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The Best CRM for Nonprofits

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.

 

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How a nonprofit CRM can raise donations

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:

  • Giving you a centralized database of contacts, including new and existing donors, volunteers, and business partners. Leave the spreadsheet behind with the ability to update records automatically as contact information changes.
  • Using workflow automation to handle the admin tasks of assigning new contacts to your team members, or helping volunteers know exactly how to communicate with potential donors at each step of the donation cycle.
  • Integrating your accounting, event management, or other important software with your CRM platform to create a single source of information that helps you stay on top of all important charity matters from one platform.

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.

Features to look for in your nonprofit

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.

Contact management to store up-to-date information on donors, partners, and volunteers

uma captura de ecrã da página de contactos abertos da arrowgrid

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.

Sales and task automation so you can focus on the heart of the mission

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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: 

  • Lead assignment: New contacts are assigned to team members equally or according to their specialty.
  • Guidance for sales stage goals and steps: Volunteers will always know what steps to take next when engaging with prospective donors.
  • Pipeline advancement: Prospects are advanced to a new stage based on their own actions–no manual work needed.

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.

Pipeline management to get donors through key tasks before converting

uma captura de ecrã das actualizações de chumbo da newing industries Inc. em Nutshell

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:

  • Automatically move leads to the next stage of your funnel and send email drip sequences to encourage donations and support
  • View and manage your pipeline four different ways (chart, map, board, or list) so that your sales reps can choose the best option that works for them
  • Examine the source of your leads, their stage in the funnel, and which actions you should take next to close the deal

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.

Advanced reporting to understand how close you are to your goals

uma captura de ecrã de um relatório de vendas que mostra um gráfico de barras empilhadas

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.

Com os nossos relatórios personalizados e fáceis de compreender, pode

  • View and track donations
  • Forecast future donations
  • Monitorizar o volume e as fontes dos seus contactos
  • Analisar negócios perdidos
  • View how prospects and leads advance through your donation funnel
  • Download presentation-ready charts and graphs for stakeholders

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).

The Best Nonprofit Next-Action Sales & Marketing CRM

Find out what makes Nutshell different.

"

Nutshell é o melhor valor para o dinheiro. A versatilidade e a funcionalidade tornam-no num produto muito fácil e poderoso de utilizar.

Mark M. Southwestern Scale Co.

No passado, utilizei o Act, o Goldmine e o Salesforce e descobri que o Nutshell era o mais fácil de utilizar e de configurar campos personalizados. Recomendo o Nutshell a outras pessoas que estejam interessadas num CRM fácil de aprender e de navegar.

Craig C. Thermal-Tec

Deixámos a Hubspot por Nutshell porque a Hubspot era demasiado complexa. Nutshell faz software para humanos.

Daniel H. EOS

Quando estávamos a avaliar CRMs, o único fator decisivo entre Nutshell e Salesforce resumia-se ao tempo de rotação e ao preço. Nutshell ganha em ambos os casos (por uma margem enorme). O Salesforce custava 10 vezes mais por mês para o que queríamos.

Jason C. Arrow Container Corp

Get more from your nonprofit fundraising CRM software with integrations

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:

um gráfico que mostra vários logótipos ligados entre si Nutshell

Why use Nutshell CRM for nonprofit fundraising?

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.

Com Nutshell, obterá:

Industry-leading customer support offered free of charge to all Nutshell users, even during your 14-day free trial

Análise G2 de um profissional do sector da construção

Mas não acredite apenas na nossa palavra

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!

Escolha o melhor plano para a sua equipa

Faturação anual
Faturação mensal

An easy to use, flexible CRM that helps teams organize their contacts, leads, and conversations in order to grow.

$13 per user per month

Incluído em todos os planos...

  • Unlimited storage, contacts & accounts
  • Gestão de contactos e calendários de comunicação
  • Sincronização de correio eletrónico e calendário
  • Pipeline de vendas único personalizável
  • Customizable single sales pipeline (100 open leads limit)
  • E mais
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Perfect for small teams that need more reporting capabilities to help improve performance.

$25 per user per month

Tudo em Foundation, mais ...

  • Activity and Email reports
  • Sales and Activity quotas
  • Objectivos da fase de desenvolvimento
  • Up to 25 custom fields
  • No active leads limit
  • E mais
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For teams that need CRM, sales automation, advanced reporting, and multiple pipelines to help you connect and close more leads.

$42 por utilizador por mês

Everything in Growth, plus…

  • 5 customizable pipelines
  • Automatização das vendas
  • Personal email sequences email sequences
  • Conjunto completo de relatórios, incluindo relatórios de atividade, de funil e de previsão
  • Meeting scheduling software (lite version)
  • E mais
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For teams and organizations that need deeper customization, change logs, and AI features to improve efficiency.

$59 por utilizador por mês

Tudo em Pro, mais ...

  • Increased pipelines, territories, markets, teams and more
  • Unlimited Notetaker usage (AI powered speech-to-text transcription)
  • Meeting scheduling software (full version)
  • Audit log and changelog
  • Send email templates directly from Gmail
  • E mais
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For teams and organizations that need complete custom reporting, access controls, custom SQL access and no limits.

$79 por utilizador por mês

Everything in Business, plus…

  • Pipelines ilimitados
  • Unlimited custom fields, teams, currencies and territories
  • Acesso SQL só de leitura
  • Suporte da API
  • E mais
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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.

SAIBA MAIS

Start growing with the best CRM for nonprofit businesses today

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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