Create branded forms for the processes your charity runs every day, from volunteer sign-up and referrals to event registrations and supporter data capture.
Create flexible forms that support the processes your charity runs every day. From referrals and volunteer registrations to event sign-ups and supporter data capture, Charitywize forms connect submissions directly to the workflows your team uses.
Collect the information you need without forcing your team into rigid templates.
Publish forms that feel like part of your own website and supporter journey.
Send submissions into the right workflow so your team can follow up faster and with more context.
Support fundraising, service delivery, events, volunteer management and internal admin.
Trigger actions automatically when a form is submitted, such as assigning tasks, creating records or sending emails.
Schedule follow-ups, reminders or processes to run automatically after a submission.
Create branded forms that capture the information you need and automatically trigger actions, while giving supporters a simple and seamless way to submit information.
1. Create your form
Build forms for referrals, registrations or data capture with custom fields to suit your workflow.
2. Add rules and automation
Automatically create records, assign tasks or trigger workflows based on form submissions.
3. Publish and share
Embed forms on your website or share links directly with supporters via email or campaigns.
1. Complete the form
Supporters fill out a simple, branded form from your website or shared link.
2. Submit information
All details are securely submitted and processed instantly within your system.
3. Receive confirmation
Supporters receive a confirmation email and any next steps automatically.
Charitywize is more than fundraising tools. It's a complete CRM that connects donors, fundraising, tasks, activity tracking and reporting in one system.
Keep complete records of donors, supporters and volunteers with contact details, history and engagement.
Track every interaction with supporters including donations, emails, events and notes.
Assign tasks to team members and set reminders to keep your charity organised.
Connect your email tools to send updates, campaigns and automated communications.
Generate reports and insights to understand fundraising performance and supporter activity.
Automate processes such as follow-ups, task creation and supporter journeys.
See how Charitywize can support your charity's fundraising and day-to-day operations.
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