Best Nonprofit CRM Software
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:
Featured Nonprofit CRM Software At A Glance
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Givebutter is the most-loved nonprofit fundraising platform, empowering millions of changemakers to raise more, pay less, and give better. Nonprofits use Givebutter to replace multiple categories of t
Givebutter is a fundraising platform designed to help nonprofits collect support online, manage donations, and run fundraising campaigns. Reviewers frequently mention the ease of use, quick setup, and the platform's ability to integrate with other common platforms, making it a practical tool for managing donations and fundraising campaigns. Users reported issues with the campaign editor, stating that small layout changes require trial and error, and the flow of setting up different options can feel scattered, leading to extra clicks during the initial few edits.
1,778 Twitter followers
What is Zeffy? Zeffy is a comprehensive fundraising platform designed exclusively for nonprofit organizations. As the only 100% free fundraising solution in the market, Zeffy enables nonprofits to ra
Zeffy is a platform designed for event signups and fundraising, allowing users to manage free events, post events with tickets, and handle donations without charging fees. Users frequently mention the ease of use, the well-designed interface, the ability to manage complex signups, and the quick resolution of issues through chat sessions as positive aspects of Zeffy. Users experienced limitations in the structure of the platform, wishing for more flexibility in certain screens, and some found the presentation of the optional contribution to Zeffy misleading, as it defaults to a high percentage and can be easily missed.
Donorbox is an all-in-one fundraising platform designed to help nonprofits overcome key challenges like donor drop-off, limited resources, and the need for sustainable growth. With fast, easy-to-u
Donorbox is a donation platform that provides nonprofits with the ability to create campaigns, manage donations, and track donor data. Users frequently mention the ease of use, the ability to set up campaigns quickly, the option for recurring donations, and the platform's integration with websites and other platforms as key benefits. Reviewers noted issues with the lack of customization options, difficulties with certain integrations, the cost and fees associated with the platform, and the complexity of the dashboard and backend as drawbacks.
6,077 Twitter followers
Bloomerang CRM helps you raise more by turning donor data into deeper relationships and smarter strategies. With a complete 360º view of every supporter, this intuitive solution makes it easy to ident
Bloomerang is a software that provides customer support, training sessions, webinars, and resources for schools to integrate their SIS via an open API. Reviewers like the user-friendly interface, the ease of creating forms and using them online, the option for donors to pay for the processing fee, and the quick and helpful customer support. Users reported that the platform lacks customization options, some features could be more intuitive, and it can take a while to learn all of the features.
7,688 Twitter followers
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. Sal
580,855 Twitter followers
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 juggli
Neon CRM is a software solution designed to manage donors, prospects, events, and volunteers for organizations. Reviewers frequently mention the comprehensive suite of tools, ongoing improvements, and responsive customer service as key benefits of Neon CRM. Users reported that the platform can be unintuitive and confusing to navigate, with specific issues in reporting, event setup, and certain feature limitations.
641 Twitter followers
DonorPerfect is the nonprofit platform that makes it easy to do good. In a single system, development teams can make better decisions, build meaningful connections, and boost revenue by 25% in the fir
DonorPerfect is a CRM software designed to streamline donor tracking, cultivation, and stewarding for non-profit organizations. Reviewers appreciate the user-friendly interface, robust reporting capabilities, and the excellent customer support that DonorPerfect provides. Users experienced difficulties with the software's reporting features, finding them unintuitive and challenging to navigate, and some found the platform overwhelming due to its numerous features.
6,893 Twitter followers
Daxko Operations is a modern nonprofit management software platform that helps membership-based community organizations manage membership, programs, payments, reporting, and engagement in one secure,
Daxko Operations is a platform designed to manage memberships, billing, and facility operations, with features such as a search function, event log, and custom reports. Users like the ease of navigation, the ability to look up members by any information, the efficient search engine, and the centralized customer information which simplifies administrative tasks and improves member experiences. Users experienced issues with scheduling payments, difficulty in filtering transaction history, occasional system crashes, buffering issues, and slow response times to customer support queries.
2,168 Twitter followers
On average, Raiser's Edge NXT customers experience: - 35% growth in number of donors - 48% growth in number of gifts - 44% growth in total dollars raised Blackbaud Raisers Edge NXT is a cloud-ba
Blackbaud Raiser's Edge NXT is a tool for fundraisers to track relationships with donors and manage various tasks such as gift processing, database management, email communications, and workflows. Reviewers like the user-friendly interface, the ability to track effectiveness of appeals, the robust capabilities for pulling and segmenting data, and the continuous updates and improvements to the platform. Users reported issues with the lack of integration with other software like Microsoft, slow loading times, lack of certain functionalities in the web view, and dissatisfaction with the customer support.
32,610 Twitter followers
As the world's #1 AI Cloud ERP solution for more than 25 years, NetSuite has helped businesses gain the visibility, control, and agility to build and grow a successful business. First focused on fin
NetSuite is an ERP solution that provides inventory management, financial statement reporting, and customizable transaction flows. Users like NetSuite's robust integration capabilities, its customizable financial reporting, and the ease of planning inventory and orders based on demand and sales history. Users experienced issues with NetSuite's support, found the manufacturing modules needing improvement, and reported difficulties in navigating the system and understanding its settings.
825,317 Twitter followers
Glue Up is an all-in-one CRM platform designed to help associations, Chambers of Commerce and other member-based organizations build and grow their communities through events, memberships, and various
Glue Up is a community platform that allows users to create subgroups, conduct surveys, create event pages, send targeted emails, and facilitate member interactions. Users like the wide range of features, the user-friendly interface, the quick customer support response, and the potential for member engagement that Glue Up offers. Users mentioned that the website's backend is not very user-friendly, setting up payment accounts and DNS can be a long process, and there is a learning curve to fully understand and utilize all the features.
888 Twitter followers
The NationBuilder community engagement platform powers thousands of the world's most high-stakes campaigns and movements. Move your advocates to action with a single system including readymade website
15,348 Twitter followers
iMIS® is designed to meet the unique management needs of associations, unions, regulatory bodies, and non-profits. It has all the features you need to manage your organization efficiently with dashboa
iMIS is a management system used for maintaining an organized member database, managing events, facilitating fundraising and donations, and ensuring database integrity. Users frequently mention the system's robust features, flexibility, and ability to integrate with other systems, which streamline operations and provide a seamless user experience. Users mentioned that system upgrades can take longer than expected, the platform can be complex and difficult to manage without expertise, and customizations can sometimes break with updates.
5,759 Twitter followers
Over 20,000 nonprofits and socially-minded companies have used Panorama by FrontStream to power their auctions, charity events, peer-to-peer and online fundraising. As an all in one digital fundraisin
2,803 Twitter followers
CharityEngine is the only native all-in-one CRM built for nonprofits. CharityEngine's complete fundraising and donor management platform allows nonprofits to centralize and leverage their data to enri
CharityEngine is a comprehensive CRM platform that includes features for managing newsletters, events, donor relationships, and fundraising. Reviewers appreciate the platform's user-friendly interface, the availability of customer support, and the ability to manage all non-profit functions in one place. Reviewers noted that the platform has a steep learning curve, occasional technical issues, and lacks certain functionalities compared to competitors.
405 Twitter followers
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.
Other Features of Nonprofit CRM Software: Automated Reports Capabilities, Lead Management Capabilities, Online Portal Capabilities, Sales POS Capabilities
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.
