Are you finding it hard to connect with your donors? Does managing all of your data feel like a never-ending task? The good news is that a robust system can really turn things around, because nonprofit CRM, or constituent relationship management, software helps organizations manage those connections. A nonprofit CRM lets nonprofits understand and grow relationships with donors.

Now, maybe you are wondering where you even start. Or even, what makes one different from another? It can feel overwhelming, but you are not alone, so keep reading.

What Is a Nonprofit CRM?

• What Is a Nonprofit CRM?
• Benefits of Using a CRM
• Key Features to Look For
  • How Can These Core Features be Improved?
• Top Nonprofit CRM Systems
  • Bloomerang
  • Giveffect
  • Salesforce
  • Classy
  • HubSpot CRM
  • Other Systems to Note
• The Importance of Integration
• FAQs about nonprofit crm
  • What is the 33% rule for nonprofits?
  • Is Salesforce for nonprofits really free?
  • How much does a nonprofit CRM cost?
  • What is the best CRM for charities?
• Conclusion

What Is a Nonprofit CRM?

Maybe you’re asking, what is a nonprofit CRM, anyway? A nonprofit CRM is also called donor management software. It helps nonprofits track and manage their relationships with donors. The Nonprofit Tech for Good report says 67% of nonprofits use a CRM to track donations and manage communications.

Most donor management tools have tracking and reporting features too. This allows nonprofits to spot trends quickly and take action to improve their organization. These systems help streamline fundraising and relationship management.

Benefits of Using a CRM

It might feel intimidating, because software can often feel like a minefield. But when done right, customer experience makes all the difference. Qualtrics reports 94% of consumers would likely recommend an organization after a positive experience.

This definitely goes for donors as well, because a thoughtful experience goes a long way. Using a CRM effectively lets organizations know how to prioritize actions. Here are some additional benefits:

• Improved data management.
• Better donor relations.
• Increased fundraising efficiency.
• Enhanced communication.
• More data-driven decision-making.

So, how do you go about choosing one? With so many on the market, its critical you consider all things that will make a difference to your bottom line. Understanding donor data can truly impact donor engagement.

Key Features to Look For

Every organization is different and the needs of some organizations is often vastly different than the needs of other organizations. One example could be is an organization more geared to virtual outreach as opposed to face to face meetings with large organizations. This really is all dependent on the niche.

Here are some things to look for in a system for nonprofit.

• Donor Management.
• Fundraising Tools.
• Reporting and Analytics.
• Communication Features.
• Integration Capabilities.

Not all features will be exactly what you want in the out-of-the box setup of the solution, which might make you think that what’s offered isn’t going to get the job done. Let’s explore what can make those even better. By finding the right nonprofit benchmarks, you can optimize the system.

How Can These Core Features be Improved?

Let’s get down to brass tacks. Because that 45% of sales leaders don’t forecast accurately. If people are’t using what they have because they have a good onboarding plan in place or easy support options it can become very hard for it to work. Luckily some have this well defined such as shown by DonorPerfect’s options.

These are key ways their support works. If these are easily accesible this can really help you with forecasting and to use the platform itself.

• Customer Success.
• Onboarding and Training.
• Professional Services.
• Knowledgebase.
• Community Support.

A CRM platform often falls flat if it doesnt even serve what’s on a persons cell phone. The use of a system falls greatly when you aren’t accounting for website being accessed on a mobile device for both yourself as well as all who support your company or your website itself to be navigated. According to MRBenchmarks.com, mobile devices are increasingly popular; with 52% of website traffic stemming from users visiting sites by using a mobile phone or a tablet device as of 2023.

Let’s make sure mobile devices aren’t left behind, which you are considering what types of companies would bring into a CRM. With a proper on boarding plan for training how to best get donations and what to account for with the CRM as well, because this will turn that statistic up and on. Think about fundraising events that may use tablets and smartphones to process payments and collect donor information.

Top Nonprofit CRM Systems

Ok, this is often a difficult choice, so take a look at what some people prefer. There is a wide range of excellent systems, because its about seeing where it makes sense and knowing some of them cater to various niche or organizations in certain locations. So many exist and the best part is they are evolving. Finding the best fundraising tools can increase fundraising efficiency.

Bloomerang

Bloomerang is often called the best overall CRM solution. People rave about its robust features and integration and its pricing begins at $99 per month. It has good integration. The fact its well liked by customer goes a long way given third party reviews are good here, coming in with a score of 4.7/5 stars across G2 and Capterra.

Bloomerang isn’t new and keeps adding helpful components for everyone involved so it goes a long way in this ever changing field. Their donor database is well regarded and can improve donor engagement.

Giveffect

Giveffect says their platform is a “10-in-1 nonprofit software”. That might seem like some sales pitch, because most people tend to not buy the “all in one systems” to cover themselves from software they don’t even need. Despite this there a few facts to give the reason why.

Giveffect gives things for volunteer, events, communication and overall online donations. Also give them insight into relationship mananagement. This type can show itself in the form of tracking giving, overall engagement as well, so be sure to check them out and see where it helps you best connect.

Salesforce

Known for its robust sales CRM, Salesforce also offers solutions for nonprofits. Their Nonprofit Success Pack gives tons of options to tailor Salesforce to fit nonprofit needs. This helps a system people really appreciate to give what you need in a helpful time frame and to go around issues that stem when a project grows.

Their platform gives 10 free subscriptions to organizations that qualify under the Power of Us program as of 2023, given 2018 when it initially came on the market as they were making their path, makes sure users benefit at low risk overall in using such things when available and as well, knowing 70+ users are on non profits group as show on Trailblazer helps go with having something strong overall from people involved in nonprofit sectors and makes sure the quality is being made as those benefits make everything work and come well.

Classy

Classy, now part of GoFundMe, says their platform focuses on giving through forms and payment options. What’s important as that they use data metrics and processes for e-commerce stores to make things be better for the bottom line and they have different things like rates which are options made for third party use. This can go well with nonprofits using things in such manners.

This does tend to require integrating, which we get to later, where those details make the choice obvious. Online fundraising is one of Classy’s strong suits. Donation forms are critical to this platform.

HubSpot CRM

Need sales, marketing, and great website experiences to increase awareness? Or need assistance from an excellent organization as of 2018 in how sales make thing get worked around when on projects where they tend to have some odd goals and directions overall, which gets shown by user groups who use this type and even the fact HubSpot offers a 40% discount to nonprofits.

You’ll likely prefer Hubspot, a business-based CRM that nonprofits can also access at lower price. As HubSpot is the more uncommon option out of what tend to be main options here it helps serve and provide something strong overall as it works well here in various means overall. However be aware as HubSpot isnt for traditional type uses it means that if fundraising, moves management , advocacy ,event organizing these wont be helpful from them.

But for the marketing this may be helpful because reporting with it helps get stronger data overall. Enhance team collaboration with integrated marketing tools. With the right integrations, email marketing campaigns can be highly effective.

Other Systems to Note

It feels like this never ends, right? But that is awesome overall. The great thing that keeps them working makes those important as you start from somewhere here.

Here are ones too that shouldn’t go unlisted.

• Blackbaud
• Bonterra/EveryAction
• DonorPerfect
• Virtuous

Also its vital to consider your community. Participating one those user group listed on sales force trailblazer group on Non profit communities helps you engage.

The Importance of Integration

Whatever you decide is critical overall to determine if they all work right, due the thing a for profits tends to always struggle with known due those software sunset in such methods. With so many tools out there now its well made you can test things and know that. Know that only 46% of nonprofits use CRM alone from what makes the data strong.

When all integrated they see stronger facts as there so much more. But in integrations you may not like there the API functions or you want it a native setting like the older one do to that those facts overall the integration help give it that means to be there. So do your research ahead of the selection and what makes you overall ready to support this type overall. Payment processing is one of the many integration options available.

Here is the question that will seal the deal; will these systems truly help meet objectives? And when they can, is that a fit within this business niche? After everything here is planned and done ,you have so much coming that does benefit well because knowing things and following those with success is made known by what things need done at end. This includes online fundraising strategies to boost donation form conversion.

FAQs about nonprofit crm

What is the 33% rule for nonprofits?

It actually pertains to private foundations instead. And if it meets both the support and the attentiveness tests. The support tests is often done at 1/3 overall compared to others in the society in these regards, so please have proper focus and care with things with a nonprofit .

Is Salesforce for nonprofits really free?

Some, as mentioned previously. They provide 10 free subscriptions and access overall due how the success works due facts that been working and made on and in their site. Remember as their been more on since it has made for awhile its often well known that a huge developer as since made so those that support also are given benefits. This type helps keep you connected. The user summit for Salesforce can provide training for maximizing its effectiveness.

How much does a nonprofit CRM cost?

Costs vary wildly. Ranging from free (with limited features), all the way to thousands per month. Pricing differs overall which makes its benefits shine and go. The fees comes to this depending of subscribers often or some are licenses made due the various reasons to what its made but you got options. Membership management may impact pricing, as well.

What is the best CRM for charities?

This depends so heavily on your charity’s needs. Read around. So many tools out there that benefits go around, you have something strong ready by whatever the method those tend depend where helps most with what niche needs. It’s about finding a CRM solution that fits your organization’s workflow.

Conclusion

To conclude, choosing the right nonprofit CRM can greatly improve efficiency and strengthen donor relationships. Hopefully after checking this type article, gives more in terms where makes something better to start from and work from because there something amazing to go off for. And now you’ve learned that various options for your business or others you work with and support overall, there things that go amazing by every aspect on where benefits come by this end, for you, or many people.

Remember this and let it help be guided when you or someone you care about makes their step on using Nonprofit CRM Software as the future steps tend come next in what made next because things help make success when these options for work gets involved on for their parts with said CRM that has been well supported. Using a nonprofit CRM can save valuable time and help achieve financial clarity.