Skip to main content
Download the Guide

A No-Stress Guide to Switching Nonprofit CRMs

switching crms

Do you find yourself delaying the process of replacing your nonprofit CRM because the very thought of implementation fills you with dread? 

We get it. Migrating all that data, integrating with third-party systems, testing, on and on and on. And what if data gets lost? And what if the new system is clunkier than the old one? It’s enough to make you give up before you start. 

It doesn’t have to be a stress-filled headache. After decades of coaching clients (really big ones and kind-of small ones and everything in between) through seamless, practically relaxing implementations, we feel like we’ve got all the secrets. 

And we’re going to share them with you. 

In this No-Stress Guide to Switching CRMs, you’ll learn: 

  1. The steps you can take now to ensure a smooth implementation 
  2. The obstacles you might hit, and how to finesse them 
  3. Questions to ask CRM vendors and red flags to look for 
  4. And tips on security, changeover, and what to do after the implementation 

And, as a bonus, you’ll find helpful worksheets you can use to keep the process moving along. Download the guide today! 

Download the Guide