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Can we be honest? Humans aren’t especially great at thinking long-term. That’s why cheap looks a bit too attractive—it tempting to go with, even if it costs you more in the long run. Take Walmart. It’s busy every weekend because people are drawn to low cost. You grab the plastic widget that does the job […]

At the start of a CRM project, price often takes up a good deal of the conversation. Boards want to prove they’re being careful with donor dollars. Committees sometimes run rigid RFP processes that boil everything down to a single number. Then that allows them to line consultants up like me and get “apples to

With most commercial CRMs, you don’t have that much control for what you pay. Growth pushes you into higher tiers, adds fees for extra user seats, and features you need can be locked behind pricier plans. CiviCRM doesn’t play that game. You can grow as big as what value you delivering your constituents. And it

Most commercial CRMs hit you with a penalty for success: The feature one also gets tricky, because they always stash the stuff you will need eventually into a higher tier. Just search some CRM’s now and tell me what you find. Here’s the deal: Besides the higher ongoing subscription fees you’re committed to as long

In my last note, I talked about how a potential client went with Wild Apricot as member management tool because it was better than standing still. That’s true. It was not sustainable to do nothing. But it also comes with a catch that most nonprofits don’t see until they’re in it: recurring payments vendor lock-in.

This week I was dropped a kind note on LinkedIn about an outreach event I helped spur into action 9 years ago, back in 2016 at the California State Fair. Sometimes I do wonder about how lasting my efforts were in past endeavors. This helped out that notion. Here’s the note from Mark, a long-time

Following up on that USPS address API integration issue I hit recently…the fact is the integration needs to be updated to use the new USPS API or it will be a function that won’t be available anymore. Now either a larger organization using CiviCRM might go all in and help fund it or there’s a

Today I ran into a concerning issue: supporters had been submitting contributions—but their addresses were either not saved, or worse, wiped out entirely for existing contacts in CiviCRM. After a couple rounds of debugging, it turns out, it was tied to the USPS address validation integration in CiviCRM. These sites, on a CiviCRM multisite, had

This morning, I got a final warning from Freshdesk—my old support ticket system—telling me my free account would be suspended today unless I upgrade to a paid plan. To be fair, they gave me a little heads-up a couple months ago. And then followed it up with a 4-day reminder as these marketing sequences often