Technology solutions and partners: CRM, fundraising and membership

"You have had a huge influence in our fundraising, and I would enthusiastically recommend you to other charities (and often have)..."

“Adapta’s real added value was in how they helped us understand how we could evolve to use data, digital and technology to support both our strategic objectives and the needs of our various audiences. We now have a focused plan of action, informed by their expert knowledge of the technology and partner landscape"

"Adapta provided expert independent consultancy to Shelter, helping us to choose a new Supporter CRM. Their knowledge of the subject is invaluable, and this gave Shelter the assistance and reassurance it needed to make a good procurement decision."

"Thanks for all your invaluable help and guidance. We wouldn't be here without you. And don't think that you are escaping, we look forward to your ongoing support."

"We approached Adapta Consulting to help us select a new CRM for the charity. We spoke with a number of consultants but they were by far the best fit for us, and they did not disappoint!"

"Board members were very positive about the functional requirements we developed and we wouldn't have got to this point without your support. We've learnt from your support, and you never made us feel stupid so many thanks."

"You delivered exactly what we were looking for."

"Reading the report, I felt that you managed to incorporate all the various points wonderfully well and I find the entire report very powerful indeed. Exactly the right tone, with a message that is clear and recommendations that we will be able to follow up on."

"Adapta led a review to help us assess our needs and options for supporter data systems. Adapta enabled us to make the right decisions about a critically important investment that will be invaluable work for many years to come."

"I would not hesitate to recommend Adapta’s team to anyone embarking on similar projects as the support from Adapta’s consultancy has been very personable, tangibly valuable, specialist and delivered in a way that best suits an organisation."

"Thank you both so much for all the time you gave us today to discuss our database requirements. It was a tremendously stimulating workshop. I felt the construct of the afternoon was just right and I am grateful for the lack of jargon and for you both translating anything we did not fully grasp into digestible information."

"We have been served excellently by the team in our membership systems project. We remain highly satisfied customers!"

"Adapta has provided Oxfam with a professional and authoritative service. They gave us timely and well-targeted advice both about the CRM market and about sensible approaches to the project. They have a solid understanding of the charity sector."

"Adapta gave our charity the expertise, advice and resources to have confidence throughout our CRM procurement process. Adapta were vital in getting us over the line and were always there for us when we needed them."

"Adapta supported ActionAid on a major CRM implementation. The technical and project management support they provided was critical to the success of the project. The team provided both support and challenge which was invaluable. They also had a very good understanding of not-for-profits and were a pleasure to work with."

Adapta's team comprised highly skilled and experienced consultants who provided invaluable guidance throughout every stage of the project. They expertly navigated the complexities of Dynamics CRM, offering clear explanations, practical solutions, and proactive problem-solving. Their meticulous attention to detail and commitment to quality ensured they were able to contribute insight, in advance, to issues that we might encounter during different stages of the project.