10 things to consider when making the switch

What should you bear in mind when migrating to a new CRM system?


Successful CRM implementation is a long-term investment and the future of your organisation, so take the time to cover all necessary steps and stages.

When making the switch it’s important to consider what other software needs to be integrated with your CRM, for example your website, or direct debit technology.

Download your CRM switch consideration guide

Everything to consider when switching to a new Charity CRM

The step by step guide for Not For Profits on everything you need to know for smooth CRM sailing and making an easy switch

Download guide

Explore further