10 Best Nonprofit CRMs Reviewed for 2024

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The best CRM for nonprofits will let you track your donor touchpoints, streamline events, and manage your workflows. That said, choosing one from a market flooded with options isn’t easy.

To help, we’ve shortlisted the best nonprofit CRM solutions, paying particular attention to criteria like affordability, integrations, ease of use, and customer support.

Best CRM Systems for Nonprofits Ranked

To help you choose a non-profit CRM, here are the market’s top options with a short outline of what they’re best suited for:

  1. Salesforce – Best for building relationships with new donors.
  2. Monday – Best for ease of use, and it offers a free plan.
  3. Pipedrive – Best for major donors thanks to its deal management tools.
  4. Zoho CRM – Best for email marketing.
  5. Freshsales – Best for AI automations.
  6. Less Annoying CRM – Best no-fuss CRM for nonprofit organizations.
  7. Maximizer CRM – Best for tracking team performance metrics.
  8. Act! – Best on-premise option.
  9. HubSpot – The best free CRM for non-profit organizations
  10. Oracle NetSuite – Best for post-donation support.

The Best CRMs for Nonprofits Reviewed

Can’t wait to discover the best CRM for your nonprofit? Here’s a detailed rundown of our top recommendations, including their best features, pros and cons, and pricing.

1. Salesforce – Best for Building Relationships With New Donors

Best For Starting price Free Version Mobile Support Integrations
Building relationships with new donors First 10 are free, then $25/user/month 30-day free trial iOS & Android 2,500+

Salesforce is the ideal CRM platform to build rapport with your donors. For starters, its detailed, actionable insights tell you which channel your prospective donors are most active on.

This can make a huge difference if, for example, you’re putting all your resources into email marketing, but your leads are actually far more responsive on social media.

The platform also analyzes past user behavior and tells you what kind of content your audience likes. Once you know where to find your leads and how to approach them, the job is already half done.

Salesforce even offers a complete software pack for nonprofits, the Nonprofit Success Pack, which includes fundraising, program management, and marketing tools.

Under this plan, you can easily track your donations, and its 30-day free trial makes it a great offer. One unusual feature of this plan is the Household Model & Contacts tool.

This lets you track a household’s donations. You can also gain insights into each household member, check their relationships with each other, and see how much they contribute to your organization.

Unsure? Here’s a full Salesforce review for more details.

Pros pros

  • A large number of integrations
  • Powerful reporting and analytics
  • Granular customer information tracking
  • Send personalized bulk email

Cons cons

  • It has a learning curve

2. Monday.com – Best for Ease of Use

A logo of Monday

Best For Starting price Free Version Mobile Support Integrations
New donor and data management $57.60/seat/year for 13 seats, free for less than 10 seats Free for up to 10 users iOS & Android 30+

Monday.com is a free CRM tool for up to 10 users – under the special Monday.com nonprofit pricing – and is best known for its remarkable data and team management features.

For example, you get a dashboard where you can add and manage up to 50 boards. These can be used to handle donor lists, fund accounting, and budgeting.

You can maintain a regular doc view or convert it into a chart view to better understand each campaign’s progress. The dependency column is particularly handy for managing interrelated tasks.

The nonprofit CRM free plan has many advantages, but you can upgrade to a paid CRM subscription and access superior donor management features.

For example, when a new donor shows interest, you can automatically advance them to the qualified pipeline stage and assign a contact representative.

Need more? Here’s an in-depth Monday review

Pros pros

  • Email sync and tracking
  • Access to customizable forms
  • CRM for nonprofits free of charge for up to 10 users
  • Chart view to track progress over a timeline
  • Generous free plan and custom pricing available

Cons cons

  • Limited marketing and sales features on the free plan

3. Pipedrive – Best for Deal Management

A logo of Pipedrive

Best For Starting price Free Version Mobile Support Integrations
Deal management $14.90/user/month billed annually 14-day free trial iOS & Android 400+

Pipedrive is known for two things — exceptional deal management options and stellar customer support. The most important aspect of managing donors is retaining their faith in the cause.

Pipedrive helps you with that with personalized messaging based on a donor’s engagement. For example, if a donor recently made a donation, you can send a personalized message thanking them.

The dashboard gives you an overview of all donors, their activities, and your campaigns. You can easily identify inactive donors and follow up with a personalized message to gain their attention.

With deal rotting, you’ll automatically be alerted to the activity level of different deals and if they’ve been sitting idle for too long. This is great for prioritizing donors who are interested in contributing.

To top it off, Pipedrive is ideal for beginners, and it comes with 24/7 multilingual support. We also found it incredibly easy to migrate to Pipedrive from another CRM.

Need more information? Here’s our full Pipedrive review.

Pros pros

  • Easy migration process
  • 24/7 multilingual customer support
  • Helps you create personalized emails
  • Offers deal rotting
  • Incredibly easy to use

Cons cons

  • Reporting is limited and lacks advanced insights

4. Zoho CRM – Best for Email Marketing

Zoho Logo

Best For Starting price Free Version Mobile Support Integrations
Email marketing $14/user/month billed annually 15-day free trial iOS & Android 500+

Zoho CRM is recommended for nonprofit organizations looking for a two-in-one CRM and payment platform. It’s one of few that lets you manage donor transactions without integration.

You can work with Zoho’s native finance management platform – Zoho Books – to track your expenses, manage invoices and bills for donors and vendors, and keep an eye on your budget.

What’s more, you can connect your bank, cards, and PayPal with the system so your donors can pay you without hassle. The simpler you keep this process, the more likely they are to make the donation.

Regarding its CRM features, Zoho’s Smart Email tool deserves a mention. It automatically scans every email, extracts relevant data, and updates it across the CRM.

You can connect with your donors via SMS, social media, Whatsapp, email, or your own website, and Zoho will help you track interactions and progress in each channel.

The Scoring Rule feature is also useful for identifying donors most likely to donate. Zoho will track your last communication with a given user and estimate the probability of them contributing.

Need more? Read our full Zoho CRM review

Pros pros

  • Seamless transactions
  • Smart email marketing features
  • Connects to over 500+ apps
  • Helps you maintain an omnichannel presence

Cons cons

  • May require heavy customization

 

5. Freshsales – Best for AI Automations

A logo of Freshsales

Best For Starting price Free Version Mobile Support Integrations
Automating the donation process $15/user/month billed annually 21-day free trial + free plan for 3 users iOS & Android 17 native and 19 other integrations

Freshsales’s diverse range of automation features makes it the perfect CRM for small teams. It offers incredibly handy automation with its AI bot, Freddy, your multi-talented virtual employee.

If you want to create emotionally resonant messages that move your donors, ask Freddy. Freddy can also double up as a chatbot for your website, and it’ll answer your users’ most common questions.

It can answer all basic to medium-level questions for your prospective donors until you’re ready to take over. Freshsales will also help you automate your sales operation. It sets up a series of automated processes that new donors can complete independently.

For example, if someone responds to your first email, you can have Freshsales automatically send a follow-up email explaining the payment process and then another, once the payment is complete, thanking them for their donation.

Simply put, a prospective donor can find your campaign, make a payment, and be thanked for their contribution without manual intervention.

Automating processes like these will allow you to manage more donors simultaneously, further increasing your results.

Learn more with our in-depth Freshsales review

Pros pros

  • 21-day free trial
  • A free plan for up to 3 users
  • Comes with multiple automation processes
  • Built-in AI bot Freddy to help you communicate with donors

Cons cons

  • The interface could be more user-friendly

6. Less Annoying CRM – Best No-Fuss CRM for Nonprofit Organizations

A logo of Less Annoying CRM

Best For Starting price Free Version Mobile Support Integrations
Simplifying lead and donation management $15/user/month 30-day free trial No dedicated app 20+ native integrations + 5,000 more apps through Zapier

Less Annoying CRM greatly simplifies lead and donation management, and most importantly, its “less annoying” pricing separates it from the pack.

For starters, its donation tracker comes with color-coded labels to highlight and differentiate between each donor’s different stages. For example, you can divide the pipeline into potential donors, people who have been contacted, and donors who have contributed.

This real-time pipeline will give you an estimate of your campaign’s results. You can then use the data to plan future outreach. A similar customizable pipeline can be made for new opportunities and leads.

In both cases, Less Annoying CRM gives you a real-time view of your funding and donor status. Another remarkable feature is the ability to segment your donors for targeted campaigns.

The platform provides regular, free updates, and your files are backed up in Amazon’s cloud data centers. No matter what, you’ll never run the risk of losing all your customer data.

Here’s a full LACRM review for more details

Pros pros

  • Simple flat pricing
  • Free updates for every user
  • Both live demo and free trial are available
  • Simplifies team management with an integrated calendar

Cons cons

  • No dedicated mobile app

7. Maximizer CRM – Best for Tracking Team Performance

A logo of Maximizer

Best For Starting price Free Version Mobile Support Integrations
Managing your team $65/user/month billed annually 30-day free trial iOS & Android 19 regular & 750+ through Zapier

Maximizer CRM is built for sales leaders and managers. The tool can help you identify your most successful reps so you can develop and optimize your processes.

It allows you to identify and implement what’s working with your best employees across the organization to close more donations and guide new recruits.

It also comes with a quota tracker where you can assign donation targets to each employee and get real-time updates on how much they’ve covered.

If a donor communication sits idle for too long, you’ll get a notification to follow up. Plus, while other CRMs focus on lead generation, Maximizer helps you retain existing donors.

With its Health Analysis feature, it monitors your past interactions with a donor and flags their account if it looks like they’re on the verge of disengaging.

To help you get more repeat donors, Maximizer gives you detailed insights into donation patterns, too. For example, if you see a certain donor has been more interested in donating to campaigns related to children, you can tailor your campaigns accordingly.

Pros pros

  • Perfect for training weaker employees
  • Helps you retain existing donors
  • Lets you keep an eye on every team member
  • Notifies you when a donor’s communication is off track

Cons cons

  • Expensive

8. Act! – Best On-Premise Nonprofit CRM Software

A logo of Act! CRM

Best For Starting price Free Version Mobile Support Integrations
Contact management $30/user/month billed annually 14-day free trial iOS & Android 20+

Act! is best known for its suite of contact management features. Everything you need to know about your contacts and their relationship with your organization can be found in one place.

It also helps you get to know your donors inside out by giving you access to their social media profiles, location, and general information.

Another benefit of using Act! is that it lets you track how likely a new donor is to donate. This feature is similar to Zoho’s Scoring Rule, but it bases the prediction on call activity.

Intelligent call analysis measures the engagement level of each prospective donor and marks the ones most likely to contribute. This helps you zero in on your best donors and prevents you from wasting resources on dead leads.

Act! comes with two impressive features: notes and a relationship timeline, helping you stay on top of the larger picture of your relationships with donors.

With Notes, you can create a detailed record of each client, including their likes and dislikes. The Relationship Timeline, on the other hand, gives you a visual chronology of every interaction with them.

Beyond all this, unlike most, Act! CRM offers both cloud and on-premise options, and there’s a Welcome Page feed that shows you your top donations, key activities, and upcoming tasks.

Pros pros

  • User-friendly interface
  • Ideal nonprofit database software for organizing bulk data
  • Searching within the database is simple
  • Excellent tool for digging up donor details

Cons cons

  • Only 20 integrations supported

9. HubSpot – The Best Free CRM for Nonprofits

A logo of HubSpot

Best For Starting price Free Version Mobile Support Integrations
Marketing and outreach $30/month billed annually Free tools for up to 5 users iOS & Android 1,000+

HubSpot is ideal for nonprofits on a budget. In addition to the free plan, it offers a 40% discount, nonprofit-friendly onboarding, and 1,000+ integrations at an affordable price.

So far, over 4,000 nonprofit organizations have benefitted from partnering with HubSpot. For starters, it offers a set of form templates specially designed for donors and tracking donations.

These forms are customizable for different campaigns, and they can be embedded on your website so that when a new donor fills out the form, their details are automatically captured in the CMS system.

You can also test your campaign with the A/B testing feature to see which works best. This lets you create two or more versions of the same campaign and run them simultaneously.

We also loved HubSpot’s built-in meeting scheduler. Big donors often prefer to talk directly to learn more about causes. HubSpot’s automated meeting scheduler allows them to visit your page, check your availability, and select a date and time that works for them.

Need more information? Here’s a full HubSpot review

Pros pros

  • Well-rounded charity CRM with 1,000+ integrations
  • CRM with a nonprofit free plan for small teams
  • A/B testing for campaigns
  • Customizable templates specially designed for donors

Cons cons

  • A/B testing isn’t available on free and low-end plans

10. Oracle NetSuite – Best for Post-Donation Support

A logo of Oracle Netsuite

Best For Starting price Free Version Mobile Support Integrations
Post-donation services On-demand pricing 14-day free trial iOS & Android 140 pre-built connectors and integrations

Oracle NetSuite connects your marketing, sales, and customer support teams in a closed loop, giving everyone a 360-degree view of your contact database.

The CRM also comes with a dedicated customer/donor portal where donors can submit and track queries. This portal also doubles as a payment portal where donors can submit donations directly.

Besides this, to help you improve donor services, Oracle NetSuite provides you with valuable insights on donor satisfaction, call volume, frequency of problems, call resolution time, and more.

The platform also makes it easy to track donor information at scale and to manage large-scale marketing campaigns with support from multiple teams.

The CRM has a special Social Impact Program. Under this, it provides free customer support, a base donation of its nonprofit financial management software, and free software activation.

The organization is also connected with experts who can help you fine-tune your financial and operational processes.

Pros pros

  • Custom pricing
  • Helps you provide fast issue resolution
  • The customer portal gives donors more flexibility
  • Experience insights help you serve donors better

Cons cons

  • Comes with a steep learning curve

Top Nonprofit CRMs Compared

The table below highlights key differences between each of our top picks and their best features, so you can quickly decide which one is right for you.

Nonprofit CRM Best For Starting price Free Version Mobile Support Integrations
Salesforce Building relationships with new donors First 10 subscriptions are free, then $25/user/month 30-day free plan iOS & Android 2,500+
Oracle NetSuite Post-donation services On-demand pricing 14-day free trial iOS & Android 140 pre-built connectors and integrations
Monday New donor and data management $57.60/seat/year for 13 seats, free for less than 10 seats Free for up to 10 users iOS & Android 30+
Pipedrive Deal management $14.90/user/month 14-day free trial iOS & Android 400+
HubSpot Marketing and outreach $30/month Free tools for up to 5 users iOS & Android 1,000+
Act! Contact management $30/user/month 14-day free trial iOS & Android 20+
Zoho CRM Email marketing $14/user/month 15-day free trial iOS & Android 500+
Maximizer CRM Managing your team $65/user/month 30-day free trial iOS & Android 19 regular & 750+ through Zapier
Freshsales Automating the donation process $15/user/month 21-day free trial + a free plan for up to 3 users iOS & Android 17 native and 19 other integrations
Less Annoying CRM Simplifying lead and donation management $15/user/month 30-day free trial No dedicated app 20+ native integrations + 5,000 more apps through Zapier

How Do Nonprofits Use CRM Software?

Nonprofits, like for-profit companies, can benefit from using Customer Relationship Management (CRM) software to streamline their operations, enhance communication with donors and supporters, and improve overall efficiency.

Here are some ways nonprofits use CRM software.

Fundraising and Donor Engagement

CRM software provides nonprofits with tools to streamline fundraising campaigns and donor engagement activities. It helps manage fundraising events, track pledges, generate personalized donation requests, and send acknowledgments and thank-you messages.

CRM systems can automate donor communications, such as emails or newsletters, and track interactions to nurture relationships with supporters.

Manage Future Preparations

Without an in-depth review of supporter data, worth, and profitability, as well as an understanding of process bottlenecks in the organization, it’s impossible to boost fundraising success. A CRM can provide statistical data and perform extensive data analyses for strategically significant management decisions.

Event Management

Nonprofits often organize events to raise funds, increase awareness, or engage with their community. CRMs offer all the tools you need to organize a successful event, including tracking attendees, creating various pricing options, populating calendars, and processing payments, among other tasks.

Centralize Data

Many NGOs organize and save contact information in Excel spreadsheets. This can quickly lead to data going missing, being duplicated, or failing to be updated.

This makes historical data monitoring nearly impossible, not to mention consuming time and resources. Using a CRM helps NGOs to keep all of this data in one well-organized location that can be easily managed and accessed over time by the full team. Despite some additional expense, the savings achieved make it worthwhile.

Analytics and Reporting

CRM software provides nonprofits with data analytics and reporting capabilities to gain insights into their operations. They can track donation trends, measure the effectiveness of fundraising campaigns, monitor volunteer engagement, and assess the impact of their programs. These insights enable nonprofits to make data-driven decisions and refine their strategies.

Do All Nonprofits Need a CRM?

Although not all nonprofits require CRM software, it can significantly benefit most organizations, particularly those that rely on donor support, engage in fundraising activities, and manage volunteers.

By implementing a CRM system, nonprofits can centralize the storage and management of donor information, track fundraising efforts, coordinate volunteer activities, and analyze data for informed decision-making.

This software enhances communication with donors, streamlines administrative tasks, and improves overall efficiency. However, very small nonprofits with limited resources and minimal donor engagement may find manual methods or simpler tools sufficient for their needs – though some of the best CRM platforms offer cheap or free plans for nonprofits.

Ultimately, the decision to adopt a CRM system should be based on the specific requirements, size, and complexity of each nonprofit’s operations.

Methodology

How We Review And Test CRM Software

We base our recommendations on first-hand testing. All the CRM Software products we feature, have been tested based on the following criteria:

  • Ease of Use: We assess the CRM service’s overall UX across platforms. Some CRM services we’ve used have a learning curve, so we also factor in their online documentation.
  • Functionality: We consider the depth of features on offer, including contact, lead, and pipeline management, marketing capabilities, and the depth of reporting on offer.
  • Integrations: We assess the CRM platform’s ability to integrate with essential everyday tools like email marketing services, accounting software, and ERPs, for example.
  • Security and Compliance: We look for features like data encryption, role-based access controls, GDPR compliance, and industry-specific regulations like HIPAA.
  • Customization: We check for features like custom fields, workflows, and automation rules, to assess whether the platform can be tailored to specific needs and industries.
  • Value for Money: We weigh the feature-to-price value on offer and consider whether the provider offers affordable scalability.
  • Mobile Accessibility: To ensure sales reps and managers can use the CRM on the go, we test the mobile apps available and evaluate their functionality.
  • Reputation: We don’t waste our time with tools that don’t have a good reputation. We note what other users have to say to ensure we offer full insight into the tools we feature.

How to Choose the Best Nonprofit CRM Solution

The right CRM for fundraising will differ from organization to organization. Your decision should be based on your objectives, priorities, finances, and plans for the future.

Some of the things you may want to consider to assist you in raising more funds and boosting your productivity include the following:

CustomizationAutomationCostFeaturesIntegrationScalabilitySecurityDevice SupportEase of Use

The dashboard is the heart of the CRM. It provides you with a summary of what is happening within your organization. You can often control what is displayed on the CRM’s dashboard, where customization options are available.

This helps ensure you’re focusing on what matters to you. For instance, you don’t need event stats in your CRM dashboard if you don’t host events.

Nonprofits often have limited staff and busy schedules, making it important to automate repetitive tasks and workflows. An automated CRM can handle tasks such as data entry, email marketing, donation tracking, and event registrations, reducing manual effort and minimizing the risk of errors.

Automation allows you to focus on strategic activities, such as donor engagement and program delivery, rather than getting bogged down in administrative tasks. It also enables personalized and timely communication with donors, such as automated thank-you emails or targeted fundraising campaigns.

Nonprofits typically operate with limited budgets and resources, so ensuring that the chosen CRM aligns with your financial capabilities is important.

By evaluating the cost of implementation, licensing, ongoing maintenance, and potential customization or integration fees, you can make an informed decision that fits your budget. Finding a cost-effective CRM solution can help nonprofits maximize their return on investment and efficiently use their available funds.

Considering the nonprofit CRM features is essential to effective selection since they directly impact an organization’s ability to manage relationships, fundraising, volunteer coordination, and other critical aspects of its operations.

Whether it’s donor management, fundraising campaign tracking, volunteer scheduling, event management, or reporting and analytics, having the necessary features in a CRM enables you to streamline processes, automate tasks, and gain valuable insights.

Integrations enable seamless data flow and enhance overall efficiency. Nonprofits often use multiple tools and systems to manage their operations, such as email marketing platforms, accounting software, or volunteer management tools.

Choosing a CRM that can integrate with these existing systems allows for streamlined workflows, eliminates duplicate data entry, and ensures data consistency across platforms.

A scalable CRM can seamlessly handle increased data volume, user load, and transactional demands without compromising performance or requiring a costly migration to a new system. By choosing a CRM that can scale, nonprofits can avoid the disruption and expense of switching platforms as they grow.

Scalability also ensures that the CRM can support future technological advancements and integrate with emerging tools and systems, providing a long-term solution that can grow alongside the organization’s needs and aspirations.

Security is of utmost importance when choosing a nonprofit CRM software, and safeguarding sensitive donor information and protecting against data breaches is critical.

Nonprofits handle significant personal and financial data, including donor contact details, donation history, and other confidential information. Ensuring that the chosen CRM has robust security measures in place, such as encryption, access controls, and regular data backups, helps prevent unauthorized access and data loss.

Device support is essential to maximize the efficiency and effectiveness of a nonprofit’s CRM implementation. An ideal CRM should support multiple devices and platforms.

This will enable team members to access critical information and perform tasks on the go, regardless of their location or preferred device. It will also allow staff and volunteers to update donor information, track fundraising progress, manage events, and effortlessly engage with supporters from the device of their choice.

Ease of use directly impacts user adoption and productivity. Nonprofits often have diverse staff and volunteer teams with varying technical expertise.

Selecting an intuitive and user-friendly CRM ensures that everyone can quickly learn and navigate the system, reducing the learning curve and minimizing the need for extensive training.

An easy-to-use CRM encourages widespread adoption, allowing staff and volunteers to efficiently manage contacts, track donor interactions, and perform other essential tasks.

Conclusion

Our list of the best nonprofit CRM software covers tools specializing in various aspects of nonprofit operations. Whether you’re looking for an intuitive dashboard that can help you manage multiple workflows or one that can generate advanced reports and analytics, we have it all.

FAQs

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Krishi Chowdhary
Tech Expert
Krishi Chowdhary
Tech Expert

Krishi Chowdhary has half a decade of experience writing buying guides and product reviews for numerous leading technology websites. He spent two years writing for Business2Community.com before joining Techopedia.com. He has a degree in Commerce and extensive experience in the technology industry. He's also the key driver behind TechReport.com's news content, delivering expertise insight into the latest tech and cybersecurity news daily.