# Best Nonprofit CRM Software - Page 5 *By [Emma Stein](https://research.g2.com/insights/author/emma-stein)* Nonprofit organizations use CRM software that has been specifically designed to manage the relationship between nonprofits and constituents, such as donors, volunteers and members. Nonprofit CRM software helps organizations attract and retain members who are willing to support the organization financially or through volunteer work. This type of software is mainly used by nonprofit employees responsible with outreach, marketing, PR, or fundraising. Managers use nonprofit CRM to track the efficiency of their marketing efforts and to estimate the involvement of their members in various activities (events, fundraising, etc.). This type of software integrates with [accounting](https://www.g2.com/categories/accounting) or payment solutions to track donations. Integration with other software solutions for nonprofit companies like [grant management](https://www.g2.com/categories/grant-management) or [fundraising](https://www.g2.com/categories/fundraising) is also important. Also, integration with other sales and marketing solutions is needed when these features are not included in the CRM solution. To qualify for inclusion in the Nonprofit CRM category, a product must: - Provide features to create, manage and track marketing campaigns - Include lead management functionality to prioritize marketing activities - Deliver online portals for members and donors to: create and manage profiles, make donations, or register for events - Facilitate communication with constituents using their preferred channels (email, phone, social media) - Manage constituents profile information as well as their contributions to activities or fundraising ## Category Overview **Total Products under this Category:** 145 ## Trust & Credibility Stats **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 15,000+ Authentic Reviews - 145+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Best Nonprofit CRM Software At A Glance - **Leader:** [Givebutter](https://www.g2.com/products/givebutter/reviews) - **Highest Performer:** [CharityEngine](https://www.g2.com/products/charityengine-charityengine/reviews) - **Easiest to Use:** [Zeffy](https://www.g2.com/products/zeffy/reviews) - **Top Trending:** [Givebutter](https://www.g2.com/products/givebutter/reviews) - **Best Free Software:** [Givebutter](https://www.g2.com/products/givebutter/reviews) --- **Sponsored** ### Neon CRM Neon CRM is the nonprofit relationship management platform that empowers small and midsize nonprofits to make and maintain the personal connections that drive real, long-term growth. Instead of juggling disconnected tools and spreadsheets, your team can manage fundraising, communications, events, and supporter data in one intuitive, modern platform—giving you a complete view of every supporter relationship. With all your data and tools in one place, Neon CRM provides a true 360° view of your supporters. You can see how donors give over time, how volunteers engage, and how participants show up across campaigns and events. This insight makes it easier to spot opportunities, like turning a first-time donor into a monthly supporter or nurturing a long-time volunteer into a future major giver. Neon CRM’s powerful fundraising tools help you raise more while building a stronger, more connected community. Create flexible, conversion-friendly donation forms, run targeted campaigns, and grow a sustainable recurring giving program. Engage supporters with built-in tools for peer-to-peer fundraising, volunteer management, memberships, and events—all fully connected to your donor data so every interaction deepens the relationship. As your organization grows, Neon CRM helps ensure you’re always communicating with purpose. You can easily set up automated welcome series, timely thank-you messages, and thoughtful re-engagement emails that feel personal and authentic. These automations save your team hours of manual work while ensuring supporters receive the right message at the right time—strengthening trust and increasing donor loyalty. Putting personal connections first leads to measurable results. Nonprofits using Neon CRM see an average donation growth of 33% in their first year. By unifying data, reducing manual work, and enabling more meaningful engagement, Neon CRM helps organizations grow without losing the human touch that makes their mission matter. With a dedicated U.S.-based support hub, 24/7 intelligent troubleshooting, faster response times, and expanded weekend availability, Neon One now provides industry-leading customer support. At Neon One, we believe your technology should grow with you. That’s why Neon CRM offers fair, affordable pricing on a sliding scale based on your organization’s revenue, not the number of contacts in your database. You can focus on building relationships and increasing impact, confident that your platform is designed to support you at every stage of growth. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=482&secure%5Bdisplayable_resource_id%5D=482&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=482&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=4435&secure%5Bresource_id%5D=482&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fnonprofit-crm%2Fenterprise&secure%5Btoken%5D=2c0cb616c5eeb4930a65bb5b2fac04a88720de1e3ed6f3b48476af8362052af6&secure%5Burl%5D=https%3A%2F%2Fneonone.com%2Fsolutions%2Fneon-crm-overview%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dg2_bofu_neon_crm&secure%5Burl_type%5D=book_demo) --- ## Top-Rated Products (Ranked by G2 Score) ### 1. [Approved Horizon](https://www.g2.com/products/approved-horizon/reviews) Approved Horizon is an online assocation management, donor CRM, and fundraising solution for professional assocations and nonprofits. **Seller Details:** - **Seller:** [Approved Horizon](https://www.g2.com/sellers/approved-horizon) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 2. [BetterWorld](https://www.g2.com/products/betterworld-betterworld/reviews) BetterWorld is a modern fundraising platform designed to help nonprofits, schools, and businesses make a bigger impact. Our mission is simple: make it easier for you to raise more funds and keep more of what you raise. Trusted by over 100,000 organizations, BetterWorld provides tools that simplify fundraising, enhance campaign success, and accommodate any budget—starting at free. Campaigns can be set up in less than five minutes, allowing users to focus on raising funds instead of managing logistics. With smart automation and a user-friendly design, BetterWorld helps nonprofits save 30–40 hours per campaign while increasing donations by over 30%. Offering the lowest processing fees in the industry, the platform ensures organizations maximize every dollar raised. By creating a seamless and hassle-free experience for donors, BetterWorld empowers organizations to run more effective campaigns and achieve their fundraising goals. The award winning fundraising software offers features such as online auctions, silent auctions, A-thons, impact giving, donations, crowdfunding, sweepstakes, p2p fundraising, ticketing and event management. Organizations are provided with a modern, user-friendly and intuitive platform that requires no training. Fast and friendly live support is provided for all organizations. **Average Rating:** 4.9/5.0 **Total Reviews:** 6 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [BetterWorld](https://www.g2.com/sellers/betterworld) - **Year Founded:** 2013 - **HQ Location:** Charlottesville, VA - **Twitter:** @BetterWorldHQ (241 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/betterworldhq/ **Reviewer Demographics:** - **Company Size:** 100% Small-Business #### Pros & Cons **Pros:** - Easy Creation (2 reviews) - Easy Setup (2 reviews) - Affordable (1 reviews) - Auction Management (1 reviews) - Automation (1 reviews) **Cons:** - Auction Functionality (1 reviews) - Auction Issues (1 reviews) - Confusion (1 reviews) - Poor Customer Support (1 reviews) ### 3. [Catalyzer](https://www.g2.com/products/catalyzer/reviews) Catalyzer is the purpose-built CRM for organizations that support small businesses. Program managers at incubators, accelerators, SBDCs, and economic development agencies use Catalyzer to centralize program data, automate reporting, and demonstrate impact to funders — replacing spreadsheet chaos with real-time insights. Free plan available. **Seller Details:** - **Seller:** [Economic Impact Catalyst](https://www.g2.com/sellers/economic-impact-catalyst) - **Year Founded:** 2018 - **HQ Location:** Clearwater, US - **LinkedIn® Page:** https://www.linkedin.com/company/economicimpactcatalyst (31 employees on LinkedIn®) ### 4. [Charity CRM](https://www.g2.com/products/charity-crm/reviews) Increase your fundraising impact: PWI Charity CRM simplifies donor management, delivers actionable insights through comprehensive reports, and seamlessly connects with your email and accounting systems. About Project World Impact: Project World Impact is helping thousands of nonprofits connect with people looking for ways they can impact the world's most fundamental needs. https://projectworldimpact.com/products **Seller Details:** - **Seller:** [Project World Impact](https://www.g2.com/sellers/project-world-impact) - **Year Founded:** 2013 - **HQ Location:** St Charles, US - **LinkedIn® Page:** http://www.linkedin.com/company/project-world-impact (19 employees on LinkedIn®) ### 5. [CiviMobile](https://www.g2.com/products/civimobile/reviews) CiviMobile is a native mobile application that allows CiviCRM users to leverage the combined benefits of the software and their smartphones **Seller Details:** - **Seller:** [CiviMobile](https://www.g2.com/sellers/civimobile) - **HQ Location:** Lviv, UA - **LinkedIn® Page:** https://www.linkedin.com/company/civimobileapplicaton/ (1 employees on LinkedIn®) ### 6. [ClearGIVE](https://www.g2.com/products/cleargive/reviews) ClearGIVE Complete is an end-to-end fundraising and constituent management solution, built to support activities in nonprofits of all sizes, faith-based groups, churches, foundations and charitable organizations. **Seller Details:** - **Seller:** [ClearGIVE](https://www.g2.com/sellers/cleargive) - **Year Founded:** 2019 - **HQ Location:** St Augustine, US - **LinkedIn® Page:** https://www.linkedin.com/company/netsimple (10 employees on LinkedIn®) ### 7. [Continue to Give](https://www.g2.com/products/continue-to-give/reviews) Continue To Give is a feature rich online giving cloud based application that makes giving easy, donor management a breeze and even takes the headache out of accounting. No matter if you're a nonprofit needing fundraising websites and apps to a church needing online giving, Continue to Give has a flexible platform to fulfill the e-giving needs of your organization. Continue To Give also serves personal fundraisers such as crowd-funding and missionary fundraising. So if you're looking for a solution to raise money online, collect text to give donations, and manage all the donations rolling in, then you found it! **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Seller Details:** - **Seller:** [Continue to Give](https://www.g2.com/sellers/continue-to-give) - **Year Founded:** 2010 - **HQ Location:** Birnamwood, US - **Twitter:** @continuetogive (568 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/5303880 (4 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Mid-Market ### 8. [CoolFocus](https://www.g2.com/products/coolfocus/reviews) CoolFocus includes donor, client and volunteer management all in one easy-to-use solution! Managing your non-profit has never been this simple! **Seller Details:** - **Seller:** [Waycoolsw](https://www.g2.com/sellers/waycoolsw) - **HQ Location:** FORT LAWN, US - **LinkedIn® Page:** http://www.linkedin.com/company/waycool (6 employees on LinkedIn®) ### 9. [Deedmob](https://www.g2.com/products/deedmob/reviews) Deedmob offers strategic support and develops web solutions for company volunteering programmes. We work in partnership with social organisations, local governments, and multinational companies to create the optimal online environment for facilitating employee engagement in volunteering programmes. -------------------------------------- Did you know that 66% of people who hold a university degree volunteer (European Commission, 2015), and that 91% of millennials want to make social impact through their work (ARACY, 2015)? Employees love volunteering! Luckily, there are countless benefits for employers to initiate a company volunteering programme. 76% of people feel healthier after volunteering (Hill et al., 2009) and 89% of employees think organisations with volunteering programmes offer a better overall working environment (Gil-Lacruz, 2017). Deedmob is a social enterprise that offers an online volunteering platform with integrated ICT tools to make doing good better, easier and more impactful. We help individuals to find flexible opportunities to do good from the palm of their hand. For companies, we provide a complete CSR platform with an integrated volunteer vacancy bank to stimulate and help employees to do good. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Deedmob](https://www.g2.com/sellers/deedmob) - **Year Founded:** 2017 - **HQ Location:** Amsterdam, NL - **LinkedIn® Page:** https://www.linkedin.com/company/deedmob (6 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Mid-Market ### 10. [Denari Software](https://www.g2.com/products/denari-software/reviews) Denari Donor Software specializes in online fundraising solutions, donor management and online donation software **Seller Details:** - **Seller:** [Synergy Development Systems](https://www.g2.com/sellers/synergy-development-systems) - **Year Founded:** 1995 - **HQ Location:** Wellington, us - **LinkedIn® Page:** http://www.linkedin.com/company/synergy-development-systems-inc (3 employees on LinkedIn®) ### 11. [Donation Tracker](https://www.g2.com/products/donation-tracker/reviews) Designed specifically for United Ways, Donation Tracker helps successfully manage campaigns with its cost-effective CRM software. Its features include integration with Constant Contact and an accounting interface for QuickBooks. Donation Tracker was developed by Cascade Data Solutions and acquired by Upic Solutions in 2020. The acquisition brought together non-profit and United Way expertise, along with United Way customers, under one company. **Average Rating:** 0.8/5.0 **Total Reviews:** 2 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 5.0/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Upic Solutions](https://www.g2.com/sellers/upic-solutions) - **Year Founded:** 2001 - **HQ Location:** Fort Mitchell, US - **LinkedIn® Page:** https://www.linkedin.com/company/upic-solutions (64 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Small-Business ### 12. [Donodoo](https://www.g2.com/products/donodoo/reviews) Donodoo is thought to be the point of reference for the management of your regular donors. Donodoo allows an easy tracking of every activity done on your regular donors by every department of your organization. **Seller Details:** - **Seller:** [Metadonors Srl](https://www.g2.com/sellers/metadonors-srl) - **Year Founded:** 2014 - **HQ Location:** Prato, IT - **LinkedIn® Page:** http://www.linkedin.com/company/metadonors (43 employees on LinkedIn®) ### 13. [Donorfy](https://www.g2.com/products/donorfy/reviews) Donorfy is fundraising software and donor management as it should be. Automated. Effortless. Enjoyable. Connected. Nothing to install. No complicated upgrades. Just smart donor management that works beautifully in the cloud – straight from the word go. **Seller Details:** - **Seller:** [Donorfy](https://www.g2.com/sellers/donorfy) - **Year Founded:** 2014 - **HQ Location:** London, GB - **Twitter:** @donorfy (1,165 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/donorfy/ (17 employees on LinkedIn®) ### 14. [Donor Wrangler](https://www.g2.com/products/donor-wrangler/reviews) Donor Wrangler is an All-in-One donor management tool designed by non-profit professionals to address the unique needs of non-profit organizations. Donor Wrangler offers a strong set of core features including: - Simple and Powerful Reports - Donation Tracking - Mail-merge Style Letter Generator - Marketing Email System - Grant Management - Task Management - Volunteer Management - And More! Our goal is to provide your nonprofit with robust, easy-to-use tools that you can rely on. We want you to spend less time struggling with software and more time engaging with your donors and your community. Visit DonorWrangler.com to schedule a guided walkthrough and let us show you all that Donor Wrangler has to offer. **Seller Details:** - **Seller:** [Donor Wrangler](https://www.g2.com/sellers/donor-wrangler) - **Year Founded:** 2015 - **HQ Location:** Fort Wayne, US - **LinkedIn® Page:** https://www.linkedin.com/company/donorwrangler/ (1 employees on LinkedIn®) ### 15. [Engage CRM](https://www.g2.com/products/engage-crm/reviews) Engage CRM is an all-in-one fundraising and donor management platform purpose-built for charities. Developed with over 20 years of nonprofit experience, Engage solves sector-specific challenges like fragmented donation tracking, inefficient workflows, and disconnected supporter communications. From donations and sponsorships to campaigns, events, and Gift Aid, Engage brings every aspect of fundraising into one integrated system. Real-time dashboards, analytics, and reporting give your team clarity and confidence, while automation tools handle receipts, acknowledgements, and donor updates - saving you time and strengthening relationships. Unlike generic CRMs, Engage was designed exclusively for nonprofits, with features such as pledge management, sponsorship programs, and website integration built in from the outset. Its modular, scalable pricing ensures organisations of all sizes can access enterprise-level functionality without enterprise-level costs. Trusted by grassroots charities and large NGOs alike, Engage helps you streamline operations, boost fundraising, and deliver a seamless supporter experience. With a live development roadmap, responsive support, and a modern cloud-first architecture, Engage is more than a CRM, it’s a long-term partner for growth and impact. **Seller Details:** - **Seller:** [N3O](https://www.g2.com/sellers/n3o) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/n3oltd/ (1 employees on LinkedIn®) ### 16. [Engage Spaces](https://www.g2.com/products/engage-spaces/reviews) Engage Spaces is a robust platform designed to connect, communicate, train, and track all aspects of community engagement. Whether you're onboarding volunteers, managing events, or analyzing data, Engage Spaces simplifies your operations while driving engagement and impact. Ideal for nonprofits, youth organizations, and faith-based groups, Engage Spaces adapts to your needs and grows with your mission. **Seller Details:** - **Seller:** [Engage Spaces](https://www.g2.com/sellers/engage-spaces) - **Year Founded:** 2021 - **HQ Location:** Hamilton, Ontario - **LinkedIn® Page:** https://www.linkedin.com/company/engage-spaces (3 employees on LinkedIn®) ### 17. [Giant Rabbit](https://www.g2.com/products/giant-rabbit/reviews) Giant Rabbit builds web sites and data systems for nonprofits all over the world. **Seller Details:** - **Seller:** [Giant Rabbit](https://www.g2.com/sellers/giant-rabbit) - **Year Founded:** 2006 - **HQ Location:** Berkeley, US - **Twitter:** @GiantRabbitLLC (122 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/739447 (19 employees on LinkedIn®) ### 18. [GivingTools](https://www.g2.com/products/givingtools/reviews) Are you a nonprofit looking for an affordable online giving platform that includes features like donor-paid fees, free text giving, recurring gifts, and more? GivingTools.com is your answer! Highly secure and easy to use, the GivingTools.com enables you to raise funds online through all sorts of appeals...from one-time and recurring gifts to capital campaign pledges, events, merchandise, and sign-ups. You can direct people to your giving page or you can embed your giving page or giving forms right on your website. GivingTools.com offers a beautiful interface, low rates (as low as 1.9%...no kidding!), and options like PayPal integration and flat-rate ACH giving. Through ACH giving, no percentage is taken from the gift! GivingTools includes text giving with every account...no added cost. No minimum use fees or other funny business, either. A free demo account gets you started quickly. Trusted by hundreds of nonprofits. We make online giving easy. **Seller Details:** - **Seller:** [GivingTools](https://www.g2.com/sellers/givingtools) - **Year Founded:** 2014 - **HQ Location:** N/A - **LinkedIn® Page:** http://www.linkedin.com/company/givingtools (1 employees on LinkedIn®) ### 19. [GoodCRM](https://www.g2.com/products/goodcrm/reviews) The CRM developed in collaboration with the third sector. Designed to manage your fundraising, memberships, contact management, monitoring and evaluation, plus much more. **Seller Details:** - **Seller:** [Good Technologies](https://www.g2.com/sellers/good-technologies) - **Year Founded:** 2018 - **HQ Location:** Manchester, GB - **Twitter:** @GoodCRM (386 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/good-crm/ (4 employees on LinkedIn®) ### 20. [Harker](https://www.g2.com/products/harker/reviews) Harker is solving homelessness with data. We’re building an AI-enabled, integrated CRM-Case Management system for homelessness charities designed from the ground up to measure social impact, rather than profit. Our solution streamlines data collection, outcome tracking, and impact reporting through an intuitive interface designed to flow with, rather than impede, charities' operations. This empowers charity staff to spend less time behind the computer and more time supporting vulnerable people. UK homelessness charities face significant challenges in managing their data effectively, wasting £35 million each year due to bad software. Most charities struggle with enterprise software that has been bodged to work for them, making it difficult to input and extract data they need to demonstrate their value to funders and support service users. Our solution will initially be sold to the 2.5K UK homelessness charities, before being sold top-down to the local authorities who fund them, providing them realtime data about homelessness in their jurisdictions. There is also potential to export the product. Harker will save charity workers an hour a week, and admin staff an hour a day; bringing immediately efficiencies, as well as being cheaper than the incumbent, bad solutions. This makes it a no-brainer for cost savvy charities. **Seller Details:** - **Seller:** [Harker Technologies](https://www.g2.com/sellers/harker-technologies) - **HQ Location:** N/A - **LinkedIn® Page:** https://linkedin.com/company/harkerapp/ (9 employees on LinkedIn®) ### 21. [HelpOne](https://www.g2.com/products/helpone/reviews) HelpOne is the all-in-one nonprofit platform that eliminates the chaos of multiple tools. Seamlessly integrate volunteer management, events, fundraising, donor CRM, finances, HR, policies, training, and IT assets in one unified dashboard. Unlimited records, volunteers, and usage on flat-rate pricing — no per-user or per-record fees. Built by a nonprofit insider with native payment processing, automated 990 filings, and enterprise security. The only platform designed so you never outgrow it or pay more as you grow. **Seller Details:** - **Seller:** [HelpOne Software](https://www.g2.com/sellers/helpone-software) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 22. [HelpYouSponsor](https://www.g2.com/products/helpyousponsor/reviews) HelpYouSponsor (HYS) is a robust platform designed for nonprofit organizations to manage their sponsorship programs, fundraising initiatives, and donor management effectively. It is built by experts who have firsthand experience in running successful sponsorship programs and is aimed at addressing the unique needs and challenges of your organization​ **Seller Details:** - **Seller:** [HelpYouSponsor](https://www.g2.com/sellers/helpyousponsor) - **Year Founded:** 2011 - **HQ Location:** San Francisco, US - **LinkedIn® Page:** https://www.linkedin.com/company/helpyousponsor (2 employees on LinkedIn®) ### 23. [HighTide](https://www.g2.com/products/hightide/reviews) HighTide is the next-gen nonprofit CRM, built for—and by—fundraisers and nonprofit leaders to manage every aspect of your organization with ease. Supercharge fundraising, deepen donor relationships, and gain a crystal-clear picture of your efforts—all in a system tailor-made to your mission to maximize your impact. • Donor Management: Build comprehensive donor profiles, manage households, and track every interaction to deepen relationships and enhance fundraising efforts. • Fundraising Tools: Manage gifts, pledges, and campaigns with a complete picture of how donors and prospects engage with your organization. • Moves Management: Refuel your pipeline and grow your donor base, managing all of the details with intuitive task management, file storage, and tracking that’s created just for you. • Custom Database: Track everything important to your organization: fundraising, people, programs, volunteers, grants, facilities, operations, and more - with a database built to the exact needs of your organization by our team of experts. • Comprehensive Reporting & Insights: Gain actionable insights through custom dashboards, visual reports, and advanced segmentation to inform strategic decisions with more visibility than ever before on your impact. • AI Importing: Reclaim hours and have pristine data using AI importing for batch entry, data cleanup, validation, and formatting. • Enterprise Security: HighTide has been created with security at the forefront. It’s capable of supporting enterprise-level data security standards for any organization, with HIPAA and FERPA compliance, PCI-DSS Level 2 certification, advanced data encryption, and 24/7 security monitoring. **Seller Details:** - **Seller:** [HighTide Software](https://www.g2.com/sellers/hightide-software) - **Year Founded:** 2023 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/hightide-software (2 employees on LinkedIn®) ### 24. [Houghton Solutions](https://www.g2.com/products/houghton-solutions/reviews) Full-featured CRM for nonprofits and online business. **Seller Details:** - **Seller:** [Houghton Solutions](https://www.g2.com/sellers/houghton-solutions) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 25. [Julep](https://www.g2.com/products/julep/reviews) Julep is the easy, intuitive, and affordable fundraising solution that makes your job simpler. It streamlines donor and relationship management, major giving, event planning, and data management. Developed by fundraising veterans, Julep was designed to help you stay focused on what’s important – engaging new and existing donors instead of learning a complicated and expensive software platform. Julep's cloud-based platform provides functionality for every aspect of your existing operations including administrative and financial activities. With Julep, you can delve into your data for innovative ways to build relationships while ensuring the bills get paid. **Seller Details:** - **Seller:** [Julep](https://www.g2.com/sellers/julep) - **Year Founded:** 2020 - **HQ Location:** Vienna, US - **Twitter:** @thejulepcrm (43 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/julepcrm/ (15 employees on LinkedIn®) ## Parent Category [Nonprofit Software](https://www.g2.com/categories/nonprofit) ## Related Categories - [Fundraising Software](https://www.g2.com/categories/fundraising) - [Donor Management Software](https://www.g2.com/categories/donor-management) - [Admission-Based Nonprofit Software](https://www.g2.com/categories/admission-based-nonprofit) --- ## Buyer Guide ### What You Should Know About Nonprofit CRM Software ### What is Nonprofit CRM Software? Traditionally, businesses engaging in sales use [customer relationship management (CRM) software](https://www.g2.com/categories/crm) to align strategy and outreach with documented customer interactions. Having a holistic view of the customer allows businesses to make smarter decisions and craft the perfect pitch to drive revenue, while optimizing staff productivity. In a similar vein, nonprofit organizations rely on specialized versions of these solutions to achieve marketing, fundraising, and outreach goals. For nonprofit CRM software, constituent (as opposed to customer) relationship management better captures its essence. Often, nonprofit CRM software and [donor management software](https://www.g2crowd.com/categories/donor-management) are used interchangeably. Nonprofit CRM software can be distinguished from donor management software by the increased level of constituent data management and integration with other software that broadly improve nonprofit operations in multiple departments. Nonprofit CRM solutions provide all the essential tools an organization needs to track and manage their relationships with constituents, which include donors, alumni, volunteers, members, and event attendees. Nonprofits can record an individual’s past engagement and all relevant biographical data, informing fundraising and marketing strategies and optimizing data reporting processes. These solutions allow nonprofits to capture a detailed picture of their supporters and tailor their engagement goals accordingly. Nonprofit CRM software elevates an organization’s success in cultivating and retaining donors and volunteers. Key Benefits of Nonprofit CRM Software - Strengthen donor cultivation by collecting deeper biographical insights - Track and manage a diverse base of constituents - Improve marketing outreach to targeted supporter groups - Integrate multiple data points into one centralized constituent profile - Reduce administrative burden by automating stewardship and data reporting processes ### Why Use Nonprofit CRM Software? Nonprofit CRM software enables organizations to collect a broad range of important information about their prospective and current donors and supporters. These solutions organize constituent data and unify reporting, fundraising, receipting, contact, and email functions into one centralized, customizable location. When equipped with this 360-degree view, nonprofits manage their relationships more effectively and achieve stronger fundraising results. Armed with this information, staff are empowered to tailor marketing campaigns for specific donors, strategize prospect lists for annual appeals, and streamline the cultivation pipeline when multiple staff members are engaged with constituents. Nonprofit CRM software collects and integrates vital constituent information, including: - Biographical information - Donation and membership fee history - Event attendance - Familial, organizational, and corporate connections - Philanthropic interests and giving history - All past and present points of communication with the organization ### Who Uses Nonprofit CRM Software? Nonprofits use nonprofit CRM software to manage their constituents. From fundraising staff to marketing, PR, and finance staff, nonprofit CRM software has the functionality to serve a variety of needs to improve relationships and achieve fundraising and engagement goals. These solutions work for nonprofit organizations of all kinds, including colleges and universities, museums and cultural institutions, advocacy and grassroots groups, human services organizations, conservation groups, etc. Any nonprofit that needs to engage with a constituent base for philanthropic and volunteer support benefits greatly from using nonprofit CRM software. Key nonprofit staff who may use this software include: **Fundraising and development staff —** Fundraising and development staff use nonprofit CRM software to manage all contact points with each constituent. Knowing a constituent’s previous giving history, event attendance, and personal interests and hobbies helps fundraisers have more insight to inform their future interactions with a prospect or current donor. Similarly, grant writers use this software to track all public and private grant-related deadlines throughout the submission process. Through nonprofit CRM software, fundraising and development staff segment out specific constituents to target for cultivation events, annual gift renewals, or other related stewardship tasks. They can also look at appeal response rates to see how fundraising campaigns perform year over year. **Marketing and communications staff —** Marketing and communications staff rely on insights gained from the robust constituent profiles housed in their nonprofit CRM software. These solutions allow for segmented target groups, which could include lapsed donors, previous volunteers, program-specific donors, and so on. Marketers use this information to create relevant content for any given demographic or data parameter. For example, a nonprofit CRM software can allow marketing and communications staff to identify all constituents between a certain age range to send a promotional email for an organization’s associate board or young professionals group. Or they can tailor event invitations for invitees who attended a previous year. **Event staff —** Event staff monitor event attendance and performance through nonprofit CRM software, typically for fundraising galas and special donor events. These solutions allow for registration form integration to import ticket sales, guest names, and even dietary restrictions directly into the constituent’s profile. This automation assists event staff in building seating charts, identifying catering needs, and ensuring event goals are on track. **Finance staff —** Finance staff use nonprofit CRM software as an additional tool to keep track of all revenue and expenses, in addition to their own [nonprofit accounting software](https://www.g2.com/categories/nonprofit-accounting). Typically, finance staff and fundraising staff will collaborate to conduct monthly, quarterly, or annual reconciliation to ensure what is tracked in the nonprofit CRM software also matches up with the accounting software records. Finance staff can use nonprofit CRM software for specialized revenue reports broken out by constituent type and time period. ### Nonprofit CRM Software Features Nonprofit CRM software often contains the following features: **Robust constituent profiles —** Track and quickly update all relevant background information about constituents, empowering fundraising staff to cultivate leads more efficiently. Create custom fields depending on the specificity of information being tracked. **Reporting —** Nonprofit staff collect a variety of data related to fundraising, event attendance, marketing metrics, and communications. Nonprofit CRM software removes the administrative burden of referencing multiple programs to view all the data. By centralizing and visualizing this data, these solutions provide almost instant turnaround for all reporting needs, and in a digestible format. **Revenue management —** Nonprofit CRM software simplifies the gift recording and tracking process, particularly with online giving. A donor or event attendee’s contact information automatically populates a record, saving time on manual data entry. These solutions can be preset to code donations or registration fees to the desired attribution. **Task automation —** Nonprofit CRM software eases or entirely removes many administrative tasks that compete with other priorities. Users have the option to schedule email blasts, contact reminders, gift acknowledgements, and more. These solutions also integrate with [email platforms](https://www.g2.com/categories/email) to remind fundraising and marketing staff about important follow-up tasks with constituents. They often have the ability to flag and prevent duplicated information and records from cluttering the database as well. **Event management —** Nonprofit CRM software provides all the tools an organization needs to run a successful event. From attendance tracking, to payment processing, to establishing ticket levels, and even post-event analysis, these solutions assist with planning and implementing the crucial events that contribute to overall fundraising success. **Constituent segmentation —** As an organization’s support base grows, fundraising and marketing staff require the option to build segmented lists for constituents that meet certain criteria. By categorizing constituents in certain ways, targeted campaigns are more likely to succeed. **Integration and customization —** By default, nonprofit CRM software provides organizations with a large number of functions and a lot of capability. However, the option to integrate additional systems into the software can ensure a greater range of data capture. These options could include [nonprofit accounting software](https://www.g2.com/categories/nonprofit-accounting), [event registration and ticketing software](https://www.g2.com/categories/event-registration-ticketing), and [donor prospect research software](https://www.g2.com/categories/donor-prospect-research). Additionally, nonprofit CRM software offers an extremely customizable platform for organizations to tailor it to their specific needs, ensuring that the appropriate information can be recorded for any given constituent base. **Mobile access —** For many fundraising and marketing staff, on-the-go workflows often require real-time access to their nonprofit CRM software. This option allows for constituent profiles to be accessed and updated as needed, perhaps at a networking event or after a promising one-on-one donor lunch. Other Features of Nonprofit CRM Software: [Automated Reports Capabilities](https://www.g2.com/categories/nonprofit-crm/f/automated-reports), [Lead Management Capabilities](https://www.g2.com/categories/nonprofit-crm/f/lead-management), [Online Portal Capabilities](https://www.g2.com/categories/nonprofit-crm/f/online-portal), [Sales POS Capabilities](https://www.g2.com/categories/nonprofit-crm/f/sales-pos) ### Trends Related to Nonprofit CRM Software As traditional CRM software continues to adapt, nonprofit CRM software will likely benefit from ongoing trends such as: **Voice command —** In the same way that voice commands have optimized smartphone and similar devices, nonprofit CRM software will see some functionality for voice commands to allow users to access information more quickly, whether through desktop or mobile. **Mobile optimization —** As nonprofits begin to engage younger generations who are digital natives, mobile optimization for all nonprofit CRM software features will be a priority. From building text-to-give or text-to-register features to increasing the accessibility that fundraisers have via the mobile application, ensuring that desktop and mobile experiences not only integrate but match each other in efficacy will be vital. Fundraising and marketing staff spend a great deal of time engaging in the community and, therefore, need access to a useful mobile solution. **Scalability —** Much like [donor management software](https://www.g2crowd.com/categories/donor-management), nonprofit CRM software serves nonprofits of all sizes. Typically, these solutions offer price points based on the total number of constituent records, as well as the total number of software users. Nonprofits should be critical in evaluating both the existing constituent base and the intended growth of new supporters and donors including associated goals in doing so. Certain nonprofit CRM software are optimized for small to midsize organizations as opposed to large organizations. Cloud-based nonprofit CRM software are another rising solution within the nonprofit sector, allowing for easier remote access and on-demand scalability as an organization grows. ### Potential Issues with Nonprofit CRM Software Nonprofit CRM software excels at providing customization suited to an organization’s specific needs. Depending on the solution, users should expect a degree of staff training, data migration, module and platform integration, and sometimes design configurations. These can require resources that an organization may not have initially budgeted for but should still be considered if nonprofit CRM software will boost a nonprofit's long-term fundraising and engagement goals. These solutions are far more robust with the functionality they provide to nonprofits. Before considering a nonprofit CRM software, users should determine the needs of their organization. A donor management software may be better suited to smaller organizations working with a limited budget. If marketing and event staff do not use the solution, nonprofits could be wasting money on additional features and user profiles. ### Software and Services Related to Nonprofit CRM Software Nonprofit CRM software broadly serves a nonprofit’s technological needs. Within the nonprofit software ecosystem, this solution allows for various integration points with the following: [**Fundraising software**](https://www.g2crowd.com/categories/fundraising) **—** Fundraising software powers the giving insights that a nonprofit CRM solution stores. Being able to integrate donations from online and manual entry is important to keep constituent records as accurate as possible and allows users to monitor fiscal year progress against goals for a fundraising team. [**Donor management software**](https://www.g2crowd.com/categories/donor-management) **—** Donor management software is often interchangeable with a nonprofit CRM solution, but the difference lies in the depth of customization and categorization for different constituent types. Donor management software can be a more effective option for smaller organizations that don’t have a large variety of constituent types to manage but still need to track relationships with ongoing prospects and existing donors. [**Donor prospect research software**](https://www.g2crowd.com/categories/donor-prospect-research) **—** Donor prospect research software gathers a broad range of biographical and other pertinent information about prospects and existing donors to integrate into their records. These solutions inform fundraising teams about where prospects and donors have given before, their income level, their professional affiliations, and more, empowering fundraisers to steward each individual accordingly. [**Nonprofit accounting software**](https://www.g2crowd.com/categories/nonprofit-accounting) **—** Nonprofit accounting software that integrates with nonprofit CRM solutions ensures all donations are captured and centralized in one system, reducing duplicate data entry and easing the reconciliation process for audits. [**Nonprofit payment gateway software**](https://www.g2crowd.com/categories/nonprofit-payment-gateway) **—** Nonprofit payment gateway software integrates with nonprofit CRM solutions to import ticket sales, event registrations, and other revenue sources generated from online forms. These solutions can be customized to ensure each response to a form is coded properly and automatically, reducing time spent on data entry.