Does Apteco Mission replace my CRM?

Your CRM is an excellent filing cabinet. It records gifts, prints receipts and keeps history, and it does that well. What a filing cabinet can't do is connect dots: it can't see that the donor who 'lapsed' in the gift table is the same person who volunteered forty hours this year and came to three events, because those records sit in other systems.

Mission is a CRM companion. It takes a weekly file export from your CRM and from the other places supporters show up (your giving platform, ticketing, email, volunteer app, spreadsheets), matches them into one record per supporter, and computes the insights once, so they stay current as new data arrives. Your team keeps its CRM, its skills and its workflows. Nothing gets replaced.

Questions your CRM can answer on its own: How much did we raise last month? Who gave in December? Which appeal did this gift come from?

Questions it can't answer without help: Which lapsed donors still volunteer? Who gives most months without being a monthly donor? Which first-time donors look like the ones who stayed? Which of our best supporters has never been asked for more?

Apteco calls this the CRM marketing companion. The Field Guide shows every insight Mission builds and which CRMs it reads from.

• The Field Guide
• Which CRMs the guide covers