CRM Systems

Upleaf develops and customizes state-of-the-art Constituent Relationship Management (CRM) systems to help your organization manage their operations with elegance and ease.

What is a CRM system? A super dry term for your organization's new best friend. You'll quickly learn how a CRM system is an invaluable ally in tracking and cultivating relationships with clients, members, donors, volunteers, partners and beneficiaries.

A top-notch CRM system helps automate procedures, avoid duplication of effort, consolidates all organizational contacts in one place and saves valuable staff time. Event organization, member management, fundraising, advocacy strategies and tracking program impact are all amazingly simplified.

The only drawback of setting up a CRM system is the awkwardness of feeling an untoward attachment to your brilliant new database after years of flipping through files, duplicating contacts, and copy-and-pasting frenzies. It's okay. Artificial intelligence is a beautiful thing.

CRM System Benefits

A well-customized CRM system can turn a small team into a powerhouse. Or it can help two or three people mobilize thousands of people to action. A good CRM system ensures that nothing falls through the cracks by consolidating your contacts and automating communications and reporting.

We customize CRM systems to help our clients:

  1. Manage relationships with stakeholders and end beneficiaries
  2. Increase the volume and quality of services provided
  3. Reduce project implementation costs
  4. Quickly and easily report on key indicators
  5. Grow individual donations
  6. Increase the effectiveness of outreach campaigns
  7. Improve monitoring and evaluation capacity
  8. Manage team work flow with staff and volunteers

And that's just the tip of the iceberg of wonders that is a CRM system.

CRM Technologies

Because your CRM system is the brain of your organization, we don't believe in cutting corners. We only use highly reputable donated software such as or open-source platforms like CiviCRM, that are robust, secure, and customizable. We select the base platform for the CRM according to your organization’s circumstances, and then customize it to meet your needs. (We admit this increases the risk of cross-intelligence affection between an organization and their new system.)

See our case studies to learn about growing member management, client management, advocacy and donor CRM systems initiated by Upleaf.