ProSpeak: A Layman’s Guide to Understanding Today’s CRM Solutions for Nonprofits

For instance, a development professional who travels might need to access and update donor information from a mobile device. He would be hamstrung if his CRM system has an API for biographical data but not interaction history. He could retrieve and change a donor’s address and phone number(s) but not important information on the supporter’s favorite project. Although the “door chain” approach is more open than the “mail slot,” you’re still locked out of your own house and stuck reorganizing your space in the front yard.