Customer Relationship Management software platforms are becoming more popular among nonprofit organizations in order to track fundraising and donor activity, write grants, store documents, and launch new marketing efforts. Below is information about 4 CRM platforms designed for nonprofits that may be a good fit for your organization:
DonorPerfect: One of the most well-known CRM platforms, DonorPerfect is known for its integration, collaboration, automation, and organization.
DonorPerfect integrates with other software programs, such as Quickbooks, allowing for users to eliminate double entry. DonorPerfect can be accessed from both desktop and mobile platforms making it easily accessible for users. Entities can also set up customized automation rules that can remind users when donors’ credit cards are expiring as well as to send timely donor acknowledgements. It also allows for campaign metrics, donor profiles, and gift data to be stored in one place. Pricing starts at $89 a month.
Sage Intacct: Named the preferred accounting application provider by the American Institute of Certified Public Accountants and used by national nonprofits like Donors Choose and Meals on Wheels America, Sage Intacct is another option for CRM software. It allows users to create real-time reports and dashboards to provide to investors and donors. Fund, grant, revenue, and billing processes can be automated, maximizing efficiency and stewardship. It also allows for integration with other software systems that update in real-time and can aggregate transactions across multiple entities, currencies, locations, and revenue sources. Additionally, the platform also has a track record for phenomenal customer service. Each organization is given a custom pricing model based on its needs.
Bloomerang: Trusted by thousands of nonprofits, Bloomerang is a simple donor database that has been seen to increase donor activity and revenue for its users. Unlike many other options, it does not come with all the “bells and whistles,” making it straightforward and user friendly. Some noteworthy features of Bloomerang include social media monitoring, website integration to track website activity and create giving forms and sign-ups, and donor engagement surveys. Pricing starts at just $99 a month.
Salesforce Nonprofit Success Pack: As far as Customer Relationship Management (CRM) systems go, Salesforce is a premiere choice for nonprofit agencies for a multitude of reasons. Salesforce can be customized to meet the unique needs of every nonprofit organization. Depending on the software packages, nonprofit leaders can pick the features that most align with their current needs, whether that be tracking payments, distributing surveys, or raising funds for an end of the year appeal. This is orchestrated through the integration feature, which allows a nonprofit agency to download and integrate software from other operating systems that help to provide ease of communication, diligence in tracking, and overall operations management. Some of the most notable integrations include: Bill.com, QuickBooks, Classy, MailChimp, and SurveyMonkey. Pricing starts at $25 a month per user.
Many of these platforms offer free trials to determine if it is the right fit for your organization. While the decision to adopt a CRM platform may be a major expense for your organization, it is important to consider the benefits that will likely outweigh the costs in the long run.
If you have further questions regarding your nonprofit’s upgrade to CRM software, please reach out to the professionals at Gilliam Bell Moser LLP.
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