Our nonprofit organization kept track of our members with paper files and a very large spreadsheet in which was updated when members paid their annual dues. It also contained contact information such as name, email, phone number and address. It was very clumsy and easy to make mistakes when posting information.
Kristine presented to our director a number of programs available as a simplified way to track member information. She investigated a number of Customer Relationship Management (CRM) tools and compared what would work best for our needs as a non-profit. She settled on one which has worked well for us. We have all the information we need on all of our members and we can pull many different reports to help us track membership payments, donations and more.
Kristine is very good at analyzing data and putting it to use. She created many of the reports I still use today. Kristine’s help with us going from a cumbersome paper system to an online system has saved me time and our organization money.
Jill Mondloch - Executive Assistant