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

Communications: keep everyone informed

• Bulk email and SMS to targeted groups , with personalisation
• Reusable email templates, the Email Designer for newsletters, and scheduled sending
• Open and click tracking, with sent emails, texts, and letters recorded in contact history
• Push notifications through the free infoodle app
• SMS is charged per message

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
• Receipts and donor statements generated and sent from infoodle
• Compliant tax receipts for NZ and AU
• Gift Aid and GASDS claims for UK charities

Memberships

• Individual, household, and organisation memberships
• Pricing rules by age, group or custom field, with discounts, concessions and extras
• Payment in full or by instalment
• Automatic renewals and reminders, with failed-payment follow-up
• Membership status, and renewal and revenue reports
• A Xero invoice for each membership, coded to the right accounts

Self-Service: the Portal and the free app

• A secure login where donors, members, and families see their own giving
• Download tax receipts and statements
• View pledges and catch up missed payments
• Update their own contact details
• Send secure messages to your team, by topic
• Members can join, pay and renew
• Free infoodle app adds QR check-in, rosters, groups, and the directory

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 the globe
• Scales from small community groups to large multi-department, multi-site organisations
• Purpose-built for charities, churches, youth & family services, and health & disability organisations - not a general CRM with a charity template
• Real people on support, based in NZ and the UK