• Date: 03/06/2020
  • Time: 2:00 pm (Melbourne time)
  • Cost: Free or by donation
  • Session Length: 2.5 hours
  • Skill level: Beginner
  • Requirements: Zoom and internet speed able to run video. Laptop or desktop is recommended. Also recommend is a costume - We don't want another boring webinar do we?



  • What is a CRM – Client Relationship manager
  • Why use a CRM
  • Central node concept


  • respect
  • law
  • abuse (IBM)
  • privacy policies
  • access and management

Options, Options

  • Flavours of CRM
  • NFP focused CRMS
    • examples here –
  • examples of different approaches eg fundraising focused/ mobilisation focused)
  • Related tools

Writing a CRM brief

  • its all about the people
  • how are you communicating and organising
  • what data do you need and how are you going to use it
  • adapting to platform
  • skills audit
  • budget – upfront and ongoing









Glenn Todd
  • 20 years commercial website development experience
  • Extensive NFP, campaigning and NVDA experience
  • 6 years teaching experience including at RMIT university
  • Winner of 2019 Connectingup NFP Technology Lifetime Service Award
  • Helped launch ICANW, the campaign that won a Nobel Peace Prize
  • More details see