FirstClass Web brings together a core set of features in a user-friendly interface, accessible anywhere via a web browser. Designed for charities who receive a smaller number of legacies and are looking to manage those legacies efficiently and realise the greatest income for their cause.
FirstClass is the UK’s leading legacy management software. 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 nearly 100 not-for-profit organisations using it today. 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.
We know that no matter the size, every charity needs effective legacy management. Running reports and reviewing data through a spreadsheet can be problematic and we don’t believe smaller charities should have to deal with this. That is why, using our many years of experience developing legacy management software, we have developed an application that allows smaller charities, on a limited budget, access to the features they need to manage their legacies.
FirstClass Web is accessed through an online platform, with no software to install. Alongside the standard legacy information, FirstClass Web allows you to record legacy income, estimates, reviews, contacts and a complete contact history. This data can then be used to easily generate comprehensive reports.
FirstClass Web uses the same database as our other FirstClass products, so upgrading is straight forward to do – as your charity legacy income increases, FirstClass can grow with you.
Our aim is to make professional legacy management accessible for all, and with our existing FirstClass applications, FirstClass Web helps us to achieve that.
For more information on FirstClass Web, please see the documents in the resources section.
Other FirstClass Versions