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Non Profit Donation Tracking in CRM
Do other non profit users use the Bitrix 24 CRM to track donors and donations? If so, how have you adapted the settings to fit your record keeping and communication needs for donors? I'm new to this and want to know how others have made this fit their needs. Thanks.
Hi Laura,

Thanks for the scenario sample - we'll think about possible solutions.

Best,

Yana.
Quote
Laura Hamilton wrote:
Do other non profit users use the Bitrix 24 CRM to track donors and donations? If so, how have you adapted the settings to fit your record keeping and communication needs for donors? I'm new to this and want to know how others have made this fit their needs. Thanks.
I just signed up to test/use Bitrix24 for a small nonprofit and wanted to bump the conversation as I will be looking to use it in this way as well - donor tracking and donations.

cheers,
Scott
Hi Scott,

You can use leads\contacts for donors & deals for donations. Otherwise you can contact one of our partners for customization.

Best,

Yana.
Yana Prokopets,

Thanks! I'm just getting back to exploring the software and will let you know if I have any additional questions.

Cheers,

Scott
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