Open source contact management for NPOs

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constituent management systems or customer relationship management systems depending on who you ask are an absolute game changer for charities the issue for charities is that there are so many options on the market which can make choosing your crm very difficult so we've decided to make things a little easier for charities hi i'm ashley and this video is going to show you three of the best crms for charities [Music] salesforce.org non-profit cloud provides charities with a single source of truth that they can access from anywhere at any time the tech is inclusive and accessible across the non-profit education and philanthropy sectors in a nutshell the crm allows you to track and measure impact raise money with ai driven insights from donors and take users on a personalized journey helping them to build better relationships the crm comes with a free open source app called the non-profit success pack which can help you get started it's customizable with ready-made templates and workflows all made for non-profits the salesforce.org app exchange offers thousands of apps that charities can integrate many of which are free including email marketing and project management tools you can unify your fundraising program management marketing and grant making teams to deliver experiences that surpass expectations of digital stakeholders and drive next level change and impact salesforce also offer a free online learning platform that help charities who are looking to scale up plus there's a non-profit trailblazer community where you can chat make friends network and learn from each other and the icing on the cake is that charities can apply for 10 free licenses through the power of us program salesforce's crm might seem like it's just for larger charities but small and medium charities are also taking advantage of all that salesforce has to offer access charity crm is a big upgrade of access's previous offering thank you and is currently used by more than 10 000 fundraising professionals from charities of all shapes and sizes it's particularly useful for mid-sized charities focused on growing income and supporter engagement access charity crm covers fundraising donor management marketing and comms gift day processing event management volunteer management and more the crm also allows seamless website integration with the access charity website solution so data flows through seamlessly to the crm as well as having lots of other integrations with common charity specific software charities can use the crm search analytics and marketing automation features to identify and target donors with the right messages at the right time to make fundraising more reliable access charity crm also comes with a unique simplified interface fundraising hub which provides an easily accessible path to donor data with fundraising hub you have a simple innovative way for your wider organization to rapidly surface core donor data and take action without requiring specialist knowledge or in-depth training and the best bit fundraising hub is available to anyone in your organization that is granted permission without any additional crm licenses allowing relevant data to be self-served access charity crm has a handy donor journey dashboard that allows organizations to visualize how many supporters are at which stage on their journey with you the access charity crm offers an in-built security feature that keeps data safe from external threats it has security updates software upgrades and backups plus a gdpr consent portal for supporters pricing varies depending on need and access can tailor a package to suit you meaning you don't pay for functionality you don't require the not-for-profit 365 is a cloud-based system made for charities with the ability to manage donations and pledges track the amount of time given by volunteers and much more the system has a vast range of features from basics right up to advanced machine learning and ai capabilities offering charities of all sizes something to help keep on top of supporter facing activity the crm brings together information from sources such as online giving platforms interactions via your website and social media and information from your finance system to provide a single source of truth you can use that information to segment and target supporters through an inbuilt marketing functionality for personalized and relevant comms it has tons of other features too including integration with major fundraising platforms monitoring of social conversations detailed metrics segmented data built-in intelligence to identify gift aid reclaim harmonization with other microsoft products such as office outlook and dynamics and so on it's microsoft too so it's a brand that charities may already use and already trust pricing depends on features you want to add it's best to get an understanding of what you want to achieve and then find a custom quote from your provider this crm will be a good option for medium and large charities looking to grow that's because it's scalable and modular meaning it will fit well with products you may already have with options for further add-ons as you start to grow further and there you have it three incredible crm systems that can help your charity we will leave links to all three crms in the bio below please remember to subscribe to our youtube channel for more entertaining and edifying videos see you next time