--- title: CRM Guide - Picking and Implementing a CRM description: Everything you need to think about in selecting and implementing a charity CRM --- [Skip to content](https://thonix.co.uk/crm-guide-picking-and-implementing-a-crm#main-content) [![](https://thonix.co.uk/hs-fs/hubfs/thonix_logo%20full%20colour-1.png?width=5126&height=1772&name=thonix_logo%20full%20colour-1.png)](https://thonix.co.uk/?hsLang=en) - [Home](https://thonix.co.uk/) - What we do Show submenu for What we do - [CRM Services](https://thonix.co.uk/what-we-do/crm-consultancy) - [Fractional CTO Services](https://thonix.co.uk/what-we-do/fractional-cto) - [Who we help](https://thonix.co.uk/who-we-help) - [Who we are](https://thonix.co.uk/who-we-are) - [Resources](https://thonix.co.uk/resources) Open main navigation Close main navigation - [Home](https://thonix.co.uk/) - What we do Show submenu for What we do - [CRM Services](https://thonix.co.uk/what-we-do/crm-consultancy) - [Fractional CTO Services](https://thonix.co.uk/what-we-do/fractional-cto) - [Who we help](https://thonix.co.uk/who-we-help) - [Who we are](https://thonix.co.uk/who-we-are) - [Resources](https://thonix.co.uk/resources) - [Contact us](https://thonix.co.uk/contact) [Contact us](https://thonix.co.uk/contact?hsLang=en) # CRM Guide - Picking and Implementing a CRM ![Person Pondering with Colorful Thinking Graphic](https://thonix.co.uk/hs-fs/hubfs/AI-Generated%20Media/Images/Person%20Pondering%20with%20Colorful%20Thinking%20Graphic.png?width=1254&height=1254&name=Person%20Pondering%20with%20Colorful%20Thinking%20Graphic.png) ## Before you start Things to think about before you get going [Read more](https://thonix.co.uk/crm-guide-before-you-start?hsLang=en) ![System Analyst Reviewing Processes in a Digital Workspace](https://thonix.co.uk/hs-fs/hubfs/AI-Generated%20Media/Images/System%20Analyst%20Reviewing%20Processes%20in%20a%20Digital%20Workspace.png?width=1254&height=1254&name=System%20Analyst%20Reviewing%20Processes%20in%20a%20Digital%20Workspace.png) ## Discovery - Stock Take Review what you have before going much further [Read more](https://thonix.co.uk/crm-guide-discovery-stock-take?hsLang=en) ![Project Preparation Color Palette-1](https://thonix.co.uk/hs-fs/hubfs/AI-Generated%20Media/Images/Project%20Preparation%20Color%20Palette-1.png?width=1254&height=1254&name=Project%20Preparation%20Color%20Palette-1.png) ## Discovery - Prepare Get clear on project parameters, processes and everything else! [Read more](https://thonix.co.uk/crm-guide-discovery-prepare?hsLang=en) ![Requirements Gathering CRM Project with User Stories and Color Coding](https://thonix.co.uk/hs-fs/hubfs/AI-Generated%20Media/Images/Requirements%20Gathering%20CRM%20Project%20with%20User%20Stories%20and%20Color%20Coding.png?width=1254&height=1254&name=Requirements%20Gathering%20CRM%20Project%20with%20User%20Stories%20and%20Color%20Coding.png) ## Discovery - Scope Understand your audiences/users and requirements to create a brief [Read more](https://thonix.co.uk/crm-guide-discovery-scope?hsLang=en) ![CRM Evaluation Stage with Hex Colors and Graphic Elements](https://thonix.co.uk/hs-fs/hubfs/AI-Generated%20Media/Images/CRM%20Evaluation%20Stage%20with%20Hex%20Colors%20and%20Graphic%20Elements.png?width=1254&height=1254&name=CRM%20Evaluation%20Stage%20with%20Hex%20Colors%20and%20Graphic%20Elements.png) ## Evaluation Shortlisting systems, preparing for demo's, trials and the final decision [Read more](https://thonix.co.uk/crm-guide-evaluation?hsLang=en) ![Evenly Spaced Circles Around Arrowed Circle-2](https://thonix.co.uk/hs-fs/hubfs/AI-Generated%20Media/Images/Evenly%20Spaced%20Circles%20Around%20Arrowed%20Circle-2.png?width=1254&height=1254&name=Evenly%20Spaced%20Circles%20Around%20Arrowed%20Circle-2.png) ## Implementation Design and configuration through to training, testing and data migration [Read more](https://thonix.co.uk/crm-guide-implementation?hsLang=en) ![CRM Maintenance with Colorful Graphic Elements](https://thonix.co.uk/hs-fs/hubfs/AI-Generated%20Media/Images/CRM%20Maintenance%20with%20Colorful%20Graphic%20Elements.png?width=1254&height=1254&name=CRM%20Maintenance%20with%20Colorful%20Graphic%20Elements.png) ## Maintain Maintain your CRM to make sure it grows with you [Read more](https://thonix.co.uk/crm-guide-evaluation-0?hsLang=en) **Let's chat** 07793 660465 info@thonix.co.uk [Get in touch](https://thonix.co.uk/contact?hsLang=en) Thonix Limited Company number 14782190 ###### Stay in touch [linkedin-in icon](https://www.linkedin.com/in/nicolachowingsthomas/) ###### Illustration credits: [upklyak on Freepik](https://www.freepik.com/free-vector/business-teamwork-collaboration-concept_28261613.htm?query=illustrations#from_view=detail_alsolike)