com/document-storage/)
- [Reporting & Dashboards](https://www.infoodle.com/reporting-dashboards/)
- [Events & Registrations](https://www.infoodle.com/events-volunteers/)
- [Pledges](https://www.infoodle.com/pledges/)
- [Statements](https://www.infoodle.com/statements/)
- [Donations & Payments](https://www.infoodle.com/donations-payments/)
- [Contacts CRM](https://www.infoodle.com/contacts-crm/)
- [Product](https://www.infoodle.com/product/)

## Key facts
- Who infoodle is for: charities, churches, youth and family services, health and disability organisations, not-for-profits and community groups in the UK, New Zealand and Australia, from small volunteer-led teams to multi-site organisations.
- Pricing: based on the number of active contacts (archived contacts are not counted), with no per-user charges and no feature tiers. From £24 a month. Priced in GBP, NZD, AUD, USD and CAD. Core CRM (contact management, donations, reporting) is included at every level. Optional packages: Finance (Xero integration, pledges, receipts, statements and Gift Aid), Events (event management, registrations, check-in, attendance), Resources (digital file libraries, physical asset lending) and Gift Aid only. Extensions: Memberships (requires the Finance package) and the Portal (requires the Finance or Events package), each priced by number of contacts, from £3 a month. Annual billing saves 10%. Prices exclude applicable taxes. 14-day free trial.
- Example price: 751–1,500 contacts with Core CRM and the Finance package (including Gift Aid) costs £78 a month, or £70 a month billed annually.
- Support: email and phone support and scheduled online training are included in the subscription. Onboarding and professional services are available. Offices in London (UK) and Mount Maunganui (New Zealand).
- Xero: connected Xero partner since 2014. Two-way sync: bank transactions imported from Xero for reconciliation, and donation and payment records pushed to Xero.
- Other integrations: Zapier, API, payment gateways (Stripe, GoCardless and Ezidebit, depending on region), import and export.
- Communications: personalised bulk email and SMS, reusable templates and a built-in email designer, scheduled sending, open and click tracking, communication history on each contact record, and push notifications through the mobile app.
- Mobile app: included for all CRM clients at no extra charge, with QR code self check-in.
- Self-service: the Portal is a secure login in a web browser where donors, members and families download tax receipts and statements, see their giving, manage pledges and memberships, update their details and message the team by topic. Memberships lets members join, pay, renew and pay in instalments online. The free mobile app (iOS and Android) is separate and covers event check-in, rosters, groups and the member directory.
- Contact: sales@infoodle.com · UK +44 20 3978 0823 · NZ +64 7 579 3085
 
## Key pages
 
### Getting started
- [Product overview](https://www.infoodle.com/product/): One system for contacts, giving, memberships, events, workflows, reporting and self-service.
- [Pricing](https://www.infoodle.com/pricing/): How contact-based pricing works, packages, extensions and pricing FAQs.
- [What is a charity CRM?](https://www.infoodle.com/what-is-a-charity-crm/): Plain-English explanation of charity CRM software.
- [Choosing charity software](https://www.infoodle.com/choosing-charity-software/): How to choose the right system.
- [Implementing charity software](https://www.infoodle.com/implementing-charity-software/): How to plan and roll out a new system.
- [FAQs](https://www.infoodle.com/faqs/): Common questions about infoodle.
- [Client stories](https://www.infoodle.com/client-stories/): How organisations in the UK, New Zealand and Australia use infoodle.
 
### Solutions by organisation
- [Charities](https://www.infoodle.com/solutions-charities/): Charity management software covering donors, volunteers, events, finance and Gift Aid in one system.
- [Churches](https://www.infoodle.com/solutions-churches/): Church management software (ChMS) bringing people, giving, events and rosters together, with child check-in and Gift Aid for UK churches.
- [Youth and Family Services](https://www.infoodle.com/solutions-youth-family/): Manage participants, communications, events, attendance and reporting in one place.
- [Health and Disability](https://www.infoodle.com/solutions-health-disability/): Manage clients, carers and support staff, communications, events, attendance and reporting in one place.
 
### Solutions by need
- [Get Organised](https://www.infoodle.com/solutions-get-organised/): Replace spreadsheets with one system for contacts, workflows, communications and documents, with no per-user charges.
- [Communications](https://www.infoodle.com/solutions/communications/): How charities send personalised email, SMS and app notifications to donors, members, volunteers and families, with open and click tracking, templates, scheduling and contact history; and how the Portal lets people find their own information.
- [Fundraising](https://www.infoodle.com/solutions-fundraising/): Manage donations, payments, receipts, statements and fundraising reporting in one system.
- [Events](https://www.infoodle.com/solutions-events/): Registrations, calendars, attendance and check-in for one-off events and recurring programmes.
- [Volunteers and Attendance](https://www.infoodle.com/solutions-volunteers/): Volunteer rosters and records of attendance, hours and participation.
- [Reporting and Compliance](https://www.infoodle.com/solutions-reporting/): Consistent, connected data for board and funder reports, year-end and audits.
- [Self-Service](https://www.infoodle.com/solutions/self-service/): How the Portal and the free mobile app reduce routine admin.
 
### Core CRM
- [Contacts and Relationships](https://www.infoodle.com/contacts-crm/): People, organisations, households and relationships, with interaction history, tags, custom fields, bulk email and SMS, and workflows.
- [Donations and Payments](https://www.infoodle.com/donations-payments/): Accept, record and reconcile one-off and regular giving, with no infoodle transaction fee.
- [Reporting and Dashboards](https://www.infoodle.com/reporting-dashboards/): Dashboards and reports across contacts, giving and activity, with exports for finance and board reporting.
- [Forms](https://www.infoodle.com/forms/): Online forms that write straight into contact records, with payments and Gift Aid declarations.
- [Mobile App](https://www.infoodle.com/app/): Free iOS and Android app with QR check-in, rosters, member directory, groups and a live event manager.
 
### Finance package
- [Receipts](https://www.infoodle.com/receipts/): Donation receipts linked to transactions, contacts and households, with templates for UK, NZ and AU requirements.
- [Statements](https://www.infoodle.com/statements/): Transaction and pledge statements for a chosen period, individually or in bulk.
- [Pledges](https://www.infoodle.com/pledges/): Record giving commitments and track amounts received against outstanding balances.
- [Gift Aid](https://www.infoodle.com/gift-aid/): UK Gift Aid and GASDS claims submitted to HMRC.
 
### Events package
- [Events and Registrations](https://www.infoodle.com/events-volunteers/): Events, registrations, ticketing, attendance, check-in, volunteer rosters and volunteer hours.
 
### Resources package
- [Resources](https://www.infoodle.com/resources/): Digital libraries, physical asset lending with reminders, reservations and kiosk mode.
- [Document Storage](https://www.infoodle.com/document-storage/): Store files against contacts, donations, payments and receipts, with permission-controlled access.
 
### Extensions
- [Memberships](https://www.infoodle.com/memberships/): Membership management extension: pricing rules, sign-up pages, automatic renewals, member status and reports. Requires the Finance package.
- [Portal](https://www.infoodle.com/portal/): Self-service portal extension where donors, members and families download receipts and statements, manage giving and memberships, and update their details. Requires the Finance or Events package.
 
### Integrations
- [Integrations](https://www.infoodle.com/integrations/): Overview of Xero, payment gateways, Zapier, the API, and import and export.
- [Xero integration](https://www.infoodle.com/integration-xero/): Two-way sync with Xero for bank reconciliation, donations and payments.
- [Payment gateways](https://www.infoodle.com/integration-payments/): Stripe, GoCardless and Ezidebit, depending on region, with no infoodle transaction fee.
- [Zapier](https://www.infoodle.com/integration-zapier/): No-code automation connecting infoodle to thousands of other apps.
- [API and developer tools](https://www.infoodle.com/integration-api/): Read and write contact and giving data and build custom integrations. Available on all plans.
- [Import and export](https://www.infoodle.com/integration-import-export/): Import CSV data with column mapping and export data at any time.
 
### Support and trust
- [Support and Success](https://www.infoodle.com/support-success/): Onboarding guidance, scheduled online training, and email and phone support from real people.
- [Training](https://www.infoodle.com/training/): Free weekly live online sessions for all clients, plus private training.
- [Professional Services](https://www.infoodle.com/professional-services/): Optional, scoped help with data migration, configuration and rollout.
- [Security](https://www.infoodle.com/security/): Hosting, encryption, monitoring, daily backups and two-factor authentication.
- [About](https://www.infoodle.com/about/): Founded in New Zealand in 2011, now used by 700+ organisations across New Zealand, the UK and Australia.