CRM

Relevant Skills
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Technology Advising: CRM Recommendations
We want to find a CRM that will integrate with Squarespace, Square, and Eventbrite so that we can track member activity and try to target new members and donors. Through tech enablement, we also hope to get to know our audience better. Additionally, we would like to avoid manual entry of data (i.e. mailing lists or transactions).
We are in survival mode as a museum and have a very small staff. We need our systems to be more efficient and more effective. The technology should show us what works, what doesn't, and who our new potential audiences are.
We have a spreadsheet with our current systems and issues and desired outcomes that we will share with this volunteer during the brainstorming stage.
Somerville Museum
Location
Somerville, Massachusetts
Website
https://www.somervillemuseum.orgMember Since
Jun 2025
Completed Taproot Plus Partnerships
0
Organization Mission
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Opportunities
Project
Accounting & Finance
Arts, Culture, & Humanities
We are too small to require an audit, but funders we're interested in applying to require a financial review, which is very expensive. We'd like a pro bono review. A financial...
Posted May 19, 2025
Golden Crown Literary Society
Project
Other
Community Development
We're in search of a principal engineer or engineering manager who could assist with technical architecture review, and user story scoping and sequencing. The product is an...
Posted
Project Bridget
Project
Marketing Strategy
Youth Development
My goal for this Taproot Project is to get our Google Adwords grant back to running efficiently. Unfortunately, we had a volunteer try to optimize and didn't really know what she...
Posted
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LCMS K.I.S.S. Club (Parent Booster USA)