Hart Square UK office +44 344 567 8790

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Working exclusively with not-for-profit (NFP), professional membership and fundraising organisations, charities, trade associations and the education and healthcare sectors.

CRM and Technology Consultants

Don't rely on luck to grow your organisation....

Seek independent advice and plan your growth effectively!

See our Services

  • Technology Audit
  • Business Process Review
  • CRM & Technology Strategy
  • Digital Strategy
  • Vendor Selection
  • Implementation Support
  • Onsite Training
  • Ongoing Strategic Support

    We can access the whole market and will find the right solution for your organisation...

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    Independent CRM and Technology Consultants

    Hart Square provides consulting services to not-for-profit (NFP), professional membership and fundraising organisations, charities, trade associations and the education and healthcare sectors. We believe that Customer Relationship Management (CRM) is a combination of strategy, people, processes and culture, underpinned by technology. We strive to help you maximise your investment in CRM and associated technologies within your organisation by offering a wide range of consulting services that range from Business Process Reviews to Technology Audits, Vendor Selection, Implementation Support, Strategies and Training.

    Working in Partnership

    At Hart Square, we’re renowned for building close, long-term working partnerships with our clients. We aim to fully understand and meet their challenges, and whilst we have particular expertise in CRM systems, we can advise on and integrate a wide range of associated technologies, including web, CMS, Events, LMS and finance.

    Our unique expertise, combined with our complete independence and objectivity, means we can evaluate and deploy a complete end-to-end solution for our clients to meet their specific requirements and budgets.

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    Our Latest Articles

    What’s the ‘value’ of CRM – and how can it help you?

    John O’Brien explains the importance of CRM in membership organisations, and how they can be used to help your members. Membership organisations today have moved on dramatically from where...

    The membership dilemma - segmentation or ‘one size fits all’?

    Experienced membership professional John O’Brien talks through the benefits of segmentation. Many membership organisations want to address their entire membership, but that is not necessarily what members want. That’s...

    On-boarding – how to ensure CRM success in your organisation

      John O’Brien, experienced membership professional, explains how to ensure CRM success within your organisation. Everyone needs to be on board with a new CRM (Customer Relationship Management) system....

    Free Resources and Reports

    Developing a CRM Business Case

    Writing a CRM case

    15 Steps to Success

    Google Guide for NFPs & Associations

    Google eGuide for NFP's and Associations

    A Beginners Guide to Google

    Choosing a CRM supplier

    Choosing a CRM supplier

     Key Questions to Ask

    Some of the clients we are proud to have worked with…

    Our Latest News


    Hart Square helps IPF invest in new CRM

    Hart Square has helped The Investment Property Forum (IPF), an individual members’ organisation for those operating in the property...

    LCCI replaces CRM after 25 years

    Hart Square is working with London Chamber of Commerce and Industry (LCCI), the capital’s largest independent networking and business...

    Royal College of GPs completes end-user training

    Hart Square has delivered six bespoke Integra training sessions to 43 members of The Royal College of General Practitioners...

    ACU renews Integra Support Service

    ACU renews Integra Support Service The Association of Commonwealth Universities (ACU) has renewed Hart Square’s Support Service, which includes...