How to Use Personal Data to Optimize Donor Touchpoints

Customize Your CRM with Personal Data

Download our Customizing Your CRM Guide for:

4 ways your CRM can improve fundraising
How to use tags and notes as important guides when working as a fundraising team
Example searches to run based off personal data and tags to personalize fundraising asks

Your fundraising outreach is only as good as the data you collect. Your donor CRM will work hard for you if you set key processes in place to ensure profiles are set and you are using special fields, notes and personal info to your advantage. Download our guide for tips on how to use personal data to support fundraising.

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Supporting good causes for 25 years

We've raised significantly more money using this software than our old provider mainly because of the ease of use for our supporters.

Javier Silva

Lacrosse the Nations