CRM System

Submitted by sujatabhalla1 on 19 September, 2008 - 13:46.

We are looking to introduce an effective and effcient CRM system. Please
can anyone advise as to what is out there and will be best for our purposes
and organisation. We are a small but growing charity requiring an integrated CRM that will allow us to manage fundraising, donor and beneficiary records/communications.

Sujata

Your rating: None
Posted in:

Comment viewing options

Select your preferred way to display the comments and click "Save settings" to activate your changes.

DPO GO fundraising software

Dear Sujata

As previous commentators have mentioned there are numerous software packages available for charities to use.

We at DMACS are authorised UK distributors of DonorPerfect fundraising software and we have recently launched in the UK, DPO GO which is specifically targeted for smaller and growing charities. DPO GO (DonorPerfect Online for Growing Organisations) starts from just £20 per month. I don’t know whether this is applicable to yourselves but I would be happy to discuss your requirements in more detail.

You may be interested to know with DPO GO we offer a fully refundable 30 day money back guarantee if DPO GO does not live up to your expectations.

Please do not hesitate to contact me for more information

Nick Diplock
DMACS Ltd
nick@dmacs.co.uk

Thanks

Many thanks for all your helpful comments. Taking things forward accordingly.

Sujata

CRM system - best way to choose one

In our experience, if you're a small organisation or a big organisation, the best way to make a genuinely informed decision is to go through a thorough process of a) identifying what your project is b) identifying what your requirements are and c) formally evaluating the options available.

Whilst there are a myriad of CRM systems out there for non-profits, the truth is that there will probably only be a small number of truly viable options for your needs - and you'll only know what they are by going through the above process.

A document on our website will give you an overview of the best way, in our opinion, of making such a decision -

http://www.purple-vision.com/downloads.html

Good luck!

Keith Collins
Purple Vision
keith@purple-vision.com

I agree with Howard

Having been involved in the IT sector myself for many years as with all solutions there are many many options available.

It depends upon the number of users, their location, the infrastructure in place at present,what level of integration you require with other systems.

It also depends upon your budgets too.

There are free online CRM packages like
http://www.zoho.com/
http://www.freecrm.com/

And a selection here..
http://www.smallbizcrm.com/free-single-user-crm.html

including the free single user version of salesforce which is also available as a paid for professional version with very sophisticated functionality.

Online solutions are particularly good if you have remote staff that need to gain access.

Hope that helps a little..

Keith Grinsted
07841 312711
kgrinsted@premiercontact.co.uk
Premier Contact Ltd
...making your voice heard!

www.premiercontact.co.uk

Try ITforcharities

I don't think you'll receive any useful advice at this stage as you'd need to explain more about your organisation, needs, requirements, skills, budget etc.

If you're clear about that then your best bet is to explore some of the CRM systems available. Try IT for Charities' list at

www.itforcharities.co.uk/crm.htm

or LASA's Suppliers Directory at

www.suppliersdirectory.org.uk

If you're not clear, then you probably ought to talk to someone who can help you produce a clear statement of your needs and capacity. Some of those people visit this site from time to time, and others are on the charitywebforum at:

http://tech.groups.yahoo.com/group/charitywebforum/

This forum works better on the more focused or specific questions. So once you've narrowed the number of products down you're welcome to ask about a particular product or two. I think you'll get a more useful response in that way.

User login

New user? Register today for full use of the site. Returning user? Login here:

GLOW STICKS
light up your fundraising

GLOW STICKS
Use Discount Code: PTA001 For 15% Off

newsletter signup
Post news releases here
add training course here
add charity dates here
add fundraising books here
add fundraising videos here

Latest jobs

Recent comments

Events

« December 2008 »
MonTueWedThuFriSatSun
1234567
891011121314
15161718192021
22232425262728
293031

Latest events added

Poll

New books