How To Choose The Perfect CRM (1) (1)

How to choose the perfect CRM for your organisation

A comprehensive guide to the Not For Profit CRM selection process

A new CRM system certainly has the potential to have a transformative impact on your organisation.It can greatly enhance how your organisation interacts and engages with your donors. At the same time, it can improve your internal systems, automate your manual processes, and provide insights that can influence how your organisation behaves. Making the wrong choice can severely impact the success of your fundraising.

Our guide to CRM selection outlines the key steps you need to take when considering a moving to a new supplier, from building the business case to due diligence. 


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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
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Considering making a switch to a new Not For Profit CRM?

Have a look at the below resources to help guide you through your decision making process and beyond.

Tell-tale signs you’re ready to switch to a new Not For Profit CRM

The hardest part of switching to a new CRM is whether it’s the right time to invest in new technology
10 things to consider when making the switch

What should you bear in mind when migrating to a new CRM system?
Your top Not For Profit CRM questions answered

Put yourself at ease with the answers to our frequently asked CRM switching questions

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6 Reasons You Should Pick Thankq (2)

6 reasons you should switch to Access Charity CRM

Join over 1200 Not For Profit organisations who’ve made the switch already and discover the benefits of being set up for success.

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CRM Requirements Template (2)

Free Not For Profit CRM Requirements Downloadable Template

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.

Download free template

Access Thankq Brochure (2)

Access Charity CRM Brochure

Find out what our full fundraising CRM can do for your organisation with powerful CRM tools to collectively understand and manage relationships with supporters, members, alumni and volunteers.

Download brochure

Not For Profit Suite Brochure (2)

Access Workspace for charities brochure

Are you looking to simplify your approach to managing the key areas of your not-for-profit organisation? Our Access Workspace brochure explains how the software provides you with end-to-end visibility and control of your donor journeys within a central location.

Download the brochure to discover how:

• Donors can find you more easily with ‘Access Charity Ad Grants’

• You can convert donor interest into meaningful online activity with ‘Access Charity Websites’

• You can engage and connect with your supporter communities with ‘Access Charity CRM’

• Each of these solutions can operate on its own, or as a connected part of the full suite

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Making The Most Of Your Data (2)

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.

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You Know More About Your Donors (2)

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.

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Digital Maturity Guide (2)

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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Digital Maturity Quiz (2)

How does your charity measure up on the Digital Maturity scale?

Take our quiz to understand how Digitally Mature your organisation currently is.

Take the quiz

Chana (2)

Chana Charity has seen an increase of 25% in returning donations since switching to Access Charity CRM

‘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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Charnwood (2)

Charnwood Community Action Case Study

Access Charity CRM helps Charnwood Community Action support most vulnerable in Charnwood community during coronavirus pandemic.

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