Working with you to get more from your data

From finding the right database to creating monitoring and evaluation frameworks, we can help.

Core Insights are the experts when it comes to charity databases and impact measurement.

Do any of the situations below sound familiar to you? Click on the icons to see how we can help you.

Questions? You can get in contact HERE.

Hi, I’m Chloe!

I’ve been working with charities to help them get more from their data since 2015. I’m passionate about demystifying data and reporting and making it into something everyone can do rather than just ‘techy’ people. I’ve seen so many people in the charity sector go from being afraid of using tech to being confident in their reporting and data abilities.

Let’s work together soon!

Find your dream database

"Core Insights worked with us for about six weeks to help us decide which database would work for a charity like ours. They were impressively efficient and professional right from the start. They were good at assimilating and then disseminating information in a way that was easy for us to understand. We all unanimously agreed that they helped us navigate through various database options expertly and objectively until we reached a satisfactory conclusion. Excellent facilitator who we would recommend without hesitation!

-Trupti Desai, Administrator, Refugee Support Devon

Whether you’re moving away from spreadsheets, or your database no longer works for you, we can help.

Develop an outcomes framework

"Our company now has realistic but stretching outcomes framework that we can use to measure our performance against. This has helped us to become more focused and more attractive to our funders."- Local Social Business

In an age where funding is ever more difficult to come by, it's vital that organisations are able to show their worth.  We can work with you to develop a robust outcomes framework and help you to integrate this into your systems and reporting processes.

Understand your people better

"Our organisation can now use our systems to track our clients' progress over a period of time. This helps us to understand their behaviours and to better focus our (limited!) resources on what will best help them."-Charity working with vulnerable people

We can help you implement a service user segmentation, enabling you to better understand your impact and meet the needs of your clients more effectively.  This is a vital way in which charities and other groups can become more sustainable.  Check out our blog for more tips on sustainability.

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Featured
The Winchester Beacon
The Winchester Beacon

“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

The Association of Chairs
The Association of Chairs

“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

Spike Island
Spike Island

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.

UKMT
UKMT

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

Rekindle
Rekindle

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

MEaP Academy Community Education Centre
MEaP Academy Community Education Centre

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