Customer Database (CRM) Audit at Catchafire

What You'll Work On

• Assessment of Organization’s current CRM practices with recommendations on improvements such as setup, maintenance, integrations with other systems, and insights reporting
• Recommendations on a new CRM system and related costs (if necessary) such as Airtable, Bloomerang, Kindful, Raiser's Edge, Salesforce, or Salsa CRM
• Note: This project does not include implementation of recommended CRM platform. For a project to advise and implement an entire system, try our Customer Database (CRM) Setup project

Additional Details

• I please need help to set up a platform (Online Practice Management system) for our Sojourners and Counsellors to record Data, progression notes, reporting, current plan and next plan accessible to the counsellees. Ideally to also make appointment and upload ressources where needed.

Your Skills

• Database Administration
• Information Technology

Your Experience

• Proficiency with implementing and/or managing CRM systems
• Your Availability
• Works remotely from anywhere
• 8-12 hours over 2-4 weeks

Why You'll Love Volunteering With Us

• Enhance your skills while supporting a cause you care about
• Gain samples of work & references to add to your portfolio
• Directly impact a community organization on the ground
• Work remotely & create your own schedule