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SaaS software to track funds and act as a CRM
Will Porter Trustee at The Jay C Trust Posted 30 days ago
We are a new charity - https://thejayctrust.com/ launched in the last month.
As we get going we have a need to track income / expenditure, overlay with intelligent reporting/analysis and carry out CRM (Customer Relationship Management) to ensure we manage our relationships with supporters and partners well.
I am sure this is not a new problem! Is there a SaaS (Software as a Service) solution out there that will help us get up and running quickly and be low maintenance?
Thanks,
Will
Digital Trustee
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