Free Charity CRM Scoping Template

We’re pleased to offer you this free-of-charge resource, an essential for the effective planning of your upcoming charity CRM project. Once downloaded, the easily editable spreadsheet will guide you through the key points to consider ahead of the selection and implementation of your chosen system, including defining your requirements, identifying your goals and spotting potential roadblocks to minimise risks.

You’re welcome to download, fill out and return the template to us at Eyes Down – or equally welcome to send it to another partner. Either way, we hope you’ll find it a useful starting point to kick-off your project.