Hi I work with content management systems, so I know the basics of installing systems like SugarCRM. I am just not sure on the features etc. A friend has asked me to help set this up, as they work for a non profit organisation - I would like to help them free of charge. Their requirements are as follows: Will SugarCRM be right for this. Generally: -sending mass emails to targetted mailing lists, in a few simple steps - tracking the results and success of how these mails were received - logging calls and emails - to measure when follow up is needed in terms of rsvp and ticket payments of events, press invites, getting money from sponsors and donors - sharing some documents on the crm - logging meetings so that visible to the team - sharing info on events (we currently do this in google docs) time, type of event, cost, venue etc -sending a monthly or every 2 months newsletter to 4500 contacts -sending info on shows to targetted people on database 1-3 times a month -sending thank-you letters to targetted people on database (specific mailing list) -sending reminders to make payments -mail press to come to events What concerns me is - if we create a lead form to put on their website. We need to be able to add people to certain mailing lists (target lists?) based on what they fill in on the form. For example - potential sponsors Where I am confused: They are going to have to send out a bulk email asking around 4000 people to update their information. I have created a lead form with various options and check boxes for fields like: - potential sponsors - board member - advisory committee - students - parents of students Contacts or leads must be added to different lists based on which check boxes they fill in. So if someone checks the box 'potential sponsors' they need to be added to this list, then we must be able to send out a bulk email to all of the potential sponsors. Someone might for instance choose 'potential sponsors' and 'parents of students' - then they must be added to both those lists. Will SugarCRM work, or can you suggest something better? I have asked here: http://www.sugarcrm.com/forums/showthread.php?p=232276 Thanks Dylan