Not-for-profit CRM specialists

Not-for-profit
customer relationship management experts

Get your non-profit’s CRM issues resolved quickly with Equantiis. We’ll diagnose the problems, procure the right CRM, build streamlined processes and implement it.

Not-for-profits have saved thousands on their CRM implementation projects.
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Your not-for-profit CRM right now:

Clunky, expensive, too many unnecessary features, missing functionality, hard to use, makes your not-for-profit processes slower.

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Your not-for-profit CRM with Equantiis:

A CRM fit for purpose, with efficient processes designed for your users and customers, helping you get the most out of it.

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We work with these
not-for-profit organisations

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Membership

Optimise CRM systems to better serve and engage their members, ensuring personalised interactions and streamlined processes.
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Charities

Enhance donor and volunteer engagement through advanced CRM strategies, enabling more effective outreach, donor retention, and volunteer coordination.
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Higher Education

Tailored CRM solutions that build student engagement and operational efficiency, facilitating a more seamless academic experience.
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Housing Associations

Improve tenant satisfaction through customised CRM solutions, fostering better communication, service delivery, and community engagement.

Do these CRM challenges sound familiar to your not-for-profit organisation?

You don’t yet have a CRM system, or the one you have isn’t being used effectively, or it’s not aligned to business processes.
Thinking of implementing a new system, but you’re worried about selecting the wrong solution or it won’t get adopted?
You are currently implementing a CRM and you need support rescuing an already-failing transformation project.

We’ll find a
CRM that answers questions like:

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How do we re-engage lapsed donors?
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How do I run email marketing campaigns from my CRM?
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How do we schedule, and track volunteers?

We specialise in personalised CRM strategy, discovery and requirements, guided procurement, and implementation support for not-for-profits.

Strategy
design

01

Tailored strategy creation including process design, roadmap development, and employee interviews to gather comprehensive requirements.

Guided
procurement

02

Expert assistance in navigating and procuring the right solutions, and services that meet your requirements through guided procurement strategies.

Implementation
support

03

Collaborative implementation with chosen partners, focusing
on integrating and refining processes for optimal efficiency and performance.

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Most technology consultants will make your CRM implementation project even harder

After mapping out your problems, most consultants recommend a range of CRMs and leave you to it.

You’re then left to go through different sales processes, with each salesperson’s intent being to make sure you buy every feature (even if they’re not right for you). This makes implementation very costly, and training the team to use the CRM incurs additional costs.

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We engage a wider stakeholder group to give us a much deeper understanding of your challenges

A successful CRM project starts by understanding people and processes, not just technology. We immerse ourselves in your business to build effective CRM processes and solutions that work for you. Building out user and customer personas and mapping out their journeys ensures this.

We engage stakeholders at all levels (not just leadership) and very importantly, your customers to ensure that the CRM processes and solutions are tailored to your unique needs.

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We're business and technology consultants with real world experience

Our team is staffed with consultants that have worked in the NFP sector and have real-world experience. We’ll make sure that any CRM and feature we recommend fits your exact requirements and in your budget.

Equantiis has expertly
guided
us through every
step in developing our
data strategy roadmap.

Nick Wright
Head of Marketing & Communications

Equantiis helped SCoR better serve their members while achieving operational efficiency via integration between the finance system and CRM.

Richard Evans
Chief Executive Officer, SCoR

Over 30+ success
stories for not-for-profits

Not for Profit Success Story
Art Fund Data Strategy​
Art Fund Data Strategy​
Ovarian Cancer Action Data Strategy
The Copyright Licensing Agency (CLA). Delivering an unrivaled customer experience.

Let’s discuss
your current CRM challenges

Book a no-obligation chat with our sector experts.

    Book a discovery call

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    FAQs
    What does the face-to-face consultation process entail?

    Our face-to-face consultation involves working closely with your team (in real life) to get a deep understanding of your day-to-day processes so we can find your unique business challenges and provide tailored solutions through personalised coaching and support.

    How does Equantiis ensure the effective use of our CRM?

    We provide ongoing coaching and in-person consulting to ensure your team is fully trained and can effectively utilise the technology solutions implemented.

    How can Equantiis help if we don't have a CRM?

    We will identify a suitable CRM that fits your budget and requirements, implement it, and train your team to use it efficiently.

    There are a lot of CRM solutions on the market, can Equantiis help find the right solution for us?

    Our experts will guide you through the selection process, ensuring you choose a CRM that is both effective and within your budget.

    How can Equantiis assist with a failing CRM transformation project?

    We analyse the issues with your current project, provide corrective measures, and ensure successful implementation and adoption of the new CRM.

    What is Equantiis, and how can it help my not-for-profit organization?

    Equantiis is a consultancy specializing in customer relationship management (CRM) solutions for not-for-profits. We assist with diagnosing existing CRM issues, procuring the right system, and implementing streamlined processes to help organizations operate efficiently and achieve their goals.

    What types of not-for-profit organizations does Equantiis work with?

    We work with various types of not-for-profit organizations, including membership organizations, charities, higher education institutions, and housing associations. We provide tailored CRM solutions to meet the specific needs of these sectors.

    What are some common CRM challenges faced by not-for-profits?

    Not-for-profits often struggle with CRMs that are clunky, expensive, hard to use, or not fit for purpose. They may have too many unnecessary features, missing functionality, or systems that don’t align with their business processes.

    How does Equantiis approach CRM implementation?

    Equantiis takes a holistic approach by focusing on both technology and processes. We work with stakeholders at all levels of your organization, including customers, to ensure the CRM solution is tailored to your needs. Our services cover strategy design, guided procurement, and collaborative implementation.

    What sets Equantiis apart from other CRM consultants?

    Unlike many consultants who simply recommend a range of CRMs and leave the organization to manage the process, Equantiis stays involved throughout. We ensure you get a system that fits your requirements and budget without being sold unnecessary features. Our team has real-world experience in the not-for-profit sector.

    What is the typical process for working with Equantiis on a CRM project?

    The process begins with a strategy design phase, where we gather requirements and create a roadmap. We then guide you through the procurement process to select the right CRM. Finally, we provide implementation support to integrate and optimize the CRM for your organization’s needs.

    How can Equantiis help with donor engagement and volunteer management?

    Equantiis offers CRM solutions that help not-for-profits manage and engage donors and volunteers more effectively. Whether you’re looking to re-engage lapsed donors, run email marketing campaigns, or schedule and track volunteers, we can help you leverage your CRM for these tasks.

    Can Equantiis help if our current CRM implementation is failing?

    Yes, we can provide support for rescuing failing CRM implementations. If your system is not being used effectively or isn’t aligned with your processes, we can diagnose the issues and provide solutions.

    What success stories does Equantiis have with other not-for-profits?

    We have over 30 success stories with not-for-profits, including organizations like the Society of Radiographers (SCoR), Art Fund, Ovarian Cancer Action, and The Copyright Licensing Agency (CLA). These projects have helped organizations improve member services, operational efficiency, and customer experience.

    How can I schedule a consultation with Equantiis?

    You can schedule a free, no-obligation discovery call with one of our sector experts by visiting our website and booking a consultation. We’ll discuss your current CRM challenges and explore how we can help.