Nonprofits Can Benefit Greatly from CRM

11.18 blog

Nonprofit organizations are revered for their selfless natures of bettering certain causes or communities. Many nonprofit organizations are also accompanied by a chaotic environment of paperwork, funding and potential projects. Because many nonprofits cannot afford expensive organizational software, they often suffer undeserved consequences.

 

With a simple, straight-forward CRM software program like W5 Templates, nonprofits can organize their funding, donor information, volunteers, resources, supplies and current and upcoming projects. Here are some ways that nonprofits can benefit greatly from CRM.

 

Track Funding and Donor Information

Many nonprofits have some sort of end-of-the-year auditing process where their all of their funding, donations and expenses are reviewed to make sure everything lines up. This process can become much more streamlined for your nonprofit and auditors if they can access a CRM database that has this information recorded already. It’s important that your staff and volunteers regularly update the CRM to display the correct information and data.

 

Create an Inventory of Resources and Supplies

Having a CRM that creates an inventory of resources and supplies will allow for better internal communication. If certain equipment is being check-out or used for a project, it’ll be easy to see who checked out that item and for how long. Having control over your nonprofit’s resources and assets will give you peace of mind.

 

Manage Upcoming Projects

Whether it’s an upcoming community event or internal gathering, you can use CRM to plan and coordinate these projects with ease and simplicity. Your CRM software acts as a central location of data that any of your staff, volunteers or members could access to gain the information they need.

 

The chaos of nonprofit management doesn’t have to be so chaotic. With a CRM system that’s easy-to-use and quick to pick up, you’ll wonder how your nonprofit operated without it before. To try out W5 Templates CRM for free, follow this link: http://www.w5templates.com/free-trial/

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About Dave Oshlag

Dave Oshlag has been helping companies large and small stay organized and focus on the right projects for more than 25 years.  His specialty is saving hours of time wasted on disorganized systems without spending thousands of dollars. He’s best known for enabling massive changes in productivity with tools like W5 Templates that are simple, streamlined and get people organized quickly.

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