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Paul Stirrat

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1 minutes

Paul is Marketing Manager at Adapta and has more than 20 years' experience of working with charities, nfp's and membership organisations.

Before joining Adapta Paul was the Marketing Manager at Sayer Vincent. During his time he developed a highly successful seminar and strategic shared learning events programme and led on the development of the Charity Accountants' Conference

IT, technology and digital Funding

13 June 2025, 12:14

Adapta guides for charities on CRM, Finance and Grant Management systems

Independent digital, data and technology specialists, Adapta Consulting, has produced three jargon free Systems Guides aimed specifically at third sector organisations in the UK, who are about to embark on their systems selection journey:

CRM Systems is aimed at organisations of all types and sizes – including charities, membership organisations and arts and culture organisations, providing a high-level overview of the market for CRM systems in the UK.

Finance Systems also offers a high-level overview of the market for finance systems and lists a broad range of the systems that charities could consider if they are looking for an accounting package.

Grant Management Systems is aimed at UK funding institutions or third sector organisations that run some form of grants programme. As well as providing a high-level overview of the market for Grant Management Systems in the UK, it gives details of suppliers and software packages that are capable of meeting many of the key requirements for managing contact relationships, document and communication storage, grant application process and grant management.

You should find these guides useful and thought-provoking. Please note, however, that they are provided for general information purposes only and do not constitute professional advice.

Please see below for the guides

Adapta guide to CRM Systems

Adapta guide to Finance Systems

Adapta guide to Grant Management Systems

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Knowledge Hub

Paul Stirrat

1 minutes

Adapta guides for charities on CRM, Finance and Grant Management systems

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