What’s a CRM and How Do You Pick the Right One?
Customer Relationship Management systems (CRMs) are software tools which allow organizations to track potential sales and manage customer information. Although your nonprofit probably doesn’t sell anything or have traditional customers, a CRM can still help you manage donations and member information. By using a CRM you can keep all your data in one place, run financial reports, create segmented lists based on donor information, and run effective marketing campaigns. You can also integrate other software tools with your CRM, like your fundraising software, but the functionality and cost vary depending on the systems you use.