# Suggestions needed for an online CRM platform which is open source/low-cost to manage contacts and relationship building for our mission work

**URL:** <https://aikyam.discourse.group/t/suggestions-needed-for-an-online-crm-platform-which-is-open-source-low-cost-to-manage-contacts-and-relationship-building-for-our-mission-work/277>\
**Category:** Communication & Outreach\
**Tags:** featured\
**Created:** [December 9, 2022, 6:26am UTC](https://aikyam.discourse.group/t/suggestions-needed-for-an-online-crm-platform-which-is-open-source-low-cost-to-manage-contacts-and-relationship-building-for-our-mission-work/277 "2022-12-09T06:26:55Z")\
**Posts on this page:** 1\
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**Author:** ![Tech4Good](https://yyz2.discourse-cdn.com/free1/user_avatar/aikyam.discourse.group/tech4good/32/122_2.png) [@Tech4Good](https://aikyam.discourse.group/u/Tech4Good)\
**Post date:** [December 12, 2022, 9:13am UTC](https://aikyam.discourse.group/t/suggestions-needed-for-an-online-crm-platform-which-is-open-source-low-cost-to-manage-contacts-and-relationship-building-for-our-mission-work/277/3 "2022-12-12T09:13:15Z")

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Thank you Meiyun for sharing and welcome to the group! 👏🏾

It was wonderful engaging with you on our call(s) to better understand the requirement. I am documenting some of our conversation here so it can be shared with others also who might be thinking through similar challenges.

The first step we did was map out the **key stakeholders**.

 ![Climate Asia CRM@2x](https://global.discourse-cdn.com/free1/uploads/t4glabs/original/1X/9c47ec700c9303e9968e9f13c2ee90768748dd6e.png)

The next step was to take a few key stakeholders and start writing out what will be the **benefits that they can expect/need from the solution**

For example for the partnership lead is shown below. Similar benefits need to be mapped for other stakeholders as well.

 ![Climate Asia CRM@2x(1)](https://global.discourse-cdn.com/free1/uploads/t4glabs/original/1X/6bfa1cf88b37f5ad5aa4a7f366db4a33b7642649.png)

The next activity we did was try to imagine the solution as a bunch of registers. This helps us see the value of individual registers that a CRM can offer to future projects, ideas.

 ![Climate Asia CRM@2x(2)](https://global.discourse-cdn.com/free1/uploads/t4glabs/original/1X/515b76b733e4eb2555ed3948fd1a980a1b5df12a.jpeg)

Considering the above use cases, we would recommend the following few that you could explore

1. **ERP Next** has a robust CRM component. [https://erpnext.com/](https://erpnext.com/) and you could use their [Frappecloud.com](http://Frappecloud.com) for as little as 750 INR per month to host your own instance. [ERPNext - All in one solution for your HR, Finance, Inventory, Donors, Inventory, Projects, and more modules](https://aikyam.discourse.group/t/erpnext-all-in-one-solution-for-your-hr-finance-inventory-donors-inventory-projects-and-more-modules/456)
2. [https://civicrm.org/](https://civicrm.org/) **[CiviCRM](https://aikyam.discourse.group/t/civicrm-is-an-open-source-crm-customer-relationship-management-system-specifically-designed-for-non-profits-ngos-and-advocacy-organizations/566/1)**
3. [**Salesforce** for non profits](https://www.salesforce.org/products/nonprofit-success-pack/) (Free for NGOs with upto 10 user licenses)

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