# Free customisable CRM template for Welsh third sector organisations

- Link: https://fundraising.co.uk/2024/05/09/free-customisable-crm-template-for-welsh-third-sector-organisations/
- Published: 2024-05-09T09:13:00+01:00
- Author: Melanie May

**Newid, which promotes good digital practice across the third sector in Wales through
training, support and information, has created a customisable CRM template for Welsh
third sector organisations.**

Newid is delivered in partnership by [WCVA](https://wcva.cymru/?ref=newid.cymru),
[Cwmpas](https://cwmpas.coop/?ref=newid.cymru) and [ProMo-Cymru](https://www.promo.cymru/?ref=newid.cymru),
funded by Welsh Government.

The CRM template is free to copy, adapt, and use, and has been built on a system
called [Airtable](https://www.airtable.com/?ref=newid.cymru) which doesn’t require
any coding experience to use.

## Advertisement

The CRM template includes:

 * Contacts and organisation directory
 * Tasks management
 * Notes and file attachments
 * Reporting and filtered views

Organisations can adjust views, add or remove fields, set up automations and integrations,
and tailor the base to their specific requirements, and can access the [CRM template ](https://www.airtable.com/universe/expOAF7ZINoG5eMfN/crm-for-welsh-3rd-sector-organisations?ref=newid.cymru)
to try it for themselves. Alternatively, there is free 1-2-1 support available through
[DigiCymru](https://www.promo.cymru/services/digicymru/?ref=newid.cymru).

Over time Newid says it plans to add additional templates based on testing and building
different solutions with a range of third sector organisations.

More information about how to use the CRM template is available [on the Newid site](https://www.newid.cymru/new-customisable-crm-template-for-welsh-3rd-sector-organisations/).

 * **[Pennies announces partnership with Majestic, plus more sector agency & supplier news](https://fundraising.co.uk/2024/12/05/pennies-announces-partnership-with-majestic-plus-more-sector-agency-supplier-news/)**(
   5 December 2024)
 * **[How to get the most from CRMs – now & into the future](https://fundraising.co.uk/2025/02/11/how-to-get-the-most-from-crms-now-into-the-future/)**(
   11 February 2025)
 * **[ARC selects Touchstone for fundraising CRM system](https://fundraising.co.uk/2004/02/24/arc-selects-touchstone-fundraising-crm-system/)**(
   24 February 2004)