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!

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  • Ann,

    Oh, actually, I meant Sugar Partners can provide CRM consultants that could help to configure a business model in Sugar - prior to the developers would take the stage - moreover, due to rich no-code Sugar platform configuring capabilities, developers might not be needed either.
    My suggestion is to let experienced Sugar consultants spend up to a day studying your processes then preconfigure an example to show on Sugar demo instance - on the basis of articulated expectations.

    We, in Integros, do not bill such efforts.

    In terms of success stories - I'd suggest reaching out to your Customer Success Manager (CSM) about examples too - the vendor might be in a position to go through their subscribers base and might find some good references.

    Have a nice weekend,

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient