User Review( votes)
Hi! The non-profit I'm working for is looking for a CRM system. This is kind of our "wish list" for what we hope to find in one place.
- include donations + purchases/donors + customers
- integration with Donorbox and/or Stripe (for automated entry)
- individualized, automated emails from products to events to signups
- drip email campaign capabilities
- automatic list import/signup
- reports/analyses of data/info
- donation receipts
- design + branding capabilities
- using/integrating what we already have well
- ability to segment lists/groups of contacts (vs. searches/filters)
Any advice or direction would be appreciated!