Donor relationships
Organise donor records and relationship owners in a dedicated management area.
Patel Hospital CRM
06 / 11A fundraising workspace for Patel Hospital that brings donor management, campaigns, finance and reporting into one clear dashboard.
- Client
- Patel Hospital
- Discipline
- Donor & fundraising CRM
- Focus
- CRM platform / Analytics dashboard
- Availability
- Live application
The interfaceProduct screenshots
01 — OverviewBuilt around
Built around
the work.
A donor and fundraising CRM for Patel Hospital. The workspace connects donor relationships, campaigns and financial reporting, with an analytics dashboard that gives the team a shared overview.
The challenge
Fundraising work spans ongoing donor relationships, individual campaigns and financial records. These areas need to be easy to navigate together, with reporting that keeps the wider picture visible.
The approach
The platform groups donor management, campaigns, finance and communications into a structured workspace. Fundraising progress, donor activity and donation trends sit alongside reporting and export controls.
02 — CapabilitiesThe details
The details
that matter.
Campaign management
Keep fundraising campaigns and target progress visible alongside donor activity.
Finance workspace
Access receipt generation, reconciliation, audit records and fund allocations.
Analytics & exports
Review donation trends and donor breakdowns, with Excel, PDF and CSV export controls.
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Jarvis
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