🔍 Choosing the Right CRM for Your Purpose-Driven Organization’s Growth

By: Lori Zoss Kraska, MBA, CFRE Founder/CEO Growth Owl, LLC

Image by Tumisu from Pixabay

Considering a CRM to better track your nonprofit or association's business development outreach efforts? Here are 3 considerations to keep in mind as you review the many options that are out there:

1️⃣ Ease of Use: The CRM should be intuitive and user-friendly, ensuring that you can adopt it quickly and effectively without a steep learning curve. This helps maximize productivity and ensures usage. If it's not user friendly from the start you're not going to want to use it 👍 

2️⃣ Data & Reporting Capabilities: Look for robust data tracking and reporting features to monitor and provide insight into your outreach activity. This helps refine your strategies to better meet your organizational goals. 📈 

3️⃣ Scalability & Support: Choose a CRM that can grow alongside your organization. As your outreach and impact expand, the CRM should be able to scale with you, and having reliable support is critical for ensuring smooth operations. 🚀 

CRMs my nonprofit and association clients are using include: Salesforce (for comprehensive customization & scalability), Less Annoying CRM (for simplicity and great for smaller organizations) and monday.com (for its highly visual and flexible layouts)

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