CRM for Nonprofits
Raise more money, motivate volunteers, and grow strategically with CRM for nonprofits
Nonprofits rely on the goodwill of others. Donors, volunteers, beneficiaries, and board members—to 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.
A nonprofit CRM system lets you see all of your relationships in one centralized database. The record can include a wide variety of information, such as name, donations, preferences, and whatever else is vital to that relationship. Instead of a thick file folder, you have a clean, interactive digital record. Best of all, you can access and update the record from a mobile device. At your next fundraiser, every detail about your donors will be at your fingertips with a CRM app.
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.
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, many CRMs for nonprofits are free. You don’t need board approval or to cut costs elsewhere to deploy a CRM. In fact, most organizations save money with a CRM system, as it reduces paper, increases donor retention, and makes staff and volunteers more efficient.
Save 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.
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.
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
● Donation campaigns
● Membership renewals
● Intelligent chatbots
● Knowledge base
● Online calendars
● Surveys and petitions
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.
Serve Your Mission Better with a Nonprofit CRM
Simply put, a CRM for nonprofits 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.