Every supporter relationship in one connected view.

Flowbird implemented a contact-centric Workbooks CRM that brings fundraising, memberships, adoptions, visitor experiences and partnerships together so the Sanctuary can see a complete supporter relationship.

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One viewComplete supporter relationship

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TogetherFundraising and visitor activity

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StructuredEnquiries and ownership

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ReadyFoundation for future automation

The Big Cat Sanctuary
Crm And Supporter Data

THE SOLUTION

A supporter-first CRM, not a collection of disconnected systems.

The CRM centres on the person or organisation first, then connects every relevant relationship: donations, Gift Aid, memberships, renewals, adoptions, sponsorships, memorial giving, legacy pledges, experience bookings and lodge stays.

✓One contact-centric supporter view

✓Multiple programmes connected to one record

✓Cleaner, more dependable data

✓Structured cases, follow-up and reporting

CRM

PROJECT OPERATING MODEL

Donations→Memberships→Adoptions→Experiences→Partnerships→Supporter 360°

KEY OUTCOMES

✦Complete Relationship history

✦Cleaner Dependable data

✦Consistent Supporter care

✦Stronger Reporting

OUR APPROACH

1Define

Create a single supporter view, support multiple relationship types and improve reporting.

2Model

Configure Workbooks around individuals and organisations without unnecessary duplication.

3Connect

Track donations, memberships, adoptions, sponsorships, bookings and other detailed activity.

4Standardise

Create structured case management for enquiries, follow-up and resolution tracking.

THE RESULTS

✦CompleteRelationship historyTeams can see relevant history and context even across several programmes.

✦CleanerDependable dataConsolidation reduced duplication and increased confidence in records.

✦ConsistentSupporter careStructured processes support more timely responses and ownership.

✦StrongerReportingFundraising and visitor-income activity can be analysed through one CRM foundation.

Our focus was to bring everything into one place in a way that felt natural to how the Sanctuary operates, not something the team had to work around.

Jason Rainbird - Managing Director, Flowbird The Big Cat Sanctuary

THE LASTING VALUE

Accurate, accessible data working for the Sanctuary’s mission.

A Flowbird case study focused on the transformation, implementation and measurable operational value delivered for The Big Cat Sanctuary.