Selecting the right fundraising CRM is one of the most important technology decisions your nonprofit will make. The right system can help you build stronger relationships, streamline operations, and make data-driven decisions that accelerate your mission. But with hundreds of options on the market—each promising to revolutionize your fundraising—it’s easy to feel overwhelmed.
Before making a choice, your organization will need to conduct thorough due diligence: assembling an internal decision-making team, defining your functional and strategic needs, crafting an effective RFP or RFI, and creating a transparent rubric for evaluating vendor proposals.
The good news? This process doesn’t have to be daunting. 13 Steps to Find New Fundraising CRM Software breaks down each phase into manageable, practical steps. Whether you’re upgrading an outdated system or selecting your first platform, this guide will help you streamline the process, avoid common pitfalls, and confidently identify the CRM that will power your next stage of growth.
