Below I attempt to sketch out the current CRM requirements for SoFA Network. This is a working draft, which means that it is starting as my understanding, and I envision updating it as Website Circle continues its discussion and processes feedback (which you could provide here, or submit to us via other channels). For reference, our current CRM is Groundhogg.
For ease, I’m not going to include what I consider to be basic, common CRM requirements. Let me know if you think it would be important for me to enumerate these explicitly.
Current CRM requirements:
- ability to compose attractive emails
- track and respect GDPR status of contacts
- custom fields for contacts (including the ability to populate these fields from flows)
- group contacts into groups
- custom fields for contact groups (including the ability to populate these fields from flows)
- segmented ownership of contacts?