Question
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!
Answer
For managing and nurturing fundraising relationships, Zoho CRM is an excellent choice. It provides donor management, activity tracking, pipeline visualization, and detailed reporting to help nonprofit and fundraising teams strengthen connections and boost contributions. With Carmatec’s Zoho Consulting Services https://www.carmatec.com/zoho-consulting-services/, you can get a tailored CRM setup aligned with your fundraising goals—whether it’s customizing donor journeys, automating follow-ups, or integrating with your existing tools. This ensures your fundraising efforts are not only organized but also more impactful.