• Sign in Join CharityConnect
  • About us
  • Terms of Use
  • Community standards policy
  • Privacy Policy

Powered by

Back

The charity network that helps you shine.

Join 18,827 professionals and find your community in the UK charity sector.

Join CharityConnect

Best CRM for a charity that doesn't focus on donor management?

Admin

Jonathan Spencer CEO at Zetetick Housing Posted 2 years ago

Close popup

{{badgesCtrl.userFirstName}}'s badges

Helper’s Badge Level One
Level 1 of 5
This badge is awarded to members who have had a comment marked as Helpful
Helper’s Badge Level Two
Level 2 of 5
This badge is awarded to members who have had 5 comments marked as Helpful
Helper’s Badge Level Three
Level 3 of 5
This badge is awarded to members who have had 10 comments marked as Helpful
Helper’s Badge Level Four
Level 4 of 5
This badge is awarded to members who have had 20 comments marked as Helpful
Helper’s Badge Level Five
Level 5 of 5
Superstar! This badge is awarded to members who have had 30 comments marked as Helpful
Our successful charity primarily relies on volunteerism as our main way of giving, and our income comes from local government and our tenants. As we undergo a digital transformation, we are in search of a new CRM that can help us manage and engage with our seven major stakeholder groups. However, most charity CRMs available in the market are focused on donor management, which is not what we require.
Currently, we use Nimble, an offshoot of Salesforce, but it's too sales-oriented for our needs. While we use Mailchimp for email marketing, we also require a CRM database that can handle the management of our stakeholders.
We are looking for a simple, easy-to-use off-the-shelf solution that doesn't require a Dynamics bespoke package. I reiterate uur focus is on stakeholder management, not donor management, and we need a CRM that can meet our specific requirements. It seems a really challenging ask right now and I am hoping you may know the answer.
We would appreciate any recommendations or advice from anyone who has experience using a CRM that can meet our needs.
Thank you for your help in advance!
Report
{{postCtrl.totalLikes}} Like
Facebook Twitter LinkedIn Email Whatsapp

Optional. An image can be added at the top of the comment. Images must be in PNG, GIF or JPG format. Unsplash.com is a great source for royalty free and high quality photos.

No responses yet. Be the first to reply!

{{ctrlComment.postTotalComments}} responses

Load more responses
See previous comments
See new comments

Related posts

Experiencing CAF bank issues

Neil Morley

Admin, Ops, IT & Finance

Errors in CAF Bank balances

Dave Percival

Admin, Ops, IT & Finance

Bank account recommendations for an unincorporated association/charity

Layla Gemmell

Admin, Ops, IT & Finance

Fully managed IT platform suggestions

Wendy Smith

Admin, Ops, IT & Finance

Experiencing difficulty locating our Gift Aid number (Anonymous post 🤫)

Ocean King

Admin, Ops, IT & Finance

  • About us
  • Privacy
  • Community standards policy
  • Terms
  • Advertise with us

Powered by

© 2025 JobLadder

Report an issue

Help us keep CharityConnect safe and friendly by reporting spam or abusive behaviour.

What's the issue with this content?

How is this content abusive or harmful?

Report an abusive behaviour

Likes

{{ item.UserName }}

{{ item.UserName }}

{{ item.UserJobTitle }} at {{ item.UserOrganisationName }}

Show More

Likes

{{ item.UserName }}

{{ item.UserName }}

{{ item.UserJobTitle }} at {{ item.UserOrganisationName }}

Show More
{{ msg }}

Sign in

Like this? You'll love what we've got inside. Sign in to like this post and see more

Forgot password

Don't have an account? Join CharityConnect today.

{{ rootCtrl.infoModal.getTitle() }}

{{ rootCtrl.infoModal.getBody() }}

Likes

{{ item.UserName }}

{{ item.UserName }}

{{ item.UserJobTitle }} at {{ item.UserOrganisationName }}

Show More