CRM Links

Links About CRMs

• The ICT Knowledgebase on CRM: http://tinyurl.com/74cttwd
• IT for Charities CRM Page http://www.itforcharities.co.uk/crm.htm
• Ivan Wainewrights Blog http://blog.itforcharities.co.uk/

More Help with CRM Implementation

• Three Case Studies of CRM Implementation can be downloaded here.
• The LASA CRM Scorecard is a useful for templating for evaluating suppliers/solutions: LASA CRM Scorecard http://www.lasa.org.uk/uploads/blog/Lasa_CRM_ScoreCard.pdf
• The LASA IT Suppliers Directory lists IT companies that specialise in working third sector clients. This is a useful resource for engaging with IT Support more generally, finding consultants who can advise on different options, and also finding product specific advice/specialists. LASA IT Suppliers Directory http://www.suppliersdirectory.org.uk
• The Charity Technology Trust runs a website known as the Charity Technology Exchange, which offers officially donated software and hardware IT products to registered charities. Using the websites can substantially reduce the cost of these products, including some of those named below such as Huddle, Microsoft Dynamics CRM, Office 2010 and Exchange Server software. Charity Technology Exchange http://ww.ctxhange.org.uk

Systems Designed for Age UK Type Services

• People Planner  http://www.peopleplanner.biz/
• Aegis http://www.redblacksoftware.co.uk/aegis.aspx
• Charity Log  http://www.charitylog.co.uk/
• Care Link http://www.itsorted.org.uk/

Monitoring  (e.g. Outcomes & Impact)

• Views http://www.views.coop/
• Social Impact Tracker http://www.socialimpacttracker.org/

Third Sector Oriented CRMs

• VCConnect http://www.vcconnect.org.uk/
• ContactLink http://www.itsorted.org.uk/
• Lamplight http://www.lamplightdb.co.uk/
• eBase http://www.ebase.org/home
• AIMS - http://www.lasa.org.uk/aims/

Generic CRMs of Interest

• HighRise http://highrisehq.com/
• Huddle http://www.huddle.com/
• Salesforce http://www.salesforce.com/uk/

 A Small Selection of Software Designed for Single/Selected Functional Areas

• Shared Contacts, Calendars, Tasks - Microsoft Exchange Server http://www.microsoft.com/exchange/en-us/exchange-server.aspx but typically best to approach local IT service provider to discuss

• Shared Email, Calendars & Documents – Google Apps http://www.google.com/apps/intl/en/nonprofit/index.html

• Room/Resource Management – Exchange (see above) can be very useful for this
• Events Management – EventBrite http://www.eventbrite.com
• E-Communications – MailChimp http://mailchimp.com
• Mail Merging using Office 2010 - http://office.microsoft.com/en-us/word-help/use-mail-merge-to-create-and-print-letters-and-other-documents-HA101857701.aspx
• Case Manager http://www.iizuka.co.uk/products/case-manager/
• Activities & Tasks - Basecamp http://basecamp.com/
• Fundriasing - Blackbaud https://www.blackbaud.com/fundraising-crm/
• Membership Software - http://www.itforcharities.co.uk/member.htm
• HR Software - http://www.simplypersonnel.co.uk/

CRM as a Development Platform

These products are not ‘finished’ CRM solutions, but rather can be used as a platform to quickly create the functions you need without needing to go fully bespoke. There is a list of some companies who specialise in implementation of these platforms for the third sector here: http://www.itforcharities.co.uk/crm.htm. You will also find other, smaller providers through independent research

• CiviCRM http://civicrm.org/
• SugarCRM http://www.sugarcrm.com/
• Microsoft Dynamics CRM generic page  http://crm.dynamics.com/en-gb/home
• Microsoft Dynamics CRM specific to Health/Social Services http://crm.dynamics.com/en-gb/health-social-services