Our charity would like to use collaborative software that allows 5 to 10 people to manage funding projects, sponsors and the like. The primary purpose of the charity is building preservation and we also provide free education to all members of society for free via courses, free events, one off lectures and advice on the historic and built environment. We don’t have a ‘web-shop’ so there is no need to analyse sales etc.
The people who manage the projects need to make sure they are not crossing the same ground, approaching the same people for funding that another project manager has already contacted etc.
Full blown CRM is overkill for our purposes and is also incredibly expensive. Does anyone know if there is similar software specifically designed for small businesses, please? We are after something that can be installed and maintained locally.