Selecting the right technology services for nonprofits can be difficult if you’re not familiar with the terminology or functions each product provides. CRMs are a common tool being increasingly adopted by nonprofits due to the software’s usefulness. But how do you choose the right one? If you have budget constraints, how do you find the best free CRM for nonprofits? We have these answers and more in this short guide to selecting a CRM for your nonprofit.
In the nonprofit world, CRM stands for “constituent relationship manager” systems. These software platforms help organizations track and manage relationships with the many different stakeholders who are a part of their important work. For example, a CRM can hold donor, volunteer, board, and employee information in addition to tracking donations, event money, grant allocations, and more. Many of the essential day-to-day tasks of running a nonprofit can be handled through a CRM. This technology can also help with strategic planning, with many different reporting functions that allow nonprofit leaders to make decisions based on data.
In our opinion, yes! Now, there may be some small organizations that can get by using Excel spreadsheets. However, these methods tend to take an extraordinary amount of time and effort that even those nonprofits could benefit from implementing a CRM. These tools can help nonprofits with:
The best CRM for your nonprofit is the one that fits your needs. A church may have different requirements from an arts organization, who may need a CRM that can handle both donations and ticketing for arts events. Some nonprofits may have a large volunteer base and need time-tracking functionality while others need a CRM that can help with case files or event planning. Here at Computers in Ministry (CIM), we work closely with our partners to understand your needs, choose the right tech tools, and implement them all while staying within your budget.
Here are a few paid CRM options for nonprofits that might fit your specific wishlist:
Another option is to use free software for nonprofits. There are some free CRMs that can be useful, although you may run into some limitations. Sometimes paying for a feature-rich CRM can end up saving your organization money in the long run due to the automation and ease of use.
Here are a few free CRM options that may work for your nonprofit:
There are a lot of options to consider! The first step is to understand your priorities and evaluate what tools will help you reach your short- and long-term goals. The second step is to estimate the number of users and contacts you’ll need to make sure the solution you choose can accommodate everyone. Next, make a list of the tools you currently use so that you can check to see if the CRM will integrate seamlessly. Finally, set a budget and look for options that don’t exceed your spending limit.
If you’re still not sure, don’t worry! CIM can help. We’re firm believers in the idea that CRMs and other tech tools should drive your mission to the next level, not the other way around. We work closely with our partners to understand their needs and find the right CRM that will help you maximize your impact each and every day. Ready to learn more? Reach out to us today. We’re looking forward to partnering with you!
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