Categories   >   Nonprofit CRM Software
Last Reviewed: November 15th, 2024

Best Nonprofit CRM Software Of 2024

What is Nonprofit CRM Software?

Nonprofit CRM software, also known as donor management systems, empowers nonprofits to cultivate deeper relationships with their supporters. It goes beyond just storing data, offering tools to manage interactions, track donations, analyze fundraising campaigns, and personalize outreach efforts. This helps nonprofits overcome challenges like fragmented data, inefficient communication, and a lack of donor insights. The benefits are substantial: increased fundraising success, improved volunteer engagement, and stronger donor loyalty. Key functionalities include contact management, donation tracking, campaign management, and reporting. Emerging features like AI-powered analytics and predictive modeling are further enhancing impact. Nonprofits of all sizes benefit, with particular value for those engaged in fundraising, advocacy, and community outreach. While costs and implementation complexity can be limitations, the overall value proposition is clear: Nonprofit CRM software unlocks data-driven insights and strengthens relationships, ultimately allowing nonprofits to maximize their impact and make a greater difference.

What Are The Key Benefits of Nonprofit CRM Software?

  • Deeper donor insights
  • Streamlined fundraising
  • Improved volunteer mgmt.
  • Enhanced donor retention
  • Personalized outreach
  • Data-driven decisions
  • Automated tasks & reports
  • Boosted campaign success
  • Stronger community engagement
Read more

Overall

Based on the latest available data collected by SelectHub for 32 solutions, we determined the following solutions are the best Nonprofit CRM Software overall:

Salesforce
Salesforce
Start Price
$25
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Salesforce

As the undeniable powerhouse in the CRM space, Salesforce offers a suite of products with vast capabilities to enhance organizational performance and drive business growth. Its AI capabilities, level of customization available and mobile app to deliver flexible access are among its most cited benefits. Users also call out its data analytics and communication features, which enable optimal performance and better connection with customers.
Some limitations include slow performance, high price and missing automation features. Due to its size, it suffers from an overload of features that many find overwhelming, confusing and a distraction from core functionality they need. Users also find it difficult to navigate in many cases. Most smaller companies that don’t require a host of features and desire a more straightforward experience should look at alternatives. It’s best for businesses that need end-to-end, advanced capabilities for complex business operations and that have the technical resources and budget to use the system to its fullest.

Pros & Cons

  • Highly Customizable: The level of personalization is helpful for managing tasks, report 60% of users who reviewed customizations.
  • Accurate Data and Analytics: The system offers a catalog for data and analytics and categorizes tasks using performance metrics, a key benefit according to 80% of reviews on analytics.
  • Intuitive AI: All users mentioning AI indicate it’s very intuitive and helps drive team productivity.
  • User-Friendly: The software is easy to use and doesn't require technical knowledge, making it easy to adapt to, say 61% of reviews on usability.
  • Communication Tools: Automatic call recording, customization, automation, and records of emails and calls improve customer communication, as 65% of users referencing this feature suggest.
  • Mobile App: With easy functionality, the app grants access to files and data anytime, anywhere, a useful feature in the view of all users who mention it.
  • Clunky and Slow: The software is heavy on the network and takes time to install, with 80% of reviews on the matter suggesting it’s best not run on mobile network connectivity to avoid poor speed.
  • Outdated UI: The UI and interactiveness of the application is outdated and needs an upgrade, according to 61% of users reviewing this feature.
  • Weak Automation: The marketing automation feature doesn't allow users to generate suggestions and implement organizational conversations, leading to difficult functionality according to 66% of users referencing automation.
  • Too Many Features: The system offers robust features that aren’t always useful, and 60% of reviews on this topic suggest they found some additional features complex to use and unnecessary for their needs.

Key Features

SignUpGenius
SignUpGenius
Start Price
$8.99
Monthly, Freemium
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked SignUpGenius

Is SignUpGenius genius or does it need a sign that says "gone fishing?" User reviews from the last year suggest the former. Users rave about SignUpGenius's user-friendly interface, comparing it to a breath of fresh air compared to clunky competitors. One user, a self-proclaimed "technophobe," shared that even *they* could navigate the platform with ease. This intuitive design, coupled with robust customization features like themed templates and automated reminders, makes SignUpGenius a hit for organizing everything from volunteer shifts to potlucks.

However, some users feel the free version's features are about as exciting as watching paint dry, wishing for more advanced options without having to shell out the big bucks. A few users also reported encountering the occasional technical glitch, leaving them feeling like they'd signed up for a rollercoaster ride instead of a simple sign-up sheet. While customer support receives mixed reviews, the overwhelming sentiment leans positive. Overall, SignUpGenius proves to be a valuable tool for individuals and organizations seeking a straightforward solution for managing sign-ups, particularly those who value ease of use and visual appeal over a plethora of advanced features.

Pros & Cons

  • User-Friendly Interface: SignUpGenius is praised for its intuitive design, making it easy for both organizers and participants to use, even with limited technical expertise.
  • Effective Event Management: The platform streamlines event organization by handling sign-ups, tracking RSVPs, and simplifying communication with attendees.
  • Volunteer Coordination: SignUpGenius simplifies volunteer management by allowing organizers to list specific tasks and time slots, enabling volunteers to easily find and sign up for roles that match their availability.
  • Limited Free Plan: The free version has limitations like ads and fewer customization options, potentially impacting brand image for businesses.
  • Dated Design: Some users find the templates outdated, lacking modern design aesthetics, which might not align with the brand image of all businesses.
  • Inflexible Task Addition: Adding tasks in groups of five can be inflexible, requiring users to adjust their workflow and potentially create unnecessary entries.

Key Features

  • Sign-Up Forms: Tools for this feature include pre-built or customized themes, comment fields, questions, event locations in Google Maps, single or multiple dates, time zone settings, calendar syncing and more. You have the option to add attachments and duplicate forms to use again. 
  • Payment & Donation: After setting up a payments account, your organization can collect money via credit card or debit card. You can set different prices, mark whether payments are required or optional, add images and offer discounts using date or quantity criteria. 
  • Group Messaging: The system enables sending reminders via text and email, to groups or to specific people. You can customize and schedule the messages, as well as include a unique URL for sharing the sign-up. 
  • Volunteer Reports: Reports let you compile and track how many hours each volunteer has worked. You can specify the criteria for every report, such as date range, which sign-ups to includes and other parameters. Reports can be exported as CSV files. 
  • Access Controls: The software supports multiple admins. You can set different permission levels and notification options. 
  • Security: This functionality lets you add access codes to restrict who can view a sign-up. It also includes the ability to hide fields and names. 
Insightly
Insightly
Start Price
$29
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Insightly

Insightly helps users track contacts through the customer lifecycle to increase sales and productivity, improve customer relationships and manage projects efficiently. It excels in capabilities such as customization, ease of use, contact management and more. However, features like reporting and dashboards have room for improvement. Users also pointed out that customer support isn’t as quick and attentive as it could be. Reviews on price are mixed, with some saying it’s justified for the features it offers, while others consider it a bit expensive. Overall, it’s a good fit for small businesses that are looking for a robust CRM within a decent budget.

Pros & Cons

  • Customer Relationship Management: Communicating with customers and nurturing relationships is effortless, as observed by every reviewer who references this capability.
  • Ease of Use: According to 85% of reviewers who mention this aspect, the software is easy to navigate.
  • Integration: 70% of users who refer to integration noted that the platform seamlessly integrates with Gmail, Mailchimp, Slack, calendar apps, social media platforms and more.
  • Project Management: The software aids efficient project management, according to 95% of reviewers who reference this feature.
  • Task Management: It’s easy to create, track and organize tasks, according to every reviewer who mentions task management.
  • Contact Management: The capabilities for managing a contact directory are exceptional, according to 95% reviewers who refer to this feature.
  • Customer Service: 70% of reviewers who mention customer support felt it was slow and could be more responsive and attentive.
  • Reporting: This feature is very basic and doesn’t offer many options to customize, according to more than 70% of reviewers who refer to it.

Key Features

  • Lead Management: When a new lead enters the system, the software uses criteria you set up to automatically assign leads and tasks to sales reps. Each lead’s social profiles are automatically attached to their record. You can use web pages to capture leads while removing spam, and Insight Cards reveal duplicate records for better data quality. 
  • Opportunity Management: Customizable pipelines with a kanban view organize leads, which can be dragged and dropped to each new stage. Sales reps can drill down to view a deal’s call and email history, notes, proposals, and contracts. 
  • Email Automation: Features include templates, mass emailing capabilities, list segmentation and scheduling. The platform lets you save emails from your inbox and has a search functionality. 
  • Calculated Fields: Insightly enables you to use your CRM data to implement business logic and mathematical functions within the platform. You can create calculated fields for any number of items. Examples include commission, region assignment, working hour totals and remaining balance. It’s also possible to add fields to dashboards. 
  • Workflow Automation: This feature enables a variety of actions, such as assigning tasks, updating data, sending emails and transforming closed deals into projects. Insightly also contains webhooks and AWS Lambda functions for extended automation. 
  • Contact Management: The system stores all contact records — customers, prospects and more — in a single location. Multiple list views aid in organizing and searching contacts. Individual records contain all relevant information about the contact and support custom fields for further personalization. They also include a full list of interactions with your company along with details about who your contact knows. 
Little Green Light
Little Green Light
Start Price
$45
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Little Green Light

Little Green Light is most suitable for small to medium-sized nonprofit organizations seeking a comprehensive and user-friendly fundraising and donor management solution. The software's affordability, coupled with its robust features, makes it an attractive option for organizations with limited budgets and resources. Additionally, Little Green Light's emphasis on customer support and its active user community provide valuable assistance and guidance to users, ensuring a smooth and successful experience. The software's scalability allows it to grow alongside an organization, making it a long-term investment that can adapt to evolving needs.

Users frequently highlight Little Green Light's exceptional customer support as a key differentiator. The company's responsive and knowledgeable support team is readily available to assist users with any questions or issues they may encounter. This level of support is particularly beneficial for organizations with limited technical expertise or those transitioning from other donor management systems. Users also appreciate Little Green Light's active user community, which provides a platform for sharing best practices, troubleshooting problems, and connecting with other nonprofit professionals.

While Little Green Light offers a wide range of features, some users note that the software's reporting capabilities could be more extensive. Users desire more advanced reporting options and customization features to gain deeper insights into their data. Additionally, some users mention that the software's interface, while generally user-friendly, could benefit from a more modern and intuitive design. Despite these minor drawbacks, Little Green Light remains a popular choice among nonprofits due to its affordability, comprehensive features, and exceptional customer support.

Little Green Light stands out from its competitors by offering a unique combination of affordability, comprehensive features, and exceptional customer support. Compared to other donor management systems, Little Green Light provides a more cost-effective solution without compromising on essential features. The software includes tools for managing donations, tracking donors, creating reports, and automating tasks, all within an intuitive and user-friendly interface. This balance of affordability and functionality makes Little Green Light an attractive option for organizations seeking a comprehensive yet budget-friendly solution.

Pros & Cons

  • Customizable Interface: Users appreciate the ability to tailor the Little Green Light interface to their specific needs, including custom fields, filters, and reports. This flexibility allows organizations to track the data most relevant to their mission and workflows.
  • Comprehensive Donor Management: Little Green Light offers robust tools for managing donor information, including contact details, donation history, and communication preferences. The software facilitates segmentation and targeting, enabling personalized outreach and engagement strategies.
  • Grant Tracking and Management: Little Green Light simplifies the grant management process by providing tools for tracking deadlines, reporting requirements, and awarded funds. This feature streamlines grantseeking and stewardship activities for nonprofits.
  • Streamlined Donation Processing: The platform integrates with various payment processors, enabling secure and efficient online donation processing. Little Green Light also supports recurring donations, tribute gifts, and other giving options, enhancing fundraising efforts.
  • Limited Reporting Functionality: Users frequently express frustration with the reporting capabilities, finding them to lack the depth and flexibility needed for comprehensive data analysis. For instance, generating custom reports or performing complex data manipulation can be cumbersome.
  • Steep Learning Curve: The software's interface and workflows can be challenging for new users to grasp, leading to a prolonged onboarding process and potential inefficiencies. Mastering the intricacies of Little Green Light often requires significant time investment and training.
  • Integrations and Add-Ons: While Little Green Light offers some integrations, users often find the selection to be limited, especially compared to other fundraising platforms. This can hinder connectivity with essential tools and services, creating data silos and manual workarounds.

Key Features

  • Data Import and Export: Exhibits complete export capabilities and helps migrate data using a powerful import tool. Data can be grouped to send personalized messages and emails. 
  • Customizable Dashboard: Provides quick access to information such as fundraising tools, alerts and more. Allows creation of new fields, hiding system fields and enables custom settings. 
  • Constituent Management: Manages organizational supporters such as donors, volunteers and members. Track invites, attendees, donations and more, all from one place. 
  • List Creation and Management: Allows saving information into lists for mailing, reports and more. Alumni Management offers class lists, search and reporting. 
  • Built-in Custom Reporting: Extends report building functionalities with prebuilt or custom templates as needed. Offers data analytics with insight into opportunities, new donor prospects and more. 
  • Fundraising and Volunteer Management: Tracks all fundraising activities, such as donations and gifts. Also handles volunteer interests and hours served. 
  • Acknowledgment and Receipts: Produces thank you acknowledgments and receipts and track who receives them. 
Bloomerang
Bloomerang
Start Price
$125
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Bloomerang

Bloomerang is a cloud-based solution for small and growing nonprofits that helps organizations view donor records, track the best time to contact each donor and measure donor engagement levels to improve outreach. Strengths include reporting, seamless integration, ease of use and automation. Users also praised the customer support. Some reviewers noted that extracting data isn’t very easy and that survey questions need more customization. However, the system allows unlimited users and is a good product to consider.

Pros & Cons

  • Reporting: 66% of the users who mentioned reporting said it was very robust and saved a lot of time.
  • Automation: The platform’s automation eliminates manual tasks, making functionality easier according to 60% of reviews about automation.
  • Ease of Use: 75% of users who refer to this feature mentioned the software is easy to use and adapt to, even without strong technical know-how.
  • Integration: 60% of reviews referencing this feature suggested that the platform is easy to operate due to integration with commonly used applications.
  • Customer Service: 100% of users mentioning this aspect said that they loved the chat support and that the support team helped them understand the product.
  • Task Management: The platform restricts exporting, generation of data and other functional tasks, with 60% of users who mention this feature observing that data extraction could be simpler.
  • Customization: 70% of the users who reviewed customization noted that the platform restricts customization of questions for donors, making it difficult to build strategies.

Key Features

  • Online Giving: Maximizes giving, provides strong security and keeps processing fees low. Integrates customizable with any website, supports multiple campaigns, automatically pulls in data captured in donor forms and is customizable. 
  • Email Marketing: Reach the right constituents with the right content from within the platform — no need to integrate with a third-party application like Constant Contact. Features include a user-friendly editor, mobile-responsive format, scheduling, templates, segmenting filters, analytics, receipts and delivery validation. 
  • Integrations: Connect Bloomerang to best-of-breed solutions that provide wealth screening, data stewardship, fund accounting, social fundraising, donation processing, IT assistance and website packages. However, the integrations aren’t as extensive as competitors such as Donor Perfect and Kindful. 
  • Engagement Meter: Shows how engaged contacts are to facilitate pursuing the best opportunities. Compiles information by measuring things like donation frequency, email opens and clicks, website visits, event attendance, donation amounts and social media interactions. 
  • Social Listening: Assists with effective Twitter engagement by providing a hub for monitoring interactions with an account, choosing hashtags and finding new connections. 
  • Reports: Understand organizational health and donor base with built-in reports that can be used as-is or customized for greater precision. Drag-and-drop tools and filters make reports easy to manage. 
  • Surveys: Encourages long-term relationships with constituents and identifies areas of improvement. The surveys, which focus on existing, lapsed and new donors, are science-based, drawing on the research of Dr. Sargeant. 
  • Grant Tracking: Custom fields, reports, relationship tracking and task management make it easier to secure funding. 
  • Volunteer Management: Simplifies the process of managing volunteers with the ability to record any necessary information as well as keep track of which donors have volunteered and which volunteers have donated. 
  • Data Import: Simplifies uploading of data from a spreadsheet and can retain information like notes and interactions. 
DonorPerfect
DonorPerfect
Start Price
$99
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked DonorPerfect

DonorPerfect is a comprehensive fundraising solution, helping nonprofits nurture donor relationships and manage common tasks like donations and emails. The system is pretty easy to use and learn, and has a helpful support team. Users also note its robust reporting and customization features as central benefits. However, it suffers from certain technical glitches, and the email and duplicate management functionalities need improvement. Overall, it’s a good fit for nonprofits who’re in search of a robust donor management platform.

Pros & Cons

  • Customer Support: According to 96% of reviewers who talk about this aspect, the support team is interactive, helpful, always available to respond and open to implementing user suggestions.
  • Ease of Use: The system is quite easy to navigate as observed by 98% of reviewers referencing this aspect.
  • Donor Management: Every user talking about this feature mentions it maintains complete donor profiles and tracks interactions.
  • Reporting: According to 61% of reviewers referencing this feature, it’s easy, versatile, helps make predictions and produces any dataset imaginable.
  • Easy to Learn: Knowledge base videos and webinars help in learning the platform, as observed by 81% of reviewers.
  • Customization: It’s easy to customize how and what to see in donor records, according to 85% of reviewers who mention this feature.
  • Email: More than 62% of reviewers referencing this feature observed it’s a bit outdated, customizing templates is difficult and setting up email reminders is tricky.
  • Technical Glitches: All users referencing this aspect noted certain issues — closing too soon during inactivity, inability to go directly to the contact screen from the search results and more.
  • Duplicate Management: Finding duplicate accounts requires regular maintenance and it needs a better duplicate removal tool, as noted by every user talking about this element.
  • Price: Although many reviewers find it affordable, according to 55% of users the pricing for add-ons could be more public and less expensive.

Key Features

  • Mobility: Process one-time and recurring gifts, accept payments quickly, analyze fundraising data using configurable reports, create and update records, and more while on the go. Connect with donors easily by accessing contact information, spotting them in nearby locations and viewing upcoming appointments. 
  • Email Marketing: Integration with Constant Contact ensures seamless communication and email marketing. Design, personalize and optimize emails using easy templates, update the system with automatic sync, report on campaigns and store unlimited history metrics. Phone, email and chat support is available from Constant Contact. 
  • Auction Management: Boost revenue via auctions, with tools for setting the bidding method and timeline, printing a catalog, and sending outbid text alerts. Track and combine donations, gather data from bid sheets, and manage guests and donations efficiently. Leaderboards help showcase sponsors and items and sell tickets. 
  • Automated Workflows: Save time on communications by automating task assignment, data updates, emails and staff alerts. Automation rules prompt different actions such as email notifications, field updates and pop-up messages. Also, create as many SmartActions and specific triggers as needed using custom filters. 
  • Account Integration: Manage financial statements, expenses and non-donor revenue using the installed or cloud-based features of QuickBooks. Capabilities include multiple account transactions, gift mapping to income and bank accounts, permission control, data file import, data customization and journal entries. 
  • Dynamic Screen:  Reduce data clutter by organizing donor records with SmartScreens. Automated actions include renaming field prompts, setting custom tab orders, marking required fields, hiding sections and fields, and more. It’s also possible to configure triggers based on preferences. 
  • Crowdfunding: Run effective fundraising campaigns using templates, customizable key fields and progress measures. Quick setup, customizability, integration options and organization style controls help manage the entire process efficiently. 
  • Batch Entry 2.0: Optimize data entry and minimize mistakes by confirming batch validity before posting. Prebuilt templates, editing for codes and unlimited batches are supported. 
  • Screen Designer: Configure screens by creating required fields, and customizing and simplifying workflows. Capabilities include editing field names and positions, hiding fields from donor records, modifying the tab order of screens, and more. 
  • Constituent Tracking: Nurture relationships with donors via phone calls, reminders and events, and target them with specific messages. Gather contact details, primary and secondary addresses, photo, pledge detail and history. Check status as a major donor, monthly donor, and volunteer. 
  • Email and Letter Personalization Send branded gift receipts that are populated with selected donor and gift data. Syncing data with emails and letters ensures every communication is personalized. 
  • Donor Targeting and Filtering: Analyze campaign success rates and segment donor groups using filters. It’s possible to control user access, make mass updates to specific records, fine-tune search results, set alerts, display desired calculations in records and more.  
  • Integrations: Support growth goals via integrations and partnerships across industries such as finance, accounting, auctions, online fundraising, advocacy, volunteer management, e-commerce and more. 
SugarCRM
SugarCRM
Start Price
$19
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked SugarCRM

SugarCRM provides a wide array of features that the majority of users report are user-friendly. It automates workflows for easy operation and integrates with almost all apps that are used on a day-to-day basis. Feedback also indicates the customer service is a key benefit. Some limitations include forced updates that hinder productivity, limited reporting and analytics, and a slow dashboard. Users also say it’s on the expensive side given the features available. While there are notable drawbacks, it has plenty to offer businesses looking to automate their sales and marketing efforts on a highly customizable platform.

Pros & Cons

  • User-Friendly: Of users who review the functionality and interface, 66% mention the platform is intuitive and easy to adapt to.
  • Customer Service: The customer support is very responsive and helps fix issues quickly, according to 60% of users referencing it.
  • Automation: Can handle most daily tasks, helping save time and eliminating manual work, suggest 80% of users who mention this feature.
  • Integration: The application features wide device deployment and complete social media integration, according to 80% of users citing this element.
  • Customization: The software is highly customizable, making it flexible for every business need in the experience of 71% of users who reviewed customizations.
  • Not Budget-Friendly: The system is pricey for the features offered, say 66% of reviews about pricing.
  • Compelled Updates: 100% of users reviewing this indicate that the automatic updates reconfigure the system, making it time-consuming to set up every time.
  • Data Reporting: he system offers limited data reporting functionality and forces the usage of line items, quotes, forecasts and the renewal console, according to 66% of users mentioning this.
  • Lacks Responsiveness: The dashboard is very cumbersome and takes time to respond, suggest 75% of users reviewing this aspect.

Key Features

  • Campaign Management: Offers multi-channel support and streamlines every aspect of marketing campaigns by: 
    • Benchmarking to see what works and what doesn’t.
    • Gathering campaign performance data for measurement and real-time updates.
    • Capturing email metrics such as bounce rate, click-through rate and open rate.
    • Collecting visitor info via web forms that don’t require technical knowledge to use.
  • Lead Management: Data insights show channel profitability and allow tracking of campaign effectiveness. Also helps: 
    • Segment based on source, channel, industry or other factors.
    • Route leads to the right sales rep based on business rules to define and automate the handoff from marketing to sales.
    • Replicate successful campaigns in a few steps.
  • Reports and Dashboards: View real-time, customizable data to analyze critical KPIs for a number of metrics such as leads, opportunities and sales rep performance. Also offers data on sales trends, customer profiles based on different criteria and case reports. 
  • Sales Forecasting: Models include likely, best case and worst case. Also has: 
    • What-if scenarios for more accurate predictability, using past revenue as the basis for sales predictions.
    • Worksheets for monitoring sales team performance and assigning quotas.
    • Customization options to handle complex sales cycles and situations like staggered or recurring purchases.
  • SugarBPM: Offers a visual interface for designing workflows, alongside tools that speed up troubleshooting and dashboards that save snapshots of tasks and workflows. 
  • Case Management: Customer service reps can efficiently and accurately handle customer cases by viewing all cases per account and receiving reminders for fast resolution. Also includes: 
    • Priority levels that help agents respond quickly to the most urgent cases.
    • KPIs like customer satisfaction and response times.
    • Configurable user journeys.
    • A portal where customers can create tickets, upload and update info, and follow cases to resolution.
  • Knowledge Base: Delivers self-serve information to customers via a portal. Also allows creating an article based on support case details and includes stock fields that can be modified based on needs. 
  • Bug Tracking: Agents can view details including resolution status as well as track product problems and bug frequency. 
  • Project Management: Includes common project management features such as Gantt charts, task management and dashboards to manage projects like campaigns and customer cases without needing a third-party tool. Also offers management of emails, calls and more from one spot, as well as a place to store call records. 
  • Integrations: Including: 
    • Popular Google apps such as Gmail, Docs and Drive.
    • Social media channels so companies can engage with customers more effectively.
    • Online meeting platforms like GoToMeeting and WebEx to start, schedule and join meetings directly from SugarCRM.
  • Mobile App: Offers a mobile app for phones and tablets, with features such as filters, dynamic search, GPS mapping, click-to-text, click-to-call and offline sync. 
  • Quote Management: Easily manage all aspects of customer quotes using a drag-and-drop interface and grouping options that categorize quoted items in an organized fashion. Also includes out-of-the-box customization for formulas and field calculations. 
  • Tags: Allows selecting which modules to include in global search results and changing selections as needed. Filters include multiple criteria for locating data, while tags are phrases or keywords that can be grouped together to organize information. 

Pricing

License/Subscription Cost
• Based on subscription licensing model: per user, per month
• Involves an upfront cost to own the software, which includes maintenance fees, mobile access, a Microsoft Outlook plugin, reporting, customization and integration capabilities/integration toolkits
• Cost is the same, regardless of deployment option (on-premise or cloud-based/SaaS)
• Cost varies depending on the plan selected (refer to CRM Pricing Guide for details)
Maintenance Cost
• Included in the upfront license cost
Installation/Implementation Cost
• Not included in the upfront license cost
• SugarCRM offers remotely delivered jumpstart packages to onboard new customers with advice related to setup and configuration for approximately $1,500 to $3,000
• Offers options to get SugarCRM implemented from outside vendors such as Brainsell
• Cost varies depending on the type of implementation package chosen
• Brainsell offers SugarCRM implementation packages: Basic Package at $2,400, Medium Package at $4,600 and Large Package at $9,400 (implementation package includes basic setup, data migration and import along with training support)
• Basic setup refers to creating users, setting up emails, personalizing the system with the company’s logo, setting up end users, creating custom fields, reports and other basic setups of the system
Customization Cost
• For both types of deployment, cost varies depending on the type of module selected and the level of customization required for developing or enhancing an existing product feature or module
Data Migration Cost/Change Management/Upfront Switching Cost
• For both types of deployment, cost varies depending on the existing CRM platform, how jumbled the business data is, the amount of data to be migrated, availability of migration tools, the complexity of data, and gaps between the existing system and the new system
• SugarCRM professional services for data migration are available for $5,000
• Can opt for data migration from third-party vendors such as Brainsell. Cost varies depending on the type of package selected for data migration
Training Cost
• Provides live training through its virtual (ranging from 2 to 4-hour classes) or onsite live training classes, or online role-based learning, along with knowledge base/repository
• Cost for such classes vary, depending on the type of training opted for – starting from $150 to $300 to $650, up to $950
• Provides Sugar Certification Programs for $225 per participant. Certification is valid for 2 years
Recurring/Renewal Costs
• Includes the cost for updates, maintenance, upgrades, patches, training and support
• Additionally, the cost varies depending on the plan selected by the users
Tessitura
Tessitura
Start Price
$8,000
Monthly, Quote-based
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Tessitura

Is Tessitura really the "suture" for arts and cultural organizations seeking a comprehensive CRM solution?

Tessitura CRM garners a mixed bag of user reviews, reflecting a powerful yet somewhat antiquated platform. Users consistently highlight its robust functionality and customization options as major strengths. For instance, one user praised the software's ability to generate custom visualizations and reports without requiring extensive SQL knowledge. This granular control over data allows organizations to tailor Tessitura to their specific needs, a crucial aspect for managing complex ticketing, fundraising, and marketing operations. However, the software's outdated interface and steep learning curve are recurring criticisms. Users often find themselves needing to defend the software to less tech-savvy colleagues, highlighting a potential barrier to adoption and widespread use within organizations. This dichotomy in user experience suggests that while Tessitura excels in its comprehensive feature set, it might require a significant investment in training and user acclimation.

Overall, Tessitura proves most suitable for larger arts and cultural organizations with the resources to navigate its complexities. Its ability to handle intricate workflows, generate in-depth reports, and provide a centralized platform for constituent data management makes it a valuable tool for streamlining operations and enhancing customer relationships. However, smaller organizations with limited technical expertise might find its learning curve and outdated interface daunting. For these users, exploring alternative CRM solutions with a greater emphasis on user-friendliness might be a more suitable path.

Pros & Cons

  • Centralized Operations: Tessitura excels at consolidating various functions like ticketing, fundraising, and customer data management into a single platform, leading to streamlined operations and a unified view of patron interactions.
  • Data-Driven Insights: The software's robust reporting and analytics capabilities empower users to gain a deeper understanding of their audience, track key performance indicators, and make informed decisions based on comprehensive data analysis.
  • Personalized Engagement: Tessitura enables personalized marketing campaigns and communication strategies by leveraging detailed patron profiles and interaction history, fostering stronger relationships and targeted outreach.
  • Subscription Management: The platform excels in managing subscriptions, offering user-friendly tools for creating, selling, and renewing subscription packages, simplifying a complex process for both staff and patrons.
  • Steep Learning Curve: Tessitura's extensive functionality can be overwhelming for new users, demanding significant time investment for training and onboarding.
  • Outdated User Interface: Some users find the interface outdated and less intuitive compared to modern CRM platforms, potentially impacting user experience and efficiency.
  • Cumbersome Data Management: Tasks like pulling specific data sets or generating custom reports can be complex and time-consuming, requiring advanced knowledge of the system.

Key Features

  • Capacity Controlled Ticketing: Control venue and seat map setup, set exclusive inventory for customers and create an unlimited number of hold codes for internal inventory control, based on users’ security rights. 
  • Information Requests: Log and track customers’ requests for informational materials and fulfill outstanding requests automatically. Use these for targeted marketing efforts and other communications. 
  • Packages and Bundles: Create, manage, renew and upgrade different types of packages and bundles for lectures, special events, daily planning and concerts. Includes combo ticket deals, composite tickets with a single barcode, parking, dining and audio guides in packages, and automatic discounts based on products-in-cart. 
  • Interactive Dashboards: Make strategic business decisions by fetching data from flexible, advanced dashboards, accessible in any web browser. Offers visual analysis using sorting, filtering and drill-down capabilities, along with notifications of milestones and key moments. 
  • Reports: Create customized reports and build personalized dashboards to track KPIs. Integrate relevant third-party data and configure additional data elements for queries and outputs. 
  • Kiosks: Kiosk integration: 
    •  Streamlines visitor arrivals with automated ticket pickup and customer information capture. 
    •  Provides instant access to membership information and benefits through card scan or membership number. 
    •  Allows personalizing EMV-ready and PCI-compliant kiosks with graphics and desired features. 
  • On-Site Customer Service: Enable ticket validation for location-based services and notifications, as well as printed and digital tickets. Alerts for VIP entrance deliver personalized messages on time. 
  • Data Purge: Delete personally identifiable data from the system and review scheduled purges to see warnings for issues such as outstanding payments or upcoming activities. Control permissions for purging, notify third parties of data that’s being purged and review scheduled purges. 
  • Ticket Scanning: Scan traditional, print-at-home and mobile tickets as well as student tags using N-Scan, and manage timed entries. Validates membership, tracks member attendance, shows trends in attendance and benefits usage, and more. 
  • Check-in and Composite Tickets: Scan a single bar code to record attendance and scan group leader’s confirmation to load the order. A single bar code can represent multiple components including exhibits, performances, parking, classes, general admission and more. 
  • Virtual Experience: Expand reach to find prospects and strengthen relationships with local customers. Offer virtual tours and talks, videos or livestreams, and online camps and classes. Determine sales through configurable ticketing and ensure a seamless customer experience using digital content pages and online waiting rooms. 
  • Fundraising: Manage fundraisers, contributions and pledges, with essential tools available on mobile as well. Offers acknowledgment letters, invitation lists, guest tracking and attendance for special fundraising events. Configure payment schedules, funds, campaigns, appeals, donor levels and memberships according to specific needs. 
  • Targeted Marketing: Leverage social media marketing, connect with patrons on digital platforms and target the desired audience efficiently. Monitor efforts to figure out what’s working best, leverage budgets effectively and determine branding. 
  • TN Express Web: Leverage a secure and flexible web purchase path and maximize revenue with targeted upsell. Sell tickets, gift certificates, memberships, class registrations, donations and more. 
  • Retail: Sell products and merchandise directly through the system, using a flexible point-of-sale interface and an integrated shopping cart. Bundle products with tickets and admissions, offer discounts, create packages and configure upsell prompts for online and in-house sales. 
  • Resource Scheduling: Define and manage specific resources and bookings, view entries and assignments, and get an overview of bookings and assignments through comprehensive reports. 
Altru
Altru
Start Price
$399
Company Size
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Deployment
Cloud On-Premise
Platform
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Key Features

  • Interface: An intuitive interface ensures easy navigation and allows mobile, online and walk-up ticketing as well as membership sales. 
  • Donor Management: Segment donation appeals with a complete picture of each constituent and convert more donors using strategic messages. Manage prospects and donors seamlessly using analytics through ResearchPoint. 
  • Marketing: Increase online sales through mobile-responsive transaction pages that are processed through a shopping cart. Eliminate importing and exporting lists with a built-in email engine. 
  • Merchandise: Automate merchandise discounts and member benefits using onsite merchandise management. 
  • Resource and Volunteer Management: Improve scheduling efficiency and accuracy by managing volunteers and resources using calendar tools. 
  • Education Management: Handle camp and class registrations online to understand how the programs intersect. Supports admissions, memberships and fundraising. 
  • Data Hygiene: Integration with AddressFinder helps save mailing costs by keeping constituents’ address up to date. DeceasedRecordFinder helps identify and suppress deceased individuals from mailings. 
  • Visitor Services: Ensure special treatment for VIP customers and patrons by notifying members when they arrive, and offer CTAs. Recognize board members and major donors to nurture significant donor relationships. 
  • Special Events Management: Practical, efficient tools help: 
    •  Allocate resources, manage an organizational calendar, process donations and sell tickets in advance. 
    •  Create, manage and track fundraising events accurately, handle seating arrangements, define a plan of action and assign owners. 
    •  Track expenses and registrations, and send real-time upgrades via email.  
  • Online Event Registration: Use built-in email tools to promote events and offer direct links to the registration page. Process donations and sell auction items from directly within the system. 
  • Member Management:
    •   View recent member activities, transactions and donations, and recognize them using barcodes in membership cards.  
    •   Offer automatic member benefits and subscription renewal suggestions, ensuring meaningful interactions.  
    •   Provide different types of memberships including traditional annual, recurring sustaining and lifetime.  
    •   Track performance in real time and manage membership programs to improve customer service.  
OneCause
OneCause
Start Price
$500
Annually
Company Size
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Deployment
Cloud On-Premise
Platform
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Why We Picked OneCause

OneCause has been making waves in the nonprofit sector, but is it all smooth sailing? Users rave about its user-friendly interface and comprehensive features, making it a one-stop shop for managing all things fundraising, from online donations and event planning to donor management. It's like having a Swiss Army knife for your fundraising needs! However, some users find the platform's customization options a bit rigid and have expressed concerns about customer support responsiveness. Think of it as a well-stocked toolbox – it has everything you need, but you might need some extra help figuring out how to use all the tools. What truly sets OneCause apart is its focus on innovation, constantly evolving to meet the changing needs of nonprofits. They're like the tech-savvy friend who always knows the latest gadgets! Despite minor drawbacks, OneCause is a top pick for organizations of all sizes looking to streamline their fundraising efforts. It's particularly beneficial for those who value a user-friendly experience and a wide range of features, even if they're not tech wizards. So, if you're ready to take your fundraising to the next level, OneCause might just be the answer you've been searching for!

Pros & Cons

  • Streamlined Donation Process: The platform simplifies the donation process, making it easy for donors to contribute with minimal steps, ultimately boosting fundraising success.
  • Comprehensive Event Management: OneCause provides tools to manage various aspects of fundraising events, such as ticketing, guest management, and auction facilitation, streamlining the planning and execution process.
  • Effective Donor Engagement: The platform offers features like personalized communication and targeted campaigns, enabling nonprofits to cultivate stronger relationships with donors and potentially increase their support.
  • Data-Driven Insights: OneCause delivers valuable data and analytics, empowering organizations to track progress, measure campaign effectiveness, and make informed decisions to optimize fundraising strategies.
  • Limited Customization: OneCause's customization options may not be extensive enough to meet the unique branding and workflow needs of some organizations, potentially leading to a generic look and feel for fundraising campaigns.
  • Reporting Challenges: Generating specific reports or extracting data in desired formats can be cumbersome, potentially hindering data analysis and informed decision-making for fundraising strategies.
  • Learning Curve: The platform's interface and features may require a significant investment of time and effort to master, potentially posing challenges for users with limited technical expertise or those seeking a more intuitive experience.

Key Features

  • Mobile Bidding and Auctions: Offers paperless bidding that allows bidding at any time, anywhere. Silent auctions, live auctions and online auctions can all be hosted and managed. 
  • Events and Ticketing: Simplifies event fundraising campaigns with a dedicated dashboard and custom event setup, helping ease administrative tasks. 
  • Peer-to-Peer: Acquire, motivate and empower new supporters and encourage existing supporters to raise more funds through rewards, recognition and better tools. 
  • Virtual Fundraising: It’s designed to manage virtual events and campaigns, which help raise funds remotely from individuals interested in the cause. Also allows hosting a range of events to cater to different audiences. 
  • Online Giving: Helps engage donors by offering free-standing landing pages, embedded forms, gamification participation, customized donation forms, tribute and memorial giving, and secure payment processing that’s SSL/PCI compliant. 
  • SmartPay: Facilitates easy payment anytime, anywhere and also supports online fundraising and mobile bidding. Provides onsite ticketing, purchases, instant sales and donations. 

COMPARE THE BEST Nonprofit CRM Software

Select up to 2 Products from the list below to compare

 
Product
Score
i
SelectHub’s Analyst Rating is based on data from our 400+ point analysis of Nonprofit CRM Software, user reviews, and our own crowd-sourced data from our free software selection platform. Scores are periodically updated via ongoing selection projects and user activity within our platform.
Start Price
Free Trial
Company Size
Deployment
Platform
Logo
Salesforce
$25
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Salesforce
SignUpGenius
$8.99
Monthly, Freemium
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
SignUpGenius
Insightly
$29
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Insightly
Little Green Light
$45
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Little Green Light
Bloomerang
$125
Monthly
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Bloomerang
DonorPerfect
$99
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
DonorPerfect
SugarCRM
$19
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
SugarCRM
Tessitura
$8,000
Monthly, Quote-based
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Tessitura
Altru
$399
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Altru
OneCause
$500
Annually
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
OneCause

All Nonprofit CRM Software (32 found)

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Raiser's Edge NXT

by Blackbaud
Raiser
Designed for nonprofit organizations, Raiser’s Edge NXT from Blackbaud is a cloud-based donor management and fundraising system. Apart from managing fundraising programs, users can accomplish targets, improve customer relationships, organize events and webinars, find prospects, monitor performance, and manage funds including grants and contributions.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$1,000 or more
Company Size
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Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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RallyBound

by Neon One
RallyBound
Neon Fundraise (formerly Rallybound) is a flexible digital solution for gathering funds and donations any time, anywhere. It offers user-friendly personal and team pages, quick setup, mobile responsive designs, scalability and social media management. It hosts various events such as peer-to-peer fundraising, annual fundraising, online giving, repetitive giving and more. Additionally, it also supports giving days, events of any size and complete campaign management. It extends an intuitive dashboard, experiential giving and seamless donations.It was acquired by Neon One in 2018.
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Infor CloudSuite CRM

by Infor, Inc.
Infor CloudSuite CRM
Infor CloudSuite CRM is a cloud-based system that helps companies cater to and understand customers through sales, marketing and customer service activities. It helps with operations and handles outreach. Users can identify opportunities, streamline sales projects, forecast business-related decisions and generate growth with its analytics. Cloud deployment and ERP integration help implement a strategic approach for maximum business growth.To explore other popular solutions that Infor offers, visit our Infor company page.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$500 - $1,000
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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NetForum

by Community Brands HoldCo.
NetForum
A part of Community Brands, NetForum is an association software suite that provides capabilities for association management, fundraising and credentialing. It helps manage memberships, learning, career centers, fundraising, accounting, donations, enrollment, admissions and events. It integrates with MailChimp, DonorSearch, WealthEngine and other online donation offerings to ensure a seamless experience.
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Salsa CRM

by Salsa Labs
Salsa CRM
Salsa CRM offers a platform designed to assist non-profit organizations, providing a seamless experience with operational activities such as fundraising, donation management, online advocacy and much more. Users can leverage it to deepen donor relations, track and nurture staff efficiency, and accelerate fundraising efforts. Users can align offline and online inputs to work in sync with ongoing and upcoming campaigns.It takes care of digital needs by maintaining an online presence for users and also integrates marketing automation and event registration. It also offers policy, development and communication for internal teams.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Virtuous CRM

by Virtuous Software
Virtuous CRM
Virtuous CRM is a cloud-based tool that helps non-profit organizations build better relationships with existing and potential donors at scale. It automates contact management, marketing and outreach with personalized messages, prompting users for donation at optimal times. It leverages data and predictive analysis to ensure smooth donor management, manages complex fundraising requirements, handles backend payment processing and helps organizations grow their donor base.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

GrowthZone

by MicroNet, Inc.
GrowthZone
GrowthZone (formerly known as MemberZone) is an association management software that has marketing automation and prospecting built in for greater functionality. It also has productivity modules to help users with day-to-day tasks.It assists businesses with growth in a risk-free manner and drives efficiency by eliminating unnecessary processes. It also facilitates the elimination of duplicate data, report accuracy, dashboard customization, and real-time communication and updates.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Blackbaud CRM

by Blackbaud
Blackbaud CRM
Built on Microsoft Azure, Blackbaud CRM is a fundraising and relationship management solution, catering to enterprise-level marketing and fundraising needs. It helps streamline data and reporting processes, offering insights into every stage of the constituent lifecycle and increasing operational efficiency. Capabilities include financial aid management, tuition management, advocacy, fund accounting, grant making, award management, direct marketing, data enrichment and more. It helps attract new supporters, facilitate communications according to unique preferences and grow mission impact.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Engaging Networks

by Engaging Networks
Engaging Networks
Engaging Networks is an online platform that helps accelerate fundraising, run campaigns efficiently and leverage funds for various causes through e-commerce. Users can raise money through donations, advocacy, email marketing, membership, events, peer-to-peer support and more. Accessible Intelligence, a sister company, offers AI and machine learning to help analyze donor actions, suggest recommendations and predict and produce strategic outcomes. The easy-to-use, flexible and unified dashboard renders pages in over 140 languages. Multiple currency payment ensures easy online donation collection from anywhere in the world.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Claritysoft CRM

by Claritysoft CRM
Claritysoft CRM
Claritysoft CRM is a cloud-based solution designed to help businesses streamline sales processes and improve efficiency through customization, organization and automation. Users can create custom workflows, automate repetitive tasks, and view and manage leads as they move through the pipeline. It offers a central database for contact and account information with past interactions.Extensive collaboration features and custom views ensure better communication and teamwork. It offers a mobile app and integration options via Zapier, API access and native integration.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Optimy

by Optimy
Optimy
Optimy is a cloud-based solution that helps companies with customer-oriented partnerships, sponsorships, grants, corporate social responsibility projects and community investment. It manages a project's entire lifecycle, from streamlining incoming requests flow and automatically scoring them based on specific KPIs to personalized responses to each request. It also helps dedicated teams to collaborate from a central dashboard. Enabling human interaction with a systematic approach, it has modules for project management, document management, budgeting, task management and time tracking, among others.
Cost Breakdown
Still gathering data
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Member365

by Member365
Member365
Member365 by Pixelera is a breakthrough online platform designed specifically for member-based organizations to help you grow membership, automate common data-driven tasks and strengthen member engagement.With almost two decades of experience working with associations to harness the power of the web, Pixelera delivers cutting edge technology helping you to work smarter, engage your membership and grow your organization.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Buyer's Guide

Nonprofit CRM Software Is All About Helping Organizations Improve and Maintain Donor Relationships

By Pooja Verma, Content Editor at SelectHub

NonProfit CRM Software BG Intro

While CRM software manages an organization’s customer relationships by collecting data, consolidating communication and automating tasks, nonprofit CRM software serves a more specific purpose.

Although nonprofit organizations can use any CRM, it's best to have a specialized system to avoid operational issues down the road. That’s where nonprofit CRM software comes in.

Nonprofit CRM solutions seamlessly build and manage donor relationships, simplifying lead identification, enhancing fundraising efforts, engaging volunteers, streamlining everyday processes and improving overall efficiency with built-in tools. We’ll look at everything you should know to start your search.

Executive Summary

  • With nonprofit CRM software, you can reach stakeholders more easily.
  • These solutions keep track of leads, donations, volunteers, and day-to-day processes in a single package.
  • Benefits of using a nonprofit CRM include saved time, consistency and a better donor experience.
  • Asking the right questions internally and to vendors is critical when selecting software.
What This Guide Covers:

What Is Nonprofit CRM Software?

Nonprofit CRM software is a platform that allows nonprofit organizations to better manage relationships with key stakeholders by storing data regarding donations, memberships and events. Analytics tools let you explore new partnerships and fundraising opportunities. The solution helps ensure a consistent tone and experience when interacting with donors, employees and volunteers.

It streamlines and automates processes so organizations can improve their performance and efficiency. With a centralized database of information and contact management tools, making organizational decisions and communicating with stakeholders becomes easier.

Who Uses Nonprofit CRM Software?

Related Categories

A wide range of individuals and departments within a nonprofit organization use nonprofit CRM software:

  • Development and fundraising professionals use the platform to manage donor information, monitor giving history and analyze donor trends. It helps identify potential donor prospects, segment donors based on their preferences, and plan and execute fundraising campaigns.
  • Marketing and communications teams can create targeted communications and marketing campaigns. They can track engagement, monitor open rates and analyze the success of various marketing initiatives. It also helps them better understand their audience and tailor messaging accordingly.
  • Volunteer coordinators can manage and organize volunteer information. They can track volunteers' skills, availability and preferences and match them with suitable opportunities. CRM software also facilitates communication with volunteers, tracks volunteer hours and recognizes their contributions.
  • Program managers use the system to track participants, monitor outcomes and ensure efficient program delivery. They can gather data, measure program success and use the information to improve offerings.

Primary Benefits

Using nonprofit CRM software helps cultivate and nurture stakeholder relationships and ensures donor satisfaction. By choosing the appropriate software, you gain the following benefits:

Primary Benefits of NonProfit CRM Software

Centralized Data Management

Centralized access to data across your organization facilitates more informed decision-making and helps prevent missed opportunities. If relevant data is in different places, it’s difficult for teams to work together, which becomes a hassle to manage.

A centralized data dashboard is also beneficial when performing in-depth data analysis regarding donors.

Enhanced Consistency

Nonprofit CRMs ensure every department delivers the same messages and experiences to donors. A consistent tone across marketing and fundraising campaigns establishes you as a more reliable and trustworthy organization to potential donors and collaborators.

Better Donor Experience

Using an information database about potential donors to create a personalized communication strategy helps build donor engagement and loyalty. Individuals are more likely to give to an organization that engages in meaningful conversations with them.

In-Depth Donor Insights

Identifying which prospects are most likely to pan out before pursuing them is essential. Centralized data and built-in analytics tools determine where to spend your time to receive the highest return. Recurring patterns and insights about donors maximize your organization’s fundraising potential.

Saved Time

When running a nonprofit, time is always of the essence.

Everyday tasks like data entry, task assessment and general project management can be time-consuming. Implementing automation tools saves you valuable time spent on mundane tasks. Processes built into the system facilitate internal communication to reduce time loss further.

Unified Platform

Purpose-built solutions perfectly align with your business goals. Unlike having several departmental apps, a single system facilitates cross-functional collaboration. The unified structure makes it easier to analyze data and track task completion.

Implementation Goals

Goal 1

Improved Donor Management

A centralized database helps organizations store and organize information about donors, supporters and volunteers. It lets you create more efficient and effective donor management strategies.

Goal 2

Enhanced Fundraising Efforts

Organized data and supporter relationship management enables nonprofits to conduct successful fundraising campaigns. Nonprofit CRM software also offers tools for marketing, engagement and online giving.

Goal 3

Better Reporting and Analytics

Effectively track, monitor and leverage donor data for enhanced decision-making and strategy development. CRM analytics lets you analyze the impact of programs and initiatives, providing transparency to stakeholders, funders and supporters.

Goal 4

Automated Workflows

 You can implement automated workflows to save time on administrative tasks, such as donor acknowledgments, event registrations and volunteer management, allowing staff to focus on mission-critical activities.

Basic Features & Functionality

Key Features of NonProfit CRM Software

Fundraising

Nonprofit CRMs do many things, but their ultimate goal is to support fundraising. With integrations for payment options and gateways, gathering mobile and online donations won’t be a hassle.

Plan more successful fundraising strategies easily with customizable event and campaign templates.
Marketing

Nonprofits need to capture the attention of potential volunteers and donors to build a community. To achieve this, you need clear marketing.

With automated, targeted and personalized campaigns, you increase the chances of getting greater returns on your marketing investment.
Donor Information

Fundraising CRM tools store information about donor demographics, capacity and affinity to donate, recency and frequency of donation, and their relationship to your organization’s cause.

Up-to-date information about who donates to your nonprofit lets you recognize new prospects and opportunities.
Donor Segmentation

Separate donors based on communication frequency, program interest, contribution amounts, giving type and membership position.

Now you can send them more personalized communication and show that you care!
Program Management

Organize events and grow your donor network without a hitch with built-in tools for calendar management, scheduling, ticketing, RSVP management and seating arrangements.
Task Automation

For nonprofits, time is money. By automating repetitive manual processes, your team works smarter. You’ll benefit from having extra time to focus on donors and campaigns, improving team morale.

Build trust and long-term relationships with donors effortlessly by using autoresponders for receipts, invoices and thank you messages.
Tracking

You can track donations, contacts, volunteers and opportunities for improved transparency with members, donors and other stakeholders.

Advanced Features To Consider

Email Integrations

Some systems integrate with email platforms to help you send targeted emails to donors, track their responses and manage communications effectively.
Online Giving Capabilities

Many nonprofit CRM solutions facilitate online giving, including payment processing and donation tracking. This feature lets you easily manage and track online donations.
Analytics and Reporting

You can measure campaign effectiveness using analytics tools to ensure you get your money's worth.

Analyze data about an individual's engagement history with your organization to predict how likely they are to donate in the future.

Current & Upcoming Trends

Nonprofit CRM Trends

Mobile Optimization and Accessibility

Nonprofit CRM software vendors recognize the need for nonprofit staff and volunteers to access and update donor information while on the go, especially during events or in the field. That’s why they’re increasingly optimizing solutions for mobile devices.

Mobile-optimized CRM solutions provide greater flexibility and accessibility, helping nonprofits manage donor relationships and activities.

Cloud-Based CRMs

More nonprofits are moving towards cloud-based CRM systems as they offer flexibility, on-demand scalability and easy data access from anywhere. These platforms offer a subscription-based pricing model. It helps organizations pay only for required services, making it a cost-effective solution.

Nonprofits can also use cloud-based systems to secure data from potential loss due to hardware failure and natural disasters using advanced security features and regular automatic backups.

Customization and Personalization

Organizations seek CRM software to customize and personalize their interactions with donors, volunteers and other stakeholders. They look for features like customizable dashboards, email templates and donor segmentation based on giving history and preferences.

Also, integrating data analytics with CRM provides in-depth insights into donor behavior and needs. It helps tailor communication and fundraising efforts to individual donors, improving engagement and increasing donations.

Software Comparison Strategy

How do you decide which nonprofit CRM is best? That depends on your organization’s requirements.

Determine what areas in the workflow need improvement, gather feedback from donors about issues they’ve faced and make those your priority. A single product will unlikely meet all your demands, so you must evaluate each application’s ability to address pain points.

Once you’ve determined your requirements, start comparing products that meet them. Look for a system with integration options. Your software should integrate with your social media pages, donation portal and internal communication tools.

It’s also important to pick an intuitive and user-friendly solution. You don’t want to spend time training volunteers on how to use complicated programs.

Once you have your requirements figured out, you can shortlist products that fit your needs and don’t exceed your budget. A purpose-built solution for your entire organization is a significant investment, which makes nailing down your wants, needs and must-haves even more essential!

If you need more guidance, you can check out our nine-step Lean Selection methodology that ensures you follow the right path when selecting software.

Cost & Pricing Considerations

Being a nonprofit, you want to allocate most of your funds to the causes you work for. Therefore, your software must offer maximum bang for your buck. Before setting a budget, it’s important to ask a few questions.

  • What requirements does your system need?
  • Are certain features hidden behind paywalls?
  • Is it suitable for your team’s size? Keep in mind that your team size affects pricing.

Most nonprofit CRM software offers three different subscription models for businesses: a one-time license, a recurring subscription fee or a per-user rate.

If you foresee a dramatic growth in user count, a flat subscription may be the right fit. A per-user license would probably be best if you’re a small, up-and-coming organization with a handful of employees. Choosing a month-by-month payment approach would be wise if you want to try the software without committing long-term.

Knowing the subscription cost beforehand makes for smoother budgeting regardless of your payment model.

The Most Popular Nonprofit CRM Software

Finding somewhere to get started can be challenging, with many available options. Thankfully, we’ve got your back. Today's curated list of some of the most popular nonprofit CRM software is a great place to start!

Salesforce

Salesforce is a cloud-based SaaS that provides you with a CRM custom-made for nonprofits. Manage your memberships, donations and events in one place for improved productivity. Capabilities like lead management, marketing automation and data intelligence help fulfill your organization’s potential.

Salesforce

Get real-time updates on opportunities with Salesforce’s Record Pages.

Salesforce includes iOS and Android apps to send messages, access sign-ups and view reports on the go. The user-friendly UI ensures that onboarding employees and volunteers is quick and painless.

SignUpGenius

Primarily catering to the nonprofit field, SignUpGenius is a solution that will save your organization time and money. You get various bundled tools, including sign-up forms, donation management and volunteer reports.

With built-in Zapier integration, you can easily connect with other apps. The software integrates social media and email clients to help create and manage contacts.

SignUpGenius

Set admin privileges to better protect user data with SignUpGenius.

The extensive security features allow you to set different permission levels, hide data fields and restrict who can view sign-up details. With the free plan option, you can try out SignUpGenius before deciding if it fits your organization.

Insightly

Insightly is a platform best suited for smaller organizations looking to expand. It supports third-party app integrations to ensure your employees continue working with familiar tools. Track productivity using a range of BI tools, such as dashboards and configurable reports, while seamlessly sharing your data across teams thanks to the simple interface.

Insightly

Manage all aspects of your nonprofit from Insightly’s unified dashboard.

Stay connected on the go with iOS and Android apps and real-time data sync capabilities to eliminate discrepancies. Insightly offers standout security features such as data encryption and two-factor authentication. Its strong privacy protection measures comply with EU/US Privacy Shield regulations.

Little Green Light

Little Green Light is an all-in-one donor management platform that enables organizations to manage data in one place online. It helps combine spreadsheets, analyze and backup data, and share information with team members.

Little Green Light

Track goals and tasks on a single dashboard.

The platform protects servers with firewalls and encrypts communications between servers and data centers. Its capabilities include constituent, contact and fundraising management, custom reporting, receipts, customized mailings, and built-in integrations.

Bloomerang

Bloomerang is donor management software that helps nonprofits raise more funds by delivering a better giving experience. Its integrated marketing tools allow you to send and monitor personalized emails and mailings. Create long-lasting relationships using an interactive dashboard, data segmentation, communication workflows and audits.

Bloomerang

Easily build reports from scratch or use built-in templates.

With automatic daily updates, you can save time and ensure accurate data flow between apps. Filter-based reporting, engagement scoring, wealth screening, donor retention insights and email performance analytics enable you to refine your fundraising efforts and grow donor relationships.

Questions To Ask Yourself

The right purchase begins with the right questions. Consider these internal questions to get started on the right track.

  • Why do I need nonprofit CRM software?
  • What areas lack efficiency, and how can they be addressed?
  • What features do we need to address our challenges?
  • Who will be using the software?
  • Will our employees need training to use the platform?

NonProfit CRM Software Key Questions To Ask

 

 

Questions To Ask Vendors

Use these questions to start conversations with vendors:

About the Software

  • What integrations are possible?
  • Does the software offer mobile capabilities?
  • How customizable is it?
  • Is the system compatible with my existing software stack?
  • What security and redundancy protocols does the platform offer to protect user and donor data?

About the Vendor

  • How many years of experience do you have in the nonprofit industry?
  • Do you offer 24/7 customer support? Does it cost extra?
  • What company sizes do you work with?
  • How long does it take to onboard your product?
  • Is your platform customizable to specific business needs?

Next Steps

Nonprofit CRM software helps you acquire more donors, engage volunteers and reach all stakeholders. It streamlines your day-to-day processes, enabling you to locate prospects, nurture leads and build relationships more effectively.

Whether delivering targeted, personalized content at critical stages in the donor’s journey or better understanding your organization's needs, the right software provides countless benefits.

Make the selection process easier with our free comparison report. It helps you analyze top software leaders based on features, pricing and other custom criteria. Happy selecting!

Product Comparisons

Additional Resources

About The Contributors

The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content.

Pooja
By Pooja Verma
Technical Content Writer
Pooja Verma is a Content Editor and Senior Market Analyst at SelectHub, who writes and edits content for endpoint security, legal, CRM, fundraising software, eCommerce, and mental health software. She earned a literature degree from Miranda House, DU and also holds Master’s in Journalism from Symbiosis Institute of Media and Communication in India. In her free time, you can spot her reading a book or binge-watching the latest web series and movies.
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Joe
Edited By Joe Evans
Content Editor
Joe Evans is an Editor and Senior Market Analyst at SelectHub. A seasoned professional wordsmith, he has a bachelor's degree in journalism and electronic media and a decade of professional expertise in crafting top-tier digital content for niche online brands. He leads his small yet formidable team in producing helpful, compelling content in vital categories like HR, payroll, talent management, performance management, marketing automation home health, MES. When not editing and writing, he enjoys sports, quality time with family and dogs, and remains constantly in pursuit of something new and interesting to read or listen to.
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