ThirdSectorBee helps charities, community interest companies and non-profits keep supporter information and everyday work together. You can record people and organisations, donations and conversations, then connect them to fundraising, membership or service-delivery work.
Fundraisers can review giving and plan follow-up, administrators can manage access and imports, and service teams can track cases and programme outcomes. Which features you see depends on your workspace’s enabled modules and your permissions.
Modules at a glance
| Area | Start here |
|---|---|
| Relationships | Contacts, organisations, records and giving |
| Tasks | Assign and follow work |
| Fundraising pipeline | Track prospects in the funnel |
| Events | Manage events |
| Memberships | Set up types, issue and renew memberships |
| Programmes and Impact | Track services, funding needs and outcomes |
| Case Management | Track beneficiary support |
| Engage | Build public forms |
| Worker Bees | Automate actions |
| Data In and Out | Import files or migrate from Donorfy |
| Gift Aid | Declarations and claim preparation |
| Integrations | Connect third-party services |
Where to next
Start with Set up your organisation, or read How ThirdSectorBee is organised to understand organisations, workspaces and users.