Contacts are in several files
Donors, partners and participants are recorded in different spreadsheets and inboxes.
CRM and project management systems for NGOs
We put an organization’s contacts, tasks and projects into one system that the team wants to use and in which the board can see what is going on.
Who it is for
When it makes sense
Tasks get lost in chat
It is unclear who is responsible for what and what stage a matter is at.
Reports are made by hand
Before every report someone spends days collecting data from many places.
Scope
What we do
Contacts, tasks, projects and reports in one system.
01
Contact database
One database of donors, partners and participants with contact history.
02
Projects and tasks
Stages, owners and deadlines visible to the whole team.
03
Reports
Indicators and summaries needed by the board and funders.
04
Consents and data protection
Managing consents and access to personal data.
05
Data migration
We clean up and move data from your existing files.
Process
How it works, step by step
- 01
Work review
We check how you record contacts and run matters today.
- 02
System design
We agree fields, stages and reports.
- 03
Data migration
We clean up and import existing data.
- 04
Deployment
We launch the system, train the team and support the first weeks.
Bezpłatna rozmowa
Masz pomysł albo otwarty nabór?
Wybierz termin i opowiedz o nim w 30 minut. Powiemy, co da się zrobić i skąd wziąć na to pieniądze.
- 30 minut online, przez Google Meet
- Bezpłatnie
- Potwierdzenie i link dostaniesz e-mailem
Wybierz dzień
30 min · onlineSprawdzamy wolne terminy…
Projects
What we have built
Słowem w Twarz association platform
The website and digital workspace of a Rybnik association: projects, volunteering and running activities from idea to final report.
See the project
Ekoinnowacje – a platform for climate NGOs
A system for running environmental projects: initiative maps, indicator reporting and a partner directory.
See the projectFAQ
Frequently asked questions
CRM for NGOs
Does a small organization need a CRM?
If contacts and matters fit in one spreadsheet, usually not. A CRM makes sense when data grows and several people use it.
Will you move our data from spreadsheets?
Yes. We clean the data up and import it into the new system.
Will the system help with reporting?
Yes. We set reports up around the indicators the organization reports on.
How do we start?
Pick a time for a free call in the calendar on this page. The call takes about 30 minutes and is held online.