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What is a CRM and Why Does My Charity Need One?

Technology can be undoubtedly overwhelming, especially in the non-profit sector where resources may often be stretched thin. There's no dearth of tech terms floating around, one of them being 'CRM'. So, what is a CRM and why might your charity need one? Worry not, we're here to explain!


a little girl using a computer mouse and staring intently at a computer screen

Understanding CRM

CRM stands for Customer Relationship Management. It's essentially a system that keeps track of every interaction your charity has with its donors, supporters, volunteers, and anyone else associated with your organisation. In simpler words, think of it as a digital book of your charity's relationships, tracking who gave what, when, and how they prefer to be contacted.


A CRM system is much more than just a fancy address book, though. It's a powerful tool that can offer valuable insights into your charity's operations, helping you optimise fundraising, manage volunteers, and foster lasting relationships with your supporters.


The Benefits of CRM for Charities

Now you may wonder, "How can a CRM help my charity?" Here's how:

1. Better Donor Management

A CRM gives you a 360-degree view of your donors. This means you can see donation history, preferences, engagement levels, and more, all in one place. This not only saves time but also helps you tailor your communication efficiently.


2. Efficient Volunteer Coordination

A CRM can also manage your volunteer data. It can organise and track your volunteers' skills, availability, and history. This ensures that these valued resources are used effectively and efficiently.

3. Targeted Fundraising

A CRM system can guide your fundraising efforts, helping you formulate campaigns that resonate with your supporters, ultimately driving more donations.


4. Streamlined Communications

CRM systems can assist with email marketing, social media, and direct mail campaigns. They ensure your supporters receive relevant messages, helping build stronger, more personal relationships.


5. Data-Driven Decision Making

By providing insights into donor behaviour and campaign performance, a CRM enables you to make informed decisions that align with your charity's mission and goals.


Embrace the Power of CRM

Integrating a CRM into your charity's operations might seem complex, but the benefits it offers certainly outweigh the learning curve. Whether you're a small local charity or a large national organisation, a CRM system will undoubtedly enhance your ability to connect, engage, and inspire your supporters. Check out CRM’s like Monday, HubSpot, Salesforce, Kindful and Zoho.


At CITA, we're here to help you make sense of all the tech wonders like CRM for your unique needs. We connect you with skilled volunteers ready to guide you along this journey.


Remember, it's not just about implementing a new tool; it's about empowering you and your charity to make a bigger impact. Because when you thrive, so do the communities you serve.

Embrace the potential of CRM and empower your charity to new heights. Never forget - at CITA we're always here to help, to guide, and above all, to enable you to make a difference.


Get help and support with your Charity's I.T.

With CITA, you're not alone in your tech journey.


Learn about CITA’s approach to supporting small and medium charities to harness the full power of technology. Find out about our work providing advice, support, and project delivery services to charities. Register your charity today for free membership with CITA.




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