Microsoft Dynamics CRM 4

We use Microsoft CRM 4 to manage most of our key business processes  -

• all contact with stakeholders tracked against categories
• events management - registration, evaluations etc
• subscriptions management - tracking membership, and other subs such as www.grant-tracker.org and www.communitybuyer.org
• Operational reporting
• Automated workflows

Most staff use outlook or the full CRM web interface to track emails, phone calls, meetings and tasks against a range of topics, projects, networks, events, whatever.    This allows us to aggregate activity numbers to support our funders' reporting requirements.

We continue to modify and develop the CRM application - adding new entities, workflows and reports. 

Currently CRM version 4 - migration from 3 was interesting