IAN
There are many different charity CRM options available these days. But which of them understand your special needs as a Not-For-Profit? What can replace your cumbersome excel spreadsheets? Which can answer questions like ‘How do I receipt easier?’ or ‘How to manage memberships?’
What does CRM Mean?
A few quick searches will tell us it is Customer Relationship Management. They are nearly all designed to manage sales.
But for Not-For-Profits, this doesn’t really fit, which is why a lot of these CRM don’t quite work as we need them to either. We aren’t selling to Customers. We have Contacts. We have Community. We have Church Members.
So what about Relationships? Well this sounds great in the new context. It is all about the people after all. How they fit together. How we work together. How we interact and integrate together. And, how we can help each other.
Then there is Management. This sounds promising! After all, we are looking for something to help us manage all this admin we are doing, and make our lives easier. We want to spend more time focusing on our Mission. Not all our time managing a growing number of spreadsheets and tables that don’t get updated, get lost, and are hard to navigate.