CRMs (Customer Relationship Management)
Once your local community exceeds about 20 people, it can be hard to remember important information about all of them. This is where Customer Relationship Management (CRM) software can come in.
A CRM can help you:
Flag community members who have been absent for a while, so organisers can check in with them
Track how community members have engaged with the group, to evaluate different activities
Keep track of who to prioritise for one-on-one chats
Choose events based on member’s interests or needs
Notify members about opportunities based on their interests
Identify members that could help each other with their goals, to make introductions
Sample CRM systems
Google Sheets - Google Sheets can make a basic CRM, with rows being members and columns containing information about each member. There are some Google Sheets CRM templates available online (e.g. here).
HubSpot - HubSpot is a free CRM software.
If you’d like to learn more, feel free to get in touch with Eve from EA Cambridge (email@example.com) to hear about their experiences using these systems.