The Best Nonprofit CRM Software of 2021

Our nonprofit crm software reviews are the result of over 40 hours of research on 110+ nonprofit crm software companies from across the web. These reviews and our nonprofit crm software guide help small businesses and startups find the best nonprofit crm software for their business.

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How We Chose the Best Nonprofit CRM Software

Running a nonprofit organization (NPO) is much like managing a business. It requires the same core principles of structure, strategy, and oversight. Furthermore, maintaining and nurturing relationships with stakeholders plays a central role in realizing your vision for a better world.

Whether you need to update board members, enlist volunteers, attract and retain donors, or identify beneficiaries, a formalized system is crucial. That’s where nonprofit CRM software comes in. It’ll give you the tools you need to monitor, manage, and promote your NPO while enhancing your efforts to ultimately reach your philanthropic goals.

Still, it can be daunting to find the right solution  that caters to your organization’s operational and financial needs. Fortunately, we’ve assessed numerous leading providers based on the following criteria to bring you the best nonprofit CRM software of 2021

CRM Features

While all of the brands listed here offer similar products, each one comes with its own set of unique functions and capabilities. Your needs will also vary depending on the size and type of your NPO. So, when you’re looking for the  best nonprofit CRM software for your organization, you’ll want one that covers all of your requirements.

Here are a few CRM features to keep in mind:

  • Contact and database management
  • Customization options
  • Donor profiles and tracking
  • Communication and engagement tools
  • Financial management and accounting
  • Project and event management
  • Fundraising tools
  • Grant management
  • Software and social integrations
  • Customer support

Email Marketing

Email marketing campaigns are a crucial component of your fundraising strategy. From events and promotional sales to appeals and newsletters, it’s essential to engage with your donors. It’s all about nurturing relationships to share your vision with constituents and keep them committed to your cause.

Ideally, the best nonprofit CRM software  should have a built-in email marketing tool. It’s not only convenient but cost-effective, too. You’ll be able to launch campaigns from a central database, ensuring seamless execution. Performance monitoring tools also provide valuable insights.

By collating the metrics with existing CRM statistics, you can identify any problem areas to streamline your campaigns and ultimately boost donor retention.

Moreover, a separate solution is an additional financial burden that you just don’t need. As a nonprofit organization, every last cent counts. A built-in email marketing tool reduces your overhead costs, saving your NPO money that can be better spent elsewhere.

Some prominent email marketing features to consider include:

  • Customizable templates
  • Automated triggering
  • Scheduling tools
  • Personalization and list segmentation
  • Marketing campaigns
  • Email analytics and reporting
  • Integrations

Reports

The best nonprofit CRM software comes with a range of robust reporting tools. To ensure strategic goals are achieved, it’s vital to gauge fundraising performance, monitor constituent interactions, and analyze revenue. Additionally, NPOs have unique reporting standards, so it’s essential your record keeping is pristine. Accurate reconciliations of transactions, costs, and donations will ensure compliance and transparency.

Plus, with in-depth statistics and key metrics, you’ll be able to make data-driven decisions that’ll improve your NPO’s overall performance.

Here are a few notable features to contemplate:   

  • Automated and customizable reports
  • Performance analysis tools
  • Prospect research tools
  • Import and export capabilities
  • Integrations
  • Customizable dashboards

The 10 Best Nonprofit CRM Software of 2021

Bitrix24

Bitrix24
While it’s not NPO-specific software, Bitrix24 is still an all-in-one solution. It encompasses everything from CRM and project management to website building and team communications. With a flexible range of plans and a plethora of complementary tools, it’s ideal for any type and size nonprofit organization.

Bitrix24’s intuitive CRM platform provides an unlimited contact database for donor and lead management. It logs interactions while one-click functions allow you to schedule tasks, take notes, and even send emails.

Additionally, you can import and export contacts, perform segmentation to define and target potential donors, and analyze marketing campaigns. If you have multiple volunteers and agents, you can easily allocate leads and projects while monitoring the progress of transactions. Plus, Bitrix24 comes with a massive range of integrations and optional apps to tailor the platform to your needs.

Features include:

  • Document generation and management
  • Performance monitoring and analytics tools
  • Sales funnel and activity reports
  • Quotes and invoicing
  • Workflow automation and management
  • Real-time collaboration and communication tools
  • Email marketing
  • Custom templates
  • Website, landing page, and form builder
  • Product catalog and online payments
  • Open channels and integrations

Bitrix24 gives you all the tools you need to delegate roles, manage workloads, and collaborate with your team. Track projects with Gantt charts, organize tasks with Kanban boards and lists, and diarize deadlines with scheduling controls.

PriceFree Trial/DemoFeatures
Starter Business Tool Suite: Free
Special Plans: Starts at $24/month, $16.80/month billed annually
Business Plans
Standard: Starts at $99/month, $69.30/month billed annually
Professional: Starts at $199/month, $139.30/month billed annually
On-premise pricing: Starts at $1,490
Free Trial (on-premise only)>Deployment: Web-based, cloud, SaaS, Mac, Windows, iPhone/iPad, Android
>Customer service: Online, phone during business hours, 24/7 (live rep)
>CRM-only activity stream
>Marketing campaign automation
>More features at Bitrix24

Pros & Cons of Bitrix24 Nonprofit CRM Software

Bitrix24’s CRM tools are completely free, ideal for start-up NPOs on a tight budget. If you need more enhanced features, though, you can opt for one of the various plans. Choose between on-premise and cloud-based options, and use the mobile app when you’re on the go. Despite lacking donor management, Bitrix24 is still a powerful solution for nonprofit organizations.

ProsCons
>Free CRM tools
>Broad range of plans
>Mobile apps
>No donor profile management

What Customers Are Saying

Referring to Bitrix24’s vast capabilities and ease of use, one customer commented, “[it’s] user friendly and meets my requirements for project management, CRM and data management. It’s a complete solution for marketing and promotion due to seamless integration with the prominent social media tools.”

One Bitrix24 user cited it as “the perfect all-round software solution,” while another stated it’s an “outstanding CRM meant for social collaboration and for managing interactions with clients and team members.”

Blackbaud Raiser’s Edge NXT

Blackbaud
Blackbaud drives social good by equipping NPOs with the tools they need to expand their impact. It offers a range of products geared towards the requirements of varying organizations. Raiser’s Edge NXT is the company’s cloud-based software solution designed specifically for fundraising and donor management.

The intuitive interface is accessible on any device, while the user experience is role-based. From fundraisers and event coordinators to executives and management, each stakeholder in your NPO will have a platform tailored to their responsibilities.

With customizable dashboards, you can prioritize tasks, streamline workflows, and review progress on your goals. Supervise opportunities and proposals from the Work Center, add actions, and assess any potential risks, too. It provides all the functions you need to manage portfolios, gifts, and assignments efficiently.

Features include:

  • Benchmarking metrics
  • Donation forms
  • Customized reports
  • Gift management
  • List segmentation
  • Unlimited emails
  • Templates and editor
  • Email campaigns and analysis tools
  • Data Health Center for donor records

With Blackbaud Raiser’s Edge NXT, you can also create branded donation forms, process gifts, and view real-time performance statistics. Plus, constituents’ profiles are automatically updated as donations roll in.

PriceFree Trial/DemoFeatures
Custom QuoteNone>Deployment: Web-based, cloud, SaaS
>Customer service: Online, phone during business hours
>Training and certification
>Mobile-friendly
>More features at Blackbaud Raiser's Edge NXT

Pros & Cons of Blackbaud Raiser’s Edge NXT Nonprofit CRM Software

This software is purpose-built to provide NPOs with intuitive and user-friendly tools to organize goals, manage donors, and track performance. Although it lacks comprehensive, built-in CRM features, larger organizations can still purchase Blackbaud CRM separately.

Raiser’s Edge NXT also integrates with a host of third-party applications, as well as Blackbaud partner solutions. However, you’ll need to contact the company for information on pricing.

ProsCons
>Online tour available
>Numerous integrations
>Designed specifically for fundraising and donor management
>Built-in CRM features are limited
>No pricing available on the company’s website

What Customers Are Saying

Customers are happy to report that Blackbaud Raiser’s Edge NXT “does everything that it promises, and helps us keep track of all of our donors.” Another fundraiser says, “integration with onsite systems made it easy to use.”

When it comes to the software’s plethora of features, one user said, “I have many tools that keep me organized and remind me to thank our donors.”

Bloomerang

Bloomerang
With a focus on donor engagement and retention, Bloomerang delivers a robust platform to optimize fundraising, streamline workflows, and drive performance. The developers created the software by combining expert knowledge from specialists in philanthropy, digital marketing, communications, and technology.

The result? An intuitive CRM facility to manage your NPO’s entire ecosystem, powerful donation forms and integrations, and smart data analysis. There’s also built-in email distribution with customizable templates, segmentation for targeted marketing, and prospect research tools.

A visual timeline gives you an at-a-glance view of constituent interactions, while an Engagement Meter reveals areas that need improvement. With the Generosity Score feature, you can also leverage publicly available information to identify top prospects in your database.

Features include:

  • Interactive dashboards
  • Smart reports and analytics
  • Donor retention tools
  • Email marketing and segmentation
  • Website and third-party integrations
  • Online surveys, donation forms, and event registration
  • Social media monitoring
  • Online giving facilities
  • Grant tracking
  • Tasks and interaction management

As a donor-centric system, Bloomerang helps you nurture relationships with your constituents. You can monitor retention rates, identify missed opportunities, and optimize acknowledgment messages. Plus, you can gauge your NPO’s social media presence and connect with potential donors to drive your cause.

PriceFree Trial/DemoFeatures
0-1,000 records: $99/month billed annually
1,000-5,000 records: $199/month billed annually
5,000-15,000 records: $299/month billed annually
15,000-25,000 records: $399/month billed annually
25,000-40,000 records: $499/month billed annually
Free Demo>Deployment: Web-based, cloud, SaaS, iPhone/iPad
>Customer service: Phone during business hours, online
>DonorSearch database integration
>Prospect research tools
>More features at Bloomerang

Pros & Cons of Bloomerang Nonprofit CRM Software

Bloomerang’s cloud-based software caters to NPOs of all sizes with a variety of scalable plans. Moreover, it offers a free Lite version and several Grow packages for small start-ups that need the essentials. If you don’t want to schedule a live demo, you can watch the online video on the company’s website.

No matter which option you choose, unlimited user access comes standard with all plans, and your team can even log on with their iOS devices. Unfortunately, though, there’s no Android app currently available. There’s also no live 24/7 support, but you can phone or email customer care during business hours.

ProsCons
>Free Lite version for small start-ups
>Unlimited users
>Video demo available
>No live 24/7 support
>No Android app available

What Customers Are Saying

Customers enjoy the software’s intuitive interface and powerful features, with one saying, “Bloomerang is easy to use and keeps our development efforts on track. I especially like the engagement level meter and the integration with DonorSearch. Reports have never been easier and are wonderfully dynamic.”

Despite its lack of online live support, a satisfied user had this to say, “I’ve never had such consistently positive interactions with tech support services, and I really appreciate that most about this software.”

DonorSnap

DonorSnap
DonorSnap is all about making donor management easy. The software comes with a full CRM platform, email marketing, and online giving facilities. It also has automation functions, monitoring tools, and scheduled reports.

By gaining a deeper understanding of your supporters, you can enhance communication and improve engagement to meet your fundraising goals more efficiently. DonorSnap gives you the tools to do just that.

All relevant data is in one place, while custom dashboards allow you to tailor summarized information for quick access. You can also create personalized messages, initiate targeted fundraisers, and set up automated tasks based on past donor involvement.

Additionally, DonorSnap makes online donations a simple and hassle-free experience. With forms for your website and emails, supporters can contribute and pledge amounts once only or periodically. Bank and credit/debit card payments are seamless while ensuring the best possible transaction fees with goEmerchant.

Features include:

  • Donor address and household management
  • Contact database and profiles
  • Bulk and personalized emails
  • Mass entry and import tools
  • Dashboard apps
  • Donations and payments
  • Goal setting for each donor
  • Task assignment and reminders

DonorSnap also integrates with third-party programs like QuickBooks, DonorSearch, Constant Contact, Twilio, and even your own website. Plus, you can import records from Excel and merge duplicates to keep your data clean.

PriceFree Trial/DemoFeatures
Up to 1,000 contacts: $39/month or $450/year
Up to 2,500 contacts: $59/month or $670/year
Up to 5,000 contacts: $79/month or $900/year
Up to 10,000 contacts: $99/month or $1,125/year
30,000+ contacts: Custom Quote
30-Day Free Trial>Deployment: Web-based, cloud, SaaS, iPhone/iPad
>Customer service: Phone during business hours, online
>Donation tracking and reports
>Volunteer and pledge monitoring
>More features at DonorSnap

Pros & Cons of DonorSnap Nonprofit CRM Software

DonorSnap is ideal for any kind of NPO, with a host of affordable plans to suit any organization. Its cheaper options don’t skimp on tools, either, as DonorSnap includes all features regardless of which package you choose.

Although there’s no live online support, you can reach out via email and phone. However, the latter requires a fee. DonorSnap also comes with in-depth training manuals and video tutorials to bolster your self-learning efforts.

ProsCons
>Affordable
>Full CRM regardless of plan
>Training and tutorials available
>No live online support
>Phone support requires a fee

What Customers Are Saying

On DonorSnap’s affordability, a satisfied user says, “One of the reasons we went with DonorSnap was because they offered a lot of what larger companies offered but at far less the cost.”

Another customer praises the software for its usability, stating, “I love that the screens all work basically the same. You don’t have to remember how things work from screen to screen. The reporting system encompasses every data field (theirs or our customized fields) and is a breeze to utilize.”

HubSpot

HubSpot
Established in 2005, HubSpot is a world-renowned company that pioneered the principles of “inbound” marketing. By adopting a more holistic approach, its founders developed a vast range of powerful solutions to help businesses grow. While the software isn’t geared towards nonprofit organizations, it still provides valuable tools that NPOs can leverage to drive their causes.

Its robust CRM facilities include a contact database, website activity monitoring, email tracking, and ad management. It also comes with customizable forms and templates, prospect tools, and automated actions.

Additionally, HubSpot’s reporting dashboard gives you a clear view of activity and performance, so you can easily identify any areas of concern. With these actionable insights, you’ll know how to improve engagement efforts with your supporters for optimum fundraising.

When it comes to team collaboration, HubSpot provides a range of activity controls, as well as a communal inbox and file-sharing capabilities. No one in your organization will miss crucial communication with donors. Plus, automated tasks means volunteers can spend less time on manual operations to focus more on nurturing fundraising opportunities.

Features include:

  • Intuitive contact database
  • Campaigns and bulk email
  • List segmentation
  • Advert management
  • Drag-and-drop editor
  • Website activity tracking
  • Customizable forms, templates, and landing pages
  • Prospecting tools
  • Detailed reports and analytics
  • 300+ integrations
  • Automated tasks and activity controls
  • Pipeline management tools

With the HubSpot App Marketplace, you can choose from over 300 add-ons to integrate with the software. It includes everything from QuickBooks Online and Mailchimp to Databox and Facebook. Essentially, you’ll be able to tailor your platform to your organization’s needs.

PriceFree Trial/DemoFeatures
Starter (2+ paid users): $40/month
Professional (5+ paid users): $500/month
Enterprise (10+ paid users): Starts at $1,200/month billed annually
Free Demo>Deployment: Web-based, cloud, SaaS, iPhone/iPad, Android
>Customer service: 24/7 (live rep), online, phone during business hours
>Free-forever CRM, email, and marketing tools
>Flexible plans
>More features at HubSpot

Pros & Cons of HubSpot Nonprofit CRM Software

HubSpot is primarily designed for businesses, so it doesn’t have the fundraising capabilities we’ve seen with other products. That said, NPOs can still benefit from its comprehensive list of features.

Plus, its CRM and marketing tools are 100% free, making it an ideal solution for smaller organizations on a tight budget. You can store up to one million contacts, access HubSpot’s community forums, and use the Knowledge Base, all without purchasing a premium plan. However, only Enterprise and Professional packages offer 24/7 phone support.

ProsCons
>Free CRM and marketing tools
>Up to 1,000,000 contacts
>Interactive online community and comprehensive Knowledge Base
>Not donor-centric software

>24/7 phone support only available for Professional and Enterprise plans

What Customers Are Saying

Commenting on the software’s use cases, one customer said, “We can track email opens in real-time, responses and auto-add new contacts to the CRM. We’re also able to revisit each of the contacts and see a timeline of all communication with that specific contact. We use HubSpot CRM across the entire organization.”

Regarding HubSpot’s marketing tools, another user commented, “The Sales team, in particular, uses HubSpot CRM to manage contacts, keep track of the status of accounts and has a customization feature for the sales pipeline.”

Kindful

Kindful
Kindful aims to streamline your organization’s efforts, improve efficiency, and help build deeper relationships with donors. It offers a powerful suite of tools crammed into a user-friendly platform.

You can create online donation forms and start fundraising initiatives via email, your website, and social media accounts. They’re easy to set up, uncomplicated to fill out, and sync with your database automatically. If you want to encourage supporters to stay on your website longer or donate immediately, you can embed specific buttons to serve that purpose, too.

Furthermore, Kindful comes with registration tools that allow you to create event pages, check in attendees, and track your initiative’s performance. It also offers crowdfunding and peer-to-peer features that allow supporters to raise funds for your mission. Plus, a handy “Text-to-Give” function enables real-time donations via text.

Its donor management functions include pledge tracking, wealth insights, and custom fields to collect relevant data. When it comes to communication, you can set up triggered acknowledgments and automatic receipts. Plus, with list segmentation, email campaigns, and unlimited templates, you can promote your cause more effectively.

Features include:

  • Unlimited donation forms
  • Embedded donation buttons
  • Lifecycle analytics and performance tracking
  • Contact and donor records
  • Wealth insights
  • Email marketing and segmentation
  • Event management
  • Standard, custom, and scheduled reports
  • Task management

Kindful also built an ecosystem for seamless connection to third-party apps that are relevant to your needs. Integrations include Mailchimp, ClickBid, Shopify, PayPal, TicketSpice, QuickBooks, and Donor Search. Moreover, you can choose to use your own payment processing provider or opt for Kindful’s built-in one.

PriceFree Trial/DemoFeatures
Up to 1,000 contacts: $100/month billed annually
1,000-5,000 contacts: $200/month billed annually
5,000-15,000 contacts: $300/month billed annually
15,000-25,000 contacts: $400/month billed annually
25,000-40,000 contacts: $500/month billed annually
40,000-55,000 contacts: $600/month billed annually
55,000-70,000 contacts: $700/month billed annually
70,000+ contacts: Custom Quote
Free Demo>Deployment: Web-based, cloud, SaaS, iPhone/iPad
>Customer service: Phone during business hours, online
>Donation and pledge tracking
>Payment processing
>More features at Kindful

Pros & Cons of Kindful Nonprofit CRM Software

Kindful is a robust donor management system that comes with a plethora of advanced features. Donors can log into their own Kindful account, make donations, and even download automated end-of-year tax summaries. On the admin side, users are unlimited, so your entire team can access the platform at any time.

However, there’s no free trial and no 24/7 live support, but email and phone assistance are available.

ProsCons
>Personalized donor accounts
>End-of-year tax summaries
>Unlimited admin users
>No free trial
>No 24/7 live support feature

What Customers Are Saying

Customers enjoy Kindful’s simple yet effective platform, with one calling it “A donor management system that is user-friendly, yet powerful.”

Other users echo these sentiments, with one stating that it’s “An excellent donor management and fundraising app. Easy to use, beautifully designed and constantly improving.”

Another satisfied customer said, “I really like the fact that Kindful has a clean interface and makes certain things really simple: e.g., running a campaign, accepting donations online, setting up automatic emails to thank people, etc.”

NeonCRM

NeonCRM
NeonCRM is trusted by thousands of nonprofit organizations across a broad spectrum of causes. It offers a comprehensive all-in-one solution to maximize fundraising, maintain donors, streamline events, and ultimately grow your NPO’s membership.

It takes a more nuanced approach to donor management and tracks relationships, not just organizations or households, to give you better insights about your supporters. You can also analyze fundraiser results, monitor contribution trends, and assess interactions.

Mission Control dashboards then collate all the existing data with filtering options to present a simplified overview of crucial metrics. Each user can decide what information to see, so all role players are equipped with actionable insights to enhance their efforts.

With a deeper understanding of your donors, you can create segmented lists, customize communication, and launch targeted campaigns. Plus, you’ll be able to nurture relationships better with the help of automated activities and scheduling tools.

Features include:

  • Membership management
  • Document storage and sharing
  • Comprehensive analytics and reports
  • Visual KPIs and forecasts
  • Social and peer-to-peer fundraising
  • Third-party integrations
  • Online store
  • Donation forms, surveys, and email templates
  • Volunteer and task management
  • Email campaigns and marketing

From dynamic listings and custom layouts to form templates and ticketing tools, you can plan and manage events seamlessly, too. NeonCRM also comes with attendee tracking, event pricing, and payment processing.

Moreover, the software integrates with a host of third-party apps, including Mailchimp, QuickBooks, Eventbrite, and DonorSearch.

PriceFree Trial/DemoFeatures
Essentials Light: Starts at $49/month
Essentials: Starts at $99/month
Impact: Starts at $149/month
Empower: Starts at $299/month
Free Demo>Deployment: Mac, Windows, web-based, cloud, SaaS, iPhone/iPad
>Customer service: Online, phone during business hours
>Advanced donor management tools
>Event registration and payment processing
>More features at NeonCRM

Pros & Cons of NeonCRM Nonprofit CRM Software

NeonCRM leaves no stone unturned with its extensive range of features, as well as an API for further enhancements. However, if you’re not technically adept, the somewhat complicated interface might overwhelm you.

That said, the company does provide in-depth training and online/phone support at a fee. Plus, the platform is mobile-friendly, so both administrators and supporters can log in on the go.

ProsCons
>Comprehensive training available
>Mobile-friendly
>NeonCRM API
>Training, online, and phone costs extra
>Steep learning curve

What Customers Are Saying

On NeonCRM as an all-in-one platform, one customer had this to say: “NeonCRM is our organization’s core system for member management and collection of membership fees. It is extremely helpful and integrates seamlessly with our website.”

Another satisfied user reported, “We appreciate having one software that serves multiple purposes and can get a full view of our constituents.”

Salesforce.org Nonprofit Success Pack

Salesforce
Salesforce is another popular CRM software provider that primarily caters to businesses. However, it’s one of the few companies that also offers a solution specifically for NPOs. The Nonprofit Success Pack is an open-source platform that leverages Salesforce’s tried and trusted CRM features with intuitive donor-centric tools. Use it to manage core relationships between donors, volunteers, their households, and even the companies that employ them. You can also track various types of donations, group supporters into levels, and divide initiatives based on defined attributes.

Salesforce.org NPSP gathers all data in one place, while dashboards simplify vital metrics and scheduled reports offer valuable insights. These analytics tools give you a unified view of your organization’s efforts and identify where there’s room for improvement.

Features include:

  • Address, grant, and donation management
  • Recurring and mass gift entry
  • Workflow and task management
  • Engagement levels and plans
  • Customizable reports and tracking
  • Household and relationship management
  • Email campaigns and marketing
  • Optional Salesforce products
  • Google apps integrations
  • Volunteers for Salesforce app
  • Cohort tracking and segmentation

The platform also supports gift entry, recurring donations, prospecting, and volunteer management. Additionally, you can bolster engagements with strategies tailored according to levels and donor types. You’ll have all the tools you need to set up automatic triggers, initiate tasks manually, and effectively promote your mission.

PriceFree Trial/DemoFeatures
Sales & Service Cloud Enterprise Edition + Nonprofit Success Pack (NPSP): $48/user/month billed annually
Sales Cloud Enterprise Edition + Nonprofit Success Pack (NPSP): $36/user/month billed annually
Sales & Service Cloud Unlimited Edition + Nonprofit Success Pack (NPSP): $96/user/month billed annually
Sales Cloud Unlimited Edition + Nonprofit Success Pack (NPSP): $72/user/month billed annually
30-Day Free Trial>Deployment: Web-based, cloud, SaaS
>Customer service: Phone during business hours, online
>Donor-centric CRM
>Gift entry
>More features at Salesforce.org

Pros & Cons of Salesforce.org Nonprofit Success Pack Nonprofit CRM Software

Salesforce’s donor-centric software comes with 10 free subscriptions and discounts for eligible nonprofit organizations. However, the NPSP doesn’t have payment processing or online donation forms, but there are additional suites that offer these extras.

Plus, Salesforce.org provides in-depth guides, training, and certification. As open-source software, it comes with a helpful online community, too.

ProsCons
>10 free subscriptions for eligible NPOs
>Ancillary nonprofit products
>Training and certification available
>Online donation forms not included in the standalone NPSP
>No payment processing and accounting tools on basic plans

What Customers Are Saying

Customers enjoy the software’s organizational tools, with one stating, “Salesforce makes it easy to create repeatable workflows so that your data is consistent.”

Regarding its powerful features, another user said, “The starting point at your organization may be donor management or volunteer management or program management, but it can fast serve all other needs. It is extremely flexible and extensible.”

Salsa

Salsa
Using SmartEngagement Technology, Salsa Labs combines CRM facilities with engagement software to deliver a powerful solution for NPOs. It’s also embedded with machine learning and best practices, so the platform is always improving.

It provides all the tools you need for donor management, fundraising, event planning, advocacy, and marketing automation. With rich constituent profiles, you can capture everything from activity timelines to interactions. View this data on visual dashboards and receive automatic alerts to understand your supporters’ levels of engagement.

Salsa also leverages the gathered information to automatically calculate the ideal “ask amounts” for each of your donors. You can track their contributions and manage your fundraisers, gifts, and campaigns, too. Plus, customizable reports deliver role-based insights, reveal revenue trends, and identify opportunities, equipping your team with a clear way forward.

Features include:

  • Unlimited custom fields
  • In-depth donor profiles
  • Cultivation and moves management
  • Online and offline donation processing
  • Email marketing and automation
  • Performance monitoring and customized reports
  • Form and email templates
  • Automated text messaging
  • Workflow management

Salsa’s CRM also includes tools for segmentation, prospecting, and outreach. With robust digital marketing functions, you can set up email campaigns, manage social media communications, and even broadcast text messages. Additionally, the platform comes with online fundraising forms, integrated payment processing, and multichannel advocacy features.

PriceFree Trial/DemoFeatures
Custom QuoteFree Demo>Deployment: Web-based, cloud, SaaS
>Customer service: Phone during business hours, online
>Multichannel advocacy
>Payment processing
>More features at Salsa Labs

Pros & Cons of Salsa Nonprofit CRM Software

Salsa Labs delivers a robust platform that equips NPOs with all the tools needed for effective fundraising, reporting, and engagement. It also offers peer-to-peer event management, including coaching and targeted communications.

While there’s an extensive knowledge base and customer support, you can also seek technical assistance via Salsa’s Facebook and Twitter handles. The only downside is that you’ll need to request a quote as the company doesn’t provide pricing on its website.

ProsCons
>Peer-to-peer fundraisers and events
>Facebook and Twitter customer contact options
>in-depth Salsa Knowledgebase
>No pricing available on the company’s website

What Customers Are Saying

Regarding Salsa’s capabilities and intuitive platform, a happy customer reported, “My agency uses SalsaCRM daily to record donations, to research donors, to run mailing lists, and to analyze data. The product is easy to use.”

When it comes to automated functions, another client said, “Autoresponders and automated emails have been really cool and simple to use; that tool in itself has added a lot of value and has been a powerful way to keep supporters engaged.”

Sumac Nonprofit CRM

Sumac
Sumac by Silent Partner is an easy-to-use CRM platform that simplifies contact and program management, accounting, and email marketing. It’s incredibly affordable and suitable for small NPOs and enterprise-level ones, too. Plans are uncomplicated and flexible, with add-on options to customize the software according to your organization’s needs.

The basic CRM includes all the standard features you’d expect to find. You can collect and utilize constituents’ data like communications, contributions, and receipts. Add-ons integrate automatically, syncing the associated information like volunteer activity, case records, memberships, and more.

It also includes marketing tools, donation management, and built-in payment processing. Send bulk emails, newsletters, or receipts, and develop targeted lists to enhance engagements. You can also upload custom templates and send personalized acknowledgments or appeals.

Features include:

  • Contact management
  • Payment processing
  • Email marketing
  • Donation management
  • Add-on features for a tailored CRM platform
  • Case management
  • Memberships
  • Grant management
  • Course registration
  • Invoices and accounting
  • Event management

The software also integrates with popular third-party providers like QuickBooks, Constant Contact, and Mailchimp. Donation management is a hassle-free exercise, too, thanks to tracking tools like multi-type gift monitoring and record keeping.

PriceFree Trial/DemoFeatures
Free version available
Starter: $35/month
Standard: $75/month
Growing: $150/month
Established: $250/month
World Changer: Custom Quote
None>Deployment: Mac, Windows, web-based, cloud, SaaS
>Customer service: Phone during business hours, online
>Basic CRM and email marketing with various add-on options
>Built-in payment solution
>More features at Sumac

Pros & Cons of Sumac Nonprofit CRM Software

Sumac’s offering comes with a range of customizable features and flexible plans to suit your organization’s needs and budget. For the Donation plan, you can donate an amount of your choice.

Moreover, Sumac is a PA-DSS compliant payment application, so you can process contributions directly from the interface with the lowest possible transaction fees. On the downside, it lacks 24/7 live support and doesn’t offer a free trial. All things considered, though, it’s still one of the best nonprofit CRM software solutions available.

ProsCons
>Basic plan requires a donation of your choice
>PA-DSS compliant payment processing
>Low transaction fees
>No 24/7 support
>No free trial

What Customers Are Saying

On Sumac’s organizational features, a happy customer reported, “It was easy to organize the data into separate groups that enabled each group to maintain security and control. Converting the membership data from the existing spreadsheet was also very easy.”

Referring to the platform’s ease of use, another satisfied user said, “Sumac covers a broad scope of functions, including donations, memberships, sales and events. The software is very easy to use. Built-in import functions are very user friendly and very complete.”

What Is Nonprofit CRM Software?

Nonprofit organizations depend on corporate supporters, donors, and volunteers to meet specific social good goals. The relationships an NPO cultivates with its various constituents is what ultimately drives its cause. It’s therefore crucial to nurture existing interactions and engagements. Moreover, as an NPO grows, it’ll need to reach out to new supporters.

However, without the right tools, a nonprofit organization can quickly lose track of its constituents, goals, and performance. The results can be disastrous, and an NPO will struggle to connect with new supporters and retain existing donors. Plus, without any accurate metrics, it’s impossible to make informed decisions, execute tasks, and promote events that’ll resonate with your constituents.

Nonprofit CRM software solves these problems by providing a unified solution that integrates the numerous aspects of relationship management. Not only will you be able to nurture meaningful engagements, but you’ll also have the tools to enhance your fundraising efforts, streamline internal processes, and promote your cause effectively.

Moreover, the best nonprofit CRM software equips you with detailed metrics and reports you can leverage to create targeted marketing campaigns. You can also track goals, events, donations, and performance for a 360-degree view of your NPO’s vital functions.

Running a nonprofit organization is akin to managing a business. Still, with nonprofit CRM software, you’ll be able to implement outreach and fundraising strategies more efficiently.

Benefits of Nonprofit CRM Software

Regardless of the size and type of your NPO, the best nonprofit CRM software has distinct advantages to enhance your organization’s fundraising efforts. These include the following:

  • Efficient donation collection: With online giving, tracking, and payment processing, your organization can collect funds much quicker than traditional methods. You’ll then be able to deliver much-needed resources to beneficiaries in a shorter span of time.
  • Actionable insights that drive results: By leveraging in-depth data, you can determine and rectify areas of concern while optimizing fundraising activities and campaigns.
  • Prospects identification: As an NPO grows, so does its database. The best nonprofit CRM software helps you find new opportunities and turn them into loyal donors.
  • Enhanced constituent relationships: Your existing donor database is extremely crucial to your NPO’s success. With a host of CRM features, you can send personalized acknowledgments, initiate targeted campaigns, and build deeper connections with your supporters.
  • Streamlined fundraising efforts: With donor, event, and task management, you can organize and plan initiatives much more efficiently.

Must-Have Features of Nonprofit CRM Software

When you’re online shopping for the best nonprofit CRM software, there are specific features you should look for before accepting any of them. Let’s take a look at what they should include:

  • Contact database and profiles: You can’t connect with your constituents effectively if you don’t have all the relevant, up-to-date data. You’ll want a platform that collects real-time information about your donors so you can ensure meaningful engagements.
  • A variety of marketing tools: All NPOs operate differently. Ensure that the software you choose comes with the right advertising, online donation, campaign, or event planning features for your organization.
  • Detailed metrics and reports: NPOs are accountable for the funds that they receive. To ensure compliance and transparency, you’ll want software that tracks incoming donations and provides comprehensive reports.
  • Third-party integrations: Depending on the size and type of your organization, you might already use other applications. A few popular ones include Mailchimp, Constant Contact, ClickBid, QuickBooks, and DonorSearch. It’s best to make sure that the software you choose can integrate seamlessly with third-party solutions.
  • Technical support and training. Unless you’re a tech guru, it can be difficult to set up and start using an entirely new CRM system. For this reason, you’ll want efficient customer service and in-depth training guides to help you in case an issue arises.

The Cost of Nonprofit CRM Software

The cost of nonprofit CRM software depends on a few factors. If you’re just starting up, then a smaller package is ideal. Conversely, medium to large organizations require more advanced solutions.

Another element to keep in mind is the kind of tools included in the software. For instance, HubSpot and Bitrix24 both offer free CRM facilities, but do they provide sufficient functionality on all fronts? You’ll have to decide.

Depending on the size of your organization and the amount of users, you can expect to pay anything from $19 to $199 per month for standard plans. Medium-level packages will set you back $99 to $200, and the price range for more advanced plans is around $199 to $1,125.

On the odd occasion, you might need to request costs directly from the provider. Whichever plan you choose, ensure it caters to your organization’s needs.