- Greatest for managing volunteers and occasions: Pipedrive
- Greatest nonprofit CRM device with integrations: HubSpot
- Greatest for nonprofit mission administration: monday CRM
- Greatest for omnichannel advertising: Zoho CRM
- Greatest white-label CRM for nonprofits: Bitrix24
- Greatest for monitoring donor habits with information insights: Virtuous
CRM software program used inside the nonprofit sector is designed to assist organizations handle and develop their relationships with benefactors, manage outreach, and monitor actions. A CRM device can enhance productiveness and create a streamlined course of for advertising to donors, monitoring income, and progressing towards objectives.
Prime nonprofit CRM software program comparability
The very best CRM software program gives a spread of promoting, gross sales, and assist options. These core options may also be utilized by nonprofits. Some notable options nonprofit CRM instruments may prioritize embody lead administration for donors, cost receipts, income monitoring, and a cell app for subject promoting or canvassing.
Our checklist of high CRM software program for nonprofits contains standard suppliers like Pipedrive, HubSpot, and Zoho CRM, in addition to some industry-specific platforms like Virtuous. Every possibility could be carried out right into a nonprofit’s enterprise based mostly on wants, scalability, and funds. It’s additionally typical for suppliers to supply lowered charges or free variations to nonprofits that apply for low cost applications.
| Software program | Star ranking | Donor administration | Cost/ bill monitoring | Cell app | Native and third-party integrations | Beginning value* |
|---|---|---|---|---|---|---|
| Pipedrive | 4.3/5 | Sure | Restricted | iOS and Android | 400+ | $14 per consumer monthly |
| HubSpot | 4.1/5 | Sure | Sure | iOS and Android | 1,500+ | Free |
| monday CRM | 3.5/5 | Sure | Via integrations | iOS and Android | 200+ | $12 per consumer monthly |
| Zoho CRM | 4.3/5 | Sure | Via integrations | iOS and Android | 800+ | Free |
| Bitrix24 | 4.1/5 | Sure | Via integrations | iOS and Android | 600+ | Free |
| Virtuous | 4.1/5 | Sure | Sure | iOS and Android | 100 | Contact for quote |
| *Value when billed yearly. | ||||||
Pipedrive: Greatest for managing volunteers and occasions
Pipedrive’s CRM platform permits nonprofits to streamline operations by monitoring donor exercise, occasions, and volunteers. Customers can create a number of workflows and automations to trace the effectivity of promoting campaigns, estimate fundraising potential, and nurture long-term supporters for the group.
Customers can preserve a database of present and former volunteers with customized fields to trace occasions. The platform works as a volunteer administration platform by streamlining volunteer communications, capturing signups from new donors, and logging touchpoints at occasions.
Why I selected Pipedrive
Pipedrive is a CRM device that automates gross sales processes with visible pipelines for companies to simply handle leads and offers. Along with its intuitive interface, Pipedrive gives prompt insights via exact, real-time information analytics. These studies can help in monitoring efficiency and forecasting and monitoring income or donations. Pipedrive has pricing plans designed for small to midsize companies on the rise.
Whereas Pipedrive’s premium plans are competitively priced, there isn’t a free possibility for smaller nonprofits in search of a fundamental no-cost device. If that’s the case for you, contemplate wanting into HubSpot for its highly effective free CRM.
To be taught extra about this supplier, take a look at our Pipedrive evaluation.
Pricing
- Important: $14 per consumer monthly, billed yearly, or $24 per consumer when billed month-to-month.
- Superior: $34 per consumer monthly, billed yearly, or $44 per consumer when billed month-to-month.
- Skilled: $49 per consumer monthly, billed yearly, or $64 per consumer when billed month-to-month.
- Energy: $64 per consumer monthly, billed yearly, or $79 per consumer when billed month-to-month.
- Enterprise: $99 per consumer monthly, billed yearly, or $129 per consumer when billed month-to-month.
Options
- Objective monitoring: Keep progress towards objectives with concrete and detailed reporting. Create objectives based mostly on offers or actions and monitor them by including pipelines, durations, and assignees.
- Exercise administration: View particular person or crew calendars, handle actions like follow-up emails, cellphone calls, or conferences, and plan schedules effectively.
- E mail inbox: Create group emails from templates and deal with electronic mail scheduling, monitoring, and syncing with Pipedrive’s electronic mail inbox.
Pipedrive professionals and cons
| Execs | Cons |
|---|---|
| 14-day free trial. | Doesn’t present a free model of the CRM device. |
| Person studies of easy pipeline UX/UI. | Restricted customization choices for reporting instruments. |
| 24/7 buyer assist. | Restricted electronic mail instruments, equivalent to group emailing or scheduling, within the Important tier. |
Options
- Dwell chat software program: Join this characteristic to your group’s web site to transform new donors in real-time.
- Assembly scheduler: Schedule conferences rapidly by eliminating back-and-forth emails and permitting donors to e book a gathering time that works for everybody.
- Deal pipeline: Assign duties to crew members or volunteers inside a deal pipeline the place customers can monitor efficiency.
HubSpot professionals and cons
| Execs | Cons |
|---|---|
| Offers free demos and product walkthroughs. | Premium and enterprise-level plans could be expensive. |
| Customers report an intuitive interface. | Group assist isn’t out there within the free tier. |
| Superior AI performance. | Customers report restricted subject customizations. |
monday CRM: Greatest for nonprofit mission administration
monday CRM gives nonprofit organizations all of the instruments to trace and handle ongoing and upcoming tasks. The detailed dashboards present high-level visibility that immediately studies donation progress, fundraising figures, and crew efficiency.
Customers can entry all crew actions, like calls and conferences, in a single place to trace efficiency, perceive their capability, and plan forward. This helps handle any crew’s quota attainment, monitor wins, and look at objectives for particular members or your entire crew. With no-code automation, organizations can let the platform do mundane duties.
Why I selected monday CRM
monday CRM is versatile mission administration CRM software program that may handle complete gross sales processes, from lead or donor technology to fundraising. It helps highly effective automations with no coding background mandatory, making it an intuitive possibility for nonprofits that may not have the technical personnel to arrange a platform’s again finish.
Whereas monday CRM is stuffed with options, solely its WorkOS for nonprofits plan gives an easy-to-use, discounted nonprofit platform to eligible organizations. In case your group needs a feature-rich device at an analogous value and even decrease, contemplate HubSpot or Pipedrive.
Learn our impartial monday CRM evaluation for extra info.
Pricing
- Free model: monday.com gives a nonprofit low cost just for monday work administration. It doesn’t but provide nonprofit reductions for the monday dev or monday CRM merchandise.
- Primary CRM: $12 per consumer monthly, billed yearly, or $15 per consumer when billed month-to-month.
- Commonplace CRM: $17 per consumer monthly, billed yearly, or $20 per consumer when billed month-to-month.
- Professional CRM: $28 per consumer monthly, billed yearly, or $33 per consumer when billed month-to-month.
- Enterprise CRM: Contact monday.com for a quote.
Options
- Dashboards and reporting: Create superior reporting on pipelines so organizations can get each big-picture views and detailed drill-downs.
- Staff objectives: Handle every crew’s quota attainment over time, monitor main wins, and look at objectives for people.
- Name logging: Log all calls with donors, volunteers, or neighborhood members with computerized abstract screens that counsel prebuilt fast responses.
monday CRM professionals and cons
| Execs | Cons |
|---|---|
| 14-day free trial. | The nonprofit low cost doesn’t but apply to the gross sales CRM answer. |
| Customers reward the platform’s skill to phase information into complete dashboards. | Lead/donor scoring is just out there for the highest-paid tier. |
| Limitless contacts. | Customers report inconsistencies with Gmail integration. |
Zoho CRM: Greatest for omnichannel advertising
Zoho CRM gives an omnichannel method to advertising, so organizations could be current and lively on social media, chat, phone, electronic mail, and SMS platforms. Customers can leverage this visibility to share their progress, conduct polls, reply to questions, and be taught what resonates most with potential donors, volunteers, and different stakeholders.
These outreach methods establish potential donors in addition to native supporters and volunteers. After concentrating on these potential stakeholders, customers can have interaction with them via custom-made electronic mail templates and habits or trigger-based autoresponders.
Why I selected Zoho CRM
Zoho CRM gives end-to-end options for advertising, gross sales, and buyer assist. Its advertising options make it a standout possibility for nonprofits seeking to put money into their model visibility. Zoho CRM’s high premium tiers grant entry to its AI-powered instruments just like the Zia assistant. Collectively, these instruments can develop a nonprofit’s outreach and handle the inflow of donors with engagement methods.
Zoho CRM’s free tier and superb use case of omnichannel advertising makes it an amazing possibility for rising nonprofits in rising markets. In case your group already has a gentle advertising technique and desires an answer with donor studies and behavioral monitoring, take a look at Virtuous for its industry-specific donor administration instruments.
All in favour of figuring out extra about Zoho? Learn our Zoho CRM evaluation.
Pricing
- Free CRM: Free for as much as three customers and comes with lead and doc administration and a cell app.
- Commonplace: $14 per consumer monthly, billed yearly, or $20 per consumer when billed month-to-month.
- Skilled: $23 per consumer monthly, billed yearly, or $35 per consumer when billed month-to-month.
- Enterprise: $40 per consumer monthly, billed yearly, or $50 per consumer when billed month-to-month.
- Final: $52 per consumer monthly, billed yearly, or $65 per consumer when billed month-to-month.
Options
- Custom-made electronic mail templates: Zoho’s drag-and-drop template builder lets you create customized electronic mail topic traces and templates. You possibly can then ship emails to customized electronic mail lists to copy campaigns and save time.
- Zia AI assistant: Entry a gross sales assistant powered by AI that may perceive instructions and queries issued over textual content and voice to foretell gross sales or detect anomalies.
- Journey orchestration: Uncover buyer journeys in actual time and visualize them with intuitive journey maps. Construct and monitor journeys taken by donors to know after they’re most probably to donate.
Zoho CRM professionals and cons
| Execs | Cons |
|---|---|
| 15-day free trial. | Customers report poor platform tutorials and assets. |
| Sturdy social media integrations and campaigns. | Requires some customizations and onboarding earlier than the device is usable. |
| 30-day money-back assure. | Customers can solely entry AI instruments via high premium plans. |
Bitrix24: Greatest white-label CRM for nonprofits
Bitrix24 CRM software program could be prepared to make use of in 30 seconds proper after a company registers an account at Bitrix24.com. From there, nonprofits can undertake the device as a white-label supplier, which means it may be completely custom-made to suit the group’s model. That model could be seen throughout social networks, file sharing, calendars and scheduling, and extra.
Why I selected Bitrix24
Bitrix24 markets itself as a web based workspace, with a CRM platform because the core answer. The CRM product is very versatile and straightforward to manage, and customers can be part of through an electronic mail hyperlink. The device can uniquely home information within the cloud or on-premises, relying on the group’s choice. Bitrix24 could be custom-made, with API and supply code out there for on-premises editions.
Bitrix24 gives loads of assets for onboarding and implementing their device, together with a singular pricing construction that’s per group with consumer caps somewhat than per consumer. However when you’re in search of an analogous possibility with a specialization in nonprofit donor administration, look into Virtuous.
Head over to our impartial evaluation of Bitrix24 to be taught extra.
Pricing
- Free: Limitless customers and 5GB of storage with restricted entry to options like collaboration, web site builder, and different core CRM instruments.
- Primary: $49 per group monthly, billed yearly, or $61 per group when billed month-to-month for 5 customers.
- Commonplace: $99 per group monthly, billed yearly, or $124 per group when billed month-to-month for 50 customers.
- Skilled: $199 per group monthly, billed yearly, or $249 per group when billed month-to-month for 100 customers.
- Enterprise: $399 per group monthly, billed yearly, or $499 per group when billed month-to-month, for 250 customers.
Options
- Cell app: Create invoices via the cell app rapidly with only one faucet, and combine with funds and e-invoicing to assist fundraise within the subject.
- Volunteer coordination: Make the most of social media to focus on volunteers, share and sync calendars, handle sign-up paperwork and waivers, and extra.
- Workflow automation: Automate processes with guidelines and triggers to streamline requests and approvals with no-code RPA.
Bitrix24 professionals and cons
| Execs | Cons |
|---|---|
| 15-day free trial. | Person studies of restricted reporting options. |
| Offers coaching programs and on-line assets for customers. | Actual customers report a steep platform studying curve. |
| Customers reward inside collaboration instruments. | Add-on options could be pricey. |
Virtuous: Greatest for monitoring donor habits with information insights
Virtuous gives organizations a single donor view via the dashboard in order that customers know who to contact and what to deal with. This view gives clever ideas for the subsequent finest motion based mostly on the donor’s present historical past, social community behaviors, monetary information, demographic information, and extra. Virtuous gives nonprofit-specific metric monitoring that can provide your staff the ability to make data-backed selections relating to donor exercise and engagement.
Why I selected Virtuous
Virtuous is a full-scale answer for nonprofits in search of a donor, fundraising, volunteer, and advertising platform. The instruments assist nonprofits of various sizes recruit and mobilize volunteers to fill mission-critical wants. Customers report that Virtuous doesn’t require a lot upfront funding of time or manpower to implement right into a nonprofit’s processes, which is a significant bonus for nonprofits with restricted assets.
As a result of Virtuous doesn’t disclose its pricing upfront, it’s robust to say how scalable and reasonably priced the platform is for small nonprofits. In case you’re in search of an answer with a large number of premium plans to select from and all the important thing administration donor or volunteer options, take a look at Pipedrive.
Pricing
Virtuous doesn’t present any upfront pricing info and requires potential customers to request a custom-made quote from their gross sales crew.
- Platform: Contact for a quote. This plan is finest for rising nonprofits and helps limitless customers.
- Enterprise: Contact for a quote. This plan supplies enterprise-grade assist.
Options
- Reward and pipeline administration: View donor present historical past instantly via the device utilizing a particular dashboard with filters constructed round portfolios, fundraisers, and exercise.
- Fundraising insights: Get clever ideas for the subsequent finest motion or recommended present asks based mostly on present historical past, social media habits, wealth information, and extra.
- Undertaking monitoring: Sync donations to particular tasks to set off computerized observe up with donors utilizing project-level influence notes.
Virtuous professionals and cons
| Execs | Cons |
|---|---|
| Provides a reside product tour, self-guided tour, and a one-on-one demo. | There isn’t any upfront pricing. |
| Customers reward fast onboarding and coaching assets. | Customers report occasional delays with information importing or exporting. |
| Customers report constant roll-out of upgrades, bug fixes, and new options. | Customers report limitations round advertising instruments and content material personalization. |
How do I select the very best nonprofit CRM software program for my group?
To search out the CRM software program that may suit your nonprofit group’s wants finest, contemplate requesting demos, signing up without spending a dime trials, or speaking with the gross sales crew to be taught extra about how their CRM pricing works. This gives you a greater concept of what an onboarding and implementation course of would appear like, plus a possibility to ask any preliminary questions.
Listed below are some pattern questions to contemplate asking when selecting nonprofit CRM software program:
- Does the device provide in-market experience for the nonprofit {industry}?
- Does the software program suit your group’s funds? Would a free CRM device be a greater possibility?
- Does the device combine with the instruments and functions you have already got in your tech stack?
- Is the CRM device scalable and detailed sufficient to suit your small enterprise or enterprise?
- Does the CRM device have any open-source performance that requires coding or growth experience?
FORUM: Listed below are some components to contemplate when selecting a CRM.
Overview methodology
To judge the highest nonprofit CRM software program, I used an in-house rubric with outlined standards with a particular concentrate on performance that advantages and caters to the wants of nonprofit organizations. After scoring after which reviewing every supplier listed above with the rubric, an algorithm calculated an general star ranking, which I used to assign every a super use case. That star ranking is on a scale of 1 to 5.
Listed below are the precise scoring standards and weight scale I used:
- Value: Weighted 25% of the full rating.
- Core options: Weighted 25% of the full rating.
- Customizations: Weighted 15% of the full rating.
- Integrations: Weighted 15% of the full rating.
- Ease of use: Weighted 10% of the full rating.
- Buyer assist: Weighted 10% of the full rating.
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