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Free Assessment Form
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CRM Assessment
Type of Organization
Non Profit
Business
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First Choice
Second Choice
Third Choice
Name
Website
What does your do
What kind of services are you looking for?
CRM (keep track of people and their donations, requests, or other info related to people)
Project Management (store info related to projects)
Website
Integrations between different systems
Something Else
What is your budget for this project?
(CRM projects typically start at 10k, website projects at 5k, and project management at 5k.)
CRM
What system(s) are you currently using?
Do you need to take payments directly in this CRM?
Yes
No
I'm not sure
What credit card gateway do you use?
Common answers are Stripe, USA Epay, Authorize.net etc
Do you need this system to integrate with other systems you have?
Yes
No
Do you need to import data currently in other systems or in excel into the CRM?
Yes
No
How many contact records do you currently have?
What kind of data do you need imported?
Common answers might be: Contact records, donations and payments, campaign information etc
Do you need outsiders to be able to view information in the CRM on website (like customer portal)?
Yes
No
Do you need to be able to manage customer/constituent requests in the system (case management)?
Yes
No
Do different internal users need different access levels and permissions to limit the data or areas of the CRM they can see?
Yes
No
Do you have different divisions within the company that would different permissions and access levels (i.e. Bookkeeping, Fundraising, Case Managers)
Yes
No
Do you need to create documents with merged information from the CRM (eg Receipts, Statements, Thank you letters, invoices)
Yes
No
Do you run campaigns using other platforms that need to be integrated?
Yes
No
Other features that may interest you
Address verification and validation
Connect your email and calendar to the CRM (both ways)
Automatic scheduling integration
Automated emails delivering on schedule or dynamically (also called Email Marketing Automation)
Cleaning database/lists of duplicates and stale records
Advanced reporting and charting
Project Management
What system do you currently use for keeping track of this information?
Are your projects very much tied to people?
Yes
No
Have you ever used or tried project management software before?
Yes
No
Which one?
What was the experience like with
Website
What is the purpose of the website?
How many pages would you need
1
2-10
More than 10
What website features would you need?
Payments/Donations
Forms that create PDFs of the form data
Downloadable files area
Ecommerce
Logins for customers to access specific content
Integrations
Which systems are you looking to integrate?
(Required)
Other
What are you looking to do?
Please be as descriptive as possible
Helping SMBs and Non-Profits operate technology driven initiatives like CRM, ecommerce, and web development.
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