Contact management · Customer management

Looking for a CRM - customer relationship management - for a small non-profit organization?

Nathalie Roy Project Manager, Trainer & Facilitator - Sustainability, Social Responsibility, Social Innovation

Last updated on March 2nd, 2017

I am looking for a CRM (customer relationship management) software for a small non profit-organization, 10-15 people.


The main purpose is to keep track of people each team member interact with (entrepreneurs, mentors, partners) and share information and past interactions, especially as the organization is growing.

We need simple features such as filters, search engine, link people with organizations.

Ideally not an expensive option.


I am looking for feedbacks and/or advice about the CRM you are using!


Thanks!

Jenna Waites Helping Business Owners Streamline Processes so You can Make More and Work Less!

March 13th, 2017

I LOVE Insightly. They have a free and low cost option. The great thing about Insightly is it is not only a CRM but also a project management tool, which will allow you to better set up and track tasks and project progression.

Angela Leaney Founder, The Bespoke CMO. Advisory Board Member & Advisor

March 2nd, 2017

Infusionsoft is low cost, easy to use and gives you the data you need. Recommended