Welcome to our CRM health-check

Your member / supporter experience (choose all that apply or continue if none apply).

Can your members / supporters update their contact details and preferences online?

Do you deliver a good experience regardless of which channel your members / supporters interact with you (eg: phone, email, web)?

Is it easy for you to manage member / supporter consents to meet your obligations under GDPR?

Can you record relevant stakeholder interactions, including emails, event attendance and meetings?

1 of 6

Member / Supporter experience