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Fill out the form below to download the CRM Selection template.
[Template] How to Choose the Right CRM for Your Nonprofit Organization
Melinda Smith May, 2017
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Nonprofits use CRM systems to manage donor relationships, process online donations, run campaigns, keep an eye on insightful business analytics, and ultimately power organizational growth. You can save time and money by learning how to select the right nonprofit CRM provider the first time.
This template will help you with your CRM selection process by providing you:
Useful questions to help you examine your existing processes and determine your requirements
Critical questions to ask vendors while research the best solution for you
A vendor scorecard to compare and contrast vendors
"We created a better system for us [with e-Pledge] - it was awesome! It saved us so much time and labor and was a huge win for us".
Tabitha Angel, Senior Director, United Way California Capital Region
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Your impact efforts go beyond short-term charity events, and your interwoven nonprofit activities need the support of Andar Software’s integrated technology solutions. With our tools, you can gather and distribute donations, maintain client relationships, manage your website and marketing communications, administer events, recruit volunteers, and much more.
Over 350 of the largest United Way organizations across the United States and Canada have chosen Andar & ePledge make an impact online and in their communities by processing $5 billion in annual donations with Andar Software.
All Donor Data in one Place With Andar/360, all teams collaborate using one central donor database fully integrated to create value for every department. Everyone at your organization can access crucial donor data and make smarter, faster decisions for donor engagement, retention, and hitting your fundraising goal.
All Donor Engagement & Data in one Place With Andar/360, all teams collaborate using your one central system of record - fully integrated to create value for every department. Everyone at your organization can access crucial donor data and passions - make smarter, faster decisions for donor engagement, retention, and hitting your fundraising goal.
We hear endless success stories from our customers because they transitioned their campaigns from paper pledge forms to online donations with e-Pledge. Below are a couple of those stories that may be of interest to you.
Find Out Why United Way of Broward County Manages their Online Pledges with Andar e-Pledge
"Advantages to using e-Pledge are the ability to personalize the site; you're able to customize it to each individual campaign, you get your reports done in real-time, you're able to really connect with employees and donors on a personal level. Everything is automated, so it really works quite well in today's digital world. Having a digital component along with paper pledges it's increasing opportunities to reach out to individuals, you're not limited with e-Pledge".
- Rebecca Osborn, United Way of Broward County, Fort Lauderdale
DISCOVER HOW UNITED WAY OF CALIFORNIA CAPITAL REGION'S CAMPAIGN WENT DIGITAL IN 4 SHORT MONTHS WITH E-PLEDGE
Though United Way California Capital Region's Our Promise campaign had been using paper pledge forms since 1957, the system was far from perfect. What was already a long and arduous process (distributing and collecting 290,000 paper pledge forms from across the large State of California presented many difficulties in itself) was only highlighted when the pandemic hit. As 80% of the state workforce went remote overnight, the time to go digital was more apparent than ever.
With the nudge of necessity from the pandemic, United Way California Capital Region (UWCCR) chose Andar Software's e-Pledge solution to offer donors a way to give safely from the comfort of their own homes.