A growing number of non-profits are using Constituent Relationship Management (CRM) systems to support and manage fundraising efforts, civic engagement, contact management, marketing, volunteer management and cultivation, case management, campaigns, email communications and much more.

This survey is being conducted by CiviCRM, a non-profit Open Source CRM, to better understand how and why charities, NGOs and non-profits choose their CRM. What features are important? What works well and what doesn't?

The findings of this survey will be made public, but we will remove or anonymize any identifying information you give us in any materials shared, to guarantee your response is kept anonymous. This research was made possible with a Mozilla Foundation seed grant.

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* 3. Is your CRM database part of your public website (ie customers/donors/etc access both through the same web address)?

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* 4. How do you use your CRM, and how do you rate it for this?

  Very poor Poor Fair Good Very good Don't use it for this
Sending mass emails
Donation management
Event management
Contact database
Tracking communications with constituents (e.g. donors, clients, etc)
Membership management
Campaigns (e.g. petitions)
Case management (e.g. legal/health/etc client cases)
Staff management & HR
Volunteer management
Resource management (e.g. rooms, equipment, etc)
Lead & prospect management
Fundraising & grant management

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* 5. Were you involved in the decision to choose/commission this CRM?

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