CRM & reporting

charity CRMTengo Software offer a full range of back office functionality through our tengoCRM software, and cloud based reporting system tengoCloud. Areas covered include stock management, accounts, CRM, service management, POP, SOP, and much more. TengoCRM and tengoCloud both fully integrate with tengoPOS in real time, and with your e-commerce website. TengoCRM is also one of the leading Charity CRM solutions available today. See below a list of some of the features available:

  • CRM (Full Client Relationship Manager that’s fully integrated into all areas, marketing tasks, notes, reminders, call logging, task assigning, charity CRM)
  • Stakeholder/service delivery management (Record, track and report on products and/or services delivered to customers and/or service users – in particular used by charities to track service delivery)
  • Deliveries and Collections (scheduling in deliveries and collections to/from your customers)
  • Accounts (Sales Order Processing, Invoicing, Customer Account Maintenance, VAT100, P&L, Balance Sheet, Bank Reconciliation)
  • Stock Control (Single Stock Location, Stock Taking, GoodsIn, Multiple stock locations, stock bins, auto-reorder based on levels and other criteria, stock location specific stock-take)
  • Purchase Order Processing (Supplier Maintenance, Purchase Orders, Retrospective order creation from AdHoc actions, Supplier Invoice Matching)
  • Reporting (Customisable sales and management reports covering all data)
  • Job Management (Database of internal team members, creation of jobs, allocation of parts and labour to jobs, time sheets)
  • Multi-company (Manage multiple companies and subsidiaries of companies within one system)
  • Bespoke reporting (Reporting tool allowing you to design/create bespoke reports from scratch or using another report as a template, and save these for later re-use)
  • Gift-Aid Module (Gift-Aid submission, Donor maintenance, Gift-Aid specific reporting)
  • Membership Module (Define membership schemes, Manage/renew/amend members)
  • Mailer (Basic CRM functions of maintaining stakeholder database, creating address list/email list for marketing purposes)
  • Ticketing and Events (Creation of events and time-slots)

 Contact us today to find out more!

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