FirstClass Testimonials

“Clearwater’s consultants combine technical proficiency with a real understanding of our business needs. After 20 years of working with software suppliers, I know that it’s very rare to find such reliable and user-friendly support.”

Judy Anderson, Legacy Marketing Manager, Help the Aged

“FirstClass is quite simply the most effective database we have ever used. It combines an easy-to-use format with the flexibility to incorporate and develop sophisticated programs that can be tailor-made to suit any charity. The Clearwater team provides a gold star/excellent back up at all times.

Not the least benefit to the charities that use it is the ongoing development and improvement to the database, due to the regular flow of suggestions for improvement and change from the user charities to Clearwater, and the rapid incorporation of suggestions into the system. This is a democratic database that works with its users rather than as a dictator.”

Kirsteen Hornsby, Help the Aged

“I have been using FirstClass for four years now and it has been an invaluable tool as World Vision started out on the legacy fundraising path. Recently, I have been able to adapt FirstClass to record details about our in memoriam donors and distinguish between legacy and in memoriam income. The reporting functionality is invaluable, we can run a report in seconds and it’s effortless. I wouldn’t be able to do my job efficiently without it.”

Karen Vinten, World Vision

“We find First Class invaluable in managing our workload. The ability to scan documents onto FirstClass has enabled us to dispense with many paper files and allows remote access to our cases as well as being able to circulate documents such as property surveys to a large group of charities without the effort of faxing and photocopying. The creation of new files has been made much easier because of both the ability to download Smee & Ford notifications and the address search function. Above all the system is extremely user friendly.”

Jill Marsh, Save the Children

“Westport Consultancy Ltd have used the First Class database for over three years. We have found the system an essential tool for both Legacy Administration and Marketing for our clients.

First Class is a simple, powerful and flexible database with clear data input screens, flexible search facilities and a comprehensive range of reports which can be generated in a couple of clicks. When we receive a phone call, email or letter, First Class makes it quick and easy for our team to record the correspondence and respond appropriately using one of the range of template letters we have created through the database. The template letters are automatically generated from the individual’s record utilising Microsoft Word and can easily be personalised where required.

Emails are also linked in with our email system and, like the letters, are all connected to each individual’s record so that they can be quickly accessed in the future. An added bonus, which is a great timesaver, is the ability to receive Smee and Ford notifications electronically each week and import them straight into the FirstClass. With security in mind, First Class allows us to easily set user’s profiles with the option of limiting each user’s access to certain areas of the database.

Finally, FirstClass has a great reminder function which allows us to set a range of automatic and personalised reminders on each record to ensure that enquiries and pledges are followed up within desired timescales, promises are fulfilled and procedures are followed.”

Ailsa Dinnes, Westport Consultancy Ltd

“Having FirstClass Express has made a big difference to the Legacy Administration at Arthritis Care. The amount of information it stores completely overshadows our old Excel database and the fact that it is tailor-made for Legacy Administration means that certain things, like reporting and monitoring legacy trends are so much easier to do. Plus the FirstClass team are always available and willing at the other end of the phone to help solve any problems!

I would definitely recommend FirstClass Express to anyone considering upgrading from their current system.”

Wendy Jackson, Arthritis Care

Clearwater Consultancy Ltd. 18 St. George’s Street, Chorley, Lancashire. PR7 2AA

Tel: +44 (0)1257 272730