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Welcome, dear reader! As organizations aimed at supporting causes and initiatives for the greater good, non-profits require reliable and efficient tools to help manage their operations. In today’s digital age, Customer Relationship Management (CRM) software has become an essential tool. It allows non-profits to manage their donors and fundraising campaigns, as well as organizational tasks such as budgeting and volunteer management.
Furthermore, non-profits that already use QuickBooks for their accounting needs need a CRM solution that can integrate with their existing software to streamline processes and maintain accurate financial records. In this article, we will explore the best CRM for non-profits that integrate with QuickBooks.
The Importance of a CRM for Non-Profits
Non-profits, like any other business, require an effective system to manage and maintain relationships with donors, volunteers, members, and supporters. This is where a CRM becomes crucial for non-profits.
A CRM software helps non-profits to:
- Track donations and donor information
- Engage supporters through email campaigns and social media
- Manage grants and funding opportunities
- Organize events and volunteer opportunities
These tools not only help non-profits maintain a healthy relationship with their donors and supporters, but they also help save time and money, enabling the organization to focus on its main mission.
What is QuickBooks?
QuickBooks is an accounting software created by Intuit. It is widely used by many small businesses and non-profits due to its ease of use and affordability. QuickBooks offers many features, such as tracking income and expenses, creating invoices, and generating reports.
Non-profits using QuickBooks need CRM software that can integrate with their existing accounting software. The integration helps to streamline the organization’s financial records, reducing manual data entry and improving accuracy.
What is the Best CRM for Non-Profits that Integrates with QuickBooks?
Choosing the best CRM software for your non-profit that integrates with QuickBooks can be a daunting task. There are many options available in the market, each with its unique features and benefits. We have done the research, testing, and analysis on behalf of you and have come up with the best CRMs for non-profits that integrate with QuickBooks. Here are our top picks:
| CRM Software | Integration with QuickBooks |
|---|---|
| Bloomerang | Yes |
| Neon CRM | Yes |
| Kindful | Yes |
| DonorPerfect | Yes |
| Salesforce Non-Profit Success Pack | Yes |
Bloomerang
Bloomerang is a CRM software designed specifically for non-profits. It offers all the features a non-profit would need, such as donor management, fundraising, and event management. It also offers a range of integrations, including with QuickBooks. The integration helps to streamline the organization’s financial records, reducing manual data entry and improving accuracy.
Bloomerang also offers a unique feature called “Donor Retention Insights,” which helps non-profits improve their donor retention rates. The software analyzes donor data to identify trends and provide suggestions to improve donor engagement and retention.
Neon CRM
Neon CRM is another popular CRM software for non-profits. It offers all the essential features such as donor management, fundraising, and event management. The software also offers a QuickBooks integration, which helps to streamline the organization’s financial records, reducing manual data entry and improving accuracy.
Neon CRM also offers a unique feature called “Smart Automation,” which automates repetitive tasks, such as sending thank you emails or generating reports, saving time and improving productivity.
Kindful
Kindful is a CRM software designed for non-profits, which offers all the essential features, such as donor management, fundraising, and event management, along with a QuickBooks integration. The integration helps to streamline the organization’s financial records, reducing manual data entry and improving accuracy.
Kindful also offers a unique feature called “Donation Tracking,” which allows non-profits to track donations from multiple sources, such as online donations or in-person donations, in one place.
DonorPerfect
DonorPerfect is another popular CRM software for non-profits. It offers all the essential features, such as donor management, fundraising, and event management, along with a QuickBooks integration. The integration helps to streamline the organization’s financial records, reducing manual data entry and improving accuracy.
DonorPerfect also offers a unique feature called “DonorSearch,” which allows non-profits to research donors and identify new fundraising opportunities.
Salesforce Non-Profit Success Pack
Salesforce Non-Profit Success Pack is a CRM software that provides non-profits with the tools they need to manage their operations effectively. It offers all the essential features, such as donor management, fundraising, and event management, along with a QuickBooks integration. The integration helps to streamline the organization’s financial records, reducing manual data entry and improving accuracy.
Salesforce Non-Profit Success Pack is also highly customizable, allowing non-profits to tailor the software to their specific needs.
Frequently Asked Questions
1. Can I use QuickBooks for Non-Profits?
QuickBooks can be used for non-profits. However, non-profits should use the non-profit version of QuickBooks to ensure compliance with accounting standards for non-profits.
2. Do I need a CRM software if I am a small non-profit?
Even small non-profits can benefit from using a CRM software. It helps to maintain accurate donor records, streamline fundraising campaigns, and organize volunteer management.
3. Can I integrate QuickBooks with any CRM software?
No, not all CRM software can integrate with QuickBooks. You should check with the CRM software provider to ensure that it can integrate with QuickBooks.
4. How much does a CRM software cost for non-profits?
CRM software cost varies depending on the software and the non-profit’s needs. Many CRM software providers offer discounted rates for non-profits.
5. Can I customize my CRM software?
Most CRM software offers some degree of customization, such as adding custom fields or creating custom reports.
6. Can I use CRM software for volunteer management?
Yes, many CRM software offers tools for volunteer management, such as scheduling and tracking volunteer hours.
7. Can CRM software help with grant management?
Yes, many CRM software offers tools for grant management, such as tracking funding opportunities and managing the application process.
8. Can I use CRM software for event management?
Yes, many CRM software offers tools for event management, such as creating event registration forms and tracking attendance.
9. Can I use CRM software for email marketing?
Yes, many CRM software offers tools for email marketing, such as creating email campaigns and tracking open rates and click-through rates.
10. Can I use CRM software for social media management?
Yes, some CRM software offers social media management tools, such as scheduling posts and tracking engagement.
11. Can I use CRM software for online fundraising?
Yes, many CRM software offers tools for online fundraising, such as creating donation forms and tracking online donations.
12. Can I use CRM software for peer-to-peer fundraising?
Yes, many CRM software offers tools for peer-to-peer fundraising, such as creating fundraising pages and tracking donations.
13. Can I use CRM software for membership management?
Yes, many CRM software offers tools for membership management, such as tracking membership renewals and creating membership reports.
Conclusion
Choosing the right CRM software for your non-profit can be a challenge. However, by carefully evaluating your needs and budget, you can find a CRM that meets your organization’s unique needs. Our top picks for the best CRM software for non-profits that integrate with QuickBooks are Bloomerang, Neon CRM, Kindful, DonorPerfect, and Salesforce Non-Profit Success Pack.
By integrating your CRM software with QuickBooks, you can streamline your organization’s financial records, reduce manual data entry, and improve accuracy. Investing in a CRM software is an investment in your organization’s success.
Closing Disclaimer
The above article is for informational purposes only and is not intended as legal or financial advice. Non-profits should consult with their legal and financial advisors before making any decisions about their operations.
