You may already know that there are customer relationship management (CRM) solutions for businesses of all sizes. However, you may not realize that this software is also effective for nonprofits. In fact, many nonprofits use CRM solutions for fundraising and donor management.
Nonprofit CRM platforms offer many benefits to organizations, but it might be challenging to choose the best relationship management solutions for your group. This guide will help make the decision a little easier.https://www.youtube.com/embed/lBirCTrGhEs?feature=oembed
What is a CRM platform?
Organizations use CRM platforms to manage relationships with customers or clients. In the case of nonprofits, CRM stands for constituent relationship management. For most nonprofits, constituents include donors and volunteers.
What is the benefit of CRM for a nonprofit?
Nonprofit organizations can leverage CRM software to help attract and retain donors and volunteers by segmenting and personalizing outreach efforts, including marketing and fundraising campaigns.
A nonprofit CRM platform can also track the efficiency of these efforts by measuring donor retention and engagement levels on an individual basis. Typically, these platforms also integrate with other software solutions for greater functionality, including sales and marketing tools, accounting software, and payment systems.
Selecting the best CRM solution for nonprofits
We selected our list of the top CRM options for nonprofits to consider based on cost, scalability, features, functionality, ease of use, and customization and upgrade potential. Here are some top recommendations for user-friendly nonprofit CRM solutions.
HubSpot CRM is one of the best free CRM tools available based on its functionality and ease of use. It has a comprehensive database to store major contact information, including donor data. You can organize donor profiles and communications, such as fundraising campaign messages. In addition, the CRM platform includes an email marketing tool for your fundraising efforts.
Jotform’s user-friendly form creation tools make it easy to build forms to collect volunteer information and other data for your nonprofit. Several nonprofit CRM sheet templates allow you to track all types of organizational information within one database.
You can upload data from a CSV or Excel file to Jotform Tables or share a custom template with team members, who can then access it from any device.
Neon CRM is a fairly low-cost, cloud-based management platform that helps nonprofits scale as they expand their membership or donor base. Key features include communication and marketing automation, revenue dashboards, and a range of integrations.
Nonprofit experts design the features, which is a plus — they understand how to deliver tools that help organizations optimize resources like time and money.
Salsa CRM provides several tools that help nonprofit organizations nurture major donors and other constituents. Features include metrics and reporting to assess your online fundraising campaigns. Standout tools are its templates and custom workflows for identifying suggested gift amounts and membership management.
Although Kindful costs more than the other nonprofit CRM solutions on this list, it’s one of the most comprehensive and intuitive tools for fundraising available. The software provides tools that assist with both online and offline fundraising. It also uses automation to minimize time spent on certain fundraising tasks.
Kindful integrates with other widely used organizational tools for online donation management, including Stripe and PayPal, as well as email marketing tools like Mailchimp.
Blackbaud is a robust CRM solution made for larger nonprofit organizations. It includes fundraising tools that help attract, support, and nurture donors.
A number of multichannel marketing features help your organization develop and maintain strong donor relationships. The CRM system also offers tools for enhancing direct mail campaigns and creating content for donation pages.
DonorPerfect’s centralized fundraising data capabilities help organize donor data and make it accessible across your nonprofit team. Features include a visual dashboard, fast donation processing, event management tools, and mobile accessibility.
Bloomerang focuses on assisting nonprofit organizations with their donor retention objectives. The donation management solution delivers a full-stack CRM to improve contact record maintenance. It also includes an online payment processing tool and social media listening tools so you can oversee your online presence and reputation in real time.
Virtuous is a responsive CRM solution designed to improve the donor experience — which can improve donor retention and increase donations. The automation features optimize the time your organization spends on donor engagement, fundraising campaigns, and follow-up messaging.
CiviCRM is the best CRM solution if your organization is looking for customization. This open-source CRM platform allows you to customize all its tools, including those for membership, reporting, advocacy campaigns, contact management, and more.
Making a decision
Like business-oriented CRM solutions, platforms built for nonprofits typically offer a trial period. This gives you a way to better assess if the platform meets your nonprofit’s needs and objectives before you commit. In doing so, you can feel more confident that you’ll get the best return on your investment.