Leverage Your Nonprofit Organization Using CRM
Intentionally looking for software integrations will help streamline the activities your nonprofit staff must do daily. It’s especially important to streamline activities involving your CRM because manually entering data can take a lot of time and is subject to human error. As you create these outreach materials, you may also find use for communication audit features. You can leverage your donor segments to ensure all of your outreach efforts appeal to each donors’ interests, preferences, and gift potential.
They’re known as one of the top CRMs for large organizations due to their robust reporting and extensive functionality. Wouldn’t it be nice if you could know how interested a donor was in investing in your organization? This software offers an “engagement meter” based on the past interactions a donor has had with your organization. EveryAction professionals understand the restrictions of a tight budget, which is why they designed their software to help your organization take every dollar further.
Bloomerang : Community Based Fundraising CRM Software
Bloomerang is the community-focused nonprofit donor management software built to deliver a better giving experience and help organizations thrive. Salesforce’s nonprofit CRM solution starts at just $36 per month and can be scaled up for larger engagements and additional features. Keep in mind that migrating to, implementing, and customizing the Salesforce platform may require asking a nonprofit tech specialist for assistance.
Kindful : Fundraising CRM Software with Amazing Analytics Features
It is not as robust as Kindful, which offers donor lifecycle journey analytics and fundraising tools. Customer support is also limited to email, and payments can only be processed via WePay. If you are looking for an alternative with more advanced customer support and more payment options, other option please also check out Bitrix24 and Neon One. Bitrix24 is a fully customizable CRM you can use to track and engage with your donors and supporters.
These segments are leveraged for more personalized marketing strategies that are also powered by your nonprofit CRM. For instance, if you’re looking for software that will help you better identify major donors, you may look for a solution that pairs well with prospect research software. Or if you’re a small nonprofit simply looking for a way to store contact information, you may look for a scalable solution with more functionality that your nonprofit will grow into.
Virtuous : Responsive Fundraising CRM to Solve Donation Problem
For example, OneHope, a large faith-based nonprofit, partnered with Virtuous to help solve a major pain point — entering in donations on the back-end and tracking them. Make sure your team members all have the training they need to work with the software at the capacity that they need to. Also, show them where they can access additional training opportunities that they may use to better understand the solution if they feel the urge to learn.
Otherwise, you’re likely to get swept away in enticing jargon and risk choosing the wrong software. Nonprofit CRM software, in particular, is the cornerstone of any effective technology strategy. Therefore, finding the right solution to meet your nonprofit’s needs is a vital step in developing an effective and impactful strategy for your organization. If you’ve looked at any lists of CRMs for nonprofits (or any organizations!) it’s a sure bet that Salesforce’s Nonprofit Success Pack has come up.
Neon One : Nonprofit CRM with Integrated Mass Email Campaign
Neon One is a full-featured nonprofit CRM that offers tools for fundraising, donor management, and grant management. It also has modules for event planning and membership management, as well as tools for reporting and analytics. In addition, its built-in email platform allows you to create and track mass email campaigns. Like HubSpot CRM, it gives you access to a library of online nonprofit resources, but the selections here are wider.
Then, as you continue to grow, you can scale up the software to better meet your needs. It prevents you from migrating all of your data to a brand new solution every time you outgrow your current features. Because this migration process is expensive, you’ll save money in the long run by thinking ahead with a scalable solution now. Some nonprofit CRM solutions are designed specifically to help nonprofits retain more donors.
Conduct Research To Create An Initial List Of The Best Nonprofit Crm Software Available
Freshsales : Free Built-in Calling Features for your Nonprofit Business
If you are looking for other free CRMs for nonprofits, try Freshsales or Bitrix24. While Bitrix24 offers many advantages for nonprofits, its complex interface can prove to be a trial for non-technical users. Moreover, its telephony feature is not included in the free plan, and bulk emailing is only available in the top two tiers. Freshsales, on the other hand, offers built-in calling across all plans, while HubSpot CRM’s bulk emailing feature is included in its free tier. Another disadvantage of HubSpot CRM is that its free tier only offers community support and HubSpot Academy.
Access to a dashboard that actively tracks your retention rate allows your team to keep it front and center for your entire team. Plus, donor engagement scores and supporter timelines help you develop further relationships to boost this metric over time. We evaluated the availability of industry-specific features many nonprofit organizations are looking for, like contact and payment management. These also include reporting and analytics tools, customizable pipelines, third-party integrations, and mobile app access. The best CRMs for nonprofits and non-governmental organizations make it easier for you to track and manage donors, volunteers, advocates, board members, and staff. Its CRM features should include a centralized database for contact information, communications history, and financial transactions.
Ask Yourself, Do You Really Need These CRMs?
Take the time to ask yourself these 5 questions before you schedule a demo with a software provider. They invested in a CRM solution that included solicitation analysis reports. After really diving in and reading the reports, the Asheville Humane Society determined they could be more aggressive with their campaign approach, resulting in a far surpassed goal. Even for a small fee, sometimes implementation consulting is absolutely worth it and can make all the difference in your use of the nonprofit CRM. Make sure you take advantage of unlimited email and chat support from a provider. Next, work closely with the implementation team and don’t be afraid to ask questions.
Use your CRM to automatically create donor profiles for supporters who contribute or interact with your nonprofit. These profiles should include relevant information based on your goals, such as contact information, interests, engagement history, and more. Not only does your CRM allow you to identify prospects, but you can also track your relationships with them. Develop a cultivation strategy, then you can use your donor database to make sure you’re on track with the strategy activities. This is a form of stewardship that helps build donor retention and launch cultivation strategies.
Donation cultivation is another key reason nonprofits invest in their initial nonprofit CRM. Most of them provide access to self-help resources, but a few stand out by offering support 24/7. Some include customer support via phone, live chat, and email during business hours. While Donor Tools is very easy to use even for beginners, its simplicity also applies to its feature inclusions.
Kindful CRM vs Hubspot CRM: Fundraising or General Purpose?
Kindful is a nonprofit CRM that offers tools for building and nurturing donor relationships, fundraising, and reporting. It provides you with actionable analytics, improving donor acquisition and retention. In addition, it integrates with other fundraising, events and auctions, and volunteer management apps to automatically sync records and transactions. This platform also supports unlimited users and features a self-import tool for your contacts and transactions. HubSpot CRM is a general-purpose CRM that supports unlimited users and up to 1 million contacts. It offers a forever-free plan packed with features for managing nonprofit activities, like bulk email sending and lead generation via webforms or pop-ups.
Mailchimp: Collect and Campaign to Millions of Donors’ Email Database
Marketing software like Mailchimp to help you streamline your email and direct mail strategies. The Activity Stream acts as a feed for current projects and team activities. IOur score is based on a weighted evaluation of dozens of similar products and services conducted by our experts. Their household relationship tracker makes it easy to see which of your contacts know each other. After all, the last thing you want to do is end up trapped with software that doesn’t make sense for your specific needs. If you’re watching more than two to three, the information may run together.
Different software solutions prioritize different features to help you apply donor data to various aspects of your strategy. Therefore, you also need to self-evaluate to decide what data applications of data your nonprofit most needs. If you’re looking for an all-in-one solution, you might want to track more than just donors. Many nonprofit CRMs include the option to track volunteers and staff as well, or will also include fundraising management as part of the platform. You can then use the data in your donor profiles to create segments of supporters within your database.
Great CRM is an Investment Itself Rather Than an Expense
Rich donor profiles mean you can add notes to a profile, store documents, put the person into a group, and more. You should definitely think of your CRM software as an investment rather than an expense. If you don’t track vital information in the donor process, like touchpoints, you may lose out on major donations. The costs you’ll save in time and money as well as donor and staff retention will pay for itself.
The feature provides further context into each individual donor engagement. Jess served on the founding team of a successful B2B startup and has used a wide range of sales and marketing tools over the course of her 15-year career. She uses her industry knowledge to deliver the best answers to your questions about sales tools and sales management. It even includes an online store, so your nonprofit can easily sell merchandise and other items to supplement donations. Salsa allows users to save and schedule reports to be sent however often you’d like, giving you control to keep up.
Bitrix24: Nonprofit CRM with Telephone and E-Commerce Features
It’s where you’ll store fundraising information, donor data, and other key metrics. While the solution you choose shouldn’t break the bank, it is worth making an investment. What’s missing from Freshsales are nonprofit-specific features like grant and member management found in Neon One. It also does not have ecommerce tools for order management and payment processing. If you are looking for a nonprofit CRM with telephony and online store capabilities, consider Bitrix24.
If you’re already using a CRM and want to switch to a new one, the process can be more time consuming since you’ll have to migrate all your data. This is especially true if you have a lot of special reports set up or a lot of custom fields — always budget more time than you think you’ll need. Remember, training is incredibly important for your staff and anybody that can access the CRM. If the software you’re using is too hard to use, you end up spending money on a “solution” that is, instead, an obstacle.
You have already created a list of prioritized features that you’d like to look for in your software and a software investment budget defining how much you can spend on your software. But it’s worth the trouble when it comes to large investments in your CRM. Ultimately, ineffective budgeting upfront can lead to spending more funds down the line. As your nonprofit grows and develops, you’ll need to continue training in order to ensure your software also reflects your needs. Look for a solution with ongoing training resources that will help you first set up your software and continue to learn as you use the solution. Unfortunately, many software providers try to hide fees regarding the implementation and training of the nonprofit CRM for your organization.
Donor Tools : Donation CRM Software for Entry Level
However, like Neon One, its contact-based tiered pricing can be confusing, and the entry-level plan is also expensive. Other providers, like HubSpot CRM, offer a free plan that also supports unlimited contacts and has email tracking features, while Donor Tools uses a very simple pricing model. Still, it gains a slight advantage over other nonprofit CRMs by not charging additional transaction fees on top of the standard credit card processing costs.
A custom nonprofit dashboard will track your key performance indicators and present its findings front and center for your team. For example, Bloomerang’s dashboard data updates daily with your “retention wheel” so that you can get a good idea of how well you retain donors. When you steward your supporters, you essentially thank them for their involvement with your mission thus far.
Look for a solution that takes this valuable research into consideration so that you know who is most engaged and who needs additional stewardship. When this information is connected or integrated with your nonprofit CRM, you can streamline the data you collect on your donation pages directly into the most relevant donor profiles. Start by examining your nonprofit and considering the needs you’re working to address by investing in a CRM solution. Create a list of the features that will help you accomplish your needs, then prioritize the list. It is significantly more difficult to acquire new donors than it is to retain your existing donors.
Bloomerang is dedicated to helping nonprofits build relationships with their supporters, raise funds, and ultimately retain more support year after year. The software was designed by industry experts and consultants who know the struggles of nonprofits and how technology can address those challenges. As you’re going through these sites, take notes of the solutions you find that will meet your needs as defined by your list of feature priorities. But, also make sure to take notes on those that won’t meet your needs so that you can eliminate them from your list of contenders when you start narrowing down these options.
It offers collaboration tools, such as group chats, video conferencing, and calendars, that you can use to coordinate with your volunteers. Nonprofits located in regions with limited internet connectivity can use its on-premise software, which is installed directly on the computer and uses in-house servers. While WildApricot is perfect for many small organizations, MemberClicks builds integrated membership management software solutions specifically for small-to-midsized organizations.
Being able to schedule automatic responses when someone gives or signs up for a volunteer shift is one of the biggest time-savers that a CRM allows. So, your CRM should have full capability to separate and segment your contacts into lists based on age, past giving, location… The list goes on. Although the ideal CRM will have a variety of features, there are a few that are particularly critical for your organization to consider. Here are the ones other organizations I’ve worked with have found the most useful.
If you’re looking for a tool that can do more than just keep track of contacts, consider looking into member management software like WildApricot. It’s an all-in-one management tool to help you eliminate and streamline administrative tasks from your workload to save you time and money. This can get your organization started, then the pricing model scales up at small increments, ensuring affordability for all nonprofits. This score is powered by prospect research software, measuring publicly available financial data about your donors.
Top Nonprofit CRM Features To Look For
This feature provides insight into potential giving capacity, showing you who your prospective major and mid-tier donors are. Intentionally connecting your software through smart integrations helps manage the transfer and storage of your organization’s data so you can leverage it for any nonprofit strategy. Your dashboard should essentially provide a high-level overview of your progress towards achieving your organization’s various goals, specifically the goals related to your fundraising strategy. Be sure you can customize the views on this dashboard so that you can keep track of the metrics most important to your organization.
It can get confusing searching through all of them and the last thing you want is to get confused down the line about why you chose not to invest in a certain solution. Free nonprofit CRM software does play a role in your purchasing decision. If you ever invest in something that’s “free,” you should never expect that solution to stay free for long. If it is completely free, it’s likely that software won’t have the security features or functionality your nonprofit needs. Fundraising software like Qgiv, used to capture your nonprofit’s donations and event registrations.
We’re going to cover some of the common features that you’ll likely prioritize on your list. You can rest assured you won’t be swept away with the bells and whistles of fancy solutions, prioritizing the things that will most help your organization. We mentioned the importance of retention for nonprofit strategy and how your nonprofit CRM can help elevate your relationship strategies.
MemberClicks : All-in-One Volunteer Management CRM Software
learn more about MemberClicks can help your organization by connecting you to connected solutions. They have a very comprehensive volunteer management suite, so volunteers can sign up for shifts and check in and out directly on your website.
Keela: Eliminate Manual Tasks for Your Nonprofit Business
Keela calls itself as complete nonprofit software, so that you can move your organization out of spreadsheets and eliminate manual tasks. There’s also a “generosity score”, which uses publicly available philanthropic screening data to identify top prospects in your database. But remember, just because it’s automated doesn’t mean you can go full robot.
Make sure to run the nonprofit CRM software decision past your team and board members to make sure they’re in agreement about the investment. You’ll need enough information to make a solid case to advocate for your choice in software. If you don’t feel comfortable making a case yet, you may need to conduct further research. You may choose to color-code or use abbreviations to immediately identify those that will/won’t meet your needs during this initial research process. Prospect research software like DonorSearch helps you gather additional donor insights.
Conduct ample research so that your organization knows exactly what is included in the purchase before you make it. In demos, you might ask about implementation or migration costs to be absolutely sure you know what’s coming. The best nonprofit CRM software will provide you with pre-built reporting templates that are commonly used by organizations in addition to custom reporting features.
If your member data isn’t organized in a place you’re frequently checking, it’s not going to get attention from you or your staff. Make sure it’s front and center in a CRM system that is easy to navigate for best results. The same software alerted the organization to lapsed donors, helping them reach out to find out why to overcome those obstacles.
Blackbaud CRM : Proven Track Record Nonprofit CRM
In one case after utilizing Blackbaud CRM™, the University of Georgia increased their fundraising by $14.3 million. A blanket statement to all donors has much less impact than targeted, heartfelt messages that make sense based on the segmentation options, like location, age, or past giving. Some will also have more comprehensive help documentation or videos that you can follow to get yourself set up. Depending on the size of your organization, money will play a factor in choosing your CRM. Below you’ll see that there are even no-cost CRM options, despite your budget .
In recent years, nonprofits have realized the incredible role of technology in accomplishing their fundraising strategies. Even before the COVID-19 pandemic, organizations have invested in technology to store data, plan and draft communications, and assign internal tasks. The introduction of social distancing and additional remote work to our regular lives has further emphasized the importance of technology implementation for nonprofits. So, nonprofit CRM software is a database that allows you to see all of the relationships you have in one place. You can include names, donation amounts, donation dates, notes on their likes and dislikes…
Put Close Attention Before Purchase CRM for Your Organization
Think of your CRM as your report dashboard, your reminder to reach out to various contacts (like that helpful birthday notification on Facebook!), and your accountability partner. Additional functions range from pulling analytic reports to the ability to update donor information on your phone. It’s where you collect, organize, and store important information that will power your fundraising initiatives. Choosing the right software is, therefore, an incredibly important decision to make.
All NeonCRM packages come with email and communication features, full reporting capabilities, and volunteer hour tracking. These packages start at $49 and scale up from there for additional features. You can use our recommendations to start building your list of potential solutions. Then, use all of the steps from the previous sections to choose the software best suited to meet your organization’s specific needs. Create a step-by-step plan with specific deadlines to reach full implementation of your nonprofit CRM. They’ll be your guide to make sure you are up and running with the solution.
Freshsales is a general-use CRM that offers a built-in phone system and pay-as-you-go call rates that support nonprofits’ outreach efforts. You can also use its lead management features to organize your donors and gain a visual representation of ongoing transactions. These capabilities—combined with its reporting tools, mobile app, affordable pricing, 24/5 support, and auto-profile enrichment—helped propel it to the top spot of this list. Donor Tools is donation management software for nonprofits, NGOs, charities, and churches. It features a very simple interface that makes it easy to set up, learn, navigate, and use.
Bigger Budget = Pricier CRM?
In addition, it must be able to pull and mine data to understand trends and use that information to attract prospective supporters. Reports provide an in-depth view of your nonprofit’s progress toward various goals at your organization. Then, you can compare data over time, allowing you to constantly find optimization opportunities for your various strategies. Organizations with bigger budgets for CRMs may apply for HubSpot CRM’s nonprofit program, which offers a 40% discount for eligible nonprofits subscribing to higher tiers. However, this could still be expensive as the lowest qualifying plan starts at $360 per month.
An immediate, automated appreciation letter can be set up from your nonprofit CRM, but you can also use the data in your system to take appreciation to the next level. From personalized phone calls to hand-written letters, leverage the information from your CRM to steward supporters, cultivating more support and completing the donation cycle. Before you get started examining the different CRM options and determining which solution you should choose, your nonprofit needs to understand why you need one in the first place.
After All Weight Down Your Donors Acquisition Cost Beforehand
Some studies show that it can actually cost 50% to 100% more dollars to acquire a new donor than the money you receive from them. If it costs $150 to acquire a donation of $100, your fundraising program could actually be losing money. We checked customer reviews on reputable sites to know how satisfied their customers are. Apart from reviews, we weighed the features that stood out, their value for money, and their popularity to narrow down the best nonprofit CRM recommendations. We evaluated the subscription options offered by each CRM provider in our list, including the availability of a free plan and monthly billing option. We also considered the costs of its paid options, CRM customizations, onboarding, and maintenance fees.
Accurate notes will come in handy as you continue the comparison step to make your final decision. Accounting software like QuickBooks to help record and track all financial transactions. Design and save direct mail communication documents like solicitations and acknowledgments for quick fulfillment. Saving these in your CRM makes it easy to send them quickly when necessary.
DonorPerfect : CRM for Starters Nonprofit Business
DonorPerfect starts at $99 per month for their Lite version but has scaled options that you can use to increase functionality as you continue to grow. Using search engines to find additional solutions and further expand your list. Conduct research to create an initial list of the best nonprofit CRM software available. Once you understand the purpose of your software, you can start distinguishing between different nonprofit CRMs and choose the one that’s the most appropriate for your organization’s needs. To explore if it is the right CRM solution for you, read about its features and benefits in our Bitrix24 review.
Retention is largely supported by your stewardship strategy, something that is also powered by your nonprofit CRM. The best CRMs for nonprofits do not require technical skills to understand and use. Each solution in this list was evaluated on how easy it is to set up and operate, as well as to integrate with other apps.
Plus, the best timeline features will also provide highlights of key interactions so that you don’t have to search through each engagement point to find the most important information. These highlights may include the lifetime value of the supporter, the number of years they’ve supported your mission, and the rate at which they’re increasing their donations. Bloomerang, for instance, uses “engagement scores” to measure supporters by a thermometer defining them as cold, cool, warm, hot, or on fire! Create donation pages for your nonprofit’s online presence that will help you capture gifts and contributor information. Make sure that your donation pages offer suggested giving options, recurring donations, and customizable fields to collect important information.
Unlike Freshsales, its email, phone, and chat support are only available with the paid plans. Also, you can only collect payments by using its Stripe integration with its quotes feature. In contrast, nonprofit-specific CRMs like Neon One allow you to process payments within the system. If you don’t have the budget for fundraising software, some CRM solutions have additional options to create donation pages and process donations. Make sure when you’re testing different options that you’re upfront about your total budget and all needs for your CRM. When your team sits down to create a budget for your new nonprofit CRM, keep in mind that this software will quickly become the backbone of your organization.
Create Timeline and Schedule
Create a timeline for the implementation and training for your new nonprofit CRM. After you’ve created a shortlist of solutions, look for comparison pages between the solutions. For instance, organizations like G2 provide comparison reviews like this one where Bloomerang is compared against NeonCRM. We can’t give your nonprofit specific numbers to say “this is how much you should pay for your software” because every organization has a different budget. But we can provide tips to help you make the most of your budget, no matter what it may be. A generosity score indicates the philanthropic giving potential for your donors.
It also stands out among all the providers in this list because of its no-frills, one-pricing scheme. A nonprofit CRM is a software platform that houses and manages everything you know and love about your nonprofit’s supporters. From tracking conversations to donations and event registrations, every interaction you have with a supporter will be noted in your nonprofit CRM, also known as your donor database. Scalable solutions allow your nonprofit to choose a plan with the features you need at the moment for a lower price.
Research, Research, Research!!
One of the hardest parts of your nonprofit CRM research process is simply getting started. That’s why we’ve provided a list of some top solutions that you might consider below. However, a free option can often be a good short-term solution because it allows your nonprofit to test the software out before making an investment. Essentially, it’s a trial period during which you can make sure the features will fulfill your needs. Dr. Adrian Sargent came up with an algorithm that can measure a donor’s engagement level with a nonprofit.
This company offers two different CRM solutions depending on the size of your organization. The first solution is BlackbaudCRM, an enterprise-level solution built to manage data for large-scale organizations. The second solution is Raiser’s Edge, a software solution designed to meet the needs of mid-sized and growing organizations. The real difference between various CRM solutions is how each software solution facilitates and applies data.
Little Green Light :Hybrid CRM for Nonprofit SMEs
We reviewed a mix of nonprofit-specific and general-use CRMs adaptable to nonprofit needs. We evaluated them to see which one is the best CRM solution for nonprofit organizations based on your requirements, budget, and priorities. Little Green Light is targeted at small to midsize nonprofits, and provides all the key donor management functionality you need at a fraction of the cost.
With an overall score of 4.63 out of 5, Freshsales is our best choice for nonprofit organizations looking for a CRM. It supports an unlimited number of users, offers a built-in dialer, rich contact management capabilities, web integration, and a mobile app. One of Neon One’s greatest weaknesses is its complex pricing scheme—each plan has five tiers, each according to the number of contacts. It also offers a limited number of integrations that include fundraising, email marketing, community management, database optimization, events, and accounting apps. In comparison, Donor Tools has a simpler pricing model and supports an unlimited number of donors and transactions. Specialized CRMs offer features for tracking and managing donors, payments, and files.
That way, you can quickly get back to reaching supporters and stewarding your audience. Make sure to also take notes about the cost of various solutions you come across in your research. Let’s review what we’ve developed already in order to help with the research and purchasing process for a nonprofit CRM.
Remember the True Purpose of Nonprofit CRM for Your Organizations
One of the purposes of your nonprofit CRM is to develop relationships with your existing supporters to boost your nonprofit’s donor retention rate. In addition, Bitrix24 also has an easy-to-use e-commerce module that lets you launch an online store with just a few clicks. It includes e-shop templates and a product catalog, as well as tools for order and inventory management.