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Who is using Foundant CRM very well

chandrabrubakerchandrabrubaker Posts: 3
First Compass Anniversary Summit 2024 First Comment
edited February 13 in Finance & Operations

We need help! We are currently in CSuite but has not moved our CRM to Foundant we are still using Raiser's Edge NXT but we are wanting to move over to Foundant CRM quickly. However, we don't know what we don't know. Are there any foundations that is utilizing the CRM very well. How are you utilizing the moves management and how do you structure your metrics.

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    Greetings - new to this community and would also welcome to hear more from resident "power users" on all the various suite of tools from Foundant from actual members/users. I would love to hear use cases especially from the donor perspective. Thank you.

    Belarmino A. Castellanos

    Business Systems, Governance, Document Control

    Trestleworks Services out of New Braunfels, Texas

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    pamfarrarpamfarrar Posts: 15 ✭✭
    First Compass Anniversary First Comment Photogenic 5 Likes

    We are a growing community foundation that migrated to CSuite in 2020—we use CSuite for all of its fund accounting features and CRM/Profile management. We have been very happy with it. I don't exactly know what you mean by moves management. CSuite allows you to generate a broad array of custom reports, manage campaigns, track opportunities, and manage relationships among donors. Hope that helps.

    Pam

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