The Men's Table provides excellent community service leveraging Zoho

The company

Founded in 2019, The Men's Table aims to create a unique environment where men can speak openly about their lives, challenges, highs, and lows with a trusted group of peers. By conducting casual in-person meetups, The Men's Table fosters a sense of belonging, community, peer support, and camaraderie that many men in society often lack. Operating across Australia The Men's Table has built a strong network of support for men, and has plans to expand their Tables to help as many people as they can.

The challenge

Initially, The Men's Table managed all their business data using spreadsheets. However, as the program gained popularity and more men joined, the volume of data grew exponentially. Managing, updating, tracking, and analysing this data became increasingly difficult and cumbersome. Additionally, monitoring the grants received from the government and other funders was challenging. Given the sensitivity of the personal data they handled, it was crucial to adopt a reliable CRM system that ensured data confidentiality and efficient operations. Recognizing these needs, the team decided it was essential to implement a robust CRM solution.

The solution

Watch the video to discover how Zoho CRM became the cornerstone of The Men's Table's operations:

• Custom CRM layout: Using Zoho CRM's Canvas feature, The Men's Table designed a custom CRM layout without writing a single line of code.
• Data integrity: Zoho CRM ensures data integrity and provides the ability to trace the root cause of any data modifications.
• Event management: The Men's Table uses Zoho CRM to record and maintain all events as well as analyse member participation and roles.
• Automated marketing: The Men's Table automates marketing activities like sending newsletters to potential members, active members, and funders.
• Funding management: They manage their funding using the Deals module, analyse funding pipelines to understand cash flow, and devise strategic actions accordingly.