Quickstart Planning - CRM

Step One: Define your contacts
Step Two: Define what you are going to do with your contacts
Step Three: Identify any existing data you wish to import into CiviCRM

CiviCRM is powerful and flexible Constitutent Relationship Management software. As such, users have the option to tailor CiviCRM to their precise needs. This process of tailoring requires a few minutes of planning.

Step One: Define your contacts

Step Two: Define what you are going to do with your contacts

Step Three: [Identify any existing data you wish to import into CiviCRM]