Spring clean your data
Spring is a great time to start afresh and embrace the opportunity to get organised. The longer days and glimmers of sunshine can give us the energy we need to sort out our homes and gardens. But what about giving your organisation admin a bit of a spruce up too?
If you take the time to organise admin and tame your data now, this will save time and build up a bit of extra capacity within your organisation, which can help you to improve performance. This could be your opportunity to engage new supporters or free up time to build awareness of your brand or cause – whatever your 2023 targets might be, GoodCRM can help with that Spring Clean.
With our Bespoke Workflows we can enhance your CRM by automating workflows. This embeds processes in you CRM, in turn embedding best-practices which help you collect data automatically - cutting down on the unnecessary and wasteful admin and freeing you up to do more delivery. We can run workshops to discuss processes such as bookings, open-calls and more - and then provide a quotation to tailor your CRM around you requirements.
When it comes to your contacts, GoodCRM will keep track of unlimited contacts and organisations in your CRM. There’s room for your donors, participants, volunteers, colleagues, funders and collaborators. You can tag people by type and create all the custom fields you need to store their attributes and each contact has a relationship timeline.
Why not add our donations widget to your website and start accepting one-off and regular donations. There are no transaction fees and money is deposited directly into your nominated bank account via Stripe or GoCardless – its barrier-free giving! And it of course all links back into your contacts to record giving activity.
For those pesky (but important!) reports, GoodCRM helps you to record monitoring information and feedback, and store all that data in a secure and searchable way. Our record forms help to sort data that doesn’t fit neatly elsewhere, providing a connected alternative to spreadsheets and Google Forms. Forms can be shared or embedded into your website then view responses and statistics right in your CRM.
To explore more about our GoodCRM features and how we can help you to Spring Clean your organisation admin, take a look at the fabulous features here, and then book your demo – no feather dusters or pinnies required!
