Fast-track Your CRM Search: 7 Questions to ask Charity CRM Providers

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Choosing a new CRM can feel like a daunting task.

With so many options available, all of them telling you their CRM is the best, how do you select the right one for you?

Our expert CRM team have put together a guide to help you refine your charity CRM search. Rather than starting your search for a new charity CRM by sitting through many hours of demos, begin by asking the 7 must-ask questions of any charity CRM provider. This will help narrow down your options to only a few CRMs that may be right for your charity. Then, with a shortlist of CRMs, you can spend your valuable time on demos and digging deep into features and functionality. 

The right CRM will automate tasks, seamlessly integrate with other platforms, and give you the best tools to strengthen donor relationships. Ultimately, a new charity CRM should bring you closer to achieving your charitable mission. 

Of course, the Donorfy Team will be more than happy to help by answering any questions you may have - we would love to hear from you.


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