Modern CRM software can support a huge range of your charity's work.
Talk to us today about how your CRM should be supporting you.
Best Charity CRM Software
The charity sector is now well served by CRM software and you will rightly want to know which one is the best.
There are a number of great products, however choosing the right one is not that straightforward. Modern CRMs are capable of supporting a wide variety of your charity's functions from donations and fundraising to event management and reporting.
Finding the right one for you requires a good understanding of your organisation's requirements and should not just be based on what your peers are using.
Suru researches, designs, selects, implements and integrates CRM software for charities that truly works for your organisation.
We can guide you through this process making sure to avoid the pitfalls and navigate the vendor hyperbole. We take the time to understand your charity and its needs before helping navigate the market to find you the right CRM.
We also build partnerships for the long term to ensure that your CRM continues to work for you rather than against you.
We were impressed by Suru's consultative approach and expertise. The project was a great success, completed on time and on budget. Six months later we’ve already seen many benefits with great insights from centralised data and improved supporter experience.
How can a new CRM help?
Exceed the expectations of your donors by taking them on a personalised journey, and providing them with the information they need (like giving history and communication preferences) and want (like impact reports and project updates) at the right time — without them having to pick up the phone!
Increase your volunteer recruitment and retention through streamlined application processes, targeted operational communication and personalised acknowledgements. Cross-pollinate with your Giving teams to maximise engagement and provide a unified experience with your organisation.
Build close relationships with Trusts and Foundations by planning and tracking your grant applications and reports. Efficiently select projects that meet their requirements, and reliably apply and submit reports on time, every time.
Our CRM Process
Our process cuts through the demo dazzle and selects, configures and integrates the right CRM tool for your charity.
Project Discovery and Planning
During this initial phase, the focus is on understanding your organisation’s vision and goals. This involves detailed discussions with you and your stakeholders to identify specific requirements and areas of focus. Based on this information, we’ll develop a clear project scope, outlining the objectives and deliverables. A timeline is established, allocating resources effectively to ensure a smooth development process.
Step
01
Step
01
Project Discovery and Planning
During this initial phase, the focus is on understanding your organisation’s vision and goals. This involves detailed discussions with you and your stakeholders to identify specific requirements and areas of focus. Based on this information, we’ll develop a clear project scope, outlining the objectives and deliverables. A timeline is established, allocating resources effectively to ensure a smooth development process.
Roadmapping
Understanding how your organisation works and what a CRM needs to support is vital. Without this most organisations choose the CRM with the best sales people rather than the right product. We expand on the work from the discovery phase through stakeholder interviews, process mapping and analysis to establish a complete picture of how a CRM needs to support your nonprofit and to provide a clear set of scenarios and use cases to be used in a technology selection.
Step
02
Step
02
Roadmapping
Understanding how your organisation works and what a CRM needs to support is vital. Without this most organisations choose the CRM with the best sales people rather than the right product. We expand on the work from the discovery phase through stakeholder interviews, process mapping and analysis to establish a complete picture of how a CRM needs to support your nonprofit and to provide a clear set of scenarios and use cases to be used in a technology selection.
Technology selection
Checklists are banned. We choose technology based on real-world scenarios and use cases. We test out the solutions with vendors and ensure that the product we choose in this step is the right one for your organisation both now and into the future.
Step
03
Step
03
Technology selection
Checklists are banned. We choose technology based on real-world scenarios and use cases. We test out the solutions with vendors and ensure that the product we choose in this step is the right one for your organisation both now and into the future.
Implementation & Migration
Our expert team will do the hard work for you of configuring the chosen CRM software to your needs against the areas of focus, scenarios and use cases based on our in-depth understanding of your charity.
We will manage the migration of your data ensuring everything is brought through from any existing systems so that you aren’t starting from scratch.
Step
04
Step
04
Implementation & Migration
Our expert team will do the hard work for you of configuring the chosen CRM software to your needs against the areas of focus, scenarios and use cases based on our in-depth understanding of your charity.
We will manage the migration of your data ensuring everything is brought through from any existing systems so that you aren’t starting from scratch.
Integration
CRMs are often the beating heart of your organisation, holding the centralised data and being a source or truth. Integrating with other areas of your organisation is important whether that is simply through producing good reports for your trustees or deep technical integration with other digital systems such as your website, finance systems or marketing tools.
Suru have digital experience and development teams that can be called on for these further integrations.
Step
05
Step
05
Integration
CRMs are often the beating heart of your organisation, holding the centralised data and being a source or truth. Integrating with other areas of your organisation is important whether that is simply through producing good reports for your trustees or deep technical integration with other digital systems such as your website, finance systems or marketing tools.
Suru have digital experience and development teams that can be called on for these further integrations.
Training and Ongoing Support
As with all new software, training is vital. However because we work hard to ensure your CRM reflects your organisation, training becomes much more straightforward, meaning your staff and volunteers will recognise their work in the softwar, which in turn makes their adoption of the new CRM easier.
We believe the key to the successful use of technology in nonprofits is partnerships not projects. Therefore we offer ongoing support to ensure your investment works for you into the future rather than quickly becoming a diminishing return.
Step
06
Step
06
Training and Ongoing Support
As with all new software, training is vital. However because we work hard to ensure your CRM reflects your organisation, training becomes much more straightforward, meaning your staff and volunteers will recognise their work in the softwar, which in turn makes their adoption of the new CRM easier.
We believe the key to the successful use of technology in nonprofits is partnerships not projects. Therefore we offer ongoing support to ensure your investment works for you into the future rather than quickly becoming a diminishing return.
What next?
Suru offers a range of consultancy, design and implementation services that can help charities make the most of their data and digital services.
App & digital service development
Undertaking user research and prototyping may inform and inspire the creation of new user journeys, digital products and bespoke systems.
System integration & cloud solutions
Modern technology platforms incorporate a range of digital platforms which require integration and design to ensure they bring the best possible value to your organisation. We evaluate design and configure these integrations to best meet you and your beneficiaries' needs.
User research & product discovery
Starting with a user-first mentality we help organisations find solutions and designs that are grounded in research helping ensure your resources are used in the right areas rather than finding out the hard way.
Consulting & digital transformation
Suru Partners have a wealth of experience in guiding charities through the maze of options available to them from digital technology. We offer consulting on a broad range of areas from choosing the right CRM software to how best to structure your entire digital architecture. We’re here to help.
Contact Us
Whether you've got a particular project you want to discuss or simply want to learn more about our approach and how to get started, we're here to help.
Get in touch with us today to discuss your goals, explore solutions together, and determine whether we're the right fit for you.
024 7531 5926
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Our Work
Client case studies
We take pride in the impact we’ve enabled our clients to deliver through our innovative solutions and collaborative efforts, many of which have blossomed into long-term partnerships.
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Case Study • WECBuilding collaboration: A new CRM system to bring WEC’s teams together
Suru helped WEC to modernise their systems, which involved transitioning to a cloud-based platform, streamlining processes, and consolidating data management. Through this collaboration, WEC achieved significant improvements in efficiency and collaboration across their various operations and departments.
Read the full case study
