Digital Guide: A guide to choosing a CRM for heritage organisations

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A Constituent Relationship Management (CRM) system is a central database that records, manages, and analyses the complex web of relationships between donors, supporters, funders, prospects, and other connections.

With so many different options available on the market, it can be hard to know what CRM to choose and whether it will be right for your organisation.

This guide provides an overview of everything heritage organisations need to know about choosing the right CRM. It introduces the fundamentals of CRMs and traces the steps to take when deciding on a CRM. Suggesting best practice steps and guidance, the aim of our guide is to ensure heritage organisations make the right selection and make the most out of the CRM system they have selected.

Download the free guide below!