Remove Calendar Remove CRM Remove Mentor
article thumbnail

Everything You Need to Know About Nonprofit CRMs

CauseVox

Luckily, theres a simple answer to streamline your fundraising and track your data quickly and simply: a nonprofit CRM. What is a Nonprofit CRM? Companies use a CRM to track their customers behavior, manage communication, and make offers that the customer is likely to be interested in. What Are The Benefits of a Nonprofit CRM?

CRM 61
article thumbnail

Everything You Need to Know About Nonprofit CRMs

CauseVox

Luckily, theres a simple answer to streamline your fundraising and track your data quickly and simply: a nonprofit CRM. What is a Nonprofit CRM? Companies use a CRM to track their customers behavior, manage communication, and make offers that the customer is likely to be interested in. What Are The Benefits of a Nonprofit CRM?

CRM 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Sage ACT! for Nonprofit Use

Tech Soup

When you need to share this information and create processes to be followed, you are ready to graduate to a CRM system. This is why CRM applications have enjoying such wide acceptance. As my mentor Ed Kless has stated "today's problems were yesterday's solution." What Does CRM Mean?

CRM 48
article thumbnail

Fundraising Tickets: How to Plan a Ticketed Event for Your Nonprofit

CauseVox

Fundraising Calendar Template. Once you have your plan and calendar in place, it’s time to set out your goals. The Mentor of the Year Awards Included Donation Impact Right On Their Ticket Form. With CauseVox, you can automate data collection so that all ticket sales are logged in a Google Sheet or CRM.

article thumbnail

Keeping Your 2016 Resolutions with NetSquared's Free Workshops

Tech Soup

Now, I'm no Houdini, but I predict that your New Year's resolutions are noble, high-minded stuff like "find a mentor" or "learn a new skill every month." If you're holding monthly events gathering the #nptech community, let me know , and I'll include you in the next community calendar. Diversity 2.0

Mentor 36
article thumbnail

How to Launch a Planned Giving Program: A Step-by-Step Guide

Planned Giving

Daily Habit Implementation Ideas : Block 15 minutes on your calendar every morning Keep a running list of potential legacy donors to contact Set a goal of one personal outreach per day Create a simple “planned giving dashboard” to track progress This mental shift will organically increase your results over time.

Policy 52
article thumbnail

5 Time-Saving Tips For Busy Nonprofit Professionals

CauseVox

1) Save Time Using A Calendar App For Meetings. Your contact simply compares their calendar to your published availability and self-selects an agreeable time. From there, you can automatically send Calendar invitations, set Zoom invites, push reminders, and much more – either natively in the app or using a service like Zapier.