Posted 3 days ago
I'm exploring what CRM systems might be best fit for us as a small charity with capacity to grow. We need something that does not require expensive training, that can be managed by any team member without the need for advanced tech skills and that integrates with other systems without reliance on bespoke coding to achieve it. Having taken a look around it seems that some of the free options need paid add-ons to be useful and that some off-the-shelf systems require training to set them up to meet bespoke requirements. Does anyone have insight into how I can whittle down my extremely long list of providers by eliminating those that cap record population, those that rely on an in-house tech admin, those that require bespoke set up, those that have long contract obligations and those that will break the bank? Happy to look at paid add ons as long as there is a choice of CMS and other integrations. Am I looking for a unicorn? TIA.