- Greatest for managing volunteers and occasions: Pipedrive
- Greatest nonprofit CRM software 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 knowledge insights: Virtuous
CRM software program used throughout the nonprofit sector is designed to assist organizations handle and develop their relationships with benefactors, arrange outreach, and monitor actions. A CRM software can enhance productiveness and create a streamlined course of for advertising to donors, monitoring income, and progressing towards objectives.
High nonprofit CRM software program comparability
The perfect CRM software program gives a spread of promoting, gross sales, and assist options. These core options can be utilized by nonprofits. Some notable options nonprofit CRM instruments would possibly prioritize embody lead administration for donors, cost receipts, income monitoring, and a cellular app for discipline promoting or canvassing.
Our record of prime CRM software program for nonprofits contains fashionable suppliers like Pipedrive, HubSpot, and Zoho CRM, in addition to some industry-specific platforms like Virtuous. Every choice will be applied right into a nonprofit’s enterprise based mostly on wants, scalability, and price range. It’s additionally typical for suppliers to supply decreased charges or free variations to nonprofits that apply for low cost packages.
| Software program | Star ranking | Donor administration | Cost/ bill monitoring | Cellular app | Native and third-party integrations | Beginning worth* |
|---|---|---|---|---|---|---|
| Pipedrive | 4.3/5 | Sure | Restricted | iOS and Android | 400+ | $14 per consumer per thirty days |
| HubSpot | 4.1/5 | Sure | Sure | iOS and Android | 1,500+ | Free |
| monday CRM | 3.5/5 | Sure | By integrations | iOS and Android | 200+ | $12 per consumer per thirty days |
| Zoho CRM | 4.3/5 | Sure | By integrations | iOS and Android | 800+ | Free |
| Bitrix24 | 4.1/5 | Sure | By integrations | iOS and Android | 600+ | Free |
| Virtuous | 4.1/5 | Sure | Sure | iOS and Android | 100 | Contact for quote |
| *Worth 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 keep 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 software that automates gross sales processes with visible pipelines for companies to simply handle leads and offers. Along with its intuitive interface, Pipedrive gives on the spot insights by way of exact, real-time knowledge 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 choice for smaller nonprofits searching for a primary no-cost software. If that’s the case for you, take into account wanting into HubSpot for its highly effective free CRM.
To be taught extra about this supplier, take a look at our Pipedrive assessment.
Pricing
- Important: $14 per consumer per thirty days, billed yearly, or $24 per consumer when billed month-to-month.
- Superior: $34 per consumer per thirty days, billed yearly, or $44 per consumer when billed month-to-month.
- Skilled: $49 per consumer per thirty days, billed yearly, or $64 per consumer when billed month-to-month.
- Energy: $64 per consumer per thirty days, billed yearly, or $79 per consumer when billed month-to-month.
- Enterprise: $99 per consumer per thirty days, billed yearly, or $129 per consumer when billed month-to-month.
Options
- Objective monitoring: Preserve progress towards objectives with concrete and detailed reporting. Create objectives based mostly on offers or actions and observe them by including pipelines, durations, and assignees.
- Exercise administration: View particular person or group 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 execs and cons
| Execs | Cons |
|---|---|
| 14-day free trial. | Doesn’t present a free model of the CRM software. |
| Consumer studies of straightforward pipeline UX/UI. | Restricted customization choices for reporting instruments. |
| 24/7 buyer assist. | Restricted electronic mail instruments, similar to group emailing or scheduling, within the Important tier. |
Options
- Reside chat software program: Join this function 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 guide a gathering time that works for everybody.
- Deal pipeline: Assign duties to group members or volunteers inside a deal pipeline the place customers can observe efficiency.
HubSpot execs and cons
| Execs | Cons |
|---|---|
| Supplies free demos and product walkthroughs. | Premium and enterprise-level plans will be dear. |
| Customers report an intuitive interface. | Neighborhood assist isn’t out there within the free tier. |
| Superior AI performance. | Customers report restricted discipline customizations. |
monday CRM: Greatest for nonprofit mission administration
monday CRM gives nonprofit organizations all of the instruments to trace and handle ongoing and upcoming initiatives. The detailed dashboards present high-level visibility that immediately studies donation progress, fundraising figures, and group efficiency.
Customers can entry all group actions, like calls and conferences, in a single place to trace efficiency, perceive their capability, and plan forward. This helps handle any group’s quota attainment, observe wins, and examine objectives for particular members or the complete group. 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 vital, making it an intuitive choice for nonprofits which may not have the technical personnel to arrange a platform’s again finish.
Whereas monday CRM is filled 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 software at an analogous worth and even decrease, take into account HubSpot or Pipedrive.
Learn our impartial monday CRM assessment for extra info.
Pricing
- Free model: monday.com gives a nonprofit low cost just for monday work administration. It doesn’t but supply nonprofit reductions for the monday dev or monday CRM merchandise.
- Fundamental CRM: $12 per consumer per thirty days, billed yearly, or $15 per consumer when billed month-to-month.
- Commonplace CRM: $17 per consumer per thirty days, billed yearly, or $20 per consumer when billed month-to-month.
- Professional CRM: $28 per consumer per thirty days, 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 group’s quota attainment over time, observe main wins, and examine objectives for people.
- Name logging: Log all calls with donors, volunteers, or group members with automated abstract screens that counsel prebuilt fast responses.
monday CRM execs and cons
| Execs | Cons |
|---|---|
| 14-day free trial. | The nonprofit low cost doesn’t but apply to the gross sales CRM resolution. |
| Customers reward the platform’s capability to phase knowledge into complete dashboards. | Lead/donor scoring is simply 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 will 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 determine potential donors in addition to native supporters and volunteers. After concentrating on these potential stakeholders, customers can have interaction with them by way of 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 choice for nonprofits seeking to put money into their model visibility. Zoho CRM’s prime 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 best use case of omnichannel advertising makes it an incredible choice for rising nonprofits in rising markets. In case your group already has a gentle advertising technique and wishes an answer with donor studies and behavioral monitoring, take a look at Virtuous for its industry-specific donor administration instruments.
Fascinated about figuring out extra about Zoho? Learn our Zoho CRM assessment.
Pricing
- Free CRM: Free for as much as three customers and comes with lead and doc administration and a cellular app.
- Commonplace: $14 per consumer per thirty days, billed yearly, or $20 per consumer when billed month-to-month.
- Skilled: $23 per consumer per thirty days, billed yearly, or $35 per consumer when billed month-to-month.
- Enterprise: $40 per consumer per thirty days, billed yearly, or $50 per consumer when billed month-to-month.
- Final: $52 per consumer per thirty days, billed yearly, or $65 per consumer when billed month-to-month.
Options
- Custom-made electronic mail templates: Zoho’s drag-and-drop template builder means that you can create customized electronic mail topic traces and templates. You possibly can then ship emails to customized electronic mail lists to duplicate 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 observe journeys taken by donors to know once they’re almost definitely to donate.
Zoho CRM execs 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 software is usable. |
| 30-day money-back assure. | Customers can solely entry AI instruments by way of prime premium plans. |
Bitrix24: Greatest white-label CRM for nonprofits
Bitrix24 CRM software program will 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 software as a white-label supplier, which means it may be completely custom-made to suit the group’s model. That model will 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 resolution. The CRM product is extremely versatile and simple to manage, and customers can be part of through an electronic mail hyperlink. The software can uniquely home knowledge within the cloud or on-premises, relying on the group’s choice. Bitrix24 will be custom-made, with API and supply code out there for on-premises editions.
Bitrix24 gives loads of assets for onboarding and implementing their software, together with a novel pricing construction that’s per group with consumer caps fairly than per consumer. However should you’re searching for an analogous choice with a specialization in nonprofit donor administration, look into Virtuous.
Head over to our impartial assessment 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.
- Fundamental: $49 per group per thirty days, billed yearly, or $61 per group when billed month-to-month for 5 customers.
- Commonplace: $99 per group per thirty days, billed yearly, or $124 per group when billed month-to-month for 50 customers.
- Skilled: $199 per group per thirty days, billed yearly, or $249 per group when billed month-to-month for 100 customers.
- Enterprise: $399 per group per thirty days, billed yearly, or $499 per group when billed month-to-month, for 250 customers.
Options
- Cellular app: Create invoices by way of the cellular app rapidly with only one faucet, and combine with funds and e-invoicing to assist fundraise within the discipline.
- 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 execs and cons
| Execs | Cons |
|---|---|
| 15-day free trial. | Consumer studies of restricted reporting options. |
| Supplies coaching programs and on-line assets for customers. | Actual customers report a steep platform studying curve. |
| Customers reward inside collaboration instruments. | Add-on options will be expensive. |
Virtuous: Greatest for monitoring donor habits with knowledge insights
Virtuous gives organizations a single donor view by way of the dashboard in order that customers know who to contact and what to deal with. This view gives clever ideas for the following greatest motion based mostly on the donor’s present historical past, social community behaviors, monetary knowledge, demographic knowledge, and extra. Virtuous gives nonprofit-specific metric monitoring that may give your staff the ability to make data-backed selections concerning donor exercise and engagement.
Why I selected Virtuous
Virtuous is a full-scale resolution for nonprofits searching for 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 powerful to say how scalable and inexpensive the platform is for small nonprofits. When you’re searching for an answer with a mess 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 group.
- Platform: Contact for a quote. This plan is greatest for rising nonprofits and helps limitless customers.
- Enterprise: Contact for a quote. This plan gives enterprise-grade assist.
Options
- Reward and pipeline administration: View donor present historical past straight by way of the software utilizing a selected dashboard with filters constructed round portfolios, fundraisers, and exercise.
- Fundraising insights: Get clever ideas for the following greatest motion or steered present asks based mostly on present historical past, social media habits, wealth knowledge, and extra.
- Undertaking monitoring: Sync donations to particular initiatives to set off automated observe up with donors utilizing project-level affect notes.
Virtuous execs and cons
| Execs | Cons |
|---|---|
| Presents a stay product tour, self-guided tour, and a one-on-one demo. | There is no such thing as a upfront pricing. |
| Customers reward fast onboarding and coaching assets. | Customers report occasional delays with knowledge 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 most effective nonprofit CRM software program for my group?
To seek out the CRM software program that can suit your nonprofit group’s wants greatest, take into account requesting demos, signing up totally free trials, or speaking with the gross sales group to be taught extra about how their CRM pricing works. This offers you a greater thought of what an onboarding and implementation course of would appear to be, plus a chance to ask any preliminary questions.
Listed below are some pattern questions to think about asking when selecting nonprofit CRM software program:
- Does the software supply in-market experience for the nonprofit {industry}?
- Does the software program suit your group’s price range? Would a free CRM software be a greater choice?
- Does the software combine with the instruments and purposes you have already got in your tech stack?
- Is the CRM software scalable and detailed sufficient to suit your small enterprise or enterprise?
- Does the CRM software have any open-source performance that requires coding or growth experience?
FORUM: Listed below are some elements to think about when selecting a CRM.
Assessment methodology
To judge the highest nonprofit CRM software program, I used an in-house rubric with outlined standards with a particular give attention to 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 total 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:
- Price: Weighted 25% of the whole rating.
- Core options: Weighted 25% of the whole rating.
- Customizations: Weighted 15% of the whole rating.
- Integrations: Weighted 15% of the whole rating.
- Ease of use: Weighted 10% of the whole rating.
- Buyer assist: Weighted 10% of the whole rating.