{"id":3324,"date":"2026-04-14T15:48:10","date_gmt":"2026-04-14T14:48:10","guid":{"rendered":"https:\/\/actuallydata.net\/craft\/?post_type=resource&p=3324"},"modified":"2026-04-14T15:48:10","modified_gmt":"2026-04-14T14:48:10","slug":"is-your-crm-actually-working","status":"publish","type":"resource","link":"https:\/\/actuallydata.net\/craft\/resource\/is-your-crm-actually-working\/","title":{"rendered":"Is your CRM actually working?"},"content":{"rendered":"\n
Most charity teams don\u2019t start from scratch.<\/p>\n\n\n\n
They already have a CRM, some reporting, and a sense that things should<\/em> be working better than they are.<\/p>\n\n\n\n
This checklist is designed to help you step back and take a clearer look at what\u2019s really going on.<\/p>\n\n\n\n
It\u2019s not a framework, and it\u2019s not about replacing your system.<\/p>\n\n\n\n
It\u2019s a set of practical questions that surface the things that tend to get missed \u2014 gaps in data, inconsistencies in how things are used, and the small issues that quietly add up over time.<\/p>\n\n\n\n
You don\u2019t need to answer everything.<\/p>\n\n\n\n
If 2\u20133 of these questions highlight something unclear, that\u2019s usually where to start.<\/p>\n\n\n\n