Free CRM assessment and improvement plan for Charities

 

We ask you a set of simple questions about your CRM practices. Based on your answers, we provide bespoke guidance on how to improve your donor relationship management to streamline your charity's efficiency.

Enter your details below to start the scorecard

Your data will not be submitted to any third parties. By submitting this form you agree to your details being used in sole connection with the scorecard submission.

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You’ll be scored against the following key areas:

CRM Usage and Implementation

Assess how effectively you practice and implement donor relationship management across your organisation.

Integration and Functionality

Evaluate the seamless integration of your donor relationship practices with communication tools and its ability to track interactions.

Data and
Analytics

Explore your system's analytics for decision-making, reporting, and identifying opportunities for engagement and retention.

Donor Management and Engagement

Examine how your system aids in donor segmentation, personalisation, feedback collection, and retention strategies.

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