Charity CRM Case Management

Simplify case records and free up time to focus on your mission.

Manage casework with a tailored CRM

Lamplight is a charity CRM system built specifically for charity casework. It lets you manage casework with a tailored CRM that offers unlimited profiles and custom fields, so you capture only the information that matters to you. Record case notes, sessions and referrals in one secure CRM database and free up time for clients by simplifying case records and reporting.

Simplify case records & stay organised

Everything you need for case management lives in one place:

  • Unlimited case profiles & custom case fields – Add as many client profiles as you need and tailor fields to your services.
  • Secure charity case notes – Store every note, document and assessment in a secure CRM built for charities.
  • Track sessions & notes – Log one‑to‑one or group sessions and link notes directly to client records.
  • Easy referral tracking – Manage incoming referrals and self‑referrals in a single system.
 

 

 

“Lamplight has made a big difference to the service we offer our clients and how we can record and monitor activity across the organisation

Soundwell Music Therapy Trust

 

 

Built for charity casework

Lamplight was designed for non‑profits. It’s a flexible CRM system for non‑profits that adapts to how you work. Modular add‑ons let you add more features when you need them, whether that’s outcome tracking, safeguarding dashboards or communications. Because it’s built for charities, you’re never paying for features you don’t use.

Save hours on reporting

Say goodbye to time‑consuming spreadsheets. Lamplight streamlines your charity’s CRM so you can save hours on reporting. Built‑in outcome tracking lets you monitor client progress and generate reports that are easy to share with funders or trustees. Free up your team to spend more time with clients.

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Secure, compliant and trusted

With ISO 27001 security and GDPR‑ready compliance, Lamplight protects your data. Granular permissions and two‑factor authentication keep client records safe. You can archive, restore or permanently delete profiles with confidence. We are trusted by charities across the UK.

BCI ISO/IEC 27001 Information Security Management Certified

Ready to streamline your charity's CRM?

Discover how Lamplight can simplify case management, save you time on reporting, and give you complete control over your case data.