INSIGHTS | March 16, 2023

Top 10 Rules for Selecting the Right CRM System

Selecting the correct CRM system that suits your needs will immensely strengthen your organization from top to bottom.

As an executive director, selecting the right constituent relationship management (CRM) system is crucial for the success of your organization. The correct system can help you manage your relationships with donors, volunteers, and stakeholders, as well as streamline your operations. However, choosing the right system can be overwhelming.

Luckily, I’m here to give you the top 10 things to consider when choosing a new CRM system for your company.

Ability to Grow

When deciding on a CRM system, you have to consider the future of your business. Having a system that grows and adapts to meet your needs as your company expands is crucial.

Smooth Integration

The ideal CRM system should be able to integrate with the current software you already use, such as your accounting and marketing software. The ability to merge systems will help you create one cohesive unit throughout your operation.


Don’t lose your data! The data in your CRM system is yours to keep and no one else should have access. So, you need a solid system that makes security a priority and won’t let anyone else have access to your information.


Making sure your staff can be confident in using the CRM system is crucial. So, you must select a system that is user-friendly and easy to teach. A complicated system will only lead to employee frustration and decreased efficiency and morale.


Your CRM system needs to reflect the uniqueness of your organization. Look for a system that can be customized to meet your specific needs and requirements.

Strong Analysis

Understanding the influx of data is important for business. So, look for a CRM system that has great reporting capabilities that will help you analyze and understand the data that comes flowing in.

Access on the Go

Nowadays, people always have their phones on them. Therefore, your CRM system needs to have great mobile accessibility. This will allow your staff to access data and communicate from anywhere at any time.

Customer Support

Select a CRM system that offers excellent customer support. As your staff gets trained on the new software, they will encounter bumps in the road. Having quality customer support they can call will help keep your business running smoothly and keep employee morale high.

Needs = Price

While you don’t want to break the bank, you also want a CRM system that covers all your needs. Spending a little more for a system that suits your needs, rather than being cheap can benefit you in the long run.

Strong Community

Do research on the people who use this software, so you can surround yourself with like-minded people that can help you out and share their experiences with the product. This will help you grow and get the most out of the system.

Final Thoughts!

Selecting the right CRM system for your organization can advance your business instantly. If smoother business operations and company growth are interesting to you then please follow these 10 factors. With them, you can have confidence that you are choosing the correct system that will meet your needs.

Here’s a look at some popular CRM software platforms to browse 🙂

Need help choosing the right system for your business? Check us out here!

Stephen Ward-Brown

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Monday Loves You
1770 West Berteau Avenue, #206
Chicago, IL 60613

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Stay Connected.