We can set up any CRM and integrate it with any of the other tools you use.
Custom Relationship Management applications are an essential part of any organization that needs to track and maintain close relationships with customers or members. But making your CRM work FOR you instead of AGAINST you can be tedious and overwhelming. We’ll help you set up your CRM and integrate it with all your essential apps so you can focus on your relationship with your customers and not on your software.
- Set up a new Neon CRM instance to track members, prospects and donations so staff and volunteers can easily view membership and prospect growth.
- Migrate from spreadsheets, email lists, and old CRMs into a modern easy-to-use CRM.
- Log Squarespace payments in Salesforce as closed opportunities.
- Integrate NationBuilder CRM with MailChimp so new prospects are automatically added to the email subscriber list.
- Connect Neon CRM, Authorize.NET and WordPress so donations made on the website are automatically logged in the CRM.
A CRM is a powerful tool for growing and maintaining your organization. But without proper setup and integrations, they can become more of a burden than an asset. Work with us to make sure your CRM is so easy to use that everyone in your org will feel comfortable and confident working with it.