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Running your Charity

New CRM system for a £5m-£10m income charity

Adrian Lance Director of Finance & Resources at Mental Health Foundation Posted 24 days ago

Hi
We are starting the process of looking into a new CRM system. We currently use Raiser's Edge but realistically we need to use something that has more functionalities, is easier to use and integrates better. We are a charity of £5m-£10m income and want to bring someone in to manage the project. However, initially we are looking to see if we can narrow down our choices of what solution to use. We are thinking of engaging a 3rd party, organisation or consultant to do the initial work.
If anyone has suggestions on 3rd parties/consultants who could do the scoping/evaluating piece of work or if you have suggestions of system that might suit an organisation of our size that would be great.
Salesforce often seem to get mentioned, as well as Dynamics but we are looking to scan the whole market to get something for the long term.
Thanks
Adrian
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