Donors, donations, Jersey Gift Support, grant applications, memberships, events and volunteers — organised in one place, connected to your accounts, and owned entirely by you. No per-contact pricing. No lock-in. No licence fee.
One idea powers it all: everything is a record of a type. Add your own record types and fields from the browser, and every list, form, filter, chart and API adapts automatically — no code, no restart.
Every supporter in one place — multiple emails and phones with a starred primary, relationships between records, timelines, and duplicate detection with safe one-click merging.
Digital declarations with TIN capture, automatic eligibility checking on every donation of £50+, quarterly claims, and a ready-to-send reclaim schedule for Revenue Jersey — 25p extra on every eligible pound.
Track every trust & foundation application on a drag-and-drop pipeline — deadlines, funder contacts, amounts requested and awarded — with automatic reminder tasks before deadlines and report dates.
Branded public pages for one-off and monthly giving, membership joining with automatic member numbers, and ticketed event registration with capacity limits — every submission lands straight in the database.
Payments post to Xero as bank transactions automatically, and money that arrived in Xero first (a bank transfer, say) can be pulled back, reviewed, matched to a donor and imported — never duplicated, never automatic without your say-so.
Build bar, line and pie charts from any record type — donations by month, supporters by type — and pin them to a customisable dashboard alongside metric and list cards.
Proper to-dos with due dates and colleague assignment, grouped by urgency — plus board views on any list, so anything with a status becomes a kanban pipeline.
When a record is created or updated and matches your conditions, create follow-up tasks, update fields, send templated emails, or sync to Xero — automatically.
Every record keeps a permanent history — who changed what and when, and whether it arrived by hand, import, donation form, supporter portal or Xero.
Send any supporter a secure link where they can update their own details and Gift Support declaration, and see their giving history — no account needed.
A documented read-only API with self-service keys, one-click full-database export, CSV everywhere, and role-based access (admin, editor, free read-only users).
Member numbers, renewal dates and automatic lapsing; events with priced ticket types, multi-attendee tables and sold-out handling.
Most charity CRMs are built around UK Gift Aid and HMRC. This one is built around Jersey Gift Support — the lump-sum donation scheme administered by Revenue Jersey — so the rules your charity actually operates under are the rules the software enforces.
Open Charity CRM runs anywhere Node.js or Docker runs — Render, Fly.io, Railway, or a machine in the office. There's no vendor holding your supporter data, no per-contact price ladder as you grow, and no export ransom if you ever leave.
It's deliberately simple to operate: zero native dependencies, no build step, and one process to run. Sign-in is protected with modern password hashing, roles keep read-only users read-only, and API keys can never escalate their own access.
Three steps and your charity has a CRM.
One click-ish on Render or Fly.io with a persistent disk — the
help guide walks through it. Or just npm start
on any machine with Node 22+.
Your first visit sets up the administrator. Invite colleagues as editors, and give trustees free read-only access.
Import your supporters from CSV, add your own fields and record types, publish a donation page, connect Xero — the help guide covers every section.