Charity Management Software That Helps Your Business Grow


Capture data, process your work, measure your results and inform your customers.

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The charity management software platform that does it all.

AgileCase's powerful yet easy-to-use Case Management platform was built, from the ground up, with Charity Case Management in mind.

Use AgileCase to:

Capture & Process - Capture information inside AgileCase and then process your work using the AgileCase platform.

Measure & Inform - Measure using our advanced reporting technology and inform your customers using letters, emails, SMS's, the AgileCase portal or 3rd party API Integration.

Capture Your Information

Easily build custom forms for event registration, fundraising, and overall donor management.

Create beautiful donation pages to easily accept donations online.

Send your data into AgileCase from any data source using our API.

      AgileCase Forms & Custom Fields
AgileCase Forms and Custom Fields
      AgileCase Progress Your Cases
AgileCase Processing A Case

Process It

Add personality and context to your experience.

Design your workflow using custom fields and milestones.

Organize your data, easily manage your donors lifecycle, update data, create letters, emails and SMS's.

Capture and Track Enquiries

Track where enquiries are coming from.

Measure the success of partnerships and marketing campaigns.

      AgileCase Enquiries
AgileCase Forms and Custom Fields
      AgileCase Outcomes
AgileCase Processing A Case

Track and Measure Outcomes

Measure the starting point, points along the process and the final state of your cases.

Highlight the positive progress your charity is having on the individuals you help.

Showcase any financial benefits that your clients are getting access to through your help.

Built-in CRM

Store, update and keep a centralised contact record for all of your clients with AgileCase CRM.

Set reminders, follow-up points, and regularly check-in with your clients with ease.

      AgileCase CRM
AgileCase Forms and Custom Fields
      AgileCase Calender
AgileCase Forms and Custom Fields

Agile Scheduling

Schedule fundraising events, client visits, and manage your entire team's diary using AgileCase's powerful Scheduling tool.

Use our smart, intuitive calender to send reminders, set deadlines, and schedule events with few clicks.

Build group calenders and share access between group members, sync calenders together and increase efficiency.

Agile Scripting

Spend less time managing your data with Agile Scripting.

Automate your process so you can spend less time on repetitive admin tasks, and focus more on your cause.

Agile Scripts can send templated email or SMS notifications, populate values in your case, add tasks or integrate with 3rd parties - all without human intervention.

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      Agile File Retention
AgileCase Processing A Case

Manage Documents

Create, view, and store documents in a single centralized locations.

Build configurable templates that can be reused across AgileCase's document, email and SMS functionality.

Set retention rules to remove old files or contacts at time periods your organisation has set at a corporate level.

Effective Reporting

Produce funder reports, local and national government reports and any other reports you need to simplify and run your charity. See your whole Charity progress, in real-time at any time.

View results, make informed decisions, print or export to Excel.

      AgileCase Reports
AgileCase Running A Report
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Agile Integration

Easily integrate with other tools and processes

Bring all your data together under one roof, keep your platforms connected.

Connect your financials, lists, clients and keep AgileCase as the center of your data.

Inform Clients & Partners

Use emails, letters, SMS's to contact your clients and partners.

Keep your partners updated with real-time feedback, reduce phone calls and unnecessary wait times, and increase your overall engagement.

AgileCase Sending A Template SMS

What our users are saying about AgileCase

"Our storage costs are down dramatically"

"Using AgileCase's Docs and Comms feature means we don't need to store boxes of archive documents for each case, its revolutionized how we do things." learn more

"The whole team has access to the case history"

"We've cut down on internal friction. All team members can get instant access to the whole case history immediately." learn more

"The fields on AgileCase match our process"

"We've been able to design our forms to match our process, AgileCase's Custom Fields mean that we don't have to 'hack' fields for the wrong type of data" learn more

Used By These Awesome Companies

Our customers include foundations, not for profits, charities, law firms, banks and many more.

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Lets talk about how we can bring value to your business

Schedule a demo

Our experts will listen to your needs and give you a tailored system demo.