• 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

A CharityConnect User Posted 6 years ago

Been doing some research, but would really welcome any insights or recommendations people have on some of the packages out there.
Is anyone aware of a free or low-cost CRM/Tracking package that provides similar functionality to VCS tracker ? We don' have a massive client list, but do need to keep track of complex information and effectively log interactions - 'who's said what to whom, when' type of stuff, if that makes sense.
I'd also be grateful for any thoughts about task/project management software that supports branching tasks with dependency - ideally of the 'if this then that' type - some form of progress chasing tools would be really useful as well.
I'm fairly technically minded, so not scared of complex set-ups, but I do like things that work in a visual way, and I know this to be true of most of my colleagues 
Thanks for any help with this
Report
{{postCtrl.totalLikes}} Likes
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

What platform do you use to send group emails to sponsors?

Matthew Morpurgo

Admin, Ops, IT & Finance

Bank account recommendations for an unincorporated association/charity

Layla Gemmell

Admin, Ops, IT & Finance

What are your favourite AI tools?

Miguel Garcia

Admin, Ops, IT & Finance

Are we entitled to see the accounts of a dissolving charity? (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