Basic background:
I need to set up a database for a small, non-profit organization. Mainly I need it to manage my list of contacts, donations, and fundraisers.
The contacts need to be categorized (staff, donors, volunteers, etc.) and many times these overlap for the same person.
The donations are sometimes one-time, sometimes recurring, and need to be linked to a contact.
The contacts also need to be linkable to the fundraisers, multiple ones.
My question:
Is Zoho CRM the right place for me to be trying to do this? I have only started poking around, and it looks promising, but on the other hand like it will take a lot of modifying. Is there a better way to go?
Thank you!
Moderation Update:
We have another post in the Community that discusses the different possibilities of customizing Zoho CRM for non-profits. Please feel free to join the discussion in the post. Please find the link to the post,
https://help.zoho.com/portal/en/community/topic/zoho-crm-for-non-profits