Platform-Agnostic CRM Selection Consultant (Advisory Only)

We are seeking an independent, platform-agnostic consultant to advise on CRM selection, not implementation. This engagement is strictly focused on evaluating CRM options and delivering a clear, written recommendation. We are not looking for a consultant tied to a specific CRM platform or anyone pitching follow-on implementation work as part of this project. Scope of Work Review current workflows across fundraising, partnerships, research operations, communications, and reporting Define functional requirements and constraints Evaluate multiple CRM platforms (e.g., Salesforce, HubSpot, Zoho, nonprofit-specific CRMs, or hybrid approaches) Compare options based on: Total cost of ownership Reporting and analytics needs Data governance and security Scalability without overengineering Ongoing staffing and admin burden Deliver a concise written recommendation that includes: Top 1–2 platform recommendations Rationale and tradeoffs High-level implementation considerations Clear risks and “what not to build yet” Explicitly out of scope: Vendor resale, referral, or commission-based relationships Ongoing CRM administration Additional Notes This is a short-term advisory engagement that ends with a recommendation deliverable Any future implementation work, if pursued, will be scoped separately Required Experience Demonstrated experience advising across multiple CRM platforms Ability to provide unbiased, platform-agnostic recommendations Experience with nonprofits, research organizations, or complex stakeholder environments Strong written communication and decision-support documentation skills Apply tot his job