CRM for tiny arts/community charity
Hi - I'm trying to get starting with digitisting our hires process for our small community charity (we hire out event resources). Currently we rely solely on paper hire forms and carbon copies.
We need a system that can keep client info for regular customers, automate invoicing, automate reminders about bookings and hire return dates, and enable customers to request appointments, but leave us the control of actually booking, so we can control the flow of the day. Ideally the system will be from a company that is environmentally conscious too, as part of our charitable mission is recycling and reducing waste.
Totally stuck on where to get started, or even if a CRM is right for us, so any suggestions and ideas are most welcome.
Edit to add - we are UK based so any platform has to have data centres based in the UK or EU