Thryv
- Thryv is a user-friendly CRM system commonly used by small businesses
- The basic plan costs $60 a year
- Features functionality to integrate with Squarespace so you can install additional widgets for no additional cost to your website, such as a calendar for scheduling appointments and a client portal to allow customers to track their purchases/view account activity/send files/make payments
- Compatible with Braintree, an easy to use invoicing method.
- They have a blog that offers advice to small businesses for good automated emails and text messages to start your CRM system off with
- Their website offers free documentation, webinars, and live online support. There is a 24/7 chat room with a live rep.
- Thryv is accessible on iOS and Android-operated mobile devices
- They offer a free 7-day demo here: https://www.thryv.com/small-business-lp2/?&ds_lpt_start&ds_lpt_end&gclid=CjwKCAiAo8jgBRAVEiwAJUXKqJuWBrEecRcUTmUyLL66EuroNiKciMFfRAlcANCMPRUxaQkTHFQQYRoCEkkQAvD_BwE&gclsrc=aw.ds
- Watch this short tutorial on Thryv for small businesses: https://www.youtube.com/watch?v=b_C8JREfI90
SalesForce
The industry standard CRM tool can also be a very robust database
Easily manage things like contacts and relationships
Very customizable and complex
A lot of the work for building a simple Salesforce solution is cutting out unnecessary features and/or fields
A ton of documentation for developers and users can be found
Has non-profit pricing (10 users soft cap however)
Can integrate with other apps using Zapier (an If This Then That tool) to enable automation of certain processes
Some built in functionalities include: reports, duplicate merging, validation rules, email alerts, and much more
Easily import data with CSVs
GivePulse: https://www.givepulse.com/
- Utility: GivePulse is an event management system that allows you to keep track of registrations for events, whether this be for volunteers, employees, or guests. Events can be public or private, and shifts can be created for the events, which qualified individuals can then register for. Volunteers/employees of the organization have personal accounts and can be tracked by hours worked. GivePulse also allows for multiple subgroups within the main organization, so volunteers/employees can be divided by specialty.
- Pricing: https://www.givepulse.com/pricing
- We created a silver account for $8 per month, then added on two more subgroups for an additional $8 per month.
- Support is helpful in determining system needs and the price of that system.
- Additional Info: GivePulse has a responsive support team that is quick to answer any questions as needed.