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What CRM do you use?

  • 1.  What CRM do you use?

    Posted 03-27-2023 08:55 PM

    Aloha fellow animal lovers,

    My nonprofit organization is very small but we are steadily growing.  I feel that it is time to hire a CRM to help us manage our donors and contact lists so we are ready when it explodes and we get too busy to set it up.  We have interviewed (initial calls) with DonorPerfect, Neon One and Network for Good.  We also have a call set to speak to Bloomerang+Kindful, who just merged.

    One of my volunteers is a fundraiser and marketing professional.  She has worked with several CRMs in the past so she volunteered to help me interview them.  She created a list of about 20 questions and the created an Excel sheet to put in their answers so we can compare them all. It is fascinating to see a professional fundraiser at work! She's so good. I hope to hire her someday.

    At her last job, she worked with Network for Good and highly recommends them.  From what I have seen so far, I do like them but I am also impressed with DonorPerfect, who is a little cheaper and doesn't require a yearly contract.  Before I decide, I feel I should see an actual demonstration.

    Then I will tell the Board (I am the president and founder) what we have learned and what our findings were.  Then the Board can discuss and vote on the one they like the best.

    My questions to you are:

    • Do you use a CRM?
    • If you do, which one do you use?
    • Do you like it? Good value for the price?
    • Do you feel supported and get responses easily?
    • Pros and cons

    We are a very small organization at this time.  No employees and just 6 of us on the Board who are active volunteers.  Once we get land, we can build and open our sanctuary. We have about 170 email names and around 100 donors.  

    I'd love to hear your recommendations and thoughts.

    Aloha and Meow for now,

    Holly


    #FundraisingandDevelopment

    ------------------------------
    Holly Holowach
    Founder/President
    Popoki Place O'ahu Cat Sanctuary
    ------------------------------


  • 2.  RE: What CRM do you use?

    Posted 03-28-2023 06:02 AM

    We use Blackbaud Raiser's Edge and Team Raiser, but after receiving poor customer service, dealing with clunky look and feel, and feeling nickeled and dimed, we are switching to Virtuous for our CRM and Classy for peer-to-peer fundraising. 

    Adam Johns
    adamj@virtuous.org | (317) 373-1495 

    Watch an overview of Virtuous



    ------------------------------
    Gina Hays
    Chief Development Officer
    Humane Society of Indianapolis (dba IndyHumane)
    ------------------------------



  • 3.  RE: What CRM do you use?

    Posted 03-28-2023 05:45 PM

    Thank you for your response. I am working with a volunteer who is a professional fundraiser and she has experience with Raisers Edge.  She does not like it!  Her preferred CRM is Network for Good, which handles everything.  I am considering going with them. Just wanted everyone's opinion before making a decision.  Thanks again!



    ------------------------------
    Holly Holowach
    Founder/President
    Popoki Place O'ahu Cat Sanctuary
    ------------------------------



  • 4.  RE: What CRM do you use?

    Posted 03-31-2023 09:03 AM

    Hi Holly,

    We use DonorSnap for CRM and GiveSmart for events.  DonorSnap we had for a long time. It is not the most elaborate software, but it does what it is supposed to do and we did not have any problems. Emailing and Reporting are a bit tricky at first, but both work, though we hardly use emailing. And there is a true value in being able to look a person's donation history throughout several years.
    GiveSmart does work well for events (tickets, auctions, data etc.) and they offer CRM, but there is very little you can do in terms of customization. The virtual response is usually quick, but you have to live with the fact that they sometimes will just say that is not possible. 
    I think your idea to try out different softwares is great.
    Good luck on your search!
    Nora



    ------------------------------
    Nora Paech
    Development Director
    Snake River Animal Shelter
    ------------------------------



  • 5.  RE: What CRM do you use?

    Posted 03-31-2023 12:34 PM

    Aloha Nora,

    Thank you for your response!  Those are both new companies to me.  Haven't seen their names come up in my research.  I will check them out.

    Hope things are going well for you there! Have a  great weekend! Happy Aloha Friday!

    Mahalo (thank you,)



    ------------------------------
    Holly Holowach
    Founder/President
    Popoki Place O'ahu Cat Sanctuary
    ------------------------------



  • 6.  RE: What CRM do you use?

    Posted 03-31-2023 02:29 PM

    Hello, 

    Over the years I've worked with various CRMs including Bloomerang, DonorView, Network for Good, DonorPerfect, and Classy to name a few.

    I've seen how some of these platforms have greatly increased over the years. Of these, I found DonorView to very clunky and disliked it.  There are some that act more as an accounting system and others that are best for digital marketing, donor management, and fundraising. We're currently using Arreva's Exceed-Further. It allows to get into the weeds more than most would like. 

    Bloomerang and DonorPerfect might be what you're looking for as far as user friendly and the best bang for your dollar. 

    Hope that helps. 

    Veronica Frescas

    Development 

    Friends of El Paso Animal Services



    ------------------------------
    Veronica Frescas
    Development Coordinator
    Friends of El Paso Animal Services
    ------------------------------



  • 7.  RE: What CRM do you use?

    Posted 04-03-2023 09:08 PM

    Thank you Veronica!  I appreciate your comment and suggestions!



    ------------------------------
    Holly Holowach
    Founder/President
    Popoki Place O'ahu Cat Sanctuary
    ------------------------------



  • 8.  RE: What CRM do you use?

    Posted 04-01-2023 09:12 AM

    We too, use DonorSnap... very good product for the money and will handle event ticket purchases along with other things.... we have used BetterWorld for auctions and drawings with great results.  We are a smaller organization, but I believe we are growing because we have invested in a DMS.  We did start with Network for Good and loved it, but the pandemic caused us to rethink the costs.  We have been happy with DonorSnap.

    Samantha



    ------------------------------
    Samantha Polen
    Executive Director
    T-Town TNR, Inc.
    Tulsa OK
    https://www.ttowntnr.com/
    ------------------------------



  • 9.  RE: What CRM do you use?

    Posted 04-03-2023 09:10 PM

    Thanks so much, Samantha!  Donor Snap and Better World are both new to me. I will check them out!



    ------------------------------
    Holly Holowach
    Founder/President
    Popoki Place O'ahu Cat Sanctuary
    ------------------------------



  • 10.  RE: What CRM do you use?

    Posted 05-11-2023 06:00 AM

    What is DMS? Donor Management Software?



    ------------------------------
    Heron Ceron
    Foster coordinator
    Welcome Home Sanctuary
    ------------------------------



  • 11.  RE: What CRM do you use?

    Posted 05-11-2023 07:36 PM

    HI Samantha,

    Customer Relationship Management (CRM) is a technology for managing all your company's relationships and interactions with customers and potential customers.

    Donor Management System (DMS) is not-for-profit's customer relationship management (CRM) system and is a means to compile, organize, analyze and strategically implement communication strategy so as to maintain and grow the relationship with the donor.

    It's a great tool to organize your donors and their contact info as you get bigger.

    Aloha,
    Holly



    ------------------------------
    Holly Holowach
    Founder/President
    Popoki Place O'ahu Cat Sanctuary
    ------------------------------



  • 12.  RE: What CRM do you use?

    Posted 04-02-2023 04:26 AM

    Holly, 
    Thanks for posting this question. We too are a small sanctuary and are starting to look at CRM. There are so many different companies it is a bit overwhelming. I would be interested to see the 20 questions you came up with to help you select the best fit. 



    ------------------------------
    Lisa Burns
    founder/VP
    Farmhouse Animal and Nature Sanctuary Inc
    ------------------------------



  • 13.  RE: What CRM do you use?

    Posted 04-03-2023 09:12 PM

    Hi Lisa,  I don't have the questions yet as the volunteer who is a professional fundraiser made them.  I will ask her if she is willing to share them with me when we are done so I can post them.  She is making the answers into an Excel sheet so we can compare everything.  I am looking forward to seeing the comparison. 



    ------------------------------
    Holly Holowach
    Founder/President
    Popoki Place O'ahu Cat Sanctuary
    ------------------------------



  • 14.  RE: What CRM do you use?

    Posted 04-04-2023 02:46 AM

    Holly,
    Thank you! It will be interesting to see.



    ------------------------------
    Lisa Burns
    founder/VP
    Farmhouse Animal and Nature Sanctuary Inc
    ------------------------------



  • 15.  RE: What CRM do you use?

    Posted 04-04-2023 01:48 PM

    Aloha Holly -

    Thank you for posting this question - my group (TAILS) is going through the same decision process.  As with Lisa Burns' post, I would love to get any info you are willing to share from your search (info@tailsct.org).  TAILS is an all-volunteer, 22yo, 501c3, spay-neuter group who handles ~650 dog/cat spay/neuters and 250 cat adoptions each year and a new CRM would be extremely beneficial to us.  We currently use Neon (~8 years) - which is a very powerful database/tool - but we have found it to be not user-friendly/intuitive and their training is extremely limited (online videos on some topics only - no option for "live" training); we just had 4 new, great board members join our board (we're a working board) and there are no viable Neon training options; it's probably a great CRM for a larger, staffed organization.

    I can't thank the folks who've posted their experiences here enough!  I'm currently at the HSUS Animal Care Expo in New Orleans - was hoping to meet at least one of the CRM providers mentioned here but not one of them is here, sadly...but we will definitely be utilizing the info posted here by everyone and any you're willing to share (Holly).

    Thank you again - keep up the great work! 
    Best,
    Dorrie



    ------------------------------
    Dorrie Harris
    President
    TAILS The Alliance In Limiting Strays
    ------------------------------



  • 16.  RE: What CRM do you use?

    Posted 04-04-2023 03:51 PM

    Hi Dorrie,
    Mahalo for your reply and interesting info.  Congrats on all the great work you have been doing over the years!  

    Very interesting to hear your comments about Neon because it was one we interviewed and were considering.


    I am interested in how you are enjoying the HSUS conference.  It would be fun to be there, especially in New Orleans.  If you learn anything interesting related to cats, send me an email at Holly@popokiplace.com

    Have a great week!
    Aloha,
    Holly



    ------------------------------
    Holly Holowach
    Founder/President
    Popoki Place O'ahu Cat Sanctuary
    ------------------------------



  • 17.  RE: What CRM do you use?

    Posted 04-04-2023 06:04 AM

    We use a couple of platforms. 
     Network for Good is our main CRM. We use this to hold all of our contacts, our online fundraising and monthly newsletter eblasts. It seems to work fine, although many times I search for a contact and it says "no contact' only to see that they donated- so their search feature isn't always accurate. But I like having so many functions in one place. We use GiveSmart for our silent auctions and ticketing  for our big event in the fall.  This has its quirks but works well. We used Classy for a couple of fundraisers, it was fun for people to be able to upload their pets pictures when they made a donation, but it wasn't worth the money. 



    ------------------------------
    Jennifer Geiger
    VP Board of Directors
    www.wmranch.org
    ------------------------------



  • 18.  RE: What CRM do you use?

    Posted 04-04-2023 03:54 PM

    Thanks Jennifer.  Good to get your feedback for NFG because we have been seriously considering it.  It is a bit too expensive but I might still go with it.  We will see.  Thanks again!



    ------------------------------
    Holly Holowach
    Founder/President
    Popoki Place O'ahu Cat Sanctuary
    ------------------------------



  • 19.  RE: What CRM do you use?

    Posted 04-04-2023 11:02 AM

    We have heard great feedback about Little Green Light as a donor management CRM from various nonprofits.



    ------------------------------
    Malini Coopamah
    Volunteer
    Lend A Helping Paw Shih Tzu Rescue
    ------------------------------



  • 20.  RE: What CRM do you use?

    Posted 04-04-2023 03:55 PM

    HI Malini, 
    Thanks for your reply.  I remember hearing about Little Green Light too but it hasn't come  up in my research recently.  I will check it out. 



    ------------------------------
    Holly Holowach
    Founder/President
    Popoki Place O'ahu Cat Sanctuary
    ------------------------------



  • 21.  RE: What CRM do you use?

    Posted 04-04-2023 01:58 PM

    Hi Holly - I too am following along. this is a great discussion!  We are a small, all volunteer dog rescue in Louisiana.    I've been using jotform to do all of my events/item sales, etc.   We use givebutter.com for our annual superbowl fundraiser and as our donation platform currently.     Also, we use shelterluv for our dog records, adoptions, contracts, etc.  But, I'd love to find an all in one place for all our fundraising and donor management, etc.    I'm interested to see what you find and I too would love to see your volunteer's list of questions! 
    Thanks much..following along.
    Cindy



    ------------------------------
    Cindy Shotwell
    Founder/Executive Director
    Must Luv Dogs Rescue
    ------------------------------



  • 22.  RE: What CRM do you use?

    Posted 04-04-2023 03:58 PM

    HI Cindy, Thanks for your response.  I am planning to get ShelterLuv once we open.  I saw it demonstrated IRL at Best Friends Animal Sanctuary when I mentored at Cat World.  It looks like a great program. I will check out Jotform and Give Butter.  Thanks!



    ------------------------------
    Holly Holowach
    Founder/President
    Popoki Place O'ahu Cat Sanctuary
    ------------------------------



  • 23.  RE: What CRM do you use?

    Posted 04-05-2023 07:43 AM

    Hi Holly,
    We just moved from NFG to NeonOne. We made the decision to move based on cost, campaign design features and QB integration among other things. We have just finished our data transfer and have been live with NeonOne since April 1. So far, I love the reports, the ability to manage the mailing list and the fun design options. Since we are so new to NeonOne I'm not sure we can give much of a review but so far we don't miss NFG at all.



    ------------------------------
    Ninette Sellar
    Board President
    Sun Cities 4 Paws Cat Rescue
    Youngtown, AZ
    www.4pawsrescue.org
    ------------------------------



  • 24.  RE: What CRM do you use?

    Posted 04-05-2023 08:44 PM

    HI Ninette!  How fascinating.  You moved from NFG to NeonOne!  Why did you decide to leave NFG, if you can share?  It is leading in our research at the moment.



    ------------------------------
    Holly Holowach
    Founder/President
    Popoki Place O'ahu Cat Sanctuary
    ------------------------------



  • 25.  RE: What CRM do you use?

    Posted 04-05-2023 09:53 AM

    I went through a similar search for new CRM about a year and a half ago. We were using RE/NXT and Luminate Online. After a LOT of calls and presentations, we decided for the size of our database (75K+), Raiser's Edge still made sense, but LO definitely did not for our online program. We wound up using our current Direct Mail consultants, RKD, who were rolling out a new program called Donor Marketing Cloud for online giving, and use MailChimp for emailing. Both were very affordable, coming in a little lower than LO, with FAR more user friendly application.



    ------------------------------
    Karin Duncker
    Humane Society of Utah
    ------------------------------



  • 26.  RE: What CRM do you use?

    Posted 04-05-2023 08:42 PM

    Hi Karin, I appreciate your response. You are a long way ahead of us but it sounds like you made the right decision for you.  



    ------------------------------
    Holly Holowach
    Founder/President
    Popoki Place O'ahu Cat Sanctuary
    ------------------------------



  • 27.  RE: What CRM do you use?

    Posted 04-05-2023 10:32 AM

    Hi Holly,

    We use Give Butter, it is free! We are a new nonprofit organization and do not have the money to invest in a paid database.  I had a few database experts look at it. It is basic (for example, you can't link relationships together) but you can export our contacts if you want to move to a more sophisticated system down the road. The customer support is very good. I have used Blackbaud (which was very complicated and not user friendly), and Kindful in the past. I would look for systems that are user friendly and not too expensive to start. I have heard that Little Green Light is also good and not too expensive.



    ------------------------------
    Julie Totten
    Executive Director
    Cat Companions
    ------------------------------



  • 28.  RE: What CRM do you use?

    Posted 04-05-2023 08:46 PM

    Thanks for this tip, Julie!  I don't know anything about Give Butter!  I will definitely check it out.



    ------------------------------
    Holly Holowach
    Founder/President
    Popoki Place O'ahu Cat Sanctuary
    ------------------------------



  • 29.  RE: What CRM do you use?

    Posted 05-03-2023 07:17 AM

    Hi Holly, we use Little Green Light and love it!  It is a great value and very intuitive.  The reporting features are robust and you can segment much more easily than with Raiser's Edge (the only other CRM that I have used).  The help desk is very responsive the learning videos are short and informative.  Good luck with our search.  The only con that bothers me is I have not been able to easily import my GiveSmart event data into LGL.  

    All the best,
    Michelle 



    ------------------------------
    Michelle Thomas
    Director of Development
    Lynchburg Humane Society
    ------------------------------



  • 30.  RE: What CRM do you use?

    Posted 05-03-2023 08:04 PM

    Thanks so much.  I have heard good things about LGL but haven't looked at it yet.  Now I will.  Thanks!



    ------------------------------
    Holly Holowach
    Founder/President
    Popoki Place O'ahu Cat Sanctuary
    ------------------------------



  • 31.  RE: What CRM do you use?

    Posted 05-12-2023 11:38 AM

    We use Network for Good and the only complaint that I have about it is the expense. It is definitely worth the cost, but we are also a small non-profit so that $3,000 is hard for me to justify on paper. We have only used it for 1 year and I am starting to see more people sign up for reoccurring giving which run the long run definitely helps.



    ------------------------------
    Katrina Johnson
    Columbus Dog Connection
    ------------------------------