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.
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
or LASA’s Suppliers Directory at
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:
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.
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.
And a selection here..
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..
Premier Contact Ltd
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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 –
Many thanks for all your helpful comments. Taking things forward accordingly.
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
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