CRM – and CRM databases – is possibly one of the most abused terms in the IT industry and has been used to describe so much software. The first thing to note is that CRM software is not CRM itself – CRM is a policy and a practise and a whole culture; and in many ways, charities practising good donor management are already doing CRM! CRM software will not automatically implement CRM at your organisation.
For the purposes of this site, CRM Software is designated as systems/providers which provide more ‘generic’ database solutions which could be configured for the NFP sector, but would also sit just as easily in a commercial environment – as opposed to solutions more specifically aimed at the NFP sector such as Fundraising or Membership databases with their associated functionality. And if fundraising/membership software is what you want then although CRM systems may be able to provide this, there are many dedicated packages already doing so, so you should be considering both. CRM software can also be a good solution if you want an ‘organisation-wide’ database, but bear in mind that even some of the Fundraising or Membership software packages might also be an option depending on your precise needs.
When it comes to software there are hundreds of software packages and suppliers who purport to provide CRM. For the purposes of this web site, we have included two sections below on CRM: Packages which are generally recognised as offering solutions for the NFP sector, and Companies who do the same.
Packages which are generally recognised as offering solutions for the NFP industry
|CiviCRM||CiviCRM||Open-Source. See above table for partners, and the Service Providers directory on CiviCRM's own website|
|Microsoft||Microsoft Dynamics 365||On-premise and SAAS solutions. Sell through partners/re-sellers (e.g. see the table above)
Microsoft have also developed a free although primarily US-oriented Nonprofit Template for Microsoft Dynamics CRM
|Sage||Sage CRM||On-Premise and ASP solution. Sell thorugh partners/re-sellers (e.g. see the table above)|
|Salesforce||Salesforce||SAAS solution (see also: Salesforce Foundation which includes a list of partners and UK Non profit Salesforce users group on LinkedIn)
Salesforce have also developed a NonProfit Success Pack