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GoKarma

GoKarma is a comprehensive solution that’s available only for nonprofit organizations and social sector organizations.

The solution is designed to help nonprofits by turning their data into actionab...

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ResultsPlus

ResultsPlus is a CRM solution for medium and small-sized nonprofits. The solution enables nonprofit organizations to communicate with donors and volunteers more easily, plan and execute fundraising events, a...

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TntConnect

TnTConnect is a free CRM solution that is designed to help missionaries and individuals on a mission with their fundraising efforts. The solution runs on-premise and can be downloaded at no cost at all, and...

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Beacon

Beacon is a modern fundraising CRM that’s built to help charities do great things using data. The solution is flexible and can be used with any charity regardless of the size, and it’s packed with featur...

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CiviCRM

CiviCRM is an open-source constituent relationship management software that enables nonprofits to have their content management system and integrate it with other popular CMS like WordPress, Drupal, or Jooml...

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Blackbaud CRM

Blackbaud is a CRM for nonprofits that gives nonprofits the power of customer relationship management tools in an easy to use solution. The solution also offers integrated analytics, data mining services, mu...

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NetSuite for Nonprofits

NetSuite for Nonprofits is a suite of cloud-based solutions that can help non-profits organizations organize using only a single system.

NetSuite for Nonprofits consists of three pillars, which are Su...

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Bloomerang

Bloomerang is a donor management software for nonprofits that can help nonprofit organizations reach, engage, and retain their donors and achieve their goals to make this world a better place.

The sol...

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Causemo Insights

Cuasemo insights is a fundraising intelligence and data visualization solutions that enable nonprofit organizations to make data-driven decisions that take them to their next level. 

Causemo was buil...

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What is a nonprofit CRM Software?

A Nonprofit CRM (Customer Relationship) Management Software is an application that can help nonprofits track and manage their relationships with donors. Nonprofit CRM software can store necessary donor data, give your nonprofit organization useful and actionable insights, and help you implement tailored outreach strategies to reach more donors and raise more donations.

Similar to how businesses use CRM, Nonprofits use CRM to organize their data more efficiently and keep track of everything. They can manage their supporters’ relationships more efficiently using CRM software and consolidate all their data in one place.

CRM Software provides useful reports and insights that can help Nonprofits gain a better understanding of their donors so they can build stronger relationships with their existing donors.

It also allows you to boost your social media outreach and share your content with more people so you can engage not only your existing donors but also acquire new donors.

Some CRMs also offer some essential event management tools that can help your organization streamline the planning process, which will eventually lead to a better-organized event and a better event experience for your donors as well as you.

But CRM software doesn’t stop at helping you manage donors; it should also help you manage your staff and volunteers and streamline their workflows to make planning and executing successful campaigns take less money and effort.

Essential Features for Nonprofit CRM Software?

How useful will a CRM be helpful to use business depends on what features does the Software offers, and if you have no prior experience with CRM solutions, you may not know exactly what to look for. So here are the essential features a nonprofit CRM software should have:

  1. Contacts (Donors) Profiles

Any nonprofit CRM will store the contact details of all donors in a single, easy-to-access database. It should also be easy to update the information and data of your donor profiles when needed, and you should be able to input any extra info.

The CRM should also store all records of donations and have a complete donation history for every donor. Some Nonprofits CRM also allows you to group donors into different groups.

  1. Donation Management

A Nonprofit CRM system ought to have tools and features for managing donations. You can have features such as receiving an online donation through online payment and storing all the data as well as backing it up.

  1. WebForms

Customizable web forms are essential for optimizing the online fundraising and donating experience for both you as well as the donors. You should be able to create web forms and customize them easily without needing any technical background.

Customizable web forms will also take the hassle of manual data entry out of your organization and enable you to track online transactions in real-time!

  1. Automation

A Nonprofit CRM should make it possible to build automated workflows for your team to increase the efficiency of your organization and save you precious time. When everything becomes streamlined, you and your team will have more time to plan better events and collect more funds, contributing more to your cause.

  1. Event Planning & Management

Holding a fundraising event is one of the main ways to attract donations, and nonprofit CRM software solutions can be a great help in this area.

Event Management features and modules are essential for any nonprofit CRM. It should make it possible for donors to register online, allow you to manage reservations and design tickets, track event attendance, and donations, and give you insightful reports about the finances of your event.

  1. Reporting

Since nonprofit CRMs will store and manage all your data, it will also be able to produce compelling reports on many aspects of your work to help you gain a deeper understanding of the performance and future of your organization.

Powerful reporting can help you identify the areas that are performing well to analyze its success and the areas that also need improvements. Some advanced fundraising tools will even have real-time reporting that will show you things like the donations as they roll in.

A Nonprofit organization doesn’t have plenty of resources to run on, so powerful reporting should help you optimize the use of your resources, so none is wasted.

  1. Mobile Access

You and your team may be traveling a lot around the country or even internationally to meet donors and organize events, so mobile access becomes very important so you can still manage your organization while on the go with the same efficiency that you would have while at the office.

  1. Donor – or prospect – Research

A good CRM fundraising software should not only help you manage your current donors and motivate them to donate more, but it also should help you attract new donors to your cause. This is where prospect research comes in.

Prospect research is a set of features that will help you gather and analyze the data of your prospects, assign donor categories based on the data you have on them, and import data from other sources – such as wealth screening services.

  1. Matching Gifts

Matching gifts are done through integrating your fundraising CRM software with a matching gift tool. This enables your organization to place a field on the donation form that your donors can use to check for their matching gift eligibility.

If the donor was found to be working for a company that gives matching gifts, you would be able to send matching-gift-tailored emails to them.

Matching gifts is a great way to attract more substantial donations with little to no extra work, and it makes it more likely for your donors to submit their paperwork to their employers.

How to Choose Nonprofit CRM Software?

For you to choose the best nonprofit CRM software for your business, there are three questions you need to answer for yourself before making the decision.

  • What is your budget?
  • What are your needs?
  • What is your experience with CRM software?

Let’s tackle them one by one.

First Question: What is your budget?

The cost of the CRM software is the most critical question to answer, so you should start with this. We can break this into even more questions; how much are you willing to pay upfront? How much are you willing to pay each month? Are you ready to pay for more features or hidden or unexpected costs while using the solution?

Many CRM solutions will charge you based on the size of your data set and how many users will have access to the solution, but others may also charge you for things like setting up the software or software updates.

The first step in choosing a CRM software for your nonprofit is to decide on the pricing range you can afford, then you can start looking at the solutions that have an offering in your field, this way, you will narrow down your search quite a lot and save yourself a lot of time.

 Next Question; what are your needs?

This also needs to be broken into different questions; how large is the size of your data? What features do you want in the solution? What is the biggest problem you currently have that you expect the CRM solution to solve for you?

You may want to dig deep into how your nonprofit is performing, or you may have been seeing a decline or a plateau in your fundraising and want to break through it.  In such cases, you will want a nonprofit CRM with robust reporting capabilities.

The question of On-premise vs. Cloud-based should also be answered here; do you deal with lots of VIPs and want maybe more security by keeping their data only the on-premise solution or do you want the freedom, convenience, and scalability of Cloud-based software?

Sit down and write a list of what you need the software to do, then compare your list to what each software offers in the pricing range your determined earlier. This will narrow it down to just a handful of choices that you can choose from.

Last Question; How experienced are you with CRM software?

Why is this important? Because this will determine how easy-to-use you want your solution to be and how helpful and easily accessible do you need their customer support to be

. If you have some experience with CRM solutions or have someone on your team who does, you may be able to go for a free software that offers just basic support because you  know you might not need it ever, but if you don’t have any experience with CRM solutions, you will want to choose one with excellent customer support that can help you out get started with the software and get you through any issues you  may face late down the road.

After answering these three questions and doing some comparisons, you should be able to make the right choice. You can also learn more about choosing the right CRM software for your business.