Using SugarCRM for fundraising management?

Our charity would like to use our existing SugarCRM to manage fundraising. We already use a small part of the sales functionality to manage selling our online learning modules, but are wondering whether other Sugar clients have found this to be a useful tool for managing donors, tracking targets etc. Thank you!

Parents
  • Dear Ann
    Sugar is flexible to configure, and no doubt you can use it to manage fundraising.

    You can Configure Accounts to manage Donors and add the custom module "Targets" to track progress. Opportunities can be easily reconfigured to manage a particular donation. You can use existing functions to manage history and users' activities.

    Sugar Market will help to manage all e-marketing activities, or you can integrate Sugar with any e-mail-marketing system by your wish (Mailchimp, Hubspot, Activecampaign, etc.)

    If you need specific functionality or integration with other systems, ask your Sugar partner or send me your requirements, and we will help you.

    I hope it helps you.

    Best regards and have a nice weekend!

    Integroscrm.com
    We make work in Sugar
    more convenient and efficient

Reply
  • Dear Ann
    Sugar is flexible to configure, and no doubt you can use it to manage fundraising.

    You can Configure Accounts to manage Donors and add the custom module "Targets" to track progress. Opportunities can be easily reconfigured to manage a particular donation. You can use existing functions to manage history and users' activities.

    Sugar Market will help to manage all e-marketing activities, or you can integrate Sugar with any e-mail-marketing system by your wish (Mailchimp, Hubspot, Activecampaign, etc.)

    If you need specific functionality or integration with other systems, ask your Sugar partner or send me your requirements, and we will help you.

    I hope it helps you.

    Best regards and have a nice weekend!

    Integroscrm.com
    We make work in Sugar
    more convenient and efficient

Children
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