# Best Nonprofit CRM Software - Page 9

## How Many Nonprofit CRM Software Products Does G2 Track?

**Total Products under this Category:** 152

### Category Stats (Jul 2026)

- **Average Rating:** 4.15/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Amilia SmartRec (+5.0%) - Among all products in this category, Amilia SmartRec recorded the largest rating increase compared to last month

_Last updated: July 31, 2026_

## How Does G2 Rank Nonprofit CRM Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 15,900+ Authentic Reviews
- 152+ 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.

## G2 Grid® for Nonprofit CRM Software
 ![G2 Grid® for Nonprofit CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/nonprofit-crm/grids.png?focus%5B%5D=97514&focus%5B%5D=144315&focus%5B%5D=14487&focus%5B%5D=56227&focus%5B%5D=4432&focus%5B%5D=4435&focus%5B%5D=51407&focus%5B%5D=9907)

Highlighted products: Givebutter, Zeffy, Bloomerang CRM, Donorbox, Blackbaud Raiser's Edge NXT, Neon CRM, Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud), and Daxko Operations.

Underlying data: [Grid® JSON](https://www.g2.com/categories/nonprofit-crm/grids.json?focus%5B%5D=givebutter&focus%5B%5D=zeffy&focus%5B%5D=bloomerang-crm&focus%5B%5D=donorbox&focus%5B%5D=blackbaud-raiser-s-edge-nxt&focus%5B%5D=neon-one-llc-neon-crm&focus%5B%5D=agentforce-nonprofit-formerly-salesforce-nonprofit-cloud&focus%5B%5D=daxko-operations)

**Sponsored**

### iDonate

iDonate simplifies the complexities of digital fundraising so Nonprofits can raise more support and do more good! We do this in 3 simple ways: 1. Simply Connect with Donors: Deploy digital giving experiences across all donor touch-points with our all-in-one-place comprehensive suite of giving tools to increase donor reach and conversion. - Embedded Giving Experience - Donation Landing Pages - Peer-to-Peer - Events - Text-to-Give - Non-Cash Payments 2. Simply Manage & Adapt: Your back-end systems are unique. You need a simple, adaptable, open, and extensible platform that easily integrates & configures to meet your needs & personalized asks. - Unified Dashboards/ Reporting - Adaptable APIs & Webhooks - Native Top CRM Integrations - Chapters and Parent/ Child - Software Development Kit (SDK) - Data Intelligence Signals 3. Simply Grow Your Impact: Finally, you can easily implement advanced fundraising strategies proven to increase donor acquisition, retention, recurring gifts, and more with only a few simple clicks. - A/B Testing & Optimization - Smart Recurring Gifts - Contextual Giving - "Always On" Fundraising - Automated Playbook - Marketing Intelligence (UTM) iDonate provides powerful tools to help nonprofits of any size take control of the giving experience. Customizable, embedded giving forms, personalized peer-to-peer fundraising pages, quick and easy text-to-give tools, and easy to create event pages within the iDonate platform provide the flexibility and control nonprofits need to create meaningful experiences for donors that improve conversion rates, keep donors on the nonprofit’s website, and help raise more funds. Plus, iDonate’s full-service integrated processing network, iDonate Pay, handles all modern payment methods and allows nonprofits to track giving from gift to settlement in a simple, centralized, and most importantly, secure way.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=482&secure%5Bchosen_at%5D=2026-07-31T13%3A59%3A25Z&secure%5Bdisplayable_resource_id%5D=483&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=398&secure%5Bplacement_resource_ids%5D%5B%5D=483&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=88356&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%3Fpage%3D9&secure%5Btoken%5D=1b298ee61f034216ed98e25c6eb9f6cb17b1225b2590ecde213a4eeb8bb2a283&secure%5Burl%5D=https%3A%2F%2Fhubs.ly%2FQ04qwz7J0&secure%5Burl_type%5D=custom_url)

### [Givesuite](https://www.g2.com/products/givesuite/reviews)

The only nonprofit CRM built to grow your supporter base, not just manage it. Other platforms manage your list. Givesuite builds it. Most platforms help you manage the supporters you already have. Givesuite helps you find the people who don’t know you yet — bring them into your mission, nurture them, and turn them into committed, long-term supporters. All inside one platform, with real people to help you every step of the way.

#### Who Is the Company Behind Givesuite?

- **Seller:** [GiveSuite](https://www.g2.com/sellers/givesuite)
- **HQ Location:** Bingham Farms, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=112c214ea7770cdec31724a95f51a3b5085fffed326156e9ea8d3d14e48f647d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgivesuite%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

### [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.

#### Who Is the Company Behind GivingTools?

- **Seller:** [GivingTools](https://www.g2.com/sellers/givingtools)
- **Year Founded:** 2014
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ba0f38489674b6168789c51916324420fd4ce85099aa00ff5b8e51e2c34ac982&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgivingtools&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [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.

#### Who Is the Company Behind GoodCRM?

- **Seller:** [Good Technologies](https://www.g2.com/sellers/good-technologies)
- **Year Founded:** 2018
- **HQ Location:** Manchester, GB
- **Twitter:** @GoodCRM  
377 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=680f53190018bdfa63b1eda5a6dd4ccd30ee10f2cf337306b7b19ffe60ca1d64&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgood-crm%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [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.

#### Who Is the Company Behind Harker?

- **Seller:** [Harker Technologies](https://www.g2.com/sellers/harker-technologies)
- **HQ Location:** N/A
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2cdcfe5b09e1e71328c72daf1c4f57126e5a81a7c4bdcd5c3dcb959513ba01cd&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fharkerapp%2F&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

### [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.

#### Who Is the Company Behind HelpOne?

- **Seller:** [HelpOne Software](https://www.g2.com/sellers/helpone-software)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [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​

#### Who Is the Company Behind HelpYouSponsor?

- **Seller:** [HelpYouSponsor](https://www.g2.com/sellers/helpyousponsor)
- **Year Founded:** 2011
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1f1b10c7c88c8dc54700647424fb9d3197048ea64245c2381b7309ca9761623a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhelpyousponsor&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [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.

#### Who Is the Company Behind HighTide?

- **Seller:** [HighTide Software](https://www.g2.com/sellers/hightide-software)
- **Year Founded:** 2023
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=12a0166f0a671ca93411171598f02dc74ae182b4944d30c429e0ee0fd3de788c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhightide-software&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Houghton Solutions](https://www.g2.com/products/houghton-solutions/reviews)

Full-featured CRM for nonprofits and online business.

#### Who Is the Company Behind Houghton Solutions?

- **Seller:** [Houghton Solutions](https://www.g2.com/sellers/houghton-solutions)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [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.

#### Who Is the Company Behind Julep?

- **Seller:** [Julep](https://www.g2.com/sellers/julep)
- **Year Founded:** 2020
- **HQ Location:** Vienna, US
- **Twitter:** @thejulepcrm  
43 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c61fe8224049ffb77c9cbb120032a4fb205682cd415b15c7bef168cefe9124e8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fjulepcrm%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

### [Kindsight's Fundraising Platform](https://www.g2.com/products/kindsight-s-fundraising-platform/reviews)

Kindsight’s Fundraising Platform is a sophisticated fundraising solution designed to empower organizations with real-time access to an extensive live donor database. This innovative platform leverages what we refer to as fundraising intelligence, enhanced by our Kindsight Intelligence (KI) AI assistant, enabling users to make informed decisions and enhance their fundraising efforts. Native to the Ascend CRM, KI delivers smart automation, personalized insights, and drafts tailored content in your voice. By integrating comprehensive donor insights into a single platform, Kindsight addresses the unique challenges faced by fundraising and advancement teams, providing them with the tools necessary to optimize their outreach and engagement strategies. The platform is tailored for enterprise nonprofit organizations, educational institutions, healthcare organizations and other mission-driven entities seeking to improve their fundraising outcomes. With Kindsight, users can efficiently identify high-potential prospects, allowing them to focus their efforts on individuals who are most likely to contribute. This targeted approach not only streamlines the fundraising process but also enhances the overall effectiveness of campaigns, ultimately leading to increased donations and support for various causes. One of the standout features of Kindsight’s Fundraising Platform is its ability to deliver real-time donor intelligence. This functionality allows users to access up-to-date information about potential donors, including their giving history, interests, and engagement levels. By utilizing this data, organizations can personalize their outreach efforts, crafting tailored messages that resonate with individual donors. This level of customization fosters stronger relationships and increases the likelihood of successful fundraising outcomes. Additionally, Kindsight’s platform distinguishes itself from competitors by offering a unified solution rather than a patchwork of disparate tools. This integration simplifies the user experience, allowing fundraising teams to manage their efforts from a single interface. The platform’s intuitive design ensures that users can easily navigate through donor profiles, track engagement metrics, and analyze campaign performance, all of which contribute to more strategic decision-making. Overall, Kindsight’s Fundraising Platform provides organizations with a powerful tool to enhance their fundraising capabilities. By harnessing the power of comprehensive donor intelligence and the efficiency of Kindsight Intelligence AI, users can identify and engage with their best prospects more effectively, ultimately driving greater support for their missions. The platform’s focus on real-time data and seamless integration sets it apart in the fundraising landscape, making it an invaluable resource for those dedicated to making a difference.

#### Who Is the Company Behind Kindsight's Fundraising Platform?

- **Seller:** [Kindsight](https://www.g2.com/sellers/kindsight)
- **Company Website:** kindsight.io
- **Year Founded:** 1991
- **HQ Location:** San Francisco, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e4bf7518455959d9c3c38f4e9ee68c3d00cdc5ea861e6eb21088423baa2b11b5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkindsightio%2F&secure%5Burl_type%5D=linkedin_company_website)  
335 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

### [Membership Toolkit](https://www.g2.com/products/membership-toolkit/reviews)

Membership Toolkit is a membership management tool that helps you stay connected to your members and collect dues online

**Average Rating:** 4.5/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Membership Toolkit?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Membership Toolkit?

- **Seller:** [Membership Toolkit](https://www.g2.com/sellers/membership-toolkit)
- **Year Founded:** 2011
- **HQ Location:** Charlotte, US
- **Twitter:** @MemberToolKit  
250 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=98bb8f32152fa23128c908141572aca21e06bf547fcc5abdf07596ec958555df&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2634391&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

#### What Are Recent G2 Reviews of Membership Toolkit?

**["Membership Applications for South Orangetown Ambulance Corp"](https://www.g2.com/survey_responses/membership-toolkit-review-11402099)**

**Rating:** 5.0/5.0 stars

_— Laura K._

[Read full review](https://www.g2.com/survey_responses/membership-toolkit-review-11402099)

**["So Great"](https://www.g2.com/survey_responses/membership-toolkit-review-582656)**

**Rating:** 4.0/5.0 stars

_— Vivian M._

[Read full review](https://www.g2.com/survey_responses/membership-toolkit-review-582656)

#### What Are G2 Users Discussing About Membership Toolkit?

- [What is Membership Toolkit used for?](https://www.g2.com/discussions/what-is-membership-toolkit-used-for)

### [Members Only / Non-Profit](https://www.g2.com/products/members-only-non-profit/reviews)

Members Only Software provides a nonproft CRM along with other tools to help individual nonprofits meet their goals

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Members Only / Non-Profit?

- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Members Only / Non-Profit?

- **Seller:** [Members Only Software](https://www.g2.com/sellers/members-only-software)
- **HQ Location:** United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f66ccaa2d1f612494a25c7188896e04139efaef29c8ea21ef15a888b5a1d32c1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmembers-only-software&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Members Only / Non-Profit?

**["Members Only / Non-Profit!"](https://www.g2.com/survey_responses/members-only-non-profit-review-7649183)**

**Rating:** 5.0/5.0 stars

_— Mohammed K._

[Read full review](https://www.g2.com/survey_responses/members-only-non-profit-review-7649183)

### [Method:Donor](https://www.g2.com/products/method-donor/reviews)

Method:Donor is the only fundraising and donor management app with a real-time, two-way integration with all versions of QuickBooks. Features like online donation pages and automated follow-ups make it easier to scale your fundraising efforts, while the 360-degree view of each donor allows you to form personal connections. With endless possibilities for streamlining workflows, Method empowers nonprofits to spend less time on admin work and more time making a difference. Method:Donor was created by the team behind Method:CRM, the top-rated CRM for QuickBooks on Intuit’s apps.com.

#### Who Is the Company Behind Method:Donor?

- **Seller:** [Method Integration Inc.](https://www.g2.com/sellers/method-integration-inc)
- **Year Founded:** 2010
- **HQ Location:** Toronto
- **Twitter:** @MethodCRM  
2,075 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5d78b6d56af15bee0d6ec97f954d7e71fae54a68b56974ff2fac60b145516bd4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F245963%2F&secure%5Burl_type%5D=linkedin_company_website)  
115 employees on LinkedIn®

### [Missio](https://www.g2.com/products/missio-missio/reviews)

Missio is a suite of products designed to help run nonprofit efficiently from anywhere.

#### Who Is the Company Behind Missio?

- **Seller:** [Missio](https://www.g2.com/sellers/missio)
- **Year Founded:** 2017
- **HQ Location:** New York, US
- **Twitter:** @missiosolutions  
189 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a4c6b1322445745baaf5ff65bed4121008bf6a94d999f6568fed40ddace491aa&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmissiosoftwaresolutions%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

### [Mission Desk](https://www.g2.com/products/mission-desk/reviews)

Mission Desk is nonprofit operations software built by someone who runs a nonprofit. Most organizations pay for four to ten separate tools to manage their operations, each with its own login and its own per person fee, and none of them connected to each other. Writing a grant report means opening four programs. Tracking attendance, budget numbers, donor records, and program notes separately just to answer one funder's question. Mission Desk brings it all into one place so your team can spend less time moving data and more time doing the work. People and family management, events and attendance tracking, donor management, grant tracking, bookkeeping, staff chat, task management, newsletter composer, document storage, board reports, timeclock, and volunteer hour tracking. All connected. All in one place. $79 a month. No per person fees. No setup fees. No contracts. 14 day free trial, no credit card required.

#### Who Is the Company Behind Mission Desk?

- **Seller:** [Mission Desk](https://www.g2.com/sellers/mission-desk)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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Similar Categories

- [Admission-Based Nonprofit](/categories/admission-based-nonprofit)
- [Donor Management](/categories/donor-management)
- [Donor Prospect Research](/categories/donor-prospect-research)

- [Fundraising](/categories/fundraising)
- [Human Services](/categories/human-services)
- [Nonprofit Accounting](/categories/nonprofit-accounting-software)

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- [Volunteer Management](/categories/volunteer-management)

[Browse Nonprofit CRM Themes](/categories/nonprofit-crm/themes)

 ![Emma Stein](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Emma Stein")
ES

Researched and written by [Emma Stein](https://research.g2.com/insights/author/emma-stein)

Updated October 3, 2024

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

Show More

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## How Do You Choose the Right Nonprofit CRM Software?

### 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.