Evo 365 enhances the power and flexibility of Microsoft Dynamics 365, to deliver a charity CRM system that makes it easy to manage your fundraising, income processing, communications, and finance — all in one place.
Evo 365
The flexible charity CRM solution for Dynamics 365
Evo 365
Modernise your CRM and make more impact
We know the unique challenges charities face today—raising more donations, enhancing member experiences, and increasing impact. Without the right technology, it can feel like an uphill battle.
Evo 365 helps solve these challenges. Evo is our modern charity CRM solution, built on Dynamics 365, that delivers the essential functionality charities need, helping you achieve maximum impact with minimal custom development, streamlining your operations across your charity.
With Evo 365, you can focus on what matters most — your mission.
Head of Fundraising at Dorothy HouseChorus was instrumental in delivering our solution, not only delivering on those goals, but helping us through the cultural transition from a legacy system to a future solution with Dynamics 365 and Evo 365.
More than just a fundraising CRM
Evo 365 is an end-to-end charity CRM solution for Dynamics 365, giving you the capabilities you need across your charity’s operations, not just your fundraising team. Completely extendible, you can shape Evo to the unique ways your charity works.
Fundraising & Major Giving
Empower your fundraising team to manage the entire fundraising process across the seven stages of solicitation, from research, planning and cultivation to asking and stewardship.
Income Processing
Efficiently process smaller, more frequent donations, whether one-off or recurring, as well as manage active or lapsed memberships and payments.
Communications & Marketing
Integrate powerful campaign management with intelligent marketing and email automation and analytics, enabling your marketing & communications teams to reach and engage more supporters.
Finance
Easily and accurately code your income, ensuring that it’s assigned to the correct cost categories in your finance systems, and that payments are treated appropriately and spent as intended.
-
Fundraising & Major Giving
Empower your fundraising team to manage the entire fundraising process across the seven stages of solicitation, from research, planning and cultivation to asking and stewardship.
-
Income Processing
Efficiently process smaller, more frequent donations, whether one-off or recurring, as well as manage active or lapsed memberships and payments.
-
Communications & Marketing
Integrate powerful campaign management with intelligent marketing and email automation and analytics, enabling your marketing & communications teams to reach and engage more supporters.
-
Finance
Easily and accurately code your income, ensuring that it’s assigned to the correct cost categories in your finance systems, and that payments are treated appropriately and spent as intended.
Fundraising
Major giving made simple
Help your fundraising team streamline and manage the whole fundraising process for your larger income, such as major giving, trusts and grants, corporate donations, and legacies. Evo guides users through each stage of the fundraising process, offering a 360-degree view of opportunities, with intelligent sales automation, pipeline management, insights and reporting, helping fundraising teams maximise success rates.
- Trust & grant management
- Individual giving & major donors
- Gift Aid management
- Legacies & In-memory
- Income & donation management
- Project & programme tracking
Income Processing
Manage each member and every donation
With a centralised 360 view of your members, Evo helps you manage members, identify lapsed memberships, and improve engagement and retention. It also simplifies the management of smaller recurring and one-off revenues, making it easy to create new payments from cash and cheques to card payments and Direct Debits. Integrating with payment providers such as GoCardless and Worldnet, and taking care of GiftAid, Evo does the hard work for you.
- Membership management
- Membership analytics
- Direct Debit processing
- Process automation
- Income management
Communications
Engage your audiences
Evo 365 enables you to plan, execute, and measure your marketing and member outreach. Integrating with leading 3rd party marketing automation platforms, your marketing and communications teams can enhance supporter journeys across channels such as email, web and social, to elevate the member experience.
- Campaign management
- Consent management
- Enhanced personalisation
- Data management
- Analytics & reporting
Finance
Faster finances
Evo 365 makes things simple for both Finance and Fundraising teams, embedding smart financial processes across Evo 365. With intelligent income coding, Evo helps ensure that all your income is correctly assigned to your cost categories, making reconciliation with Finance seamless. From recurring income to corporate or restricted donations, Evo ensures your income and spending is correctly tracked against your different projects and appeals.
- Payment processing
- GiftAid declarations
- Direct Debit processing
- Coded income
- Payment batches
Benefits of Evo 365
Created for nonprofits and memberships
Designed for nonprofits and based on best practices and feedback from the sector, Evo provides the core features, processes and workflows you need to increase impact and achieve your mission.
Faster implementation
Get charity functionality in Dynamics 365 fast, without extensive customisation and development. As an ‘accelerator’, Evo enables rapid implementation to save you time and money.
Easy to use
A straightforward and intuitive navigation, coupled with the modern user interface of Dynamics 365, makes Evo 365 easy to use—increasing productivity and user adoption.
Built for Dynamics
You want the full Dynamics 365 experience, with cutting-edge innovations, features, and security. Evo 365 gives you all this, but with a charity twist.
Flexible, extensible, scalable
As you expand your activities, reach, and impact, Evo 365 can grow with you. Add more features and integrations as needed, leveraging the scalability of Dynamics 365 and the Power Platform.
Do more with Microsoft
Enhance your CRM, connecting it across your wider Microsoft stack. From Azure, Microsoft 365, Teams and SharePoint, through to Fabric and the Power Platform, the possibilities are endless.
-
Created for nonprofits and memberships
Designed for nonprofits and based on best practices and feedback from the sector, Evo provides the core features, processes and workflows you need to increase impact and achieve your mission.
-
Faster implementation
Get charity functionality in Dynamics 365 fast, without extensive customisation and development. As an ‘accelerator’, Evo enables rapid implementation to save you time and money.
-
Easy to use
A straightforward and intuitive navigation, coupled with the modern user interface of Dynamics 365, makes Evo 365 easy to use—increasing productivity and user adoption.
-
Built for Dynamics
You want the full Dynamics 365 experience, with cutting-edge innovations, features, and security. Evo 365 gives you all this, but with a charity twist.
-
Flexible, extensible, scalable
As you expand your activities, reach, and impact, Evo 365 can grow with you. Add more features and integrations as needed, leveraging the scalability of Dynamics 365 and the Power Platform.
-
Do more with Microsoft
Enhance your CRM, connecting it across your wider Microsoft stack. From Azure, Microsoft 365, Teams and SharePoint, through to Fabric and the Power Platform, the possibilities are endless.
Evo 365
Created by charities for charities
We created Evo 365 to solve a common problem. Charities wanted to use Dynamics 365, but it required too much custom development. By collaborating with a focus group of charity customers, we developed a solution that seamlessly integrates non-profit functionality into Dynamics 365 with minimal custom development, shortening projects by 40% from years to months, cutting costs by an average of 35%.
As charity requirements evolve, so does Evo 365.
Our approach
One team working together
Our amazing team of experts will guide you through your project implementation, ensuring you’re set up for success with Dynamics and Evo.
With years of experience working with charities both large and small, you’ll love working as one team with our functional consultants and developers as we get your system ready.
Evo 365
Designed for Microsoft-centric charities
Evo 365 is designed for forward-thinking charities that want to transform with modern Microsoft technology.
Built on Microsoft Dynamics 365, Evo can be tailored to leverage the vast possibilities of complementary Microsoft technologies, such as Microsoft 365, Azure, Power Platform, Fabric, Copilot and more.
Why Chorus?
Microsoft-focused charity CRM specialists
At Chorus, we have a long history of working closely with the not for profit sector. We’re one of the UK’s most established Microsoft-focused charity CRM specialists, having helped many charities and non-profits transform their fundraising and operations with Microsoft Dynamics 365. Our charity CRM consultants know how charities work day-to-day, with a deep appreciation of the common challenges, limitations, and requirements of NFPs. This allows us to work closely with you as part of your team to develop transformative solutions to help you make a greater impact and achieve your mission.
Case study
Migrating Dorothy House to a modern charity CRM solution
Discover how we partnered with Dorothy House, a leading hospice charity, to migrate them from a legacy CRM system to Dynamics 365 and Evo 365, creating a modern and flexible cloud-based charity CRM system tailored specifically for their fundraising requirements.
Frequently asked questions (FAQs)
-
What is Evo 365?
Evo 365 is an end-to-end charity solution designed specifically for charities and non-profits interested in using Microsoft Dynamics 365 as their CRM platform.
This type of software is commonly known as an ‘accelerator’ for Dynamics 365. This means it can be quickly implemented within your Dynamics 365 platform, giving you a host of tailored charity CRM functionality without any custom development. You can then choose to extend your system further, by adding custom functionality to suit your unique requirements and processes.
-
Is Evo 365 the right choice for us?
Evo 365 provides an ideal future-proof CRM option for Microsoft-centric charities, especially those interested in using an existing or new Dynamics 365 system. You can have confidence that Evo 365 is Microsoft co-sell approved, enabling the system to be recommended by Microsoft as a solution.
-
Why do we need Evo 365 as well as Dynamics 365?
Dynamics 365 is one of the most popular CRM systems on the market, but it doesn’t provide charity-specific functionality out of the box. It would require significant custom development to tailor it to the requirements of a typical nonprofit organisation.
To save nonprofits from having to develop this functionality from scratch, we developed Evo 365, which adds this functionality straight into your Dynamics 365 system. That’s why it’s referred to as Dynamics 365 “accelerator” software.
-
Can we implement Dynamics 365 and Evo 365 ourselves?
No, implementing a mature charity CRM system such as Dynamics 365 with Evo 365 requires a high level of technical CRM expertise, especially when you transition from an existing system to a new system.
-
With Microsoft Fundraising and Engagement accelerator being retired, can Evo 365 provide an alternative?
Yes, Evo 365 can provide an alternative to the Microsoft Fundraising and Engagement accelerator, which is being retired. Evo 365 predates the Fundraising and Engagement solution and wasn’t built on it, making it unaffected by the retirement. It offers data models, business logic layers, and integrations with payment providers etc., making it an ideal alternative option for organisations needing to transition from the Fundraising and Engagement accelerator.
-
Is Evo 365 solely a fundraising CRM solution?
Many fundraising CRMs are limited to basic fundraising activities, without the flexibility to support other common nonprofit activities. Evo 365 is a comprehensive and flexible CRM solution for Microsoft Dynamics 365, tailored for non-profits and charities across areas such as fundraising, income processing, communications and finance.
As ‘accelerator’ software, Evo gives you most of what you need from a nonprofit CRM system right away. Because it’s flexible and designed to be extended, we can build your unique processes into your system across both fundraising and operations, creating a CRM system that supports a wider range of your nonprofit activities.
-
Can Evo 365 integrate with other systems?
Yes, Evo 365 can be integrated with other systems, both inside and outside the Microsoft ecosystem. Dynamics 365 benefits from a host of existing integrations and pre-built connectors, whilst we can create bespoke integrations between Evo 365 and other software depending on the availability of APIs.
This means Evo can work with your existing software, whether that be Microsoft 365, your finance system, event management platforms, or website etc.
-
How would we migrate our data to Evo 365?
We’ll work closely with you to determine the best approach for migrating your data to Dynamics 365 and Evo 365. Our collaborative process focuses on improving data quality, rather than just a ‘lift and shift’ approach. While we’ll provide the technical CRM expertise, your input will be crucial, as you know your data best. We’ll guide you through the requirements and outline the best technical and long-term strategy for your data and systems.
-
What is your project approach?
When implementing your system, we’ll use an agile approach to delivery, using the Scrum framework, to ensure that we deliver the best results that meet your requirements and budget, while working closely with you throughout the project.
While we build and implement software for customers, we don’t just walk away when a system has been delivered. We typically become our clients’ technical partner, developing a strong ongoing partnership.
-
How long does an implementation take?
The implementation time for Evo 365 can vary, but it is designed to significantly reduce project delivery timescales. We were able to transition a charity from a legacy system to Dynamics 365 and Evo 365 in 3 months, using a minimum viable product (MVP) approach, before adding more functionality over time.
In our experience, using Evo 365 has reduced Dynamics 365 charity CRM implementation timescales from years to months, cutting delivery times by 40% and costs by 35% on average. This is achieved by providing charity-specific functionality out-of-the-box, which allows for a quicker setup with less need for custom development.