Tom & Tom Free CRM

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**** A couple of revisions made to this to simplify some of the tables and views. We have also added a contact log, to allow for logging interactions with people******

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****Now added a couple of Interface examples for People and Projects to demonstrate how you could use interfaces with this base. There are lots more ways to use interfaces**** 22/09/2023

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A first attempt at a structured CRM for anyone in the voluntary sector to use, amend and tailor over time. It’s got a little bit of made up data in it to show how it could be used.

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We'd love to develop this further with some organisations

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If you are interested please let me know at tom@good-ship.co.uk or tom@workwithtom.co.uk

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You can read more about why we did this here

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https://medium.com/@tomcampbellwatson/free-crm-available-to-good-home-and-why-we-wanted-to-do-it-1a8339ef20d3

Explore
Updated September 22, 2023 at 1:16 PM
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Tom Watson

Interested in helping social good organisations (so charities, voluntary organisations, social enterprises etc) do good things. This includes collecting and using data better.
Explore the base
Gallery view all people
Simple view of people
Full view of people
People group by relationship
All projects
Full project view
Simple project view
Kanban
Main contact log
All activities and events
Calendar
Full view of activities and events
Simple view of activities and events copy
Monitoring and evaluation activities
Events
Monitoring and Evaluation
Basic grid view of partners and funders
Funders
Partners
Gallery
Grid view
Kanban
Gallery
Grid view
Grid view
Gallery
Grid view