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"Human Services Quick Guide CRM Checklist"

Your Quick Guide to Switching CRMs for Human Services fundraisers

An efficient and powerful CRM is crucial for success in today’s Human Services Nonprofit sector. If yours isn’t measuring up, it’s probably time for a change. But switching CRMs can be daunting—one that can feel overwhelming and not worth the effort. We’re here to tell you it’s worth it.

This checklist will help you with research and walk you through what you need to look for in a nonprofit CRM—from core features to security and beyond. It will empower you to make an informed decision that is right for your organization.

The checklist will cover:

• Choosing a Human Services CRM
• Core features to look for
• Valuable dashboards and reports
• Security and compliance requirements
• And more!

Fill out the form to learn how to find the right nonprofit management software to scale your mission and grow giving.

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