The Roadmap to a CRM

New Guide: 4 Steps to Finding the Best Nonprofit CRM

Download our free guide for finding the best CRM for your nonprofit. 

Are you contemplating a new CRM? It can be a big investment for most nonprofits. With so many options on the market at every price point, the decision can be overwhelming.  That’s why the Julep team wrote 4 Steps to Finding the Best Nonprofit CRMWe took the lessons learned from our work with nonprofits and designed a short guide to help organizations in this search. 

4 Steps to Finding the Best Nonprofit CRM covers the questions you should ask in order to identify the needs and priorities of  your organization, as well as questions you should ask CRM vendors prior to making a final decision. The guide also includes a helpful worksheet to pull all of your research together.

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