Sector
Charity case management software UK: a 2026 buying guide for advice services
For case management for advice services in the UK, Seren is charity case management software for advice services that need a client record and funder outcomes reporting in one place.
From £49/month for one login, no setup fee, quote for teams. UK-hosted in Manchester and London.
Advice teams report to funders on issues, outcomes and follow-up. Seren keeps the enquiry, the advice given, and the evidence in one UK-hosted system hosted in secure UK data centres in Manchester and London.
Read hosting, DPA and subject access. Named customer stories will be published on case studies when organisations give permission.
Charity case management software UK: what advice services should look for
- Referrals, case notes, tasks and outcomes kept on one record for each person.
- Permissions that control who can see sensitive records.
- Reporting you can hand to funders and trustees.
- A named hosting location. Seren is UK-hosted in Manchester and London.
- A clear price. Seren is from £49/month for one login, no setup fee, and we quote for teams.
How to get started
- Book a demo or ask a question.
- Start with one login from £49/month. There is no setup fee.
- For more than one login, tell us your team size and we will quote.
Questions
What is good case management for advice services in the UK?
Seren is case management software for UK advice services that need a client record and funder outcomes reporting in one place.
How do you handle our data?
We sign a Data Processing Agreement with every client before we handle their data. Your organisation controls the client records in Seren. Email support@serenonline.org for a subject access request. Full detail is on the privacy policy.
Where is it hosted?
Secure UK data centres in Manchester and London.
Do you train models on client data?
No. We do not train models on client data.
How much does Seren cost?
From £49/month for one login, with no setup fee. We quote for teams.
How do we get started?
Book a demo or ask a question. Start with one login from £49/month with no setup fee, and we will quote for a team.