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Preparing to Switch Nonprofit CRMs?

CTA for Nonprofit CRM Comparison Workbook (2)

Are you preparing or researching a transition to a new nonprofit CRM?

We've prepared a pair of useful tools to help identify the key questions your team should ask to make the process as seamless as possible. 

In Key Questions to Ask When Switching Nonprofit CRMs, you'll score each CRM you're considering based on 10 key questions.

In our Pre-Implementation Checklist for Nonprofits, you'll find seven steps to a smooth transition. 

You'll be able to:

  • Ask crucial questions that will help evaluate potential nonprofit CRMs
  • Find the perfect fit for your nonprofit's CRM needs
  • Identify the seven steps to a smooth CRM implementation
  • Be fully prepared for the onboarding of a new nonprofit CRM

Download the toolkit today to get started!

Download the Toolkit