If you are considering a new CRM, pulling together a list of comprehensive requirements can be daunting. We've put together a useful template to ensure all your needs are covered.
The template is available as a Word Document and will download to your desktop. It is fully editable and unbranded - allowing you to use it exactly as you need.
Have a look at the below resources to help guide you through your decision making process and beyond.
Discover Access thankQ CRM
Watch our Access thankQ demo webinar to discover how we can help you grow income by using your time, donor data and supporter relationships more intelligently.
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Introducing Access NFP CRM
Watch our demo webinar to see how you can quickly implement everything you need to easily manage, track, and build ongoing relationships with your supporters.
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6 reasons you should switch to Access thankQ CRM
Join over 1200 not-for-profit organisations who’ve made the switch already and discover the benefits of being set up for success.
How to choose the perfect CRM for your organisation
A comprehensive guide to the not-for-profit CRM selection process
Access NFP CRM for small charities brochure
Quickly implement everything you need to easily manage, track, and build ongoing relationships with your supporters.
Access thankQ CRM brochure
Find out whatour full fundraising CRM can do for your organisation with powerful CRM tools to collectively understand and manage relationships with supporters, members, alumni and volunteers.
Access Not For Profit Suite Brochure
Discover all the solutions we have to offer in our Not For Profit Suite.
Getting more out of your data
Learn how to revive and revitalise your database in this guide with a step by step guide to inspiring action from the most promising contacts in your database.
Getting to know your donors
A guide to understanding the information you already have on your donors, and how to get the most out of it.
The Digital Maturity Playbook for NFP
"An in-depth look at four key fundamentals of Digital Maturity, specifically relevant to the Not for Profit sector. Written in association with Digital Maturity expert Ian Patterson. "
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How does your charity measure up on the Digital Maturity scale?
Take our quiz to understand how Digitally Mature your organisation currently is.
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Chana Charity has seen an increase of 25% in returning donations since switching to Access thankQ
‘I invited Access in for a demo and was taken back by the look and feel as well as the user-friendly interface of the system and since then, never looked back’
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