CRM

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December 05, 2017

by a searcher from Cornell University - College of Business in Boston, MA, USA

I'm in the fundraising stage and looking for a good CRM to track activities.  Looking for the following features: 

Pretty basic really.  Was going to do Salesforce but wondered if anyone else had a better recommendation.  

Robert

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Reply by a searcher
from Cornell University in Boston, MA, USA
UPDATE Folks: Thank you all for the comments. I went with Salesforce, but so far it hasn't been great. Why Salesforce: Its the industry standard and my view was that gaining additional experience using it would be helpful down the road. The basic version is $25 a month so not a major expense and not worth the savings on the cheaper ones that may / may not work better. The issue: As best as I can tell so far, Salesforce is driven by the Account tag and not the Contact. I need to put in an Account for each of my contacts -- some have companies and some don't but I am sourcing from the individuals / Contacts and not Accounts. I could remap the Account tag to the full name or something similar but in doing so would lose company information for the people I do have it for. Investigating a work around or possibly using Pipedrive.
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