I volunteer with a small nonprofit and we're at the point where we could use a CRM. We don't have much budget at all for tech tools right now but could start setting aside some. Since everybody is a volunteer, we also are willing to set aside a tiny bit of money to help with implementation and maintenance if needed. Anybody have experience with a DRM / CRM that they like and find easy to setup and use?
(We know about Salesforce's nonprofit plan but the general bulk and difficulty-of-use of Salesforce scares us a bit)
Start by checking out TechSoup - once you get registered there, they offer great discounts on a number of CRM products. They have also done a comparison of various CRM packages that you might find useful.
I've built/worked on a few of these for NPOs of varying size in Airtable. It's pretty affordable if you're sharing one seat and there are many pre-configured templates in the Airtable Universe.
There are tons of Airtable experts with affordable packages too!
I'd second the recommendation to start with exploring TechSoup.
That said, I have a small non-profit client who went with DonorSnap.com and are quite happy with it.
Did you consider Odoo? They offer both cloud & hosted community edition. You may need some tech support if you want to host it yourself.
You may consider Redmine CRM plugin (https://www.redmineup.com/pages/plugins/crm) with offers basic contacts & deals management capabilities.
You can try Airtable, which is not a CRM, but there are templates in Airtable that can help you build a CRM like structure. It's free for up-to 1000 records per table and the paid plans start around $10 if i'm not wrong. It takes a bit of time to setup, but once you build a structure, it's easy to use.
I'm recommending this cos, it's also easy to do some simple data analysis if you need to in the future.
Hey @allenjhyang! I'm one of the cofounders of http://clay.com and we've been building a new user-friendly CRM like tool for finding and managing your customers & related customer ops. We're hoping to provide a great experience that doesn't make your team fearful the way Salesforce does.
Let me know if I can be helpful / give you a tour some time!
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