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!

Carl Potak Helping You Develop and Grow a Thriving Startup with StartupDevKit

Last updated on April 25th, 2018

HubSpot's CRM is free to use and has quite a bit of features. They have a pro version too, but you may not even have to use them for your uses. It's pretty good. I'd definitely check it out if I were you, especially since you're a non-profit and need to save every dollar you can.

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.

Tim Owens Father and Salesforce Consultant, looking for DC Innovation

Last updated on April 24th, 2018

Salesforce Gives Non-Profits 10 free licenses. They are the leader in the CRM space, and have plenty of appExchange partners to extend the platform.

http://www.salesforce.org/get-started/

Yuliana Kovalyshyn Marketing manager

June 28th, 2017

Recent Business News Daily research shows that Salesforce is the best CRM software for Small Business.

It offers all-in-one software which provides you all the necessary to find and keep clients and grow your business. It is cloud-based which means that you can use it for contact management, sales forecasting, lead generation and many more anytime and anywhere, even from your mobile phone. There are a lot of useful features and the main benefits include real-time data, outlook integration, marketing automation, sales performance management and customer service.


Although it is a convenient CRM in many prospects, there are some limitations represented by its complexity and pricing models.The one more limitation is that it doesn’t provide the opportunity to track calls directly from mobile app. However there is a way to do it. Call Tracker for Salesforce is a cool way to do it. You should try it!

Jonas J Description

April 23rd, 2018

You will probably won't find anything more easier to use than https://customer-page.com CRM. It requires no time or effort to set-up and is exactly what you need.


Save contacts, notes, or files for each customer, set reminders to follow up, use smart search or filters to get subset of customers.


And it's inexpensive as well or free if you don't have a lot of records.

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

Anonymous

October 2nd, 2017

Hi There.


Try Handled.

We range between small to large businesses and are in partners with 1 CRM. http://www.handled.co.za/

Scott Fairbairn Multi-startup CTO, founder, technologist looking for next thing

April 23rd, 2018

Give Nutshell a look.


https://www.nutshell.com/

David Jooste Founder

April 24th, 2018

ZoHo CRM is pretty sleek as well. Also free and low cost options. Integrates with email so there is a reliable record of communication with customers.

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

May 1st, 2018

Thanks everyone who gave an answer to this question! Thanks for sharing your insights. The question was from a year ago (March 2017) but I hope it helps other people who are reading the comments. In my NGO we opted for Hubspot (free...) and so far we are happy about it. I spent quite some time trying Insightly and I loved it but our Directors ended up not choosing it because of the free alternative. Wishing all of you the best.