How to Choose a Fundraising CRM Solution

Making an investment in new technology can be the key to unlocking your organisation’s full fundraising potential but introducing new tools is also a big project. There are many elements to consider when selecting a new fundraising CRM to ensure it will provide the most value for your organisation. 

Newly updated for 2024, download your copy of How to Choose a Fundraising CRM Solution. This practical, step-by-step guide walks you through the stages of assessing, selecting and adopting your new fundraising CRM. 

Download the expanded 2024 version to learn: 

  • What is a Cloud-Based CRM and what are the benefits of having one? 

  • The questions to answer internally to determine your requirements 

  • Top 20 most important questions to ask software vendors as part of the process 

  • Tips on handling change-management and go-live