4 CRMS for your small nonprofit so you can ditch spreadsheets once and for all, according to Sasha Lewis Artwork

The Groupfinity Podcast

The Groupfinity Podcast is for leaders of small volunteer non-profit organizations - Presidents, VPs, Treasurers, and Secretaries of parent groups of K-12 schools, chapters of larger organizations, professional associations, hobby clubs, youth sports clubs, church ministries or faith-based groups, veteran groups, and college & university alumni clubs. If the words club, group, association, chapter, or ministry appear in your organization’s name, this podcast is for you. This podcast is a resource for leaders to learn how to engage and inspire their membership, giving them the tools they need to execute their mission, support their members, and benefit the communities they serve.

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4 CRMS for your small nonprofit so you can ditch spreadsheets once and for all, according to Sasha Lewis

August 25, 2022 • Anthony Wilson / Sasha Lewis • Episode 46

#046 - Today I am speaking with Sasha Lewis. Sasha has 20+ years of experience working with nonprofits. Her focus is using donor-centric data to achieve greater fundraising success. Sasha founded Moves Management Consulting to assist nonprofit organizations with technology, specifically using CRM to assist in fundraising. Her advice is…

“Start with one of the little ones, find an investment of a hundred dollars a month and get something going because once you recognize how much it's going to save you when it's done, you're gonna wish you did it years ago”.

In this episode we explore the pros and cons of 4 popular CRMs for small nonprofits:

Salesforce
Kindful
Bloomerang
Little Green Light

Be sure to stick around until the end to hear how the pandemic made organizations put a higher value on technology.

The key takeaways from my discussion with Sasha are:

#1 The more robust systems may require you to hire an implementation specialist;
#2 Select a platform that is simple and straightforward to you;
#3 Getting a system that integrates with your existing tools will allow you to automate;
#4 Get out of the spreadsheet business and start with something.