Chorus

Evo 365 - Charity & Membership CRM

Evo 365 is a charity and membership management CRM accelerator built on Microsoft Dynamics 365. Evo 365 allows membership organisations and Not for Profits (NFPs) to enjoy a tailored out-of-the-box solution built on the intuitive and flexible Microsoft platform; reducing costly bespoke development and allowing a quick deployment.

Features

• Membership Management
• Fundraising & Donation Management
• Gift Aid Declarations (HMRC integration)
• Automated Direct Debit Processing & Payment Gateway
• Marketing & Communication Management
• Website Integration and Portals
• Plus all the features of Microsoft Dynamics 365

Benefits

• Reduce costly bespoke CRM development
• Get up and running within weeks
• Centralises critical organisation data for better management
• Supports GDPR compliance and streamlines data management
• Customisable platform that can be further tailored to your organisation
• Intuitive and easy to integrate with existing systems
• Clear roadmap and continuous investment
• Move away from inflexible or stagnant legacy platforms

£600 to £1,600 a unit a day

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at hello@chorus.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

134800658703621

Contact

Sales Team
01275 398900
hello@chorus.co.uk

Planning

• Planning service: Yes
• How the planning service works: One of our CRM consultants will work with you to understand how your organisation works and will configure the system to match your terminology as part of a scoping workshop onsite. If further consultancy and planning is required then consultancy days can be purchased (please see SFIA rates).
• Planning service works with specific services: Yes
• Hosting or software services the planning service works with: Evo 365 - built on Microsoft Dynamics 365

Training

• Training service provided: Yes
• How the training service works: We can provide training to ensure that your staff are happy with Evo 365 and to drive user adoption and engagement. We provide end user documentation but can also provide face to face training, which is normally bespoke to your organisation so you gain the maximum value.
• Training is tied to specific services: Yes
• Services the training service works with: Evo 365 - built on Microsoft Dynamics 365

Setup and migration

• Setup or migration service available: Yes
• How the setup or migration service works: We will work with you to consolidate and migrate your data into Evo 365 from your various sources. Our CRM consultants have great experience at migrating data from different sources; from Excel spread sheets to Raiser's Edge we will take away the headache of moving to a new system. Please note: data migration is an additional cost and dependent on your data source(s), complexity and size and would be agreed in advance.
• Setup or migration service is for specific cloud services: Yes
• List of supported services: Evo 365 - built on Microsoft Dynamics 365

Quality assurance and performance testing

• Quality assurance and performance testing service: Yes
• How the quality assurance and performance testing works: Our team of QA testers perform quality assurance testing on all Evo 365 software developments.

Security testing

• Security services: Yes
• Security services type:
  • Security strategy
  • Cyber security consultancy

Ongoing support

• Ongoing support service: Yes
• Types of service supported:
  • Hosting or software provided by your organisation
  • Hosting or software provided by a third-party organisation
• How the support service works: We provide ongoing support to help organisations get the most from Evo 365. Support is managed through our dedicated helpdesk, with SLA's and support hours agreed in advance to ensure you receive the right level of support.

Service scope

• Service constraints: Organisations must also purchase Microsoft Dynamics 365 licensing, and if using any third party software with Microsoft Dynamics 365 then third party licensing may also apply (e.g. ClickDimensions).

User support

• Email or online ticketing support: Email or online ticketing
• Support response times: This would be agreed in our SLAs
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: None or don’t know
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: No
• Support levels: Service Level Agreements (SLAs) and support hours are agreed in advance. Our support model is flexible; we can offer 24/7 support, standard work hours or custom hours. Pricing will depend on the SLA's and hours chosen.

Resellers

• Supplier type: Reseller providing extra features and support
• Organisation whose services are being resold: Microsoft

Staff security

• Staff security clearance: Staff screening not performed
• Government security clearance: Up to Security Clearance (SC)

Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: British Assessment Bureau
• ISO/IEC 27001 accreditation date: 12/09/2023
• What the ISO/IEC 27001 doesn’t cover: N/A
• ISO 28000:2007 certification: No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Cyber essentials plus: Yes
• Other security certifications: No

Social Value

• Social Value:

  Social Value

  Equal opportunity

  Equal opportunity

  Evo 365 empowers charities with the right technology to manage their operations, allowing them to better focus on their mission - which often focuses on equal opportunities, wellbeing, economic inequality etc.

Pricing

• Price: £600 to £1,600 a unit a day
• Discount for educational organisations: No

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at hello@chorus.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.