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20NTC Session Proposal

Build your own program management CRM in 30 minutes

Submitted by: Jake Grinsted | Simply360


CRMs have become hugely popular for fundraising, where a one-size-fits-most solution is easier to come by. But setting up a CRM to manage your programs can still be a daunting and costly process.

In this Sprint, you’ll watch and learn as a CRM is set up from scratch to manage a nonprofit’s programs. We will cover how to:

  • Identify the data you already collect;
  • Consider what data is needed to measure your impact;
  • Configure a CRM to manage that data;
  • Set appropriate expectations and processes in place for using the CRM;
  • Identify program successes and areas in need of improvement.

Attendees will leave with a concrete understanding of how they can set up and use a CRM to manage their programs. And yes, it will undoubtedly take a little longer than 30 minutes IRL, but you’ll now appreciate that it doesn’t have to be hard 😉

Target Audience

Exec, program, or IT staff who want to get started with a CRM for their programs. No technical experience required.


CRMDataEvaluationProgram Development

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