6 Finest Nonprofit CRM Software program for 2024

• Finest for managing volunteers and occasions: Pipedrive
• Finest for omnichannel advertising and marketing: Zoho CRM
• Finest for monitoring donor habits with information insights: Virtuous
• Finest nonprofit CRM software with integrations: HubSpot
• Finest white label CRM for nonprofits: Bitrix24
• Finest for nonprofit challenge administration: monday gross sales CRM

CRM software program used inside the nonprofit sector sometimes helps organizations handle and develop their relationships with donors, arrange outreach and observe actions. Using a CRM software for a nonprofit group of any measurement can enhance productiveness and create a streamlined course of for them to market to donors, observe income and progress to objectives.

Prime nonprofit CRM software program comparability

The prime common CRM suppliers provide a variety of selling, gross sales and assist options. These core options can be utilized by nonprofits as properly. Some notable options nonprofits may prioritize embody donor (lead) administration, fee and income administration and a cellular app for discipline promoting or canvassing.

Our record of prime choices embody widespread suppliers like Pipedrive, HubSpot and Zoho CRM, in addition to some industry-specific platforms like Virtuous. Every possibility will be carried out into the enterprise of a nonprofit based mostly on precise want, scalability and finances. It’s additionally regular for some suppliers to supply discounted charges and even free variations of their software to nonprofits that apply for his or her low cost applications.

*Worth when billed yearly.

Options

• Purpose 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.
• Actions 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 e-mail scheduling, monitoring and syncing with Pipedrive’s e-mail inbox.

Pipedrive professionals and cons

Why we selected Pipedrive

Pipedrive is a CRM software that focuses on automating gross sales processes with visible pipelines for companies to simply handle leads and offers. Along with its intuitive interface, Pipedrive provides prompt gross sales insights via exact, real-time information analytics. These reviews can help in monitoring gross sales efficiency and forecasting and monitoring income or donations. Pipedrive has pricing plans designed for small to mid-sized companies on the rise.

Whereas Pipedrive’s premium plans are competitively priced, there isn’t a free possibility for smaller nonprofits on the lookout for a fundamental no-cost software. If that’s the case for you, take into account wanting into HubSpot for its sturdy free CRM.

To be taught extra about this supplier, try our Pipedrive overview.

Zoho CRM: Finest for omnichannel advertising and marketing

Our star score: 4.3/5

Zoho CRM provides an omnichannel method to advertising and marketing, so organizations will be current and lively on social media, chat, phone, e-mail and SMS platforms to create visibility. Customers can 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 not solely potential donors but in addition native supporters and volunteers. After concentrating on these potential stakeholders, customers can have interaction with them via personalized e-mail templates and habits and trigger-based autoresponders.

Pricing

• Free CRM: Free for as much as three customers and comes with lead and doc administration and a cellular app.
• Normal: $14 per consumer monthly, billed yearly, or $20 per consumer when billed month-to-month. This plan supplies fundamental modules, a number of pipelines, gross sales forecasting and extra.
• Skilled: $23 per consumer monthly, billed yearly, or $35 per consumer when billed month-to-month. This tier provides all Normal options, plus project guidelines, limitless customized reviews and dashboards and extra.
• Enterprise: $40 per consumer monthly, billed yearly, or $50 per consumer when billed month-to-month. Along with all Skilled options, the Enterprise plan consists of superior dashboard parts, all AI instruments and lead segmentation.
• Final: $52 per consumer monthly, billed yearly, or $65 per consumer when billed month-to-month. This plan consists of all Zoho CRM options, comparable to superior safety permissions and entry to Zoho Analytics.

Options

• Personalized e-mail templates: Create customized e-mail topic strains and templates with Zoho’s drag-and-drop template builder. Emails can then be despatched to customized e-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 observe journeys taken by donors to know after they’re probably to donate.

Zoho CRM professionals and cons

Why we selected Zoho CRM

Zoho CRM provides end-to-end options that cowl advertising and marketing, gross sales and buyer assist. Its advertising and marketing options make it a standout possibility for nonprofits trying to put money into their model visibility. Zoho CRM’s prime premium tiers grant entry to its AI-powered instruments comparable to 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 ultimate use case of omnichannel advertising and marketing make it an excellent possibility for rising nonprofits in rising markets. In case your group already has a gentle advertising and marketing technique and also you’re in want of an answer with donor reviews and behavioral monitoring, try Virtuous for its industry-specific donor administration instruments.

Fascinated with understanding extra about Zoho? Learn our Zoho CRM overview.

Virtuous: Finest for monitoring donor habits with information insights

Our star score: 4.1/5

Virtuous provides organizations a single donor view via the dashboard — this manner, customers know who to contact and what to deal with. This view provides clever recommendations for the subsequent greatest motion based mostly on the donor’s present historical past, social community behaviors, wealth information, demographic information and extra. Virtuous provides nonprofit-specific metric monitoring that may give your workers the ability to make data-backed selections concerning donor exercise and engagement.

Pricing

• Starter: Contact for a quote. Finest for companies with below 5,000 contacts. Helps as much as 5 customers and comes with 4 automation workflows.
• Platform: Contact for a quote. This plan helps limitless customers, limitless workflows and as much as 25,000 emails monthly.
• Enterprise: Contact for a quote. This plan helps limitless customers and might handle between 30,000 and thousands and thousands of contacts with open API, customized integrations and third-party reviews.

Options

• Present and pipeline administration: View donor present historical past instantly via the software with a particular dashboard with filters round portfolios, fundraisers and exercise.
• Fundraising insights: Get clever recommendations for the subsequent greatest motion or advised present asks based mostly on present historical past, social media habits, wealth information and extra.
• Mission monitoring: Sync donations to particular tasks to set off automated comply with up with donors utilizing project-level impression notes.

Virtuous professionals and cons

Why we selected Virtuous

Virtuous is a full-scale resolution for nonprofits on the lookout for a donor, fundraising, volunteer and advertising and marketing platform. The instruments assist nonprofits of various sizes recruit and mobilize volunteers to fill mission-critical wants. Customers report how Virtuous doesn’t require a lot upfront funding of time or manpower to get it carried out right into a nonprofit’s processes, which is a serious bonus for nonprofits that may lack these two key issues.

As a result of Virtuous doesn’t disclose its pricing upfront, it’s robust to say how scalable and inexpensive the platform is for small nonprofits. When you’re in want of an answer with a large number of premium plans to select from, together with all the important thing administration donor or volunteer options, try Pipedrive.

Options

• Stay chat software program: Join this function to your group’s web site to transform new donors in actual 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 observe efficiency.

HubSpot professionals and cons

Why we selected HubSpot

HubSpot is a well-liked CRM supplier that has landed as a entrance runner on our information to the prime free CRM. It’s a strong platform with extra options for advertising and marketing, service, content material, operations and commerce. The free model uniquely provides as much as 2,500 customers, making it an especially scalable software. HubSpot has the potential to deal with all donor info for startups, SMBs and even enterprise-sized organizations.

Although HubSpot’s free model is strong, there are nonetheless some limitations, particularly with AI instruments. And the premium variations of the HubSpot platform will be pricey in comparison with others on this record. Due to this, should you’re wanting an possibility with extra inexpensive pricing tiers, look into Pipedrive or Zoho CRM.

Need to know extra? Head over to our detailed HubSpot overview.

Bitrix24: Finest white label CRM for nonprofits

Our star score: 4.1/5

Bitrix24 CRM software program will be prepared to make use of in 30 seconds, proper after a corporation registers an account at Bitrix24.com. From there, nonprofits can adapt the software as a white label supplier, that means it may be completely personalized to suit the model of the group. That model will be seen throughout social networks, file sharing, calendars and scheduling and extra.

Pricing

• Free: Limitless customers and 5 GB of storage with restricted entry to options like collaboration, web site builder and different core CRM instruments.
• Fundamental: $49 per group monthly, billed yearly, or $61 per group when billed month-to-month for 5 customers. This tier provides every thing within the free tier, plus extra job and challenge options and buyer assist.
• Normal: $99 per group monthly, billed yearly, or $124 per group when billed month-to-month for 50 customers. This consists of every thing within the Fundamental tier, plus video calls, CRM analytics and extra.
• Skilled: $199 per group monthly, billed yearly, or $249 per group when billed month-to-month for 100 customers. This tier provides superior enterprise course of automations and extra.
• Enterprise: $399 per group monthly, billed yearly, or $499 per group when billed month-to-month, for 250 customers. This tier provides full assist for HR, scalability, administration instruments and extra.

Options

• Cellular app: Create invoices via 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 professionals and cons

Why we selected Bitrix24

Bitrix24 markets itself as an internet workspace, with a CRM platform being the core resolution. The CRM product is extremely versatile with simple administration and customers can be a part of by way of an e-mail hyperlink. The software can uniquely home information within the cloud or on-premises, relying on the group’s desire. Bitrix24 will be personalized with API and supply code out there for on-premises editions.

Bitrix24 provides 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 on the lookout for the same possibility with specialization in nonprofit donor administration, look into Virtuous.

monday gross sales CRM: Finest for nonprofit challenge administration

Our star score: 3.5/5

monday gross sales CRM provides nonprofit organizations all of the instruments to trace and handle ongoing and upcoming tasks. The detailed dashboards give organizations high-level visibility that immediately reviews 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, observe wins and consider objectives for particular members or the whole crew. With no-code automations, organizations can let the platform do the mundane duties.

Pricing

• Free model: monday.com provides a nonprofit low cost just for monday work administration. It doesn’t but provide nonprofit reductions for the monday dev or monday gross sales CRM merchandise.
• Fundamental CRM: $12 per consumer monthly, billed yearly, or $15 per consumer when billed month-to-month. This tier provides limitless pipelines, boards and contacts, in addition to templates for lead, contact and deal administration.
• Normal CRM: $17 per consumer monthly, billed yearly, or $20 per consumer when billed month-to-month. This consists of superior account, contact and deal administration, two-way e-mail integration with Gmail and Outlook, and an AI e-mail generator.
• Professional CRM: $28 per consumer monthly, billed yearly, or $33 per consumer when billed month-to-month. This tier consists of gross sales forecasting, e-mail templates with customized parameters, mass emails and added integrations.
• Enterprise CRM: Contact monday.com for a quote. This degree of assist provides lead scoring, crew objectives and superior analytics.

Options

• Dashboards and reporting: Create superior reporting on pipelines so organizations can get big-picture views in addition to detailed drill-downs.
• Group objectives: Handle every crew’s quota attainment over time, observe main wins and consider objectives for people.
• Name logging: Log all calls with donors, volunteers or group members with automated abstract screens that recommend prebuilt fast responses.

monday gross sales CRM professionals and cons

Why we selected monday gross sales CRM

Monday gross sales CRM is versatile CRM software program that may handle total gross sales processes from lead or donor technology to fundraising. monday gross sales CRM permits for sturdy automations with no coding background. This makes it an intuitive possibility for nonprofits that may not have the manpower to arrange the backend of a platform.

Whereas monday gross sales CRM is highly effective, solely its WorkOS for nonprofits plan provides an easy-to-use, discounted nonprofit platform to eligible organizations. In case your group is wanting a feature-rich software at the same worth and even decrease, take into account HubSpot or Pipedrive.

Learn our impartial monday gross sales CRM overview for extra info.

How do I select the most effective nonprofit CRM software program for my group?

With this detailed record of the highest CRM suppliers for nonprofits, it’s now time to start contacting people who appear to suit your group’s wants greatest. Contemplate requesting demos, join free trials or start speaking with the gross sales crew to be taught extra. This provides you with a greater concept of what an onboarding and implementation course of would appear to be, plus a possibility to ask any preliminary questions.

Listed below are some pattern questions to think about asking when selecting nonprofit CRM software program:

• Does the software provide in-market experience for the nonprofit {industry}?
• Does the software program suit your group’s finances? Would a free CRM software be a greater possibility?
• Does the software combine with instruments and functions 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.

Overview methodology

To judge the highest nonprofit CRM software program, I used an in-house rubric with outlined standards with a particular deal with performance that particularly 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 score, which I used to assign every a really perfect use case. That begin score 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 entire rating.
• Core options: Weighted 25% of the entire rating.
• Customizations: Weighted 15% of the entire rating.
• Integrations: Weighted 15% of the entire rating.
• Ease of use: Weighted 10% of the entire rating.
• Buyer assist: Weighted 10% of the entire rating.