CRM requirements for SoFAN

john.l.clark
Thu, 17 Jul 2025 15:42:38 +0000
Network Members Hall

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)

associate contacts into groups

custom fields for contact groups (including the ability to populate these fields from flows)

segmented ownership of contacts?

automation (called funnels in Groundhogg 3, flows in Groundhogg 4)

reporting and visualizations

activity tracking; engagement history

creating forms

ACLs and permissions

In an expanded view of a CRM, these requirements include:

tracking membership history, particularly non-profit membership status

processing donations

event management

product management

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