We are launching a venture fundraising round that is going to be significantly broader (aka way more conversations, people, contacts) than our previous rounds. Is their a good CRM platform we should use to keep track of people and the process? Personal experience most helpful!
For our nonprofit botanical garden and animal sanctuary, I've been using the Techloyce Nonprofit Success Pack. I like it since you can modify it to your needs and it allows you to have up to 10 members for a very reasonable price. I also like that their Trailhead videos make learning the system and figuring out how to customize it for your individual needs a breeze, or you can submit a ticket to have a Salesforce professional assist you with your modification. My only issue is that some of my other products do not integrate with Salesforce because they were picked years before I started working here (like Vanco for online credit card donations). You can check details at https://www.techloyce.com/zoho-consultants/
As a result, I presently have to manually enter data such as donations and membership fees. Techlyce is well worth the investment because so many products now integrate with it. Aside from that, I believe Salesforce is a really powerful product that is well worth the investment.
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