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FirstClass solutions

Ensure your organisation has full visibility of all aspects of bequest management. 

Income dashboards

Income dashboards

An at-a-glance dashboard detailing your income and targets for both the month-to-date and year-to-date.

Instantly see bequests due and received, giving you full visibility of your income pipeline.

Rapid access to records

Rapid access to records

Letter and email templates that can be tailored to ensure all communications are on brand and have the correct tone of voice.

Customisable templates

Customisable templates

Financial reports

Financial reports

Within FirstClass you’ll find an extensive range of built-in financial and management reports.

Detailed records are kept for each bequest, and updated every time a new communication is sent or received.

Contact records

Contact records

Backed by exceptional customer support teams, based both in the UK and Australia, round-the-clock help is always only a phone call away.

FirstClass support

FirstClass support

Solution comparison chart

Note: Swipe to view the full table

FirstClass Cloud FirstClass In-house FirstClass Web
Overview The full FirstClass product, accessed online from anywhere in the world. The full enterprise solution, installed on your servers. A scaled-down version of FirstClass for smaller organisations.
Hosted on-site ✘ ✔ ✘
Hosted online ✔ ✘ ✔
Accessible remotely ✔ ✘ ✔
Free support ✔ ✔ ✔
Rapid access to records ✔ ✔ ✔
Income dashboard ✔ ✔ ✔
Comprehensive contact history ✔ ✔ ✘
Customisable letters ✔ ✔ ✘
Financial reports ✔ ✔ ✔
Storage of important dates ✔ ✔ ✔
Store assets and liabilities, along with draft and final estate accounts ✔ ✔ ✘
Accrual records added through batch process ✔ ✔ ✘
Create your own email templates ✔ ✔ ✘
Built-in process for sending and importing emails ✔ ✔ ✘
Unlimited concurrent user licences available ✔ ✔ ✘

Integrations

Here are just some of our CRM partners FirstClass seamlessly connects with:

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