Charity Unified

Microsoft D365 solution has been designed keeping the challenges and business structure of non-profits in mind. It has proven itself to be the most successful system which is depended upon by numerous non-profits across the globe.

Intelisense IT has helped many Nonprofit organizations with their own non-profit solution – Charity Unified.

IntelisenseIT’s ‘Charity Unified’ solution helps Non-profits manage their Fundraising activities, Supporter relationships, Projects, processes, and data and increase productivity through automation.

Membership Management

Membership programs are a means of incentivizing giving and involvement within nonprofitorganization . Our experts have developed a time tested custom D365 solution package for you.

Manage Volunteer

Manage Volunteers and their time in Projects with Charity Unified.

Grant Management

Streamline and Centralize your entire grants process with our Non-profit solution

Gift Aid

Get Gift aid declerations and submit claims to HMRC from the systemdirectly through Charity Unified.

Donation Tracking

End-to-end donation processing direct from donor to database

Multi Device Access

Access and process real time data across various devices

Project Management

Manage various aspects of charity projects such as funding, resource management and track expenditure.

Portal & Case Management

Manage support cases & Grant application online through Portal & case management

Project Expenses

Manage project expenses and track expenditure

Some Visuals from our Solution

Benefits of Microsoft Dynamics 365 Solution

Microsoft Dynamics 365 is a leading CRM platform in the Charity and Not for Profit sector and there are a wide range of benefits for Charities and Non-Profit organisations when implementing Microsoft Dynamics 365, such as:

All your data is centralised which enables you to gain a complete, real-time view of your organisation, rather than searching through various systems or spreadsheets

Dynamics 365 can be tailored to suit your organisation and individual requirements or processes. Additionally, the solution can be scaled to suit if your needs change

Capture all interactions and communications with your donors, sponsors, and members in one place for a coherent view of each supporter

You can use Dynamics 365 to identify content to suit the needs and wants of each donor or supporter and ensure you provide a personal experience

Dynamics 365 keeps everything organised and in one place when managing events, everything from bookings, donations, or reminders

Organise and optimise your volunteer or supporter workforce

Track and analyse supporter behaviour, to understand what people have engaged with in the past, donation history, marketing preferences, etc

Built-in dashboards present key information at a glance to enable you to make informed decisions and identify the next steps

Charity Unified - Implementation

Start your On-boarding of Charity Unified solution with the help of our experienced consultants, this will be standard product without any customizations.​
This approach is for you if you have large datasets to migrate, complex requirements and Integrations, the project pricing will be confirmed post requirements scoping.​
Deployment Timeline​
2 weeks*
Deployment Timeline​
8 weeks**
1. Production Environment​
2. Onboarding workshops for configuration of Charity Unified​
3. Training for Users (Trainers)​
4. Knowledgebase resources​
1. Requirement Scoping​
2. Statement of Work​
3. Other deliverables are subject to scope

Charity Unified - Pricing

Charity Unified is a Power Apps product licensed on a per user basis.​

The base price of £500 per month provides entitlement for up to as many as 10 users (or) £350 per month for up to 5 users. Additional licences are priced at £50 per user/month.

The minimum contract duration is 12 months​

Prices include access to all Charity Unified features, one database environment, cloud storage and 10 consultancy/ Support hour for the first month & 2 consultancy/ Support hour for the substituent months.​

These prices are valid for organisations that are eligible to receive Microsoft non-profit pricing. For organisations that do not qualify for Microsoft non-profit pricing, Charity Hub is priced at £700 per month for up to 10 users. Additional users are priced at £70 per user/month.​

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Microsoft 365 Business Premium Grant

Grant is available free for up to 10 users and discounted pricing for additional users.

Best for small and mid-sized nonprofits that need email, office desktop applications, cloud file storage and sharing, web conferencing with IM, audio and HD video, and simple device management and advanced security features.