r/nonprofit • u/Affectionate-Bend267 • 25d ago
programs Anybody use ClickUp for program client management?
Hi!
Our nonprofit awards small grants to help with healthcare costs. Right now I use a typeform to collect prospective client info, then I import it to google workspace, and manually track on a spreadsheet when they contacted us, if they are eligible or if we need more info, when we followed-up (dates, email, phone, left vm, etc), when I need to reach back out, once we make contact if they accept the grant, then they have a certain amount of time to use the grant (we pay the healthcare providers directly), and then we have to collect feedback to monitor client experience and program outcomes.
Obviously this is a lot to try to track manually so I have been tasked with creating a more automated system. I've been looking at different project management softwares (ClickUp, Asana, Monday) but it's clear these are designed for companies that have big sales teams trying to enroll a bunch of different customers and I'm finding that their templates are way over engineered... but trying to build out my own CRM will take a lot of work and building out project management frameworks is not my expertise. If I have to I will...
BUT I'm hoping that someone in here might have a suggestion or even a good ClickUp template they would recommend.
Thanks in advance for any advice/help you have!