Contact Relationship Management is a critical part of every nonprofit
We'll sit down together to look at the challenges you're facing, and what you want to work better.
If it looks like an off-the-shelf system would be your best choice, I can recommend several based on your needs and budget.
But if you're looking something that truly fits the unique way you operate, we can customize the powerful core HS platform to suit your needs, both functionally and visually, but still including all of the powerful features all nonprofits need in their CRM. Things like
- Donor and Revenue data at your fingertips
- Campaign origins for all contacts and donations
- Custom engagement forms on your website, including online donations
- Charitable Program Funds assignment and tracking
- Full integration with your email marketing, payment processor systems, and any others you may have
- One-off emails with your logo to any follower
- Easy-to-read reports and graphs (the ones you need most)
- Personalized email auto-responders for any reason (like expired credit cards)
- A system that's easy-to-use, with unlimited staff users, and cloud-reliability
- Personalized, prompt support and training
The result will be just the way you want it: with essential fields and reports, but without the clutter and overhead of off-the-shelf products. And you'll find our HS platform to have lightning fast response that you won't find with "the big guys”. But best of all, you won't need a full-time staff person to manage it.
With your own customized HS CRM system, a quick check will show you all a prospect’s or customer's data in one convenient, easy-to-understand place—a perfect tool for the lifeblood of your nonprofits: your relationships with new and existing donors.
Easy-to-run reports and graphs will give you a fast look at your KPI's. The ability to send and track email conversations, phone calls, correspondence (and any other relationship information you can think of), puts all of it at your fingertips so you can access it in literally seconds, anytime and anywhere you need it.
Call today for a free consultation at (310) 654-9391.