Best CRM Software for Non Profit: Streamline Your Processes with These Top Picks

Greetings, fellow non-profit organization leaders and volunteers! As we all know, running a non-profit takes a lot of hard work, dedication, and organization. Keeping track of donations, supporters, volunteers, events, and programs can be overwhelming, especially when your team is small and your budget is limited. This is where Customer Relationship Management (CRM) software comes in. With the right CRM tool, you can automate and streamline many of your day-to-day tasks, improve communication and engagement with your community, and focus on your mission.

Introduction: What is CRM?

Before we dive into the best CRM software for non-profit organizations, let’s define what CRM means and how it can benefit your team. Simply put, CRM is a system or software that helps you manage your relationships with your customers, donors, members, or volunteers. It allows you to store and organize data, track interactions and activities, and analyze trends and insights. CRM tools can also provide you with tools for marketing, fundraising, event management, and more.

CRM is not just for for-profit companies, as non-profit organizations also need to build and maintain relationships with their stakeholders. By using a CRM system, you can:

1. Centralize your data: Keep all your important information in one place, accessible from anywhere, and easily searchable.
2. Segment your audience: Divide your contacts into different groups based on demographics, interests, past behaviors, or other criteria, and tailor your communications accordingly.
3. Personalize your messages: Address your contacts by name, use relevant content and offers, and send targeted campaigns via email, social media, or text.
4. Track your progress: Monitor your engagement metrics, measure your outcomes, and adjust your strategy as needed.

Now that we have a clearer idea of what CRM is and why it matters, let’s explore some of the best CRM software for non-profit organizations in 2021.

The Top 5 Best CRM Software for Non Profit Organizations

CRM Software	Features	Pricing
Salesforce Nonprofit Cloud	Donation management, volunteer tracking, program management, fundraising campaigns, grants management, event management.	Starts at $36/user/month (with discounts available for non-profits).
DonorPerfect	Donation tracking, fundraising campaigns, donor communications, event management, reporting and analytics, mobile app.	Starts at $89/month (with discounts available for non-profits).
Bloomerang	Donor management, communication tools, event management, reporting and analytics, online giving, mobile app.	Starts at $99/month (with discounts available for non-profits).
NeonCRM	Donation management, membership management, event management, programming management, reporting and analytics, API integration.	Starts at $49/month (with discounts available for non-profits).
Kindful	Donation tracking, online giving, communication tools, reporting and analytics, third-party integrations, mobile app.	Starts at $100/month (with discounts available for non-profits).

Salesforce Nonprofit Cloud

Salesforce Nonprofit Cloud is a comprehensive CRM system that allows you to manage your entire organization from one dashboard. It offers features such as donation management, volunteer tracking, program management, fundraising campaigns, grants management, and event management. Non-profit organizations can get discounts on Salesforce products through the Power of Us program.

Pros:

1. Highly customizable and scalable
2. Seamless integration with other Salesforce products, such as Marketing Cloud, Pardot, and Einstein Analytics
3. Robust reporting and analytics capabilities
4. Easy-to-use interface

Cons:

1. Can be expensive and complex for small organizations
2. Requires some training and expertise to set up and use
3. May require additional add-ons or apps to fully support your needs

DonorPerfect

DonorPerfect is designed specifically for non-profit organizations and offers features such as donation tracking, fundraising campaigns, donor communications, event management, reporting and analytics, and a mobile app. It also provides integration with third-party software, such as Quickbooks and Mailchimp.

Pros:

1. Easy to learn and use
2. Flexible and customizable
3. Offers a wide range of integrations and add-ons
4. Provides excellent customer support and training resources

Cons:

1. Some features may be limited or require additional fees
2. May be less suitable for larger organizations with more complex needs
3. Mobile app could benefit from more features and improvements

Bloomerang

Bloomerang is a cloud-based CRM solution that offers donor management, communication tools, event management, reporting and analytics, online giving, and a mobile app. It is designed to help non-profit organizations increase donor retention and engagement.

Pros:

1. Offers a user-friendly interface and intuitive tools
2. Provides robust reporting and analytics features
3. Allows for unlimited users and contacts
4. Provides excellent customer support and training resources

Cons:

1. May not offer as many customization options as other CRM software
2. Event management features may be limited compared to other software
3. Mobile app could benefit from more features and improvements

NeonCRM

NeonCRM is a cloud-based system that offers donation management, membership management, event management, programming management, reporting and analytics, and API integration. It is designed to help non-profit organizations streamline their operations and engage with their supporters.

Pros:

1. Offers a robust set of features and tools
2. Provides excellent customer support and training resources
3. Allows for easy customization and integration with other software
4. Offers project management and task tracking capabilities

Cons:

1. May not be as user-friendly as other CRM software
2. Some features may require additional fees or add-ons
3. Reporting and analytics may be less comprehensive than other software

Kindful

Kindful is a cloud-based CRM system that offers donation tracking, online giving, communication tools, reporting and analytics, third-party integrations, and a mobile app. It is designed to help non-profit organizations build and maintain meaningful relationships with their supporters.

Pros:

1. Offers a user-friendly and visually appealing interface
2. Provides robust reporting and analytics features
3. Offers a wide range of integrations with other software
4. Provides excellent customer support and training resources

Cons:

1. May not offer as many features for event management or program tracking
2. May be more expensive than other CRM software
3. Mobile app could benefit from more features and improvements

FAQs

1. What is the difference between CRM and fundraising software?

CRM software is a broader term that refers to systems that help organizations manage their relationships with all types of stakeholders, including donors, members, volunteers, customers, or clients. Fundraising software is a specific type of CRM software that focuses on managing the donation process, from accepting donations online or offline to tracking donor information and generating reports. While most fundraising software comes with CRM functionality, not all CRM software is designed for fundraising purposes.

2. How do I choose the right CRM software for my non-profit organization?

Choosing the right CRM software for your non-profit can be challenging, as there are many factors to consider, such as your budget, your team size, your goals, and your current systems. Here are some tips to help you make an informed decision:

1. Identify your specific needs and priorities.
2. Compare the features, pricing, and support of different software.
3. Read reviews and ratings from other non-profit users.
4. Request a demo or a trial to test the software yourself.
5. Consider the scalability and flexibility of the software.
6. Check for any hidden costs or fees.
7. Ensure that the software is compatible with your existing systems.

3. Can I use open-source CRM software for my non-profit organization?

Yes, you can use open-source CRM software for your non-profit organization. Open-source software is free to use and modify, and it can be a cost-effective solution for small or medium-sized non-profits with limited budgets. Some popular open-source CRM software include CiviCRM, SuiteCRM, and vTiger CRM. However, keep in mind that open-source software may require more technical skills and support than commercial software, and may have fewer features and integrations.

4. How can I make sure my data is secure with a CRM software?

Data security is a crucial aspect of CRM software, especially when dealing with sensitive information such as donor details or financial transactions. To ensure that your data is secure with a CRM software, look for the following features:

1. SSL encryption and two-factor authentication
2. Regular data backups and disaster recovery plans
3. Compliance with data protection regulations such as GDPR or HIPAA
4. User permissions and access controls
5. Regular security audits and vulnerability testing
6. Strong password policies and system log monitoring

5. Can I integrate my CRM software with other tools?

Yes, most CRM software comes with integration capabilities, allowing you to sync your data with other software and applications you are already using. Some common integrations for non-profit organizations include email marketing tools, social media platforms, accounting software, event registration tools, and web analytics tools. Integrations can help you streamline your workflows, reduce duplication of effort, and gain more insights into your data.

6. How can CRM software help me with volunteer management?

CRM software can be a valuable tool for managing your volunteers, from recruitment to retention. By using a CRM system, you can:

1. Track volunteer information, such as skills, availability, and interests.
2. Communicate with volunteers via email, text, or phone.
3. Set up volunteer schedules and reminders.
4. Assign and track volunteer tasks and hours.
5. Provide training and support for volunteers.

7. Can I use CRM software to track program outcomes and impact?

Yes, CRM software can help you track and measure the outcomes and impact of your programs, by collecting and analyzing data such as:

1. Program attendance and participation
2. Program evaluations and feedback
3. Metrics such as success rates, completion rates, and retention rates
4. Qualitative data such as testimonials or stories from program participants

By using CRM software to track program outcomes, you can demonstrate the effectiveness and value of your programs to donors, supporters, and stakeholders.

Conclusion: Choose the Right CRM Software to Achieve Your Non-Profit Goals

Congratulations, you’ve reached the end of our guide to the best CRM software for non-profit organizations! We hope that you have learned something new and useful about CRM and how it can benefit your team. Remember, choosing the right CRM software can help you streamline your processes, engage with your community, and focus on your mission. Before you make a decision, make sure to evaluate your needs, compare your options, and test the software yourself. Good luck and stay organized!

Are you already using a CRM software for your non-profit organization? Share your experience and tips in the comments below. And don’t forget to check out our other guides and resources for non-profit organizations on our website.

Disclaimer

The information provided in this article is for educational and informational purposes only and does not constitute professional advice or recommendations. We do not endorse or guarantee any specific product or service mentioned in this article, and we encourage you to conduct your own research and seek professional advice before making any financial, legal, or technical decisions related to CRM software for non-profit organizations. We are not liable for any damages or losses incurred by your reliance on the information provided in this article.