Datrm.in

Niche CRM

Updated November 28, 2018

8 updates


SCORE BREAKDOWN

User Interface

25/25

Cost

23/25

Differentiation

22/25

Effectiveness

20/25

Pros

  • Lightweight, browser-based
  • Donor focused
  • Scalable pricing

Cons

  • No live support functionality
  • Small dev team
  • Lacking key financial integrations

Built by developers with political campaign experience, Flat Creek’s flagship product, known as Datrm.in (pronounced “determine”), is a tool unlike any other on the center-right. Though the concept behind Datrm.in isn’t unique to Flat Creek, the company has managed to provide a Silicon Valley-grade CRM tool for campaigns of all types.

A DRM, not a CRM

Datrm.in has a focus on donor relationship building. Originally developed as a solution to manage essential financial functions for Flat Creek’s political clients, the platform evolved into a modern solution for streamlining donor relations.

Add the functionality of traditional CRM software (correspondence tracking, interactions, etc.), Datrm.in is ideal for small and digitally-native campaigns to solicit donor-related workflows. Due to this, the developer stated that Datrm.in is more of a donor relationship management (DRM) tool than a traditional CRM. Traditional CRM software, such as Zoho, Salesforce, and Agile, offer holistic approaches for multi-dimensional functionality. Rather than conflating user experience and diverse applications, Datrm.in remains a dedicated solution with a specific target audience.

Lightweight and easy to use

One of the high marks for Datrm.in is its lightweight nature. To our understanding, Datrm.in serves as the necessary stacking of multiple moving parts. Given that campaigns rely heavily on various platforms and vendors for their technology stacks, the functionality of cross-integration and software connection is essential. Datrm.in has integrated with mainstream email service providers (i.e., Mailchimp, Constant Contact, etc.) and center-right data warehouses (i.e., i360, DataTrust, and L2 Political), among other vendors, to provide an integrated experience.

Datrm.in also is user-friendly, navigable, and an excellent tool to learn for the technologically illiterate. Being a browser-based solution also provides flexibility for users to access the platform with internet connections.

Mobile, Twilio, and integrations

Datrm.in has terrific functionality on mobile devices. Like the platform on a desktop browser, Datrm.in requires very little connective data use to function. The other high mark with this platform is the integrations with Twilio. Twilio offers open API and software connectors to create cloud-based telephony and texting solutions.

The dev team for the platform did just that by integrating Twilio text functions into the DRM dashboard. Under each profile, there are phone numbers attached to call and texting services to streamline in-platform donor calls.

The platform integrates with Zapier for custom connections with other platforms, and Datrm.in’s team is also developing more boutique options for integration while offering API keys unique to a user license. One issue is the lack of combinations with financial management software. Datrm.in has integration with Anedot, a popular center-right payment processing platform, but integrations with Quickbooks and similar tools are lacking.

Support regime

Datrm.in employs HelpScout as the in-platform support ticket management tool. Once a user clicks on the help button at the bottom right corner of the dashboard, the inquiry goes directly to the dev team. The dev team follows up via email and typically resolves most issues through that medium.

The platform lacks live support, a potential issue for users needing more immediate resolutions; however, the dev team informed Telegraph that ticket resolution is expedited for small groups. The goal is a 15-minute initial response with resolution in 12 – 48 hours. There is also a knowledge base and a start-up “tour” for new users.

Pricing

Datrm.in has a progressive payment structure. First, users can create unlimited accounts for free. Once an account is created, users have a 14-day free trial. At the end of that trial, pricing is determined on the number of contacts in the platform.

For $18 per month or $168 annually, an account can have up to 1,000 contacts. From there, the tiers increase by several thousand contacts. At the highest level, campaigns using Datrm.in with over 500,000 contacts costs $880 per month or $8,448 annually. Plans are adjusted to data and contact increases automatically providing user discretion and flexibility.

What we think

Datrm.in should be used by small campaigns due to the flexibility and scalability. Large campaigns can benefit too; but, Datrm.in has a target market focused on smaller groups. Given the lightweight nature of the tool and the flexibility of the pricing structure, organizations that deploy Datrm.in won’t have many complaints. Plus, users can’t dismiss the other features that this platform offers.

There’s task management, collaborative functions for teams, Google Maps integrations for updated locale information, and so much more. But, keep in mind that Datrm.in serves as a panel to unify and streamline the workflow components of existing technology stacks. It has its limitations, but the future is bright for Datrm.in.

If you have any feedback on this review or you would like to suggest an app for us to review, please drop us a note – telegraph@joinlincoln.org.


Screenshots

SCORE BREAKDOWN

User Interface

25/25

Cost

23/25

Differentiation

22/25

Effectiveness

20/25

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