The CRM for Heritage Organisations & Museums

GoodCRM is designed to help heritage organisations, museums, and cultural institutions efficiently manage collections, visitor records, membership schemes, and donor engagement. Whether you're tracking enquiries, events, workshops, or funding applications, our flexible CRM makes it easy to organise data, engage supporters, and generate insightful reports—all in one place.

  • Ditchling Museum of Art and Craft
  • Nottingham Contemporary
  • GEM - group for education in museums
  • St Barbe Museum and Art Gallery
  • British Ceramics Biennial
  • York Conservation Trust
  • Bluecoat

Henry Moore x GoodCRM

The Henry Moore Foundation, a charity dedicated to preserving and promoting the work of Henry Moore, implemented GoodCRM in September 2022 alongside its new website to streamline visitor enquiries, applications, and submissions.

Case Study

In 2024, GoodCRM and the foundation launched a new project to enhance system adoption, improve automation, and expand functionality.

Through on-site visits and online workshops, GoodCRM and the foundation analysed how the CRM was being used, identifying areas for adoption improvement, training and bespoke configuration…
Henry Moore Foundation

  • I’m thrilled with the way the online donations and friends sign ups are working. I keep checking the totals for a little boost during the day!

    Pankhurst Trust

Key features for Heritage organisations & Museums

With GoodCRM, you can customise your database to fit your organisation—whether you're tracking membership schemes, donations, event registrations, or collection enquiries.

Our Custom Fields, Customisable Forms, Data Import, and Bespoke Workflows ensure you can tailor GoodCRM to your processes, making it easier to organise data, engage supporters, and generate reports—all without the complexity of traditional CRMs.

Stylised image showing custom fields within Good CRM. Image shows an Add Field button with the options Short Text, Long Text, Checkbox, Dropdown List and Radio List

Custom Fields

Customise every part of your CRM to capture the data that’s important to you.

Stylised view of the Good CRM form builder. Image shows a list of fields that be re-ordered, with Text, Personalised, Multi-select and Dropdown all currently included

Customisable Forms

Every data-entry form is customisable with elements, fields, rules and validation.

Image shows the Good CRM logo surrounded by a CSV file and an Excel file

Data Import

Import data from spreadsheets with sophisticated controls to create tags and connections.

Image shows the Good CRM logo in the centre with workflow lines connecting in the centre

Bespoke Workflows

Let us embed key processes into your CRM to automate work and data-capture.

FAQs for Heritage Organisations & Museums

  • A CRM (Customer Relationship Management) system helps museums, heritage sites, and cultural organisations manage visitor records, membership schemes, donations, events, and funding applications—all in one place. Instead of relying on spreadsheets or outdated systems, a CRM provides a structured, efficient way to track supporters, donors, ticket sales, and engagement history while ensuring data is secure and easy to access.

    For heritage charities, a CRM is particularly valuable for managing collections and object enquiries, keeping records of funding applications, and tracking interactions with visitors, volunteers, and members. Whether you're running a small local museum or a national heritage organisation, a CRM helps streamline operations and enhance audience engagement.

  • GoodCRM is designed specifically for UK-based heritage organisations, museums, and cultural charities, offering an easy-to-use, flexible, and cost-effective CRM without the complexity of corporate systems.

    Unlike generic CRMs, GoodCRM is built with the needs of heritage and cultural organisations in mind:

    • Manage visitor and member records with ease.

    • Track and organise collections and enquiries efficiently.

    • Simplify donor and fundraising management, keeping supporters engaged.

    • Organise events and workshops, from ticketing to attendance tracking.

    • Generate insightful reports on visitor trends, membership growth, and funding progress.

    Whether you're running a membership scheme, coordinating volunteers, or securing grant funding, GoodCRM gives you the tools to stay organised and make informed decisions.

  • Yes! GoodCRM provides essential tools to help heritage and museum organisations:

    • Membership & Friends Schemes: Easily manage sign-ups, renewals, and engagement for members and supporters.

    • Donor & Fundraising Management: Keep track of donations, grants, and funding applications, ensuring every contribution is recorded.

    • Collections & Enquiries: Organise artefact and archive-related enquiries, ensuring records are easy to access and manage.

    • Events & Workshops: Manage heritage site tours, educational workshops, and special events, tracking attendees and follow-ups.

    With GoodCRM, museums and heritage charities can streamline operations, engage their communities, and preserve history with confidence.