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 or payment solutions to track donations. Integration with other software solutions for nonprofit companies like
grant management or
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
