Dear all
we are a professional UK chamber orchestra (charity organisation) and at the moment we are using Access to manage our database (+10K contacts) but we need to look forward and we would like to find another user friendly CRM solution to help us. I wonder if Suite CRM is what we are looking for. I tried quickly the demo version and saw the video, and I like it. But before I proceed to migrate all the contacts, I would like to have your opinion and thoughts.
Basically, we need to divide the contacts we have in macro-categories (attenders, players, funders, promoters, etc) and micro-categories (i.e. Attenders>attenders of concert in a particular area>concert 1 / concert 2 / concert 3 / … ), and it is likely possible that a contact is part of more than 1 group. I drew an overview if necessary.
In fact we send out every 4 months a mailshot and we need to extract the contact, often of a particular area, sometimes of a particular series of concerts, and so on.
We need to import from Excel files, because we receive the data in Excel files and our database is an Access File.
We need to export in Excel files (or .csv), because we should merge the address with cover letters.
We should be able to add categories in the future, when there are new concerts.
We should be able to extract macro-categories but also micro-categories (without doubled records) and also per postcode (when necessary).
With regards to the Players: we should be able to know which players played in which concert, so we can email to all of them.
Is it possible with Suite CRM? I know it is tricky, but I don’t think it is impossible! Please help!
The other option we have is SalesForce but not sure we can afford to work with it.
All the best,
Paolo