How to Choose a CRM

CRM Requirements Checklist

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1 Invitation to Tender for Fundraising CRM: Functional Requirements How to use this document: 1) Follow the process detailed in the accompanying whitepaper, "How to Choose a Fundraising CRM" 2) Read through requirements in each section below 3) Remove any requirements that are not relevant to you 4) Look out for red highlights that show where information specific to your organisation should be entered

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