Your guide to selecting fundraising software.

A step-by-step approach to finding the right solution for your organisation.

Choosing the right CRM software can be tricky. Where should you start? What should you prioritise? What vendor should you go with?

Identify your needs and match them to the solution best suited for you. Review your internal processes, build a business case and get fully prepared before making your investment.

Download your step-by-step guide and follow the five-point plan for selecting CRM software for your organisation.


Join Our Webinar – 6 July, 2pm

Streamline processes, build stronger relationships and increase fundraising with technology:

  • What is CRM software, and gathering your organisation’s specific requirements?
  • Building a business case, finding, scoring and evaluating potential vendors
  • Selecting a vendor and beginning an implementation.


 Register for the webinar

Invitation To Tender Document

Download your Invitation To Tender (ITT) template. Get a complete list of the requirements your non-profit needs to consider when looking for a new CRM

The guide has been designed specifically with charities in mind for you to tailor to your organisation’s particular needs.


Download the ITT

7 tips for selecting CRM software

Only got a few minutes? Follow our seven simple steps and start scoping out your organisation’s technology needs

Find a fundraising solution suited to your specific needs, and start planning the long-term success of any new technology solution.


 Get the Tipsheet