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.

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!

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/