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Digital collaboration, overview and management

Empower your community to create lasting impact

The all-in-one platform that helps groups plan, collaborate, and manage everything from meetings to finances — so you can focus on what matters.

TeamsRoles & collaboration
MarketingLists & campaigns
CRMContacts & deals
FinanceInvoices & expenses
AgendasMinutes & actions
ProjectsKanban boards & tasks
“Never doubt that a small group of thoughtful, committed citizens can change the world; indeed, it’s the only thing that ever has.” Margaret Mead

Everything your group needs,
nothing it doesn't

Simple, powerful tools designed for real-world community work.

Project Management

Organise work into folders with task boards, plans, and visual Kanban views. Track progress at a glance.

Meeting Agendas

Create structured agendas, capture minutes, and assign actions — all in one place. Never lose track of decisions.

£

Financial Management

Invoicing, expense claims, and expenditure tracking with approval workflows. Keep your finances transparent.

CRM & Contacts

Manage contacts, companies, and relationships. Categorise, search, and stay connected with your community.

Marketing & Campaigns

Build mailing lists, create targeted campaigns, and communicate effectively with your supporters.

Team Collaboration

Create teams, assign roles, and share workspaces. Everyone sees exactly what they need to contribute.

Plan with purpose, deliver with confidence

From high-level strategy to daily tasks, ImpactPlanner gives your group the tools to turn ideas into action.

  • Visual Kanban boards with drag-and-drop
  • Hierarchical tasks with deadlines and assignees
  • Progress tracking across every project
  • CSV import for quick task setup
To Do
Design workshop
Budget review
In Progress
Community survey
Volunteer onboarding
Done
Venue booking

Run meetings that actually move things forward

Structured agendas, clear action items, and built-in accountability mean every meeting has a purpose and a follow-through.

  • Hierarchical agenda items with sub-sections
  • Assign actions directly from the minutes
  • Attendee tracking and approval workflows
  • Personal action dashboard for accountability
Board Meeting #14 15 Mar 2026
Welcome and apologies Done
Minutes from last meeting Done
Community outreach update 2 Actions
Funding application review
Volunteer recruitment plan 1 Action
Any other business

Keep your finances clear and accountable

From invoicing to expense claims, manage every penny with built-in approval workflows and real-time reporting.

  • Professional invoicing with multi-line items
  • Expense claim submission and approval
  • Expenditure tracking with due dates
  • Financial reports by month, company, or contact
£24,580 Total Income
£18,240
Paid
£4,120
Outstanding
12
Invoices

Know your supporters, grow your impact

From first contact to long-term donor, ImpactPlanner helps you manage every relationship and track every contribution.

  • Contact and company records with full history
  • Grant tracking with grantmaker linking
  • Visual deals pipeline with Kanban stages
  • Custom forms for data collection & applications
Sarah Mitchell
Community Trust
Donor
James Okafor
Heritage Fund
Sponsor
Priya Sharma
Volunteer
Volunteer
148
Contacts
23
Companies
£42k
Grants

And there's more

Governance

Policies and documents with approval workflows

Reporting

Real-time dashboards and financial analytics

Supplier Management

Streamline the admin of working with suppliers

Action Tracking

Personal dashboards with clear accountability

Simple, transparent pricing

No hidden fees. No per-feature charges. Every plan includes the full platform.

Starter
1 – 5 users
£ 10.99
per user / month
  • All platform features
  • Unlimited projects & contacts
  • Secure document storage
  • Email support
Get Started
Organisation
20+ users
£ 8.99
per user / month
  • Everything in Growth
  • Dedicated account manager
  • Onboarding assistance
  • Volume discount
Contact Us

Ready to make
an impact?

Join the charities, community groups and other fundraisers already using ImpactPlanner to ensure transparency, accountability and to create real change.