Common Vision needs support identifying the right CRM for our needs in fundraising and donor management. The comparison process is challenging as many of these platforms have holes in functionality that essentially requires multiple databases to be maintained. We currently have a CRM (daylite) that we have used for 8 years for programming and then our bookeepers maintains Quickbooks and often donor management is a hodgepodge. Supporting our tranistion to get set up in the CRM could be part of this project but it could also be seperate.
The combination of being a women-of-color led organization and being leaders in the school garden (and outdoor classroom) movement for 2 decades has recently sparked the interest of donors, foundations, and school districts. We went from a $200K annual budget to managing $1 million budget this year. We need a CRM system upgrade to support our growth and donor management.
Common Vision currently has two databases a CRM and Quickbooks as well as the personal contacts of our new ED and board members which have not yet ben integrated into out databasing. We are ready to devote staff time, board focus, time from our bookkeeper to assess whether its compatible with her systems, and hire new office support for the push required to get up and running in a new CRM.