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A great CRM can help nonprofits or charity organizations attract donors, coordinate volunteers, and ultimately raise more support and donations for their cause.
Efficient contact organization and management is crucial in the fundraising process. From sourcing new contacts via various sources, organizing fundraising events to attract sponsors, to encouraging regular donations–there are lots of moving pieces that have to come together to build your nonprofit on a solid foundation.
With Nutshell, you get an easy-to-use, all-in-one platform to boost the bottom line of your nonprofit. Read on to discover how nonprofits can thrive with an effective CRM and the top features to look for.
A great CRM for charities helps your cause by managing relationships with donors, colleagues, and volunteers, keeps track of team activity and updates from one platform, and measures your performance so you know how to improve donations with real-time data.
You can achieve your donations goals with a CRM by:
With the right CRM software for your nonprofit organization, you can streamline day-to-day operations, allowing you to focus on the heart of your cause without getting bogged down in admin.
Choosing the best CRM for NGOs and nonprofits is a major decision that requires plenty of research and consideration. Every CRM platform provides different features and various price points, so it’s important to compare each CRM’s offerings with your company’s needs.
As a nonprofit organization, you want a CRM that makes your day-to-day operations much easier without burdening your team with another software to learn. Ultimately, your CRM should have a few key features to help your charity organization.
A foundational feature to look for in your CRM is contact management. You want to be sure of all your contacts – whether donors, volunteers, or companies you’ve partnered with – and keep them in a secure place to access whenever you need them.
No more multiple spreadsheets shared among your team members with outdated information and old names.
Contact management features such as categorization, intelligent search, and easy importing from various data sources means that you can keep track of every name, number, and email address at your fingertips, making communication and keeping in touch a breeze.
While nonprofits tend to attract passionate and willing team members wholeheartedly ready to help your cause, they can quickly burn out when tasked with endless admin responsibilities, such as updating contact information, assigning new contacts to representatives, or having to manage new members.
Luckily, with CRM automation, a lot of these tasks can be put on autopilot while you focus on building crucial relationships, organizing events, and encouraging donations.
With Nutshell, important yet repetitive tasks are automated, including:
Communication can also be automated, such as emails and text messages to prospects. Automating these tasks means that you and your team can focus on landing donors and boosting your funding.
Depending on which kind of prospects you communicate with, or how they find you, your process when converting them into a donor will be different. Nonprofits can have all sorts of processes, and it may be difficult to make sure that prospects and events are going through the best-fit pipelines.
That’s where CRM pipeline management comes in. Sales pipeline management features can help you to:
With these insights, you have a clearer view on the performance of your efforts, the most viable marketing channels, and opportunities for optimizing your current strategies.
To grow your nonprofit results, you have to constantly improve your processes and strategies to drive more support.
That’s why it’s crucial to look for a CRM that offers you reporting and analytics tools, so your team can easily see what’s working and determine how to improve.
Luckily, Nutshell’s CRM software for nonprofit organizations helps you do just that.
Grâce à nos rapports personnalisés et faciles à comprendre, vous pouvez :
Our reporting features help you easily see which strategies and processes drive the most sales for your business. That means you optimize and improve your processes to ensure they drive better results, so you can earn a higher return on investment (ROI).
Find out what makes Nutshell different.
Nutshell est le meilleur rapport qualité-prix. Sa polyvalence et ses fonctionnalités en font un produit très facile et puissant à utiliser.
Mark M. Southwestern Scale Co.
J'ai utilisé Act, Goldmine et Salesforce dans le passé, et j'ai trouvé que Nutshell était le plus facile à utiliser et à configurer des champs personnalisés. Je recommanderais Nutshell à d'autres personnes intéressées par un CRM facile à apprendre et à naviguer.
Craig C. Thermal-Tec
Nous avons quitté Hubspot pour Nutshell parce que Hubspot était trop complexe. Nutshell crée des logiciels pour les humains.
Daniel H. EOS
Lorsque nous avons évalué les CRM, le seul facteur décisif entre Nutshell et Salesforce se résumait au temps de mise en route et au prix. Nutshell l'emporte sur les deux tableaux (avec une marge considérable). Salesforce était 10 fois plus cher par mois pour ce que nous voulions.
Jason C. Arrow Container Corp
When you’re running an online organization, whether for-profit or nonprofit, you often have to rely on various software tools to collect donor information, organize online and in-person events, and collect recurring donations from regular supporters.
Nutshell CRM comes with over 6,000 supported integrations, spanning various software types, including:
At Nutshell, we understand how competitive the nonprofit space is, and how difficult it can be to get and retain generous donors. That’s why we built an easy-to-use CRM equipped with built-in functionality that helps nonprofits manage and automate their sales processes to raise funds and attract more support.
Avec Nutshell, vous obtiendrez :
Industry-leading customer support offered free of charge to all Nutshell users, even during your 14-day free trial
Our customers have lots to say about our CRM software. Check out our customer stories to learn more about how Nutshell has helped companies just like yours achieve and exceed their goals!
An easy to use, flexible CRM that helps teams organize their contacts, leads, and conversations in order to grow.
Perfect for small teams that need more reporting capabilities to help improve performance.
For teams that need CRM, sales automation, advanced reporting, and multiple pipelines to help you connect and close more leads.
For teams and organizations that need deeper customization, change logs, and AI features to improve efficiency.
For teams and organizations that need complete custom reporting, access controls, custom SQL access and no limits.
When you choose Nutshell as your non-profit CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team.
Whatever cause is near and dear to your heart, your nonprofit organization will benefit from implementing a CRM system that suits your needs.
Boost your team efficiency, event planning, and fundraising with Nutshell – the best nonprofit CRM solution. Bring your contact data and communications into one central hub with software that makes it easy to organize, manage, and share information across teams.
Build pipeline workflows that align with your engagement, outreach, and processes, with the ability to automate repetitive tasks and enhance productivity through app integrations.
Put Nutshell to the test by signing up for a free 14-day trial–no credit card required. Or reach out to our expert team to learn more about how Nutshell can help your nonprofit organization achieve its goals.
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