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Using SugarCRM for fundraising management?

Ann Shackleton

Our charity would like to use our existing SugarCRM to manage fundraising. We already use a small part of the sales functionality to manage selling our online learning modules, but are wondering whether other Sugar clients have found this to be a useful tool for managing donors, tracking targets etc. Thank you!

Parents

  • I've worked with a variety of CRMs and businesses, customizing them to match their specific requirements. A CRM is a challenging decision that is largely based on budget. CRMS are not cheap, and if you choose one that can be customized to your needs, costs can quickly mount. You can easily spend $5,000 to $100,000 per year on a non-profit organization. I've seen non-profits with annual costs in the millions of dollars.

    Starting using Excel, Google Sheets, or even Airtable is the best way to begin. If you do this for a while, you'll see that as you design it to satisfy your wants, certain needs will emerge. It will also give you a form that is appropriate for your flow. Once you've got that, and if those sheets aren't cutting it, it's time to upgrade to a CRM. You'll then have a fundamental understanding of the procedure and needs you'll need, which is crucial when paying for one. If a low-cost CRM fails to meet any one of these requirements, it can be a waste of money.

    Life is a Gift

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  • I've worked with a variety of CRMs and businesses, customizing them to match their specific requirements. A CRM is a challenging decision that is largely based on budget. CRMS are not cheap, and if you choose one that can be customized to your needs, costs can quickly mount. You can easily spend $5,000 to $100,000 per year on a non-profit organization. I've seen non-profits with annual costs in the millions of dollars.

    Starting using Excel, Google Sheets, or even Airtable is the best way to begin. If you do this for a while, you'll see that as you design it to satisfy your wants, certain needs will emerge. It will also give you a form that is appropriate for your flow. Once you've got that, and if those sheets aren't cutting it, it's time to upgrade to a CRM. You'll then have a fundamental understanding of the procedure and needs you'll need, which is crucial when paying for one. If a low-cost CRM fails to meet any one of these requirements, it can be a waste of money.

    Life is a Gift

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