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CRM for Nonprofits

Handle Donors, Volunteers, Programs, Fundraising and Grant Reporting in one CRM for Nonprofits, while saving your team time tracking records and focusing on your mission.

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Definition

Why Your Nonprofit Needs a CRM System

Spreadsheets, inboxes, and legacy tools are still the methods many nonprofits use to manage donor records, and they don't scale with your mission.

A nonprofit CRM gives staff a single source of truth for donor data: giving history, volunteer engagement, and event attendance, all connected to the same record so every team member sees the full relationship.

Spreadsheets & inboxes

Data lives everywhere

Records are scattered across personal drives, inboxes, and legacy tools, so nobody has the full picture of a donor.

Personal drivesInboxesLegacy tools

Nonprofit CRM

One source of truth

A centralized CRM brings donor records, communication, and engagement into a single place, so the whole team works from the same information.

Giving historyVolunteer engagementEvent attendanceDonor communication

That difference matters because donor relationships are built over years, and every missed detail can cost you a supporter.

01

Keeping donors engaged

Records of communication over time alert you to donors who may be giving elsewhere.

02

Cutting manual work

Less data entry and duplicate correction frees time for programs and donor relations.

03

Better campaign decisions

See which campaigns and messaging work best for each donor segment.

04

Keeping donor data secure

Access-controlled records protect donor privacy and support funder requirements.

Done well, nonprofit database management shows you which campaigns are working and where your dollars are best spent. Segmentation drives better campaigns, which builds higher lifetime value, and that means more of the mission you fund.

What we do

Our CRM Services for Nonprofits

We offer four core services, and as most nonprofits mature their systems, most work with us on more than one.

1

CRM Implementation

This is an end-to-end set-up normally used for Salesforce Nonprofits, but we can set up other platforms per your requirements. To help us decide on the right CRM for your nonprofit, we begin with a needs assessment to figure out which of the many options is within your budget, team size and workflow.

We then configure your system, perhaps adding custom fields, automated workflows and rules to match your programs and fundraising in real life, and train your staff in the application so they can use the tool confidently and with ease from day one, rather than a month later when they fall back into the same behaviour as before.

2

Data Management and Cleanup

A nonprofit service for record-level CRM database management. We audit your current data to find what is missing, inconsistent or even corrupt, and ensure the database has consistent naming, phone formats and addresses throughout, with no giving record lost in the process.

3

Ongoing CRM Support and Optimization

If a CRM is not used after go-live, it is destined to fall out of use. We offer monthly or quarterly review meetings to assure staff adoption, customize reports for fundraising, volunteer tracking and program evaluation, and coordinate CRM integrations with the other tools you use, such as accounting software and email platforms.

4

Custom Database Solutions

Some nonprofit workflows may not fit into a typical CRM, from a multi-program service organization to a research organization tracking longitudinal outcomes, to a coalition with member organizations.

In those cases, we create database management systems built for your specific usage, and not the other way around.

In all four services, the same thing applies: data management systems that are useful to members of your staff, and not a pretty presentation that gets tossed aside after a year.

Our process

How to Choose and Implement the Right CRM

The most common roadblock for nonprofits in choosing a CRM is the costliest when it comes to undoing, since it is a major decision. We are nonprofit CRM selection consultants, and we take you through four steps.

1
Step 1

Define Your Nonprofit's Needs

We answer some "how does this work" questions before you consider any platform. How many donors and constituents will you be able to handle now and in 3 years? What is your very real technology budget, including the range between free or open-source and enterprise platforms? Are you looking for in-built donor tracking or promotions, or mostly core contact management? Will the system also have to integrate volunteers, program participants, and event registration, or is it only donor-oriented?

2
Step 2

Evaluate CRM Options

Salesforce Nonprofits is a popular first step for nonprofits that have more sophisticated needs or are looking to scale. It is highly customizable, enterprise-grade and, of course, there is a nonprofit program in place that can help qualified nonprofits access significant grant pricing. Another solution larger nonprofits consider is Microsoft Dynamics 365, which is also available in the nonprofit space via Microsoft's grant program.

CRM
Best fit
Notable strength
Salesforce Nonprofits
Growing or multi-program nonprofits that need deep customization
Highly configurable, extends into grants, volunteers, and programs on one platform, with nonprofit grant pricing available
Microsoft Dynamics 365
Larger nonprofits already using Microsoft's ecosystem
Strong integration with Office 365 and existing Microsoft infrastructure
Bloomerang
Small to mid-size nonprofits focused on donor retention
Donor-first design, engagement scoring, straightforward onboarding
DonorPerfect
Established nonprofits wanting a long-tenured, donor management-first system
Long track record in the sector, strong mobile access for field staff

If your organization needs a donor management system and not a generic business CRM, you should also consider mid-market solutions such as Bloomerang or DonorPerfect. We can help you decide, and we don't simply pick a platform because it is the easiest one for us to sell.

3
Step 3

Plan Your Implementation

We audit your existing donor and volunteer information and get a good sense of what your staff is already doing and how the new CRM will simplify it. We then phase the rollout so as not to disrupt your staff, normally starting in one or two departments before expanding.

We also help set up data governance rules early: who will be responsible for maintaining data, and what the data entry rules will be, to avoid the system falling into inconsistency within a year of launch.

4
Step 4

Ensure Adoption

There is no point in implementing a system unless it is used by staff. It's all about training here: you need to show your team how to use the CRM, and why it's important to their work.

A single person should be appointed as your CRM champion in your organization, who can help with day-to-day questions, motivate your team to use the CRM tools, and build up from the basics to the more sophisticated automation and reporting features.

Nonprofit CRM

Data Migration and
Cleanup Services

Nonprofits coming to us for a new CRM are usually dealing with years of data spread across old systems: duplicate donor records, outdated contact details, and the same donor appearing three different ways.

Click a card to read more

Good migration is more than implementation. Extraction, cleanup, validation and loading work together, which is why we treat it as one connected piece of work.

Cloud-Based and Specialized CRM Solutions

Choosing the right platform, and getting more out of it.

Cloud-based

Access CRM from anywhere

Cloud-based nonprofit CRM gives staff and volunteers access to donor data from any place and device. It eliminates dependency on servers, streamlines updates and backups, and can be expanded as your nonprofit expands without replacing an entire system.

Any placeAny deviceScales with you
From there, four things make the difference:
01

Cloud vs. on-premises CRM

Reduced initial expenseQuicker deploymentAutomatic updatesMulti-location access

An on-premises solution provides full control and extensive customization, but with significant drawbacks: greater investment, specialized IT resources, and longer deployment times. For most nonprofits we serve, the benefits of a cloud platform outweigh the control of running in-house infrastructure.

02

Better donor outreach

Major donorsLapsed donorsRecurring donors

Instead of sending one message to every donor, segment them into three groups. Automated acknowledgment and thank-you messages make sure every gift is thanked promptly, even if no staff member remembers.

03

Tracking donations and grants

Wealth screeningLifetime donor valueGrant management

Wealth screening integration helps you see who your big donors are. Analysing donation data shows what works and what your real lifetime donor value is by segment. Grant management helps monitor compliance and reporting deadlines related to limited funds.

04

Getting more from your CRM data

Fundraising data managementReports that get used

We are donor database experts, and we do more than turn on the features. We set up fundraising data management so the reports your development team pulls every month actually help your executive director and board with the questions they ask, instead of a generic report that no one ever references.

Nonprofit CRM support

Local Service Availability

Nonprofits across the country benefit from remote training and consultation, and local groups can also benefit from in-person training and quarterly follow-up meetings when they are a better fit for the team.

All core services, from the initial needs assessment through to the data migration process and continuous optimization, can be provided digitally without location restrictions.

When looking for CRM support for a nonprofit near me, remote delivery means that you don't need to wait for any local consultant that's available. We have a complimentary consultation available that will talk about your nonprofit's unique CRM needs prior to any commitment.

Unboxx
NonprofitsCRM

Business-First CRM Strategy

We focus on solving business challenges, not simply implementing software.

End-to-End CRM Expertise

We support the complete CRM lifecycle, from selection and implementation to automation

Tailored CRM Solutions

Every CRM environment is customized around your workflows, goals, and growth plans.

Frequently Asked Questions About CRM for NonProfit

How long does a nonprofit CRM implementation typically take?

Do we need to be a large nonprofit to justify a CRM?

Can we migrate from spreadsheets directly into a CRM like Salesforce Nonprofits?

What if our nonprofit already has a CRM but it is not being used well?

Do you only work with Salesforce?

Get Started with Your Nonprofit CRM

If your nonprofit is ready to move off spreadsheets, clean up an underused CRM, or plan a full implementation from scratch, schedule your free CRM consultation today and we will walk through your specific situation together. You can also download our Nonprofit CRM Buyer's Guide for a practical overview before you talk to anyone.

Schedule your free CRM consultation today

Let's create something out of this world together.

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