A useful list of CRM systems and providers for not-for-profits

 

Our list of customer relationship management (CRM) systems and providers to consider

Choosing a new customer relationship management (CRM) system can be a daunting task. Especially if you’re a not-for-profit, the investment is significant, and your requirements may be very individual to your organisation. If you’re following our 10-step guide to a successful CRM implementation, and compiling a longlist of CRM providers, here are a few options that might make your list:

CRM systems

  • Charity Log – charity CRM solution for managing your clients and service users in the cloud. Focus on client/case management and have understanding of outcomes and impact. Optional modules available. Several product options available. well established charity sector provider with many hundreds of clients

  • Lamplight – charity specialist database provider aimed at small charities, They have a core product with optional modules. Well established in the charity sector with many hundreds of clients

  • Microsoft Dynamics 365 – charity discounted licencing. Part of the Microsoft product range. Like Salesforce, you’d need to choose from a range of implementation partners who specialise in this product. They offer case management and emphasise fundraising and engagement.

  • Makerable – a CRM designed to look like a social media platform and focuses on useability and making impact data accessible. They have a range of apps available for monitoring progress towards goals, surveys, and monitoring beneficiaries on their journeys towards achieving outcomes.

  • Salesforce – Initially this was primarily designed as a fundraising management product and much of their charity discount is based on this version. You would need a specialist provider to help you configure it to your needs.

  • Access Charity CRM – Primarily sold on the basis of it’s fundraising capabilities, but it handles contact management, projects and events really well so is worth a good look. Integrates well with other products e.g. Outlook, Mailchimp. Various add-ons including SMS text messaging. Well established in the not-for-profit sector with around 1500 users.

Database/CRM supplier lists

  • IT for Charities – great free guides on choosing a CRM system. Lists a wide range of Database/CRM suppliers. Identifies some specialist providers e.g. for arts and cultural organisations....might be worth looking there and selecting one or two of these to put on your longlist.

Find out more

Read our quick 10-step guide to a successful CRM implementation.

Check out our list of example CRM requirements to include in your specification.

Get in touch if you need help with your CRM plans, or with your data more generally.

 
 
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