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Ask HN: Low-cost CRM solution for non-profits?

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Ask HN: Low-cost CRM solution for non-profits?

#1
I'm looking to create a simple CRM solution for a non-profit that is tech-savvy, but doesn't want to spend much on the infrastructure (especially not per-user recurring monthly costs, as volunteers should join without much effort or additional cost).

It needs to track mostly the communication: if a volunteer would like to care about a given client, they will be able to look through the recent activities, e-mails, phone call memos, and do what they want to do about it.

One way is to archive all incoming and outgoing mail, and index them in a database, unless the receiver opts out (due to the personal nature of the mail). I've seen zoho mail can archive both incoming and outgoing mail, but other mail host don't do such things, and opting out a certain message is another problem.

It looks like I'll need some administrative UI and workflow, that helps to deal with both processing, re-tagging and searching such communication channels.

Is SugarCRM good for this kind of UI?

How shall we create e-mail and other accounts that allow volunteers to join, yet doesn't add extra cost due their infrequent use? (No issues to subscribe for core member accounts).

Any advice is appreciated.

Re: Ask HN: Low-cost CRM solution for non-profits?

#2
I've been through a few CRMs and haven't stuck with any of them.

Currently I'm using Streak for Gmail and am loving it. Having the CRM right in my inbox makes complete sense. I haven't tried it across the team yet, but that's a scenario they seem to have figured out too.

Re: Ask HN: Low-cost CRM solution for non-profits?

#6
I've noticed there are lots of non-profits looking for a lightweight, low-cost CRM. Most that I've spoken with are using spreadsheets instead.

I'm working on an application used by a handful of small organizations. Check it out, and let me know if it might work for you:

https://github.com/shanear/grezha

Re: Ask HN: Low-cost CRM solution for non-profits?

#8
post #6

I've noticed there are lots of non-profits looking for a lightweight, low-cost CRM. Most that I've spoken with are using spreadsheets instead. I'm working on an application used by a handful of small organizations. Check it out, and let me know if it might work for you: https://github.com/shanear/grezha

Interesting work. Do you have / plan e-mail workflow integration too?

Re: Ask HN: Low-cost CRM solution for non-profits?

#9
post #8
post #6

I've noticed there are lots of non-profits looking for a lightweight, low-cost CRM. Most that I've spoken with are using spreadsheets instead. I'm working on an application used by a handful of small organizations. Check it out, and let me know if it might work for you: https://github.com/shanear/grezha

Interesting work. Do you have / plan e-mail workflow integration too?

Not yet. So far, email hasn't been a primary channel of communication to clients for organizations we've worked with.

I see it being valuable though. I'm not sure what the best way to implement it would be. An in-app email interface? An add-on to an email client like gmail?

Re: Ask HN: Low-cost CRM solution for non-profits?

#10
post #7
post #5

Salesforce does have a non-profit tier that's heavily discounted. May be overkill for your case but it's an option

Is this for official US non-profit status organizations, or for ad-hoc and non-US communities too?

Check out http://www.salesforcefoundation.org for more details.
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