2 Things To Consider When Choosing Social Work Case Management CRM

Adults in the U.S. contributed 8.8 billion volunteer hours to non-profits in a year. Coordinating both volunteers and non-profit teams is tough. And, if you’re using old technology (mainly, pen and paper) to keep track, you’re finally going to have a breakdown. Papers tend to heap up, volunteers get lost, and your team is bound to lose confidence in you. What if there were a solution to stay organized and efficient. Sadly, there isn’t any online tool customized to help non-profit teams stay connected and organized, right?

But wait. There is. And it perhaps is not exactly what you’re expecting. A customer relationship management suite isn’t only for businesses, it’s for non-profits as well. It can help keep track of volunteers, organize teams and events, and can help you in fundraising and awareness with online tools.

Here is a take on how to find the right CRM for your non-profit.

What’s Your Budget?

Nonprofits are usually tight on cash. They survive on generous donations and small-time sales. Some look to government grants. Whatever your nonprofit’s source of income, it will not be always generous.

This is why you may consider the CRM social work case management software is too expensive to adopt. But you may be wrong in your assumptions. The majority of CRM software offers free use for up to a certain number of users. This helps small teams to use the software and not lose money.

Figure Out the Features You Need

Not all CRM solutions are made similar. Some will offer more in their free tier than others. Firstly, consider your requirements. A non-profit may not want all the bells and whistles that an enterprise needs. For example, you may not need to understand customer data for example preferences for certain foods or products. But you will want to understand what inspires volunteers or donors. A social work case management software that does the latter may be highly useful. Some CRM options let you integrate with data collection services.

Most donors are not savvy enough to donate online. Others like donating online. How will you collect donations online without wasting precious resources? Some CRM software suites come with the payment portals feature.

Final Word

Try to search out a CRM solution with email marketing tools. On top of that, ensure these tools are automated. When you run a non-profit, you have very little time, and you won’t want to waste your time collecting email addresses and sending out emails.