The Best Nonprofit CRM Solutions

Salesforce is the most used and most comprehensive CRM system in the world, and this version has been created to suit the needs of nonprofit organizations. Salesforce provides solutions for fundraising and marketing. You can track donors, personalize fundraising, set up timely communications, and use tools for upgrades and donor retention. 

You can view your paid and pledged donations in real time to keep a close track of your fundraising. You don’t need to hunt around for figures, because they’ll be displayed for easy access. You can create engaging and personalized email campaigns with the data stored in your system. You can also track and manage interactions to provide personalized, consistent communication. 

Salesforce – Nonprofit Cloud’s extensive customizability means the system can be difficult to implement unless you want no customization at all. In other words, it might not be very suitable for those who aren’t the most tech-savvy. But it also means you can customize the system to suit your exact needs, and even set up automation to reduce time spent on admin tasks. 

You should be aware that Salesforce – Nonprofit Cloud comes with limited storage, and you’ll need to pay for more if you need it. The bigger your organization, the more storage you’ll need. 

Monday.com allows you to easily view entire donation pipelines, giving you clear insights without having to rummage around for info and make calculations yourself. You can automate personalized emails to provide an engaging experience for potential and current donors. 

Monday.com offers solutions to help manage your volunteers. You can assign tasks and shifts, view volunteer availability and integrate recruitment forms. Being able to manage your volunteers with ease helps create a smoother environment. 

You can automate admin tasks to relieve yourself and others of mundane tasks, freeing up your energy to be used on more meaningful duties. The system allows you to customize your workflows so you can prioritize, assign and track tasks to streamline processes and increase efficiency. 

Collaboration is made easy and you can work with others in multiple locations so that everyone’s always on the same page. You can integrate Monday.com with tools you already love, such as Slack and Zoom. 

Pipedrive gives you the ability to automate workflows, assign tasks and develop rules to provide great customer service. You can create targeted email campaigns with personalized emails, and you can follow up with donors. Piedrive allows you to create your own pipelines for your organization’s specific needs. This means you can create pipelines for workflows, communications and outreach efforts. 

Pipedrive offers a mobile app, making it easy to work on the go and stay on top of everything. You can easily organize and segment donors based on custom variables, meaning you can more efficiently track and target donors. You can also view customized dashboards for each donor, creating accurate forecasts based on their activity.

Pipedrive offers real-time reporting, so you’ll always know what’s happening at any given time. The 14-day trial makes it easy to test out this CRM system and see if it works for you. 

DonorPerfect is a CRM system geared towards effectively managing donors and donor contributions. You can create forms within minutes with intuitive customization features, drag-and-drop tools, and colour selection. These tools let you create forms aligned with your organization’s branding. 

According to DonorPerfect, nonprofits tend to raise 20% more funds in their first year of using the system, and it can be integrated with QuickBooks and donation processing systems to further streamline the process. A user-friendly CRM, the system is easily implemented and comes with a mobile app, making it more accessible to everyone in your organization. If you still find you’re struggling to get to grips with it, paid and free webinars are available to help you learn it better. 

DonorPerfect specializes in dealing with donors, but it doesn’t manage event tracking well, and you can’t track and see which events a donor has attended. This can make it hard to engage effectively with a donor. 

Neon CRM is easy to use, flexible, and customizable, with automation features that mean you can spend less time on admin tasks and more time on the important stuff. This CRM sends out membership renewal reminders, which are important for retaining and engaging members and donors. 

The platform is donor-centric and will suit you if you need a comprehensive system that has great reporting features – although the integrations are not as robust as they could be. The system is affordable and suitable for new or small organizations. You only need to pay for the features you need and use, so you’ll know exactly where your money is going.