We have an entrenched highly customized backend database, but it is far from user friendly. Even in-house staff struggle at times to deal with all of the complexities. OnePageCRM gives us an action layer on top of our database that non-specialists can use.
The crucial thing is that with OnePageCRM we now have a "Moves Management" system, where non-specialists such as our Trusees can document encounters with donors, and the next "move" with that potential donor can be schedualed and the appropriate party notified.
And that data can be pulled back into our legacy database via the provided API info. Notes on the donor, phone calls, actions to be done, results, all that goes into institutional memory, rather than retiring or leaving with the Manager.
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