How Olive Branch Counselling Transformed Their Charity Operations With A Custom CRM System

Branding is crucial for any organisation, especially a charity that depends on public trust and community engagement. Olive Branch Counselling has been providing high-quality, affordable counselling services for over 30 years, and it was time for their brand to reflect their commitment to growth and accessibility.

We started by creating a fresh new logo that captures the essence of Olive Branch’s mission—providing a supportive, safe space for individuals in need. The new branding is modern yet approachable, with a clean design that works across both digital and print platforms. This new visual identity ensures that Olive Branch Counselling can confidently present themselves to clients, partners, and donors, fostering stronger connections within the community.

For a charity offering mental health services, making it easy for clients to access support is paramount. Olive Branch recognised that the traditional referral process could be a barrier for many, leading to delays in receiving much-needed help. Our solution was to build an intuitive self-referral system that allows individuals to access counselling services quickly and easily.

The self-referral system is designed with user-friendliness in mind, guiding clients through the referral process step by step. By simplifying this process, we have empowered clients to take control of their mental health journey without the need for lengthy waits or third-party involvement. The system is available online, meaning clients can refer themselves from anywhere, at any time, reducing barriers to access and enabling Olive Branch to reach more people in need.

Behind every successful charity is a team of dedicated professionals working hard to ensure the organisation runs smoothly. For Olive Branch, this meant needing a system that could not only manage client data but also handle the complex logistics of running a counselling service.

Our custom CRM & ERP system is designed to meet these needs, integrating seamlessly with the new self-referral platform. This system provides Olive Branch’s operational team with powerful tools to manage client information, track counsellor certifications, and oversee critical documentation. Additionally, the ERP module allows the team to monitor counsellor availability, track time away, and manage supervision schedules, ensuring that all operations run smoothly.

The system also includes automated workflows that guide the onboarding process for new clients, from their initial self-referral to their first counselling session. These workflows ensure that clients are matched with the most suitable counsellor based on their specific needs, streamlining the allocation process and improving the overall client experience.

Effective room management is essential for ensuring that Olive Branch’s counselling services can operate without disruption. With multiple counsellors working across different schedules, coordinating room bookings can be a logistical challenge.

To solve this, we built an online diary system that allows Olive Branch staff and counsellors to view room availability and schedule sessions with ease. This digital solution eliminates the risk of double bookings, ensuring that all available counselling rooms are used efficiently. Counsellors can access the diary remotely, providing them with greater flexibility when managing their schedules, and enabling smoother day-to-day operations for the organisation.

An organisation’s handbook is the cornerstone of its operational policies and procedures. For Olive Branch, digitising this resource was a critical step in improving accessibility and ensuring that all staff and counsellors could easily stay informed.

Our solution involved creating a digital version of the charity’s handbook, accessible to all team members online. This not only streamlines the process of updating policies and procedures but also ensures that everyone is on the same page—whether they’re in the office or working remotely. By making the handbook available at the click of a button, we’ve helped Olive Branch enhance communication and accountability across the organisation.

Our collaboration with Olive Branch Counselling has resulted in a comprehensive digital transformation that touches every aspect of their operations. From a bold new brand identity to the creation of a powerful CRM & ERP system, we’ve provided the tools needed to improve client access, streamline operations, and enhance overall efficiency.

At [Your Company], we are proud to support charities like Olive Branch, helping them achieve their mission through innovative, tailored solutions. If your organisation is looking to transform how it operates, get in touch with us today to find out how we can help.