How to pick a CRM: a guide for small charities

14 June 2024
Relationship BuildingSupporter StewardshipData, Research and Analysis
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This is part of our collection of resources aimed at small fundraising teams, individual fundraisers and small charities. Produced by the Chartered Institute and our expert partners.

Chris Houghton
Chris Houghton
CEO, Beacon

A CRM is a database that charities use when they’ve outgrown spreadsheets and are struggling to manage their data. There are lots to choose from, here's our guide for small charities, to help you pick one that is right for your organisation.

A modern CRM is much more than just a digital filing cabinet. Picture an extra pair of super-clever hands that automate all of your tedious admin, and can show you a full view of everything happening in your organisation while saving you time and money.

Modern CRMs can supercharge your charity by giving you much deeper insights into what’s going on. You’ll clearly see which campaigns are working best, where you need to steer resources and the direct impact you're having.

They also make managing your operations a breeze. From building brilliant supporter journeys, to boosting your fundraising, managing service delivery and grant applications with ease, all under one roof. And that's just the beginning. 

But we get it, it can feel so overwhelming when there are so many options out there! That’s why we wrote the Small Charities Guide to Choosing a CRM, an A-Z of everything you need to know about charity CRMs, and how to go about choosing the right one for your organisation.

Click the link below to download the Guide and find out what kind of CRM will help your fundraising excel. 

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