infoodle, a cloud-based charity CRM and donation management software for non-profits, churches, youth & family services, and health & disability organisations across Australia, New Zealand, and the UK. One system: CRM, Donations, Xero, Events, Libraries and Gift Aid. Trusted by 700+ charities
Rated
5.0
out of 5Reviewed by
21
Xero usersTry this app
Free trial
availableListed for
11 years
May 2015Overview
Charity staff spend too much time managing data across disconnected systems. Contacts in one tool, giving in another, event registrations somewhere else again, and someone in the finance team re-entering the same transactions into Xero by hand. Reconciliation drags, and nobody has a single, organised view of the people connected to the organisation.
infoodle brings it together in one connected system, and keeps that system in step with Xero.
Know your people
- Contacts, donors, members, volunteers and staff in a single database
- Custom fields, households and relationships, so records reflect how your community actually works
- Notes, interaction history and activity tracking against every contact
- Groups, tags and segmentation for targeted communication
- Email and SMS sent from within infoodle
Capture giving and receipt it properly
- One-off and regular giving, with pledges and committed amounts tracked against each donor
- Online donations and payments, with no added transaction fees from infoodle. You pay only the payment gateway's own fees
- Receipts and donor statements generated and sent from infoodle
- Compliant tax receipts for New Zealand and Australia
- Gift Aid and GASDS claims for UK charities
Run events, rosters and resources
- Registrations, RSVPs and ticketing
- Check-in on the day, including QR self check-in through the infoodle app
- Attendance tracking, with participation history linked back to contact records
- Volunteer scheduling, rosters and hours reporting
- Document storage, plus asset and resource tracking with booking management
Built for the sector, supported by people
- Trusted by 700+ charities across Australia, New Zealand, the UK and beyond
- Scales from small community groups to large multi-department, multi-site organisations
- Purpose-built for non-profits, churches, youth and family services, and health and disability organisations - not a general CRM with a charity template
- Real people on support, based in New Zealand and the UK
- Rated 5 out of 5 from 21 reviews, and listed on the Xero App Store for 11 years
infoodle + Xero
What infoodle sends to Xero
- Donation batches, ready to reconcile
- Stripe payouts with splits already applied
- Invoices raised in infoodle
- Contacts, so donors and suppliers stay matched across both systems
What infoodle reads from Xero
- Xero contacts
- Transactions
- Tracking categories, for fund or project-level reporting
What that means day to day
- No double entry. Giving is recorded once, in infoodle, and appears in Xero ready to reconcile.
- Reconciliation in minutes rather than days, with advanced reconciliation for high-volume giving
- Fundraising and finance reporting built on the same numbers, so the two never diverge
- Your finance team stays in Xero and your fundraising team stays in infoodle. Neither has to learn the other's tool.
- A full audit trail from individual donation through to the reconciled bank line
Getting started
- Start a free trial at infoodle.com - no card required
- Connect Xero from Settings, and authorise the connection
- Identify Bank Accounts and Account Codes required in infoodle
- Import your contacts and giving history, or start fresh
- Add the packages you need - Events, Libraries or Gift Aid - at any time
What happens next:
- Guided onboarding and training with a real person, or self help through a videos and docs
- Help Centre, documentation and ongoing support from teams in New Zealand and the UK
Reviews & ratings
21 Reviews
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Most recent reviews
MB
Mark Blackie
Posted
Infoodle was the best decision our Charity has made!
Multiple Sclerosis Auckland chose Infoodle to be our CRM provider after an extensive search of over 80 CRM database providers. We were extremely happy with the decision over 6 years ago and still are to this day. Infoodle are based here in NZ with a local support desk who are very quick to respond and attend to any queries or issues. Infoodle meets all our needs including both patient records and donor management which is rare to do both well. They are always looking to improve the CRM in response to user feedback. I could not recommend Infoodle and their team more highly. If you are a charity or a service provider looking for a CRM - go with Infoodle - you won't be disappointed!
Response from infoodle
Thank you - it has been great to support you over these years
LB
Lynne Boyt
Posted
Time saving
Infoodle is invaluable in our business. It saves so much time and makes Gift Aid so easy. Small donation gift aid has just been added. Couldn't be without it!
Response from infoodle
Thank you so much. Thats great to hear. We hope you get even more benefit now we have GASDS also.
AW
Amanda Wills
Posted
Great CRM
We have been using Infoodle since 2017 to manage our customer database and donations. Infoodle is a great product and it's kiwi-made!
Response from infoodle
Thank you. Great things come from NZ :)
Additional info
Shared data
Xero
infoodle
Invoicesshared from Xero to infoodle and from infoodle to Xero
Contactsshared from Xero to infoodle and from infoodle to Xero
Accountsshared from Xero to infoodle
Tracking Categoriesshared from Xero to infoodle
Paymentsshared from infoodle to Xero
Manual Journalsshared from infoodle to Xero
Journalsshared from infoodle to Xero
Bank Transactionsshared from Xero to infoodle
Functions
Reporting and forecastingCRM and marketingIndustries
Not for profitApp details
By Infoodle Ltd
Added in 2015Countries
Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United StatesLanguages
EnglishSupport
Setup walkthroughContact supportsupport@infoodle.comContact
+64 7 579 3085Follow
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