How do you keep up with all of this?
As a base platform, a CRM provides a common store for all this data and one place to reference. It becomes a single source of truth.
Want to know about a person? Sugar CRM or Zoho One will show all the calls, meetings, documents, notes, programs and marketing events they attended. Want to know about a program you are running? The CRM will tell you who is involved, the deliverables, action items, minutes, notes, documents created and benefits delivered to whom whilst the program ran. Want to know who your donors are and invite them to an event or update them on the state of a program? Build a list of donors using any profile and then use your integrated CRM marketing platform of choice.
This single platform, integrated with either Google or Microsoft 365 allows your Not For Profit to move at the pace you want, growing from the organic to the orchestrated organisation you will need to expand and access new funds to support your cause.
The better you deliver on your promise, the more likely you are to access more funds to continue the development of new programs.