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Maximizing Your CRM for Impact:

A Guide for Small to Mid-Sized Charities

Constituent Relationship Management (CRM) systems are crucial tools for managing interactions with donors, volunteers, and supporters. However, it can sometimes feel these systems are just overwhelming to use.

Many charities find themselves not fully utilizing their CRMs due to a myriad of reasons.

But the story is the same – it just hasn’t lived up to the hype!

If you are a leader or a fundraiser in a small to mid-sized charity or non-profit organization facing this challenge, this guide is for you.

What’s inside:

  • Understanding your CRM Needs

  • Strategies for CRM Optimization

  • Evaluating and Choosing the Right CRM

  • …and much more!

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