CRMs for charities

Wordcloud on customer relationship management systemsWith thanks to Charity Finance for most of the list content [we added the URLs]

In CRM (customer relationship management), CRM software is a category of software that covers a broad set of applications designed to help businesses manage many of the following business processes: customer data, customer interaction, access business information, automate sales.

Here are some of the most popular CRMs in UK charities:

Access (Microsoft)
ACT! (Swiftpage)
Advantage Fundraiser (Redbourn)
alms.NET (Westwood Forster)
CARE (IRIS)
Casemanager (Iizuka)
Charisma (IRIS)
CiviCRM
Concept (IRIS)
Donor Perfect
Donor Strategy (IRIS)
Donorflex
Donorfy
Dynamics CRM (Microsoft)
eTapestry (Blackbaud)
Excel (Microsoft)
Harlequin
Hubspot
iMIS (ASI)
Insightly (Google)
Integra (IRIS)
KISS Contacts
Outlook (Microsoft)
ProgressCRM (ASI)
Raiser’s Edge (Blackbaud)
Sage CRM
Salesforce
thankQ CRM (Access)

Bibliography

A guide to CRM systems for not-for-profit organisations, Adapta Consulting, 2016

Supporter/CRM database systems: does your non-profit need one? by KindLink, Mar 2017

What Small Charities Need to Know About CRM Systems – 2nd Version by Ivan Wainewright, IT for Charities, 2017

This resource, compiled by Pauline Roche, was originally published on Net Squared Midlands meetup page

All Resources