XP 360 > Campaigns > Dynamics CRM - BOFU
100% Free for Nonprofits

Free CRM Review

20 minutes with our CRM team. No obligations. Just a clear picture of what good looks like for your organisation.

What happens in 20 minutes

This isn't a sales call. It's a working session where we look at how your organisation manages relationships and tell you exactly what we'd change - whether you work with us or not.

  1. You tell us where it hurts

    Where are contacts falling through the cracks? What happens when a key person leaves? Where does your team waste time on manual workarounds? We start with your reality, not our checklist.

  2. We take a look under the hood

    Based on what you've told us, we'll focus on the one or two areas that matter most - whether that's how your data is organised, how your team actually uses (or avoids) the tools you have, or where disconnected systems are creating blind spots.

  3. You leave with a clear picture

    Two or three specific recommendations: what to fix first, what the fix involves, and what good looks like for an organisation your size and type. Yours to keep whether you engage us or not.

Book your free CRM review

Pick a time that works. We'll send a confirmation with a short prep checklist so we can make the most of the 20 minutes.

Loading booking form...

No payment details. No commitment. You'll be talking to a CRM specialist who has spent 14 years working exclusively with nonprofits.

✨ Real client results

What our clients have achieved

From scattered spreadsheets to systems that scale - real CRM results from real nonprofits.