Customer Relationship Management (CRM) tools enable you to record and manage your customer’s (or donor’s) experience from initial contact to fulfillment. Web based CRM is especially well suited for organizations that have a geographically diverse team or are looking to collect incoming customer information at first contact directly off their website. Utilize CRM tools to document your unique process and report to management where each client stands in the relationship cycle. CRM reporting is key for Sales Managers looking to manage client’s on-boarding, issue resolutions and sales projections.