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Vendor Webinar: CRM for Grantmakers: It's about More than Relationships
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Vendor Webinar: CRM for Grantmakers: It's about More than Relationships


When: Thursday, June 1, 2017
2:00-3:00 pm ET
Where: via Webinar
United States
Henry A. Bromelkamp
Lisa Pool

Registration Information
Online registration is closed.

CRM for Grantmakers: It's about More than Relationships


This is a vendor-led webinar with Henry A. Bromelkamp, President, Bromelkamp Company LLC

Grants management systems have existed for several decades, but many have not evolved beyond the routine tasks of recording and processing transactions. The newest technologies available not only allow you to manage transactions but also document and help cultivate relationships with grantees, collaborators, donors, and other stakeholders. CRM (Customer Relationship Management) systems come in various shapes and sizes, but the best among them offer several core functions to take your grants program to the next level: relationship-focused activity tracking, automated workflows and robust integration with office software and third-party data. Join Henry A. Bromelkamp for a conversation about how your grants management can go beyond transactions and help you build your community.

Participants will:

  • Gain an understanding of how Customer Relationship Management (CRM) applies to grants management
  • Learn how a CRM system can be used to increase efficiency
  • See how CRM integration can streamline data management 

Directions for joining the webinar will be sent to registered attendees just prior to the webinar.

 Webinar Recording & Presentation

After the webinar, TAG members may download the presentation and view a recording by visiting the Webinar Resources Archive.


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The Technology Affinity Group (TAG) is a 501(c)(3) non-profit membership organization that promotes the power of technology to advance the goals of the philanthropic sector.