Call For Entries: CRM (Constituent Relationship Management) Software

Matt Stauffer

There are many ways to manage our donor and alumni communications, but few encompass the entirety of our interactions. Contact management software like Outlook and Apple Mail can manage their contact information, our national organizations often manage donation history, and sometimes advanced spreadsheets can allow us to manually manage more detailed information… but many staff long for a unified system that manages all of this information in one place.

The business world has a type of software called “CRM” software which manages a business’ interactions with a particular “constituent” (in our case, donor or alumnus) in a variety of ways, including contact information and a history of interactions.

Many campus ministers have worked to adapt CRM tools to their donor tracking. We’d love to feature your experiences with CRM software. Have you tried SalesForce? Daylite? BigContacts? Please leave a comment letting us know what you tried, and if you don’t mind, we’d also love to know about your experiences and maybe contact you for an interview.

By Matt Stauffer | Posted: May 09, 2011
Category: Fundraising | Tags: | Permalink | Post a comment | Trackback URL.

8 Comments

  1. May 9, 2011, 3:10 pm | Permalink

    I use TntMPD to track my donors and sync with organizational financial information. It’s amazing!

    In terms of tracking involved students, our ministry have developed a CRM called the Pulse which does this. We hope to make this available to others in the future.

    Reply
  2. May 9, 2011, 4:41 pm | Permalink

    I am a Salesforce implementation consultant and have used Big Contacts the past 2 years. For most organizations, having Salesforce is like owning a Porsche and only driving it to get weekly groceries. Most people I know who do personal fundraising have used Big Contacts.

    Reply
  3. May 10, 2011, 10:18 am | Permalink

    I also use TnTMPD and it AWESOME! It’s designed specifically for what we do, is free, and incredibly functional. Our ministry has also used it’s companion, Donorwise, to track gifts and pledges, so we can fully integrate our givers and contact info all in one place. Highly recommend it! The link for the site is http://www.tntware.com/tntmpd/

    Reply
  4. May 18, 2011, 12:54 pm | Permalink

    I mentioned TntMPD in the past and I’ll say it again. We’ve ported it over to OS X in the last year so almost anyone should be able to use it now. It save my wife an I hours a week, and almost a day that we would put into MPD every month that we can instead devote to ministry (or when we are raising support full time it means we get more done).

    Reply
  5. May 19, 2011, 12:36 pm | Permalink

    Has anyone ever found a simple way to keep up with student contacts? I love to see if anyone has found anything out there. Is there a need for this? My experience was some sort of cumbersome database slapped together by a student who graduated last semester. Now they are just in my address book, which I don’t like, but its easy. Post any ideas!

    Reply
    • May 25, 2011, 7:17 am | Permalink

      Assuming your work with Inter Varsity, I am not sure what resources they have available, but there might be some online resources. If you use Tntmpd, you can just make a database for students and store all of their information in there though. It is build specifically for missionaries raising support, but my wife and I have used it for many other things as well.

      Reply
      • May 26, 2011, 2:48 pm | Permalink

        Thanks. I was hoping for something more user friendly and design to keep up with the myriad of student contacts. I have tried it and use TNT for donors, but wondered if there was anything else out there adapted or good of the shelf. Maybe a mobile app?

        Reply
        • May 27, 2011, 10:40 pm | Permalink

          I know for Crusade they’re working on rolling out an online tool for that in upcoming months, but I don’t know of any third party tools that can be used at the moment. Unless you find a good web based service, I think your best bet for a mobile right now would be finding a good CRM software for an always-on computer, and log into that using remote control software (like teamviewer) from an Android or iPhone. We do that to use TntMPD on our mobiles. Let us know if you find something you like.

          Reply

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