CRM software is not just for large businesses or organisations and can be very useful for charities and non-profit organisations. A good CRM system can support charities and non-profits in delivering their objectives and building stronger relationships with their donors, supporters and volunteers, as well as streamlining campaigns, tracking donations and analysing activities.
Topics
Featured CRMs
There are some key things you should look out for when exploring CRM software for a charity or non-profit:
- How easy the CRM software is to use
- The price and the number of users the software allows
- The communication channels it supports
- Does it includes email campaigns
- The number of contacts the plan allows
- What automations are possible to reduce the administration required
- Does it offer specific software that tailors to non-profits that better meet your needs such as grant management
- Will the software grow with your organisation or will you need to upgrade your plan and pay a higher rate
- Can you trial the software for free? And do they offer a free plan?
Companies are ranked in no particular order.
1. Salesforce
- Offers a specialist CRM for non-profits
- Cloud-based solution
- Manage income streams, inbound grants and programs in one place
- Offers a choice of plans
- Allows you to create donor-centric experiences
- Build relationships and engage lifelong supporters
- Measure and manage programs more effectively
- Simplify and accelerate grant making
- Offers free add-ons
- Ability to build on the package if needed
Website Salesforce CRM software
2. Copper CRM
- Offers a Basic plan with a three-seat limit
- Includes full Google Workspace integration
- 2,500 contacts allowance
- Multiple pipelines
- Project management tools
- Team collaboration tools
- Legacy reports
- 10 custom fields
- Provides a blog advising non-profits about CRMs
- Offers a free 14-day trial of their software
Website Copper CRM software
3. Monday.com
- Offers discounted rates for eligible non-profits
- Easy to use platform
- Plan, track and launch fundraising campaigns
- Create targeted communications
- Build real insights
- Visualise donation pipelines and manage grant applications
- Automated fundraising emails and texts
- Track and manage interactions using donor profiles
- Recruit, schedule and engage volunteers
- End to end management of projects
Website Monday.com CRM software
4. HubSpot CRM
- Offers 40% discount to non-profits
- Provides an all in one digital platform
- Offers three modules of marketing, sales and CMS or a combined hub
- Helps scale marketing
- Improves SEO
- Engages core audiences
- Simplifies reporting
- Over 1,000 integrations including MailChimp, Eventbrite, Zoom, Stripe and WordPress
- Provides a resource library and community just for non-profits
- Apply online to see if you are eligible for the discounted rate
Website HubSpot CRM software
5. Less Annoying CRM
- Offers simple and low-cost software suitable for non-profits
- Simplify donation tracking
- Grow stronger relationships with members and donors
- Quick and simple to set up with free customer support
- Provides free phone and email support
- Manage contacts, segmentation and workflow processes
- Donation pipeline and opportunity pipelines to track and report progress
- Collaborate with your team
- Mobile access
- Offers a 30-day free trial with no credit card required
Website Less Annoying CRM software
6. Zendesk
- Offers a choice of plans that are suitable for charities and non-profits
- Plans from £19 per user per month for up to three users
- Contact management
- Calendar/reminder system
- Integrates with a range of apps
- Segmentation tools
- Social media integration
- Email templates
- Mobile access is available on iOS and Android for access from any device
- Offers a 14-day free trial
Website Zendesk CRM software
7. Really Simple Systems
- Offers a flexible CRM for not-for-profits
- Manage memberships, supporters, volunteers and donors
- Schedule and log calls and meetings
- Automatically store emails and automate marketing campaigns
- Create and send emails
- Run forecasts, segment your audiences, analyse and report on your data and donors
- Manage fundraising events and drive awareness
- Manage volunteers and communicate to them
- Integrates with a variety of accounting software and over 2,000 cloud apps
- Offers a 14-day free trial
Website Really Simple Systems software
8. Bitrix24
- Offers a free non-profit CRM plan
- Easy to use and administer software
- Choice of cloud-based or on-premise
- Provides daily backups
- Includes two-step authorisation for security
- Easily accessible through a desktop app, mobile app or web browser
- Offers API and source code for on-premise editions
- Contact management
- Social collaboration tools
- If you choose to upgrade to a paid plan a discount will be applied
Website Bitrix24 CRM software
9. Microsoft Dynamics
- Offers a range of Dynamic 365 software designed for non-profits
- Assistance in engaging donors and volunteers
- Manage your organisation using AI-driven insights
- Better manage grants
- Integrate fundraising and marketing insights
- Curate content and automate journeys
- Personalise experiences
- Gain insights into donors
- Mobile app on iOS and Android
- Offers a free trial
Website Microsoft Dynamics CRM software
10. Beacon
- Offers a CRM solution designed just for charities
- Easy to use and set up cloud-based software
- Manage donors, fundraisers, organisations, memberships and contacts
- Manage donations from any channel
- Manage events and tickets
- Build campaigns
- Manage grants
- Manage clients, service users, enquiries and projects
- Keep track of legacy gifts and relationships with people involved
- Offers a 14-day free trial
Website Beacon CRM software