Often, the Contact Us page of a website only sends an email to a staff person. It is much more logical for the Contact Us form to send the person’s details into the CRM, add the person’s record to the CRM if they do not already exist and then send an email to the relevant staff with a link to the record in the CRM. Even better, if someone makes a donation on the website, the person, donation information and payment confirmation are sent to the CRM, the person added and the donation recorded against that person and an automatic thank you email sent. Then, the magic happens, the transaction is passed from the CRM into the financial accounting system ready for bank reconciliation. All without a staff person lifting a finger.