What Should You Look For In A Nonprofit CRM?
Take this quiz to determine what type of CRM would best fit your organization's needs.
1. What are your nonprofit's biggest goals?
Automate donor communications
Boost fundraising revenue
Get to know donors better
All of the above
Next
2. What does your nonprofit look like?
Large donor database with complex fundraising needs
Mid-sized organization with average communications
Small nonprofit with few contacts and limited technology
Next
3. What are your most important fundraising initiatives?
Launching a major fundraising campaign
Streamlining donor management
Automating customized engagement efforts
All of the above
Next
4. How many data sources will be involved in a migration?
One source (likely your current donor database)
Two or three sources, such as a separate donor database, email platform, and event management tools
Four or more sources—data is scattered across multiple sources
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