What you'll achieve
A centralised CRM system that gives your whole team visibility of relationships, tracks interactions, and supports your fundraising and communications workflows.
Back to ideas
CRM selection and implementation for nonprofits
Challenge
Signs you need a CRM
Donor and stakeholder data is scattered across spreadsheets, inboxes, and individual staff members' heads — relationships fall through the cracks and nobody has a complete picture.
How a Nonprofit Builder consultant helps
- Define your CRM requirements, shortlist and recommend suitable platforms, oversee or deliver the implementation, migrate existing data, and train your team.
Key deliverables
- Requirements brief, platform comparison and recommendation, implementation plan, configured CRM, data migration, staff training session, admin documentation.
Interested in this project?
Talk to our team about how a consultant can tailor this project to your organisation - and how to get started on the platform.
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