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Nonprofit CRM reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

Best Nonprofit CRM Software for Medium-Sized Businesses

    Products classified in the overall Nonprofit CRM category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Nonprofit CRM to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Nonprofit CRM category.

    In addition to qualifying for inclusion in the Nonprofit CRM Software category, to qualify for inclusion in the Medium-Sized Business Nonprofit CRM Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

    Top 10 Nonprofit CRM Software for Medium-Sized Businesses

    • NetSuite
    • Bloomerang
    • DonorPerfect
    • EveryAction
    • Kindful
    • Salsa CRM
    • Blackbaud CRM
    • Virtuous CRM
    • Salesforce for Nonprofits
    • Tessitura

    Compare Medium-Sized Business Nonprofit CRM Software

    G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
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    (1,152)3.9 out of 5
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    As the world's #1 cloud ERP solution, NetSuite is the first and last business management solution your business will ever need. NetSuite provides a suite of cloud-based applications, which includes financials / Enterprise Resource Planning (ERP), HR, professional services automation and omnichannel commerce, used by more than 24,000 customers in 200+ countries.

    (511)4.7 out of 5
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    Entry Level Price:Free up to 250 contacts

    Bloomerang helps nonprofit organizations to reach, engage and retain the advocates they depend on to achieve their vision for a better world. Our cloud-based donor management application is rooted in principles of philanthropy, simple to use and focused on empowering your team to achieve remarkable results through enhanced donor loyalty. Bloomerang is designed to deliver maximum results, maximum utilization by your team and maximum flexibility with no need for additional technology spending on

    (306)4.4 out of 5
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    Entry Level Price:$159 per month

    Growing organizations choose DonorPerfect because it’s built for nonprofit people with easy-to-use features designed to save time and engage donors. DonorPerfect is the most comprehensive fundraising solution, with everything nonprofits need to grow. It helps your organization manage donations, contacts, receipting, reporting, email, events, and all of your fundraising initiatives from a single platform. With automatic monthly giving, integrated online donation forms, dashboard reporting, Co

    (99)4.3 out of 5
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    EveryAction provides best-in-class SaaS solutions to nonprofit organizations, offering the only end-to-end modern platform spanning the fundraising, digital, and organizing needs of nonprofits. Built and supported by nonprofit experts, EveryAction enables nonprofits of all sizes to increase efficiency and optimize interactions with supporters and prospects across channels in order to raise more money and maximize impact. Headquartered in Washington, D.C., with offices in Boston and New York, Eve

    (330)4.4 out of 5
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    Kindful is a donor management platform with fundraising tools built in. Our mission is to provide nonprofit employees with powerful software to help them organize their data and manage their donors better, so they can make a greater impact on the world.

    (100)3.9 out of 5
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    Salsa Labs is a leading provider of CRM, marketing automation, fundraising, and advocacy software for the nonprofit community. We are proud to be helping thousands of nonprofits engage and change the world every day! Salsa CRM, part of Salsa's SmartEngagement Technology, delivers strong constituent management functionality, rich donor profiles, sophisticated campaign dashboards and more. Our clients use Salsa CRM to track online and offline donations, manage direct mail campaigns, and ident

    (26)3.8 out of 5

    Blackbaud CRM is a cloud fundraising and relationship management solution built on Microsoft Azure specifically for enterprise-level fundraising and marketing needs. Its advanced technology will streamline your data and reporting processes increasing operational efficiency and provide insight to every stage of the constituent lifecycle, helping you attract new supporters, engage them with the right communications according to their unique preferences, and grow their impact on your mission.

    (59)4.5 out of 5
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    Virtuous is a software company committed to helping nonprofits grow generosity. Much more than a nonprofit CRM, Virtuous is a suite of responsive fundraising platforms designed to help nonprofit teams build better donor relationships and increase impact with confidence. Virtuous helps unify fundraising, marketing, and donor development activities, ridding teams of redundant back-office tasks, and surfacing the insights and signals needed to deliver dynamic donor experiences at scale.

    (47)3.9 out of 5

    1) At Salesforce.org, we believe technology when used for good can change the world. It is the most powerful equalizer of our time, providing access to data, knowledge, and above all, connections. Salesforce.org (http://salesforce.org/) offers solutions built on the Salesforce platform, designed for the needs of nonprofits, educational institutions, and foundations. As a social enterprise, the more missions our technology supports, the more we’re able to invest back into innovation and communiti

    (58)3.6 out of 5

    Tessitura is an enterprise CRM system that powers all key business functions for museums, attractions, and performing arts organizations. From ticketing and admissions, fundraising, and memberships to education, marketing, analytics, and more, Tessitura’s unified platform enables a seamless, 360-degree view of all visitors, donors, members, and volunteers. In addition to its flagship software, Tessitura offers a range of complementary services that empower its users to achieve their goals. Thos

    (56)3.1 out of 5

    Luminate executes your online strategy with integrated campaigns for digital, social and mobile channels, so you can engage more effectively with your supporters to raise more money for your mission.

    (29)3.5 out of 5

    Cloud-based ClearView CRM is fundraising software that supports nonprofits' efforts to raise money and manage donor services departments. It includes constituent relationship management; business intelligence and reporting; operational tools like data import/export, list segmentation/selection, and gift processing; wealth screening; and a mobile app for frontline fundraisers. Features --Powerful constituent relationship management: complete profiles--with touches and contacts, giving history, i

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    Check out the G2 Grid® for the top Nonprofit CRM Software products. G2 scores products and sellers based on reviews gathered from our user community, as well as data aggregated from online sources and social networks. Together, these scores are mapped on our proprietary G2 Grid®, which you can use to compare products, streamline the buying process, and quickly identify the best products based on the experiences of your peers.
    Leaders
    High Performers
    Contenders
    Niche
    NetSuite
    Luminate
    Salsa CRM
    DonorPerfect
    Tessitura
    Bloomerang
    Kindful
    ClearView CRM
    Virtuous CRM
    EveryAction
    Salesforce for Nonprofits
    Blackbaud CRM
    Market Presence
    Satisfaction

    Learn More About Nonprofit CRM Software

    What is Nonprofit CRM Software?

    Traditionally, businesses engaging in sales use customer relationship management (CRM) software 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 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. 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 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, event registration and ticketing software, and donor prospect research software. 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.

    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.