• Sage

    February 5, 2024 at 10:06 am

    My best experience with CRMs is actually to use something that *isn’t* specifically tailored for fundraising. By siloing “fundraising” data in one system, it’s hard to see connections across teams and use the system to track information that is relevant to development, finance, operations, and program. I have had the best success with using Salesforce (which is affordable even for small orgs, which can often obtain some free licenses), and using that for data management not just for donors but also for programmatic data & evaluation, revenue forecasting, and ops uses like contract tracking and inventory management. Especially as your org grows, this leads to less siloed information and the ability to track in one place contacts to have multiple relationships with the org (for example, maybe a donor is also a program partner).