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Free Trial FAQs

  • How does the Free Trial work?

    Just give us some quick information about you and your organization, and we’ll let you try us out for free for 30 days! Once you’ve signed up, you will have access to our trial system where you can enter actual donor information and walk through the features and see just how effective Fundly CRM can be for your organization. Now THAT’s easy!

  • Who will help me if I have questions?

    Our knowledgeable, experienced, and dare we say enthusiastic, Sales Team is available to help you with any questions you have about the system. And if you decide to jump in and purchase a subscription, they can help you with that, too! You can reach us at 707-929-3563 or email us at

  • When my 30-day Free Trial is over, do you just drop me?

    If you like Fundly CRM, and we hope you do, you will then have the option to buy – and we even make it easy with five subscription levels to match your budget and data needs. 

  • How safe is my data?

    We pride ourselves on our data security, so you can rest assured that your data is safe and sound. In addition, we will never sell your data – you own it and we respect that.