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Upcoming
June 16, 2026 1:00 PM EST
Finding Your Perfect Match: How to Choose the Right CRM for Your Nonprofit
What To Expect
Tired of spreadsheets, siloed data, or clunky systems that don’t fit your team? Choosing a CRM doesn’t have to be overwhelming or risky.
Join this fast-paced, no-pitch session to learn how to find a system that actually fits your nonprofit (not someone else’s).
You’ll walk away with a clear strategy, a free checklist, and the confidence to lead a successful CRM search. No jargon, no sales pitch, just practical advice.
In just 30 minutes you'll learn how to:
- Assess your nonprofit’s true CRM needs across departments, teams, and growth goals, so you don’t buy based on buzzwords.
- Ask the right questions during the buying process to spot red flags, compare options objectively, and find a partner (not just a product).
- Prepare your team for successful implementation and adoption with strategies for internal buy-in, data cleanup, and long-term optimization.
Whether you're just starting your search or stuck in decision limbo, this session will help you move forward with clarity and confidence.
Meet your host
Dave Martin
VP of Marketing