How to move to a proper CRM System if you're still using spreadsheets


“CRM” can come across as a scary subject. You may have heard others in the sector about it and how CRM can help you “go digital” and help you be GDPR compliant – but going from conversation with a colleague through to actually getting one can feel like a terrifying prospect.

In this session, we’ll take a jargon-free look at the whole topic of CRM for charities, and discuss:

  • What CRM can help with (and what it doesn’t do)
  • How to decide if you need a CRM
  • How should we build a business case for CRM?

We’ll also answer the pressing questions that you won’t usually hear from providers:

  • How much does it all cost?
  • Which charity CRMs are best for our organisation?
  • What are the key learnings from your session?

In this session, you’ll learn:

  1. If you need a CRM for your organisation
  2. How to build a business case for CRM
  3. How to choose a CRM (and which providers to look out for!)


Speakers are added to our events as we receive their details and are updated continuously. These events achieve the goals set out in our EDI commitment.

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