Choosing your CRM
We know choosing the right systems for your membership organisation can be time-consuming and overwhelming.
We’re here to walk you through it and find the right one for your business aims and organisational needs. We will work through your requirements following our process and take the stress out of decision-making.
Our process
Business analysis
We look at your current setup, find out where you want to be and discuss the different options.
Software selection
We find the best system for your business objectives, organisational needs and budget.
Technology sign posting
We’ll help you navigate the complex world of apps, solutions and integrations, in order to choose a family of tools that work well together, are robust and have longevity in delivering value to your organisation.
What next?
Implementation
Whether we helped you find a CRM or not, you’ll need your new CRM set up and integrated with all of your existing systems. This is where we can step in and smooth the process.
Ongoing support
We’re not the type to integrate and run, so we’ll be on hand, online, on the phone for all the support you’d need with your CRM system. We’re not a room of bots, we’re real human people who care about providing the best service possible.
