CRM Database for Small Organizations
By Paul Matsushima | Published on January 31, 2021
Built on Airtable.com, this CRM database designed for small organizations can house client, customer, and donor information.
Through Airtable.com, I created this powerful CRM solution for small organizations (especially nonprofits) that need affordable, intelligent, and easily customizable software to house their client information.
Types of Information this Database Can Include:
*Click on any of the links in the table to jump to the appropriate information below on the page.
|Contacts||Any individual involved with the organization/account.|
|Accounts||Non-person entities with a relationship to the organization (e.g., organizations or households).|
|Campaigns||Any project or substantial effort to sell a product/service or raise money/awareness.|
|Involvements||Any time an individual spends with the organization during programs or events.|
|Opportunities||Any money given to the organization, including gifts, grants, or earned income.|
|Communications||Any communication/interactions individuals and accounts have engaged in with your organization.|
Definition: Any individual involved with the organization/account.
Examples: donors, customers, program/event participants and volunteers, contractors, and other interested parties.
Definition: Non-person entities with a relationship to the organization.
Examples: There are two types of accounts
- Organizations (e.g., businesses, foundations, partner organizations)
- Households (e.g., families or groups of related individuals that aren’t an organization)
Definition: Any project or substantial effort to sell a product/service or raise money/awareness
Example: Coaching Program, Popup Event, fundraising campaign, etc.
Definition: Any time an individual spends with the organization during programs or events.
Definition: Any money given to the organization, including gifts, grants, or earned income.
Definition: The Communications Log includes all communications/interactions individuals and accounts have engaged in with your organization, either via email, phone call, etc.
If you liked this demonstration, you can find the base I created on Airtable Universe. Click the link below!