What to Look for When Choosing a Client Management System with Esmeralda Thornton
One of the most frequently asked questions is about client management systems or CMS. In fact, I see it all the time on social media. Asking which CMS you are using. Why do you like that one? What's the best one? So of course, I thought, why not do one of the first episodes in this podcast series on client management systems? And I just happened to know a Queen Guru on client management system, Esmeralda Thornton. So in this episode, Esmeralda is answering questions like what features should you look for when choosing a CMS or the most common mistake made when using a CMS. All of that and more on today's episode.
Here is a sneak peek of the convo:
[04:30] What a client management system is and what are the benefits of having the right CMS.
[10:10] The key features that a nonprofit should consider when choosing a CMS.
[15:45] A great feature to make getting documents from clients when doing remote counseling.
[24:27] The most common mistake nonprofits make when using a CMS and how to fix it.
Links Mentioned in Today's Episode: