--- title: "CRM and communication software for NGOs | Relief One" description: "CRM, Portfolio & Communication. Donor contacts and track record, kept up to date. Posts, references and newsletters written from the project records you…" url: https://reliefapplications.org/relief-one/outreach/ lang: en --- # CRM, Portfolio & Communication: Posts, references and newsletters written from the project records you already keep. Donor relationships sit in personal inboxes. References are in a deck from two years ago. Each post, newsletter or web page starts from a blank page. [Relief One](https://reliefapplications.org/relief-one/), Everyone, connected ## How it works Donor contacts and track record, kept up to date. 1. Know your relationships. Organisations and contacts typed for the sector (UN agencies, INGOs, Red Cross, donors), touches logged, cold relationships flagged. 2. Show your track record. Project reference cards, searchable by what a call asks for, exported as a ready annex. 3. Plan posts and newsletters. An editorial planner with approval and consent checks, brand kits, a newsletter built from your own content. 4. Keep the website current from the platform: project pages, banners, team page, approved before they go live. ## What it does. - **CRM for the sector**: Organisations and contacts typed for the sector, touches logged, cold relationships flagged. - **Portfolio cards**: Project references approved by their owner, in English, French and Spanish. - **Search by the call**: Find the references a call asks for, exported as a ready annex. - **Editorial planner**: The author cannot approve their own post; consent is checked before approval. - **Brand kits**: Your brand, and co-branding packs for donors. - **Newsletter**: Built from your ERP content, checked before sending, sent through your mailing tool. - **Studio**: Your brand templates filled from projects and people, a whole set of formats at once. - **Website content**: Project pages, banners and team page managed here, served to your site. ### The full list - **CRM**: Stages that move automatically, a 90-day “going cold” rule, campaigns, insights; organisations linked to funders and projects. - **Portfolio**: Cards per project, approval by the project owner, EN/FR/ES, PDF export, “search by what the call asks”. - **Marketing planner**: The author cannot approve their own post; image consent and partner permission must be on file before approval. - **Brand kits**: including co-branding packs for donors. - **Newsletter**: Blocks fed by your ERP content, AI draft without invented facts, checks before sending, handed to your mailing tool as a draft or a scheduled send. - **Studio**: A design editor on your own brand templates, filled from projects and people, text written and translated by AI, a whole set of formats rendered at once, reviewed before delivery. - **Website**: Project pages, banners and team page managed in the platform, served to your site by API. ## What makes the difference - Ask for your MEAL work with federated NGOs, get the cards as a PDF annex. - No post goes out without consent on file. - One project record feeds the card, the post, the newsletter and the web page. ## With your AI agent One question can cross several modules. The issue reaches your mailing tool as a draft, and a person sends it. - **A question**: “Turn this month's field stories into the newsletter.” - **Reads**: CRM, Portfolio & Communication, [MEAL](https://reliefapplications.org/relief-one/meal/) - **Comes back**: A draft issue, three subject lines and the French version (To validate) - **On this module’s pages**: Newsletter drafts, subject lines and translations; portfolio cards drafted - [More use cases](https://reliefapplications.org/relief-one/ai-agent/) ## Connected to It shares its records with these modules. - [Grant Radar & Proposals](https://reliefapplications.org/relief-one/funding/): From the call to the signed grant. - [Projects & Time](https://reliefapplications.org/relief-one/projects/): Hours and costs, per project. - [Recruitment & Onboarding](https://reliefapplications.org/relief-one/recruitment/): Hiring in bursts, across countries. - [Policies, Documents & Data Protection](https://reliefapplications.org/relief-one/compliance/): Policies and due-diligence documents, ready when asked. - [Workspace: Home, Drive, Calendar & Office](https://reliefapplications.org/relief-one/workspace/): Where the team works, wherever it sits. - [MEAL](https://reliefapplications.org/relief-one/meal/): Show what changed, and how you know. ## In numbers Portfolio cards in English, French and Spanish. ## Before you book a demo. ### When does a donor contact count as going cold? After 90 days without contact, the relationship is flagged as going cold. Each organisation stays linked to its funders and projects. ### Will the newsletter go straight out from the ERP? No. It is checked before sending, then handed to your mailing tool as a draft or a scheduled send. The AI draft is built from your ERP content, without invented facts. ### Can we start with CRM, Portfolio & Communication alone? Yes. Each organisation starts with the base, then picks its modules. You can start with one and add others later. ### Can we switch a module off later? You can, and its data is kept. A module switched off disappears from menus and search, and switching it back on restores it. ### Can you import from our spreadsheets and current tools? Yes: people, projects, budgets, policies, files (including a one-time import or a live two-way sync with Google Drive), and the content of your existing workbooks. Connectors to your other systems are built as part of the project. ## Next module - [Workspace: Home, Drive, Calendar & Office](https://reliefapplications.org/relief-one/workspace/): Where the team works, wherever it sits. ### Everyone, connected - [Staff & Partner Portals](https://reliefapplications.org/relief-one/portals/): The ERP as staff and partners see it. - [Your AI Agent](https://reliefapplications.org/relief-one/ai-agent/): An assistant that works from your own data. - [Workspace: Home, Drive, Calendar & Office](https://reliefapplications.org/relief-one/workspace/): Where the team works, wherever it sits. - [Add to your Relief One](https://reliefapplications.org/relief-one/build/) - [The base](https://reliefapplications.org/relief-one/platform/): The part every organisation gets. - [Relief One](https://reliefapplications.org/relief-one/) ## Book a demo of Relief One. Tell us how your organisation works and which modules you are looking at. We show you Relief One on the parts that matter to you.