“Chloe at Core Insights has been invaluable in the process of choosing a new CRM system for our small charity. She has guided us through the experience effectively, providing insight and advice based on her experience. Without her support it could easily have been an overwhelming experience but we feel that we have been in safe hands from start to finish.”

-Nancy, The Winchester Beacon

“Chloe was such a huge help to us. She worked at our pace, always answered our questions and concerns directly, was very patient and understanding, and listened to us fully. We will definitely look to work with you again in the future.”

-Donorfy Client

“Chloe worked with us on a CRM readiness project in summer 2024. It was an absolute pleasure working with her. She taught us so much about how to select and prepare for our first CRM and left us with a host of helpful documentation. This made a huge difference to how smoothly we were able to move forward, and will definitely save us time and money in the long run. We really couldn’t have done it without her!”

-Liz Lowther, Interim CEO, Association of Chairs

“The health check was just what we needed as an organisation to think about how we could improve things within the charity. It made us think about how we can use Donorfy to its maximum potential.”

- Claire Wright, The Lily Foundation

From the initial workshopping phase, where we were encouraged to identify goals and responsibilities in line with our business strategy, to the latter stages of migrating complex data and onboarding our diverse team of staff, our experience with Core Insights (and Aegis) has ensured an accurate and efficient transition to a new CRM system. We appreciated the resources shared with us, and the ongoing support brought clarity and kept us ambitious about what we could achieve. This was quite the feat within a multi-faceted organisation with many stakeholders, needs and goals! Core Insights and Aegis have helped us to configure a new CRM system which will suit our needs for the long term.

- Jane Faram, Spike Island Artspace Ltd.

Core Insights have been valuable to learning about a variety of CRMs in our digital transformation efforts. They have been like a member of our team, even through a period of change within our charity, they have remained resilient and flexible. Chloe and the team helped us to find us the right CRM solution based on our specific needs and wants. They are focused on getting the whole team behind the CRM project and works in a collaborative and effective way. I would highly recommend Core Insights for any charity looking to scale up and work with someone they trust. After all, a CRM is a big investment and they will guide you every step of the way.

- Vix Murning, Digital Project Manager - UKMT

Thank you for your support. You seamlessly supported us to navigate towards choosing and setting up a new database for our client records. Core Insights put us at ease during an unfamiliar process, and openly shared their knowledge with us, whilst ensuring the whole process had our charity's needs at the heart of it, so we could choose a database that would be best suited to us. They were a pleasure to work with and I would highly recommend them to other charities looking to start using a client database and/or fundraising database.

-Lizzie Cockle, Manager at Rekindle

Thank you for your amazing support in helping us choose a CRM solution for our organisation MEaP.

I joined the team this year and had no idea where to start. After coming along to your webinar and attending mentoring sessions, I was able to get insightful steers and practical next steps. I have benefitted from your guidance and advice on the need to involve the whole team, assess our needs, document the exploration (including outcomes from demos and meetings with suppliers to stay on track) and ask for further demos and trials (especially where team members missed sessions). We have now chosen a solution to move forward with next year.

-Christina Ntow, Communications and Administration Officer, MEaP Academy Community Education Centre

Core Insights were really helpful and took the time to carefully explain things and find solutions to any problems we were having. Really glad we chose the Onboarding option for our charity. We only have 2 fundraisers, and as a small team needed the extra guidance and help that Onboarding provided. I'd definitely recommend it, and it was great value for money for the support on offer.

-Jennie Payne, Fundraising Manager, Groundswell

Core Insights were super supportive and professional throughout our database selection process. They always understood very well what our needs were and explained all the IT-stuff in a clear and concise way.

-Tracy, Senior Administrator, Community Transport Association