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Forms for charities

Forms on your website that send answers to your CRM.

For grant applications, memberships, events and casework. People fill in the form on your site, and Chariform sends the answers to your CRM.

  • Grant applications
  • Memberships
  • Events
  • Casework
Book a demo

Subscribe to start. Plans from £75 a month.

Example grant form.

How it connects

From your website to your CRM

The form is on your website. Chariform writes each response into your CRM.

Chariform

Forms on your website

  • Grant application
  • Membership
  • Event registration
  • Casework

Your CRM

  • BeaconDirect connection
  • SalesforceCustom connector
  • Microsoft DynamicsCustom connector
  • Raiser's EdgeBlackbaudCustom connector
Beacon has a direct connection. Salesforce, Microsoft Dynamics and Raiser's Edge need a custom connector, which we can build for your organisation.

Build the form, then send the answers

Share the link and read the responses in the same place.

  • Drag-and-drop builder

    Arrange the fields on the form people will fill in.

  • Conditional logic

    Show, hide and skip pages based on earlier answers.

  • Your branding

    Set a cover image, colours and fonts for your organisation.

  • Drafts and collaboration

    People can save progress on every plan, and invite colleagues on Chariform+ and Enterprise.

  • CRM sync

    Match answers to CRM fields, including related records.

  • Apps

    Add fields such as a Google Maps address lookup.

  • Safe publishing

    Each response is stored with the form version that was published.

  • Submission inbox

    Review responses, export CSVs and check CRM sync status.

Edit the form people fill in

Change the words, fields and branding on the form itself. There is no separate preview.

  • Inline field editing
  • Drag-and-drop sections and fields
  • Rules for which pages to show
  • Cover image, colours and fonts

Keyboard and screen reader support

Forms can be completed with a keyboard. Focus is visible, controls are labelled, and fields work with a screen reader. We design to WCAG 2.2 AA.

Designed for
WCAG 2.2 AA
Works with
Screen readers

Plans

Compare form allowances and the extra journey and CRM tools on Chariform+.

Chariform

£75 /month

Billed monthly

  • 15 forms
  • Beacon
  • Link submission to existing record
  • Create multiple people
  • Configurable field types
  • Save progress
  • Single form
  • Automated submission confirmation
  • Payments

Chariform+

Most popular

£250 /month

Billed monthly

  • 25 forms
  • Beacon, Salesforce and other CRMs
  • Link submission to existing record
  • Create multiple linked records
  • Display CRM records
  • Configurable field types
  • Save progress
  • Multiple submitters
  • Log in verification
  • Multi-form journey
  • Automated submission confirmation
  • Automated eligibility checks
  • Tailored automated submission outcome
  • Payments

Enterprise

Custom

Talk to us

  • Unlimited forms
  • Everything in Chariform+
  • Secure file uploads
  • 100 GB file storage
  • Remove Chariform branding
  • SSO and SLA
  • Dedicated support
Contact us

Subscribe to start building. Plans renew monthly until you cancel.

Build a form, or book a demo

Start with a grant, membership, event or casework form. We can also talk through the CRM you use.

Book a demo