Telemarketing module

Ideal Fundraising have developed a brand new ‘Telemarketing’ module within our Ideal Fundraising Solution to support phone to phone fundraising.

We have looked carefully at how various organisations conduct their phone to phone fundraising and from our findings have designed a brand new module that is simple to use without lacking flexibility.

This means our Telemarketing module can support different organisations, with many configuration options to suit your requirements


Door-to-door fundraising | IdealFundraising

Why use our Telemarketing module?

Time Saving – Everything is in one place, your call sets, call outcomes, script editor, sign up details and statistics! You don’t have to sign in anywhere else, everything is conveniently located within your portal available to view anytime, whether on the move or in the office.

Simplicity – Makes the administration for telemarketing much simpler for both Portal and Tablet users. Easily create, edit and manage your call sets, from adding phone numbers to creating customised scripts. On the tablet, easily navigate through the campaign form to secure your sign ups. Everything is quick and easy to do.

Profitability – Using many of our impressive features, fundraisers can more efficiently work through a call set. When your call isn’t getting answered at 9am, our system automatically moves the phone number into a new call window as there may be more chance that you to get through to your donor at a different time of day, instead of wasting time calling the same number at the same time of day. But with our system you don’t have to do anything to make this happen, as once set up, everything happens automatically for you. This maximises the chance of having the call answered, therefore maximising the chance of obtaining a sign up.


Simple to Set Up

Create your call sets – Easily import call lists into the portal using our template or your own file. Give them a name and assign them to your fundraisers!

Create as many call outcomes as you like–  Making it easy for the fundraiser to select and record all their call outcomes on the tablet.

Create fully comprehensive scripts – Create scripts that work for your organisation, making training simple and your calls always sounding professional.


Create call windows –  easily create call windows to maximise the chance of getting hold of the potential donor.

Easily set maximum call attempts –  Be in control of your telemarketing campaign and create limits as to how many times a number can be called by your fundraiser.

Analyse your call sets – Keep track of the progress of your telemarketing campaigns using our sophisticated reporting suit.


What we do for all people

Full Training
Door-to-Door Module
After Care

What Our Clients
Say About Us

We have used IFS to support our regular giving and lottery campaigns for around 8 years now.  The actual software itself is super easy to use, quick to complete and is built with fundraisers in mind. With the portal, the standardisation across it, makes the system really easy to use. KPI’s are at the forefront and visible within seconds. It’s very accessible for our field managements throughout every day, which is something we really like about it.

IT and Venues Director,

We assessed many solutions when looking for a partner to provide our digital data collection/canvassing solution. The Ideal Fundraising solution stood out for many reasons, their experience within the sector, their knowledge of what works and what doesn’t within field-based communications, and the fact the system did not rely on being online, that our fundraisers and supporters would experience the same level of service from the system, with the same level of data security even when out of signal.

The solution continues to provide us with a completely data secure, easy to navigate scalable solution for our fundraising. Managed through the main portal, we are even able to give our charity clients access to allow them to monitor activity on a real time basis.

As one of the UK’s biggest fundraising providers by volume we can’t recommend Ideal Fundraising enough.

Ideal Fundraising | Charity fundraising solution

Company Director,

Since 2013 we’ve used IFS to process far in excess of 225,000 new members on behalf of our six charity clients. The system is secure, smooth and user-friendly, and hiccups are non-existent. The live reporting is a really useful feature too! IFS certainly comes highly recommended from us.

Compliance Manager,

The security of personal information is also extremely important to us and having IFS really helps us with this. As soon as a lottery member is acquired, their personal information transfers off the tablet and into the secure Hub. Also, if a PDA tablet is lost or stolen it can be locked down in minutes.

Managing Director of SEC Fundraising,

We have been with IFS for a couple of years now and now have 6 campaigns up and running which are a mixture of lottery and regular giving campaigns. What we love about the system is that the portal is available on the go.

Managing Director of Increase Sales Solutions,