FIRSTCLASS CLIENT INSTALL
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A chart shows your income received in the last 12 months against targets that have been set.Ī tabular timeline view is available which shows the progress of the administration of each legacy including key milestones in the past, such as probate date, and also important dates in the future, such as forthcoming reviews and expected income.Ī number of modules are available to purchase to work within the FirstClass system including Legacy Prospects, In Memoriam, CRM Integration (only available for cloud-based CRMs) and Will Scheme.Ĭlear can also provide a number of tools and services to work alongside FirstClass including Data Imports, Data Exports, Data Migration and easy Legacy Monitor data generation.

It shows a breakdown of your Income, Targets and Notifications as Month to Date (MTD) and Year to Date (YTD) and the Total Balance Outstanding. The Dashboard provides a quick and easy picture of your recent legacy performance. Digital signatures can be stored in FirstClass and used within the templates.įirstClass offers an extensive set of built-in financial and managerial reports Unlimited customisable standard letters and emailsįirstClass includes the ability to use standard letter and email templates, which can be tailored to suit any circumstances to ensure that communications are ‘in brand’ and have the correct tone.A history of estimated values can be entered for each legacy along with associated expected income records.

It also works with Smee and Ford electronic data and can link into your charity’s CRM.įirstClass offers you the ability to record both income and expenditure against each legacy. The wizard has built in processes to help prevent duplicate records from being entered.

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The Notification Wizard provides a simple step by step process to take you carefully through the full process of recording a new notification. FirstClass Cloud also allows connections from different locations so it is especially useful for those who work from home or travel out of office frequently.Ĭlear manage the upkeep of the servers, including backups, with little or no IT support required from your IT team.įirstClass is used to keep track of all charitable legacies due and received, providing instant access to pipeline information whenever it’s needed.Ī complete contact history is maintained for each legacy, which can be updated each time a new communication is sent or received. Clear manage the upkeep of the servers, including backups, with little or no IT support required from your IT team.

FIRSTCLASS CLIENT INSTALL

With the Cloud version, Clear install FirstClass and all the related software on our own secure online Microsoft Azure platform. With FirstClass, Clear offers a professional, efficient and easy to use program which offers a large number of benefits to charities in managing their legacy process.Īs with all other versions of FirstClass, FirstClass Cloud manages the intricacies of the legacy process and has been designed to be a professional, affordable and cost-effective tool for charities seeking to maximise their income stream from legacies. Originally designed by a group of six charities over 20 years ago, FirstClass has been continually developed and improved, and along with FirstClass Web, there are over 100 not-for-profit organisations using it today. FirstClass Cloud offers the same features and usability found on the in-house version but installed on Clear’s secure Microsoft Azure platform, accessed online via any suitable PC.įirstClass is the UK’s leading legacy management software.

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