Members, households & consent
Keep members, households, small groups and newcomers, with consent to contact recorded. Membership is treated as special category data.
How can it help
my business?
Your customers. Your people. Your work. Your money.
See how they come together for the business you run.
Shared business tools plus the specialist workflows of your profile — and a bespoke edition, tailored completely to your business, when the profile isn’t enough.
CHURCHES & CHARITIES / THE CONNECTED DAY
From the Sunday collection to accounts the trustees can sign.
Set up a business context for your church or charity and Lila keeps members, households, volunteers and giving together with the money. Gift Aid, restricted funds and the annual return come from the same records, not a separate spreadsheet.
Designed for churches, congregations and small charities run by trustees and volunteers.
- 01Welcome & record
- 02Give & declare
- 03Claim & account
- 04Report & file
The details that make it yours.
Specialist featuresGiving & Gift Aid
Record standing orders from the bank feed, envelopes and plate collections. Keep Gift Aid declarations on each donor and export the HMRC Charities Online schedule, including GASDS within its caps.
Fund accounting
Keep unrestricted, designated, restricted and endowment funds. Every gift and every payment sits in a fund, and Lila warns when restricted money looks spent on the wrong purpose.
Compliance calendar
Get reminders for the annual return and accounts deadline, independent examination or audit under the 2026 thresholds, safeguarding review, conflicts declarations, insurance and DBS renewals.
Accounts for trustees
Produce a SORP-style statement of financial activities, or receipts and payments for a smaller charity, straight from the records.
Volunteers & rota
Plan services and events with the volunteer rota, and keep each volunteer’s DBS level and renewal date where the rota can see it.
EVERY PROFILE / ONE CONNECTED FOUNDATIONA complete view.
A complete view.
From work to money.
The specialist details sit alongside the everyday business essentials. A client record connects to the work, its documents, its costs and its payment history.
Relationships
Clients, contacts, communication history and follow-up tasks.
Work & people
Projects, responsibilities, calendars and team access.
Documents & knowledge
Files connected to their work, searchable resources and controlled sharing.
Money & records
Quotes, invoices, expenses, bank reconciliation and financial reporting.
Help from Lila
Assistance with finding information and preparing work, with your review before action.
At work & at home
A separate Personal book at half price with any paid business tier.
SAME FOUNDATION. YOUR WAY OF WORKING.Your business shouldn’t have
Your business shouldn’t have
to fit someone else’s day.
Choose Solo or Business for your team size and allowances. A business profile shapes the workflows and language around your work; it does not create a separate subscription. Need more than a profile? Bespoke tailors LilaCRM completely to your business — price on application.
Find your planWhat would make it complete for you?
Tell us about a task you repeat, a document you rely on or a handover that gets lost. Help make the churches & charities profile complete for you.
Tell us about your business Opens your email app. Send the message when you’re ready.