No more excel sheets!! What CRM should I use and how do I integrate?

No more excel sheets!!  What CRM should I use and how do I integrate?

No more excel sheets!! What CRM should I use and how do I integrate?
Chatterbox Charitable Trust

Estimated Time: 5 - 8 Hours Over 1 - 2 Weeks

www.chatterbox.org.nz We're a charitable trust, on a mission to install outdoor street furniture to help normalise and enable a culture of stronger community connection and chat, for our mental wellbeing. Although we've been around for a year, we have just become a charitable trust meaning we are about to start taking donations from the public. We have some big media plans (pro-bono) behind us so think we need to get smarter with our CRM. We will be using Raisely to connect donations and data from donations, but we our web contact form can't link into Raisely so we run the risk of two different databases. LOVE some help to find a cost effective solution and integrate it please.

Working location

I'm based in Auckland, but virtual is fine.

Proposed project steps with time estimates

1. Scope CRM options and costs for our needs
2. Recommend
3. Support in set up / integrations
4. Test

What We Have In Place

Raisely
Webflow


Chatterbox Charitable Trust
Mission
What we Do