[Hidden-tech] using Google Suite for a small non-profit? +CRM?

[Andrew Bellak]

Howdy HT,

I'm the current President of the Pioneer Valley Estate Planning Council.
We're a non-profit (not for profit?) member organization of mostly estate
attorneys, CPAs and financial advisors around continuing education.

https://www.pvepc.org/

We're wondering if Google Suite might be a good tech solution for us. We
may have an administrator that changes from time to time and we want
something transferrable/shareable among the leadership. We believe it's
free for non-profits.

We need some file/folder storage and maybe a CRM. I know G Suite does not
include CRM so we're open to budget friendly ideas.

Thanks,
Andrew


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Andrew Bellak

Partner | Wealth Advisor

Perigon Wealth Management

O: 413.306.3244 x.1

text:  413.430.6570

E: andrew at stakeholderscapital.com

Amherst MA | San Francisco | Santa Monica


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