Raise more money, motivate volunteers, and grow strategically with CRM for nonprofits

CRM Software for Nonprofits

Nonprofits rely on the goodwill of others. Donors, volunteers, beneficiaries, and board membersto reach your goals, you need to build relationships with them all. This is where a nonprofit CRM can help. CRM is designed to create and manage stronger relationships. It can also organize relationship data to help you spot trends, market effectively, and forecast for the future.

Best of all, there are many free and low-cost CRMs available. You can invest in better relationships without hurting the bottom line.

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Features specific to nonprofit CRM

- Donor management

A nonprofit CRM system should include robust donor management capabilities, which include storing donor contact details, recording donations and contributions, and overseeing donor involvement with your organization.

- Volunteer management

Incorporate functionalities within your nonprofit CRM to effectively oversee your volunteer program. These capabilities should include volunteer recruitment, logging volunteer hours, task assignment, and communication with your volunteers.

 

- Event management

The event management functionality in a nonprofit CRM system consolidates all your essential tools in a single location, whether you're hosting virtual or in-person events.

- Fundraising management

A nonprofit CRM system assists you in managing your fundraising campaigns, which involves establishing objectives, monitoring progress, and producing comprehensive reports regarding your fundraising effectiveness.

 

Top CRM Software for Nonprofits

TOP RATED
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HubSpot partners with 4,000+ nonprofits around the globe to scale meaningful change. Save 40% on the tool that scales your marketing, improves SEO, simplifies reporting, and engages core audiences—all in one place.

4.9

Started at: $9 user/month
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Salesforce facilitates fundraising, program management, grant management, marketing, and of course, donor management. You get to measure, track, and update data across all aspects of nonprofit operations and management.

 

4.4

Started at: $25 user/month
clickup logo

Manage projects at your nonprofit agency with ClickUp. Simple to use and free to Get Started with all the features you need. A highly intuitive tool, ClickUp makes it easy for nonprofits to assign tasks to team members and volunteers.

4.4

Started at: $7 user/month
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FAQs

What is a CRM for nonprofits?

A nonprofit CRM is a tool that aids nonprofits in better understanding and maximizing their donor connections. The program, sometimes known as a “Constituent Relationship Management” system, is similar to a nonprofit database or a donor management system in that it organizes donor data, recognizes donor trends, and provides recommendations to boost the possibility of future donations.

How much does a nonprofit CRM cost?

Nonprofit CRM software ranges in price from $9 per month to $499 per month. The cost of your charity organization’s software will be determined by the number of users necessary, the number of programs required, and any customization or services, such as continuous maintenance, that are required.

How do nonprofits use CRM?

To remain relevant as an organization, nonprofits rely on long-term connections with contributors. And, because of streamlined communication, personalized content, and data-rich reporting, a nonprofit may easily create deep ties with members and donors with the correct CRM solutions.

How do I choose a nonprofit CRM?

We’ll cover eight important factors to consider when choosing a nonprofit CRM, including:

  • Begin with a CRM strategy for nonprofits.
  • Obtain feedback from several departments inside the organization.
  • Determine how many employees will require access to your CRM.
  • Count the people you’ll be storing in your CRM.
  • Think about what you’ll need to get your CRM up and running.
  • Examine the differences between CRM connectors and built-in functionality for nonprofits.
  • Examine the communication needs of your nonprofit.
  • Consult with your nonprofit CRM provider.

Does a nonprofit need a CRM?

Yes, CRMs for Nonprofits are more important than ever before! Whether you’re wanting to improve the way you use your current CRM or you’re looking for a new one, a CRM can undoubtedly assist you in strengthening and growing important relationships and opportunities that support your purpose.

What does a CRM do for nonprofits?

CRMs are used by nonprofits to keep track of their connections, sponsors, and other supporters. It’s a central repository for their data, which can be used to better understand and maximize donor connections. You can not only track the donations that come in, but you can also learn more about the donors.

Why is this helpful?

Relationships are the backbone of nonprofits. Volunteers give their time. Donors give their money. And much of this comes down to the strength of your relationship with them. The nonprofit CRM lets you keep track of everything about your relationships. That’s a huge benefit whether you’re managing dozens or thousands of people.

CRMs are commonly used by nonprofits for a variety of reasons, including greater overall organization, CRM for small nonprofits, data storage, and the ability to leverage their data to establish and strengthen donor connections.

Nonprofit CRM platforms allow nonprofits to consolidate their data, making it more digestible, so they can more effectively use their data to fully grasp the strengths and limitations of their connections and plans.

Client management software for nonprofits is critical for NGOs because it calculates the level of future involvement with donors based on recent interactions. While the program can’t foretell the future, its insights on donors’ preferences and interests can help your organization enhance outreach methods and plan future fundraising strategies for greater profit.

Free Nonprofit CRMs

Nonprofits are constantly struggling to do more with less. Your ability to cut costs and find money make the difference between mission success and failure. Fortunately, there are free CRM for nonprofits. You don’t need board approval or to cut costs elsewhere to deploy a free CRM software for nonprofits. In fact, most organizations save money with free nonprofit CRM , as it reduces paper, increases donor retention, and makes staff and volunteers more efficient.

Time with a CRM for Nonprofits

CRM also saves you and your staff time. Data isn’t spread across business cards, notes, files, emails, and lists. It lives in one place-your nonprofit CRM. Everyone can access it to serve patrons efficiently. You spend more time serving your mission versus searching for files.

Spot Trends

A nonprofit CRM also lets you manage your data at the macro level. You can look at behavior over time. Maybe volunteer hours tend to drop off every summer. Perhaps, donors give less in the spring. You can forecast these shortfalls and work to find a solution.

Nonprofit CRM Software Features

If you’re seeking a CRM for your nonprofit, here are some key features to look for.

1. Donor Relationship Cultivation Ability
The greatest CRM for nonprofit organizations, of course, will actively assist organizations in cultivating donor relationships.

2. Features of Donor Management
It’s critical to let donors know how much your organization values their contributions if you want them to become devoted supporters.

3. Email Integration
Not-for-profit CRM, like for-profit organizations, are using technology to help them function more efficiently. Many NGOs, for example, are increasingly relying on email for communication.

4. Features of Automation
Too many NGOs squander time managing donors and donations by hand. Tasks may be readily automated and workflows can be streamlined with the correct CRM systems for nonprofits.

5. Integration with your accounting software
Accounting software is just as good as the data it can collect. Nonprofit employees and volunteers frequently have to manually copy data from a system that gathers contacts and donations into accounting software. This is time-consuming and can result in data entering errors.

6. Accessible Mobile Interface
These days, people like to be able to work anywhere from any device — and nonprofit employees are no exception.

Automation

It may sound counterintuitive, but automation tools can help you build stronger relationships with your base. They aren’t meant to replace human interaction-they give you more time for it. With a nonprofit CRM, you can automate tasks such as:

● Save-the-date messages
● Social media campaigns
● Newsletters
● Donation campaigns
● Membership renewals
● Intelligent chatbots
● Knowledge base
● Online calendars
● Surveys and petitions
● Reminders

A CRM for nonprofits can handle tedious tasks giving you more time to attend fundraisers, recruit board members, and encourage volunteers.

Personalization options ensure you don’t sound like a robot. A nonprofit CRM can sort your database by almost any category you can think of. For example, you could have a tag for why they joined your organization and use it to segment your next marketing campaign. You get a pitch that speaks directly to their values versus sending a global campaign.

You can also add their name to every communication. The merge feature retains your personal touch for donor outreach.

Compare Nonprofit CRM Software

Because there are so many nonprofit CRM features, options, and offers to consider, selecting the best CRM software for nonprofits can be tough. Using our CRM Comparison Tool, on the other hand, will assist you to shorten the choosing process by allowing you to find all critical applications in one spot.

Serve Your Mission Better with a Nonprofit CRM

Simply put, a nonprofit CRM solutions helps you build meaningful relationships. By keeping data organized in one place, you create stronger ties to your volunteers and stakeholders. And automating repetitive processes gives you more time to serve the cause you believe in. A CRM can transform your nonprofit, often without any added cost.

What Is Nonprofit CRM Software?

A CRM solutions for nonprofitsis a tool that aids nonprofits in better understanding and maximizing their donor connections. The program, sometimes known as a “Constituent Relationship Management” system, is similar to a nonprofit database or a donor management system in that it organizes donor data, recognizes donor trends, and provides recommendations to boost the possibility of future donations.

A CRM stands for “Customer Relationship Management” in the business world. It functions similarly to a CRM nonprofit software, except instead of managing donor relationships, it manages customer relationships. Some cloud-based nonprofit CRM systems can serve both nonprofits and for-profits, but it’s always better to have a specialized system for your organization.

What Challenges Nonprofit CRM Software Can Solve

There are three major challenges of CRM for nonprofits open source you can face:

Challenge 1: Workload

The majority of your administrative activities are likely done by hand. You might have a paper with a list of donor contact information or timesheets for volunteers to fill out after each shift, for example. These disparate data-gathering strategies wind up piling up extra work on your desk at the end of each day.

Challenge 2: Data You already know that looking back on your prior experiences is crucial to making good judgments. 

You’d like to implement evidence-based decision-making at your company, but you’re not able to use the data you collect to do so.
You’d like to implement evidence-based decision-making at your company, but you’re not able to use the data you collect to do so.

Challenge 3: Growth

You want to expand your organization’s funding and outreach capabilities, but you’ve hit a snag. You are unable to focus on growing your organization with the help of CRM software for nonprofit organizations and expanding your outreach due to a lack of time and data.

 Who Uses Nonprofit CRM Software?

A non-profit organization (NPO) is an organization that does not have profit making as the main goal of its activity and does not distribute the profit received among its participants. Nonprofits have their own set of contact management needs, so it's critical to find a CRM platform that will ensure your goals are met.
With the right nonprofit CRM software, you can manage your stakeholder relationships, record interactions with them, and track donations, communications with sponsors, event attendees, and volunteers.

Primary Benefits

There are many CRM tools and features that are useful for non-profit organizations. It can organize a list of donors, create outreach campaigns via email or social media, plan events, process fundraising payments, and more. CRM automation also takes care of repetitive administrative tasks, freeing up time for nonprofit workers.

Key Considerations for Buyers

For the non-profit industry, including charities, outreach programs, NGOs, community organizations, and political movements, CRM is incredibly useful. First of all, you turn your CRM marketing tools into fundraising. Nonprofit CRM helps you create campaigns, spread the word, reach potential donors, organize donations and gifts, and engage your audience with your organization's message and branding. Many great non-profit CRMs also do robust event management, both in real life, online and in hybrid.

Like any great CRM, non-commercial management platforms run on workflows and automations, both built-in and with the ability to create and share new ones. For the non-profit industry, this can handle lead journeys, trigger events like email tracking or appointment reminders, track email or social media open and click rates, and generate scheduled reports on key fundraising metrics.

Final Thoughts

More people will advance the development of philanthropic causes and events with nonprofit client management software. Any of these  tools for managing nonprofit organizations can be the best option for your company. Every CRM system has inherent variances (including price variations) that let each firm pick the one that best suits their needs. Define the functions that your nonprofit cloud must carry out before choosing it. After carefully weighing the advantages and disadvantages of each system, pick the best one for you.

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