Getting Started & Customisation
Set up your branding, email templates and payment providers
Forms, Custom Fields & Tags
Customise the data you capture in your CRM through custom fields and forms
Your CRM Tools
Learn about importing data from other places, email capture and more
Segments Tool & Exporting Data
Interrogate and export your data, using Segments and Badges
Fundraising
Manage your fundraising, grant applications and donations through GoodCRM
Memberships
Manage your membership scheme, including set-up and importing existing members
Activity - Programmes, Projects, Events & Activities
Capture and structure your activity data to power segmentation and reporting
Webinars
Take a deep dive into our CRM masterclasses