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Solid CRM software for nonprofits


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In the nonprofit world, donors and volunteers are your customers and clients; and ensuring that you’re cultivating the best possible relationship with each is one of the most important tasks of your organization. You need to know more than a donor’s name and last donation amount. Ideally, you’d know all about them, to the point where you’re cultivating a true relationship of give and give. Like customers and clients, donors want to know and feel that their contributions matter . . .  that they matter. Not knowing, or having a poor relationship with donors can be the downfall of any nonprofit. So why not do everything to ensure that doesn’t happen?

But what’s everything? Hiring an army of customer service reps? Even if your nonprofit had the budget for such a huge expense, it wouldn’t get the job done. Instead, why not implement a system that tracks, records and manages every aspect of your donor relationship? That’s right, let’s go with a solid CRM (Customer Relationship Management) system. Sure, at one time, a CRM system may have been viewed as a great tool, but one that took a lot of time and resources to implement and maintain. For many a nonprofit, this wouldn’t have been a viable option. Fast forward to now, and a solid CRM software for nonprofits can effectively manage events, programs, donors, volunteers and supporters, financial data and more.

CRM as is relates to nonprofits

A Customer Relationship Management (CRM) system is that database that manages your interactions with donors and stakeholders. Interactions include everything from event registrations and attendance, to donations amounts, pledges, and correspondence and communication.

But do I really need a CRM? 

A properly implemented CRM system can help construct a multi-dimensional, 360 view of a person. By tracking constituent activity from every angle (in-person, online, and offline interactions, etc.), you’ll benefit from a better understanding of them and you’ll have a greater understanding of their concerns and perspectives. Sure, you could facilitate and cultivate a close customer/donor relationship without a CRM system in place. If you devoted most or all of your time recording all stakeholder interactions, you might be able to develop that close relationship, for a handful of donors.

360 Destination Group eliminates redundancies with Gravity Software

When you think of all the leg work and energy that it takes to successfully develop and maintain a strong donor/stakeholder relationship, a lot of behind the scenes work is involved. Like many nonprofits out there, your organization is overworked and understaffed, and sometimes important business processes just fall through the cracks. But don’t let your stakeholder relationship be one of them. With a solid CRM system in place, you’ll be able to track and monitor any number of interactions, including, but not limited to:

  • Email subscriptions: Ensuring you’ve explored every means of correspondence and communication with your stakeholders and donors.

  • Donations: Dates, frequency, amounts, stipulations.

  • Volunteer management: Tracking hours, school credit, ensuring compliance.

  • Client cases: Addressing specific concerns in a timely manner.

  • Grant seeking/grant giving: Know where your nonprofit stands at every step of the grant-seeking process.

  • Campaigns: Know who you’ve reached out to at every step of each campaign.

  • Reporting/analytics: Maintain complete transparency with timely, data-driven, precise reports.

  • Surveys: Track, monitor and properly analyze donor and stakeholder feedback, and implement what you’ve discerned.

  • Inbound phone calls: Often the front line and initial point of contact with your valued stakeholders and donors.

  • Social media integration and interaction: Help to put your nonprofit’s best foot forward, and more importantly, creating a forum and a place for donors and volunteers to feel like a part of the family.

  • And much more!

While your CRM solution is tracking and monitoring your donor relationships, you and your team can spend time addressing other concerns.

CRM helps you save

You’ll more than make up for the cost spent to implement your CRM system, when you consider the amount of time and energy saved now that your team is free to work on improving other areas of your organization.

Want to take the saving a step further? Consider implementation of a cloud-based accounting solution. When it comes to a cloud-based solution, consider Gravity Software® (Gravity). Built on the Microsoft Power Platform (aka Dynamics 365 CRM), Gravity is structured to help manage and efficiently operate your nonprofit. By implementing a cloud-based solution and Microsoft-based CRM system on one integrated platform, you’ll reduce overhead costs while increasing operational efficiency across the board. Learn more and schedule your online demo today!

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