Key Points to a successful Nonprofit CRM :
- Donor/Client Relationship
- Marketing Automation
- Fundraising Events
A CRM for nonprofits helps organizations like charities and churches raise money and manage donor and volunteer relationships. We compared several nonprofit-specific CRMs as well as general use options to determine the top six and overall best CRMs for nonprofits using criteria like ease of use, affordability, and nonprofit-specific features like donor management.
The nonprofit industry includes organizations with different funding models, like churches relying on recurring donations, trade associations offering memberships, and activist organizations doing fundraising, selling products, or hosting events. When considering the best CRM options, we looked at nonprofit-specific and general use CRMs with industry adaptable features.
Based on nonprofit CRM needs, we used the following criteria to identify the top six:
- Value for money: We looked at tools that nonprofits of varying sizes could afford for the value they receive.
- Ease of use: The best options should be easy to use and include options that require little-to-no technical expertise.
- Donation tools: We looked at nonprofit CRMs that made it easy to accept donations and payments for events and physical items. We also looked at tools that tracked information donors would find beneficial for tax purposes
- Training and resources: Training and resources are key to nonprofits that don’t have time to figure out how to use CRM software on their own.
- Non-profit specific features: We included options with niche-specific features like peer-to-peer fundraising, crowdfunding, non-monetary donation management, event management, donation tracking, and member and volunteer management.
- Core CRM functionality: We considered nonprofit CRMs with both specialized and core CRM functionality like prospective donor outreach and management, contact management, sales tools, and marketing campaign features.
- Automation tools: Our criteria included nonprofit CRMs with tools that help automate repetitive tasks and increase productivity in the fundraising, donor, and volunteer management processes.
- Reporting and analytics: Reporting and analytics tools were considered, as they are important to how nonprofits target donors and plan for the future.
- Customer support: We looked at the level of customer support each provider offers to their nonprofit clients.
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