Unlike commercial CRM software, nonprofit CRM software is a platform that enables charitable organizations to understand, establish, and maintain long-term relationships with their donors. Though nonprofit organizations don’t intend to make profits, they would prefer the best nonprofit CRM software tools for collecting a wide range of information about their existing and current donors. The organizations use nonprofit CRM for fundraising and donor management for task automation, accessing donor information quickly, maintaining contact records and setting task reminders, performing analytics, and generating reports. Nonprofit CRM also helps the organization raise funds by helping them to prospect the donors who would lend them an enormous amount of money and by showing their connection to each other via insights. The CRM software, if used for nonprofit organizations, would enable you to approach the donors at their time. For more information, check the list of top CRM systems for nonprofit organizations to pick the right one.
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List of Top Nonprofit CRM for Fundraising and Donor Management
1. Pipedrive – Best CRM Software for Nonprofits
About Pipedrive: Pipedrive is the best CRM software for any sized business. With a clear dashboard, easy-to-use features, and an expansive library of integrations with other apps, it’s the perfect CRM for anyone who wants to be more productive with their business strategies. Pipedrive provides the easiest way to manage your business and customer relationships. With its intuitive interface, advanced filtering tools, and powerful reporting capabilities, this CRM eliminates a lot of the hassles that come with keeping up with current opportunities.
Pipedrive Features: Contact Management, Activity Management, Event Management, Campaign Management, Donor Management, Committee Management, Fundraising Management, Grant Management, Membership Management, Volunteer Management, Third-Party Reporting & Analytics
“Using Pipedrive’s CRM is one of the best decisions we’ve ever made. We’ve seen our annual revenue explode, and the outlook just keeps getting sunnier” – Mitchell Workman
501 – 1000
2. Salesforce Nonprofit Cloud – Build relationships that drive change
About Salesforce Nonprofit Cloud: Salesforce CRM is a software company that offers cloud-based customer relationship management solutions for small, medium and large businesses. Salesforce CRM manages the company’s relationships with current customers as well as potential customers and partners. Salesforce offers a range of features including phone, email, chat, social media monitoring and enterprise content management. The solution is available in numerous languages and offers thousands of plugins, including those that extend the system’s functionality beyond basic CRM to business analytics, email management and marketing.
Salesforce Nonprofit Cloud Features: Contact Management, Activity Management, Event Management, Campaign Management, Donor Management, Committee Management, Fundraising Management, Grant Management, Membership Management, Volunteer Management, Third-Party Reporting & Analytics
“With Salesforce, we’re building a unified information source to help us reimagine collaboration across our entire platform. This will enable NBCUniversal to continue delivering the highest level of transparency, insights, and results for our customers.” – Linda Yaccarino
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3. Bloomerang – Grow a stronger donor community.
About Bloomerang: Most nonprofits prefer to use this easy-to-use donor management software. Bloomerang is a Nonprofit CRM Software designed to help nonprofits improve their giving experience and raise more funds. This system allows donors to quickly raise money online for your cause through a seamless experience. If you are new to fundraising software, the platform provides a Buyer’s Guide. Moreover, the software has built-in access to a donor database of multiple non-profit trusts.
Bloomerang Features: Contact Management, Activity Management, Event Management, Campaign Management, Donor Management, Committee Management, Fundraising Management, Grant Management, Membership Management, Volunteer Management, Third-Party Reporting & Analytics
“Fundraising is really ‘Relationship Raising.’ As nonprofits, we want our donors to fall in love with our mission. Bloomerang helps make that happen and simplifies the journey from prospects to donor engagement.” – Tayyab Yunus
201 – 500
4. Kindful – Raise more. Grow more. Do more.
About Kindful: An innovative nonprofit CRM software that is required by every company for bringing an improvement in the process of donation. There are simple, effective and, integrated tools in this software that helps the company in raising funds. Other features of Kindful software are communications with the donor, focused on the front line workers, managing the donations, keeping track and periodical reporting of donations, and many others.
Kindful Features: Contact Management, Activity Management, Event Management, Campaign Management, Donor Management, Committee Management, Fundraising Management, Grant Management, Membership Management, Volunteer Management, Third-Party Reporting & Analytics
“The transaction fees are also less than we were paying previously so we are able to keep more of the donation! Also, we love the feature that gives people the option to cover the transaction fee. About 75% of our donors do cover the fee,” – Kiana Brown
201 – 500
5. monday.com – Best Non-profit CRM software for fundraising
About monday.com: monday.com offers businesses an opportunity to save money on the cost of a dedicated tech team and system administrators by building their own CRM system around their company’s existing services. monday.com markets itself as a fully customizable CRM platform, making it easy for business owners to build and expand their own businesses without having to invest in dedicated staff, or extreme computer skills. monday’s software is designed to be highly intuitive and user-friendly, making it possible for the average business owner to set up a system in one day.
monday.com Features: Contact Management, Activity Management, Event Management, Campaign Management, Donor Management, Committee Management, Fundraising Management, Grant Management, Membership Management, Volunteer Management, Third-Party Reporting & Analytics
“monday.com CRM has opened countless doors of opportunities that we never had before. We were able to customize the CRM on top of monday.com Work OS to fit the needs of our day-to-day activities.” – Kyle Dorman | Operations Manager at Ray White
1001 – 5000
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6. Zoho CRM – Heal the world with an integrated CRM for Non-profits
About Zoho CRM: Zoho CRM is a cloud-based platform that helps you organize your business and track your projects. It comes with a variety of features; this CRM has made it possible for anyone, regardless of their experience or level in their field, to manage their business effectively without having to worry about anything else. Zoho CRM offers numerous features to manage sales and business where you can find process management, sales enablement, sales forecasting, marketing automation, customization, team collaboration, etc.
Zoho CRM Features: Contact Management, Activity Management, Event Management, Campaign Management, Donor Management, Committee Management, Fundraising Management, Grant Management, Membership Management, Volunteer Management, Third-Party Reporting & Analytics
“With Zoho CRM, we experienced a 65% increase in our sales pipeline. We also managed to reduce our lead to real prospect time by 60%, which is huge. I would definitely recommend Zoho CRM to companies that are experiencing complexity with sales and marketing and witnessing rapid growth.” – K.C Watson
5001 – 10000
Not provided by vendor
7. DonorPerfect – Flexible Fundraising Constituent Relationship Management
About DonorPerfect: DonorPerfect is a Nonprofit CRM Software that manages fundraising, donor, and donation data for thousands of nonprofits of all types. You can use it to manage donor, volunteer, foundation, and other constituent relationships. The DonorPerfect Fundraising CRM solution aims to assist nonprofits in achieving these goals. It’s easy, flexible, and cost-effective to manage constituent relationships and raise more money with this nonprofit CRM solution.
DonorPerfect Features: Contact Management, Activity Management, Event Management, Campaign Management, Donor Management, Committee Management, Fundraising Management, Grant Management, Membership Management, Volunteer Management, Third-Party Reporting & Analytics
“I would recommend DonorPerfect definitely because it is a comprehensive kind of software that you can use not just to track your donors, but for hard data, interpretive data, and doing all the task work (associated) with being an organization that accepts donations” – Jana Ulven
201 – 500
8. Funraise – Manage donor details and automate workflows.
About Funraise: Funraise is a non-profit CRM Software that makes a perfect companion for chaotic non-profits. Highlighting features includes email automation, donor management, wealth screening to access donor capacity, donor database, and reports to see critical insights essential for growth. Funraise also integrates with email marketing platforms like Klaviyo, Constant Contact, and MailChimp.
Funraise Features: Contact Management, Activity Management, Event Management, Campaign Management, Donor Management, Committee Management, Fundraising Management, Grant Management, Membership Management, Volunteer Management, Third-Party Reporting & Analytics
“We were facing the unknown in 2020. Funraise’s partnership opened a path for massive growth and enhanced our stewardship of donations of all sizes.” – Ben Debayle
51 – 200
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9. Virtuous – Build lasting donor relationships with Virtuous
About Virtuous: Virtuous is a fundraising, nonprofit CRM software that focuses on creating responsive experiences. It also helps in building trust and increasing experiences for the company. Volunteer mobilization, processing of payments, connecting with the supporters, reducing time for admins, and designing personalized journeys for donors are some of the unique features provided by the software.
Virtuous Features: Contact Management, Activity Management, Event Management, Campaign Management, Donor Management, Committee Management, Fundraising Management, Grant Management, Membership Management, Volunteer Management, Third-Party Reporting & Analytics
“Virtuous truly understands nonprofits and the importance of our mission. And their open access to data and built-in custom reports gave us access to the data we need.” – Todd Shinabarger
51 – 200
10. Neon CRM – Designed to Support Relationships that Last
About Neon CRM: Neon CRM is a Nonprofit CRM software, a part of Neon One which caters to Non-profits of all kinds and sizes. Its features are designed by non-profit experts and consultants who are focused on the company’s success. From event management to donor and fundraising, Neon CRM has solutions for every kind of need. Built-in email marketing features, managing events, volunteers, and donors, one click, customized reports, performance dashboards, workflow automation, and software integrations- all in one place at an affordable price.
Neon CRM Features: Contact Management, Activity Management, Event Management, Campaign Management, Donor Management, Committee Management, Fundraising Management, Grant Management, Membership Management, Volunteer Management, Third-Party Reporting & Analytics
“Using Neon Fundraise is a no-brainer for me. Now a fundraiser doesn’t have to send someone to our website to donate and track that information themselves. They can customize their own page so that they can say why they’re partnering with the mission, why our mission is important to them, and brag a little if they want to about whatever it is they do. It’s a win-win for everybody.” – Victoria Weston
51 – 200
Nonprofit CRM Software Buyer’s Guide
» What is Nonprofit CRM Software?
Nonprofit CRM software is computer software that helps nonprofits manage their customers and donors. Basically, it’s also called Fundraising CRM. Fundraising CRM software helps organizations organize their work, track statistics, measure business performance, and define goals to increase efficiency. Nonprofit CRM software can be used for any industry with a customer base, not just for nonprofits.
Nonprofit CRM systems are often provided by third-party companies such as Adobe Systems or Microsoft Corporation. Both online and offline organizations can use CRM software for nonprofits. For online organizations, it is essential to mention that data entry should be done carefully to ensure the information is being entered accurately. This is because overly detailed information risks slowing down a nonprofit's activities. It is also important to note that nonprofits should separate their work into daily activities to manage their nonprofits perfectly.
As for offline organizations, nonprofit CRM systems are a great tool as they can streamline processes and ensure that tasks are done in a standard way, ensuring both efficiency and compliance. For example, the donation process can be characterized by the following questions: who, what, when, how, and where. These questions help the nonprofit organization track each donation they get securely.
Today, many nonprofit CRM software applications aim to help nonprofits develop marketing and fundraising strategies. These applications allow data to be organized into one place so that it is presented in a way that's easily accessible and digestible for management decision-making. Through CRM, donor management helps manage donor assets (donor profiles). Properly working this information is critical for all organizations soliciting donations from donors or grant proposals from funders.
» What Nonprofit organizations need a CRM system?
Nonprofit agencies and charities require a CRM system to manage data and prepare for the future, such as better understanding their customer/donor base. Here is the type of information that can be managed with a CRM:
- Keep track of donor's interests and tastes by maintaining donors' profiles
- Record contact particulars such as phone number, email address, postal address, etc.
- Record details obtained while meeting or corresponding with donors or prospective donors, e.g., general profile, interest and concerns or appreciation for the organizations, donation history (and thought about donation), etc.
- Record details about other peoples' contact with your organizations, such as where and who you met with.
- Track and manage quotes requests with quotes given by donors etc.
- Track media attention through print advertisements, email campaigns, TV/radio announcements, etc., at appropriate times, e.g., on target days in the year or when the need is greatest, like Thanksgiving Day(s), etc.
- Record staff attendance and performance, e.g., attendance levels, productivity, etc.
- Record employee expenses for reimbursement or for submitting to audit (and for expenses management)
- Tracking of products that have gone out of stock etc.
» Features of a Nonprofit CRM system
A nonprofit CRM system is a repository of information that can be accessed by members, donors, volunteers, and staff to update and manage contact data. When they are shared with other databases, it helps to accelerate your workflow by giving you the ability to coordinate between different teams of people. The following talks about some essential features that the best nonprofit CRM software should have:
› Event planning:
Nonprofit CRM system helps in event planning. Though scheduling an event is one of the significant features of a nonprofit CRM system, bringing in additional features like event registration, donations, and ticketing helps plan events well.
› Communication with volunteers:
Top CRM software for nonprofits can be used to communicate with volunteers by sending out notifications about their upcoming shifts and events they are expected to attend. The primary objective of this feature is to ensure that all your volunteers reach the venue at the correct time and perform the required job effectively.
› Volunteer management:
CRM features can be used to manage volunteers, like creating databases of qualified volunteers and assigning them to appropriate teams. It lets you control the organization and get complete reports about all your activities.
› Gift tracking:
Predictive analytics is widely used in nonprofit systems to track the data related to gifts, donations, and membership records that regular fundraisers and donors provide. This is vital because it helps you know where your sources of income come from, which makes it easy to plan and budget your operations.
› Data tracking:
Data tracking can be used to manage the information about your donors from the different departments of your organization. The data can be shared among other teams for efficient use and management.
› Mobile messaging:
Mobile messaging is not only used for giving out forms but is also essential for keeping track of volunteer updates and requests in a timely way. If updates are sent via mobile SMS, they might often be ignored by people in other parts of the world. A CRM system is not only helpful in sending out updates. Still, it will benefit more from social media sites like Facebook and Twitter, which can reach a global audience quickly with their news feed options.
› Payment processing:
Payment processing is a feature that enables online donations to your organization. This will be helpful for your organization if you have an online donation address that can accept payments in a digital format with the help of a payment processor through the website.
› Social media capabilities:
A CRM for charities can help you keep track of your website traffic and can be used for integration with social media sites like Facebook and Twitter. The data collected from these social networking sites gives you valuable information about your audience and helps provide better customer service. It gives your staff more time to focus on clients' real problems instead of leaving them wondering why they are being contacted via social media.
› Membership management:
A nonprofit CRM system can assist you in tracking membership records and events systematically. This feature is used to keep track of new members and past members who are in good contact with the organization through emails and other important information.
› Grants management:
Grants management feature is used to keep track of grants provided to an organization by different sources. When you access these data from time to time, you will have an idea about the funds received by your organization and how the money is being utilized or has been utilized to date.
› Digital advocacy:
Digital advocacy is a feature that helps motivate your audience to participate more and spread the word about your organization. Most people visit a nonprofit website because, at some point, they want to know about charity organizations. Provide information about your organization on social networking sites and a welcome page. People will be more inclined to register in your system and visit it regularly for various updates about your organization's work.
› Digital events:
Digital events feature allows you to create a calendar of your organization's upcoming events and register them. This feature helps your organization plan and organize various events like conferences, seminars, workshops, and other events that you might want your audience to participate in.
› Data analysis:
Data analysis helps foster communication and productivity among different departments, which helps improve your charity's performance and the work efficiency of other employees.
› Mobile app:
Mobile app helps in different ways, such as receiving updates and alerts while logging into the website on your phone, and also allows you to view your organizational records anywhere.
» What Benefits of a Nonprofit CRM system?
› Better Communication:
A nonprofit CRM system can help keep your donors and volunteers informed about upcoming events, new projects, and opportunities. This will help with better communication and lead to more engagement.
› Improvement in Efficiency:
A nonprofit CRM system can decrease the stress of a busy office and allow staff members to focus on work that is more important to their mission rather than mundane tasks such as data entry. This will improve communication efficiency and give staff members time to address other critical organizational goals.
› Increased Revenues:
Such a CRM system allows more efficient event logistics management, tracking potential fundraising streams, generating new revenue streams, streamlining donation processing at peak times (i.e., holidays), and more.
› Better Tracking:
CRM systems allow you to optimize the use of your resources, such as staff time, money, and other resources in your organization. This translates into better efficiency, effectiveness, and profitability performance.
› Improved Measurement:
A Fundraising CRM system allows donors to track their contributions, helps volunteers know of upcoming events, tracks how much money is still needed for an endeavor, and more. This can help provide better measurement for your nonprofit organization.
› Lower Operating Costs:
CRM systems are less expensive than hiring and managing several staff members to maintain data, track donor information, and other aspects of running your organization.
› Increased Capacity:
A fundraising CRM and donor management for nonprofits allow you to grow your nonprofit without adding more overhead costs by having the system manage much of the workflow and communication required for day-to-day operations.
› Reduced Waste:
Such a system allows you to leverage technology for a better means of reaching out to donors, volunteers, prospective and current clients, and more. This will reduce waste in terms of materials, energy, time spent on maintaining donor lists, tracking finances, etc.
» How to Choose one of the best Nonprofit CRM Software?
The key to success in any organization is your staff's ability to collaborate in one efficient system. The nature of a nonprofit organization is that people are doing their jobs for the love of what they do, which makes it all about relationships rather than transactions. This means that a CRM system tailored for nonprofits and social enterprises can help lasting benefits for an organization's volunteer base and impact community growth simply by streamlining internal communication among staff members.
Administering an efficient nonprofit CRM system is a fundamental challenge that every nonprofit organization faces. Though it may seem mundane and tedious, good CRM administration can make the difference between your organization functioning optimally and having too many bottlenecks to move the work forward. If you are looking for a nonprofit CRM system that will enable you to accomplish all of the short-term goals you have for your organization and still have time for employee volunteer projects, here are five things to consider:
› Know how your organization works
Take some time to get familiar with how your organization functions to maximize your staff members' strengths. Knowing their strengths and the tasks best suited for each can help you assign tasks that people are good at, increasing productivity.
› Learn to manage your organization’s time
When many employees have thirty active projects at once, people can easily fall behind and feel overwhelmed. The key here is to be diligent about the importance of managing your time. Make sure each person has manageable goals and a timeline for what they need to do.
› Be honest with your organization
Be honest about what you need to accomplish over a given period, and give yourself a deadline. Set weekly goals for each person so that they are always working towards something and then help them keep on schedule by being available to answer any questions they might have.
› Spend time on employee training
Good organization management means you will be training your employees regularly. Most employees need a refresher on the basics of their job from time to time, and the ongoing training will help them continue to grow.
› Return customer value
You are accountable for everything in your organization and must ensure that customer service remains high. This means being customer-focused and always thinking about ways to improve quality for current customers and develop new ones.
Of course, a CRM system will not be able to solve every organization's problem by itself, but it can be an excellent tool for helping people get organized. You may still have to go into your local software office store every once in a while to get help with some of the technical issues your technicians will run into, but a top CRM software for nonprofits is an investment that is well worth the effort.
» How much does a Nonprofit CRM Software Cost?
Every nonprofit organization dream of the day they can go paperless. But in this day and age, implementing a new CRM software is not cheap. So how much does it cost?
It all depends on what you want out of your CRM system. If you're willing to compromise on functionality to save money, there are plenty of affordable options, such as Salesforce.com or ExactTarget. If you want to outsource the function of your CRM, then you can look at one of the many vendors that provide hosted services for such software.
If your nonprofit organization wants to keep everything in-house, then full-fledged CRM software for nonprofits is not a good fit. When deciding which software package is best, it's essential to consider all the features that are important to you. Is it just customer relationship management (CRM), or would your organization benefit from more features like donor management or mobile integration?
Now that you know what a Nonprofit CRM System is, why don't you purchase it? Many charitable organizations, in a quest for more donations, adopt the use of nonprofit CRMs for donor management to manage donors. This ensures that the organization can maintain contact with its donors and improve that process by tracking the success of individual outreach initiatives. A nonprofit CRM system is necessary because it enables the organization to gather information about its donors much more efficiently than possible if it had no CRM system.