Top CRM’s for Non-Profits

Top CRMs for non-profits can be very tricky to define–because every non-profit has its own requirements and needs, we can’t possibly tell you which one is perfect for your non-profit.  We can provide you with this guide for which ones you might consider in your CRM evaluation.  But like everything worthwhile, you need to give yourself some time to evaluate each one.  We truly recommend trialing each one for a minimum of a week in order to identify the specific one that works best for your unique needs and those of your non-profit.

What is a Non-Profit CRM and how can it help your organization?

A CRM is a Customer Relationship Management tool. Some people may use SaleForce (hard!) others might use a Google Doc or Excel spreadsheet.  A good CRM is more than just a digitized address book. CRMs offer you additional functionality including emailing, donor software, and more.  Many different types of companies use them, but when a non-profit uses them, it basically is a list (database) of your contacts, details about your contacts, and allows you to manage your relationship with them. For example, a non-profit may have these types of contacts and each data point that is collected is different:

1. Clients – fields can include name, address, progress reports, etc.
2. Donors – names, addresses, donation amount, conversations, emails, when and how much they donated, etc.
3. Funders
4. Grant Management – there are also different tools for Grant management
5. Contact List – people that you have on your mailing list that don’t have much interaction – yet!

Top CRMs for Non-profits Recommendations from our clients and their features:

These are the top 10 Features of each CRM

DonorBox

• Cost:  Starts free with processing cost 1.5% + Processing Fee
• Free-to-setup donation forms, donate buttons, & fundraising pages
• Free customer support that’s knowledgeable and understanding
• I found it super easy to set up the first form
• Integrates with multiple Content management software including WordPress, Wix, Squarespace, and Shopify
• Integrates with MailChimp, Salesforce, QuickBooks, and More
• Donor management, Text to Give, Peer-to-Peer, Memberships, and Events
• Limited reporting features
• No importing of current donors without the help of their support team
• They have a premium service but you need to contact their support team for a demo.

Little Green Light -Try Free for 30 Days

• Import & Export Data – CSV and Excel
• Team Member/User Accounts
• Controls Duplicates
• Donor Analytics
• Allows bulk gift entry, pledges, installments, etc.
• List Creation & Management (create lists for mailings, reports, etc.)
• Acknowledgments/Receipts (ability to produce and store thank you’s)
• Newsletter and Event Email Marketing – Integration with Mail Chimp
• Connects with Website Seamlessly with Zapier
• Social Media Integration – Integration with Zapier
• Event Planning and Tracking
• Installation and Maintenance – has lots of webinars, but mostly self server
• Monthly Subscription: $45 per 2,500 contacts
• Online Donation Processing 2.2% + .30 per transaction
• Allows Donors to Pay Processing fees

Bloomerang

• Import & Export Data – CSV and Excel
• Team Member/User Accounts
• Controls Duplicates
• Donor Analytics
• Allows bulk gift entry, pledges, installments, etc.
• List Creation & Management (create lists for mailings, reports, etc.)
• Acknowledgments/Receipts (ability to produce and store thank you’s)
• Newsletter and Event Email Marketing
• Connects with Website Seamlessly with Zapier
• Social Media Integration – Integration with zappier
• Event Planning and Tracking
• Installation and Maintenance – Phone Support $70/month – Free email and chat support
• Monthly Subscription: $199 per 2,500 contacts – has a huge amount of features not in LGL
• Online Donation Processing 2.9% + $0.30 per transaction
• Allows Donors to Pay Processing fees

Neon

• Import & Export Data – CSV and Excel
• Team Member/User Accounts
• Controls Duplicates
• Donor Analytics
• Allows bulk gift entry, pledges, installments, etc.
• List Creation & Management (create lists for mailings, reports, etc.)
• Acknowledgments/Receipts (ability to produce and store thank you’s)
• Newsletter and Event Email Marketing
• Connects with Website
• Social Media Integration – Integration with zappier
• Event Planning and Tracking
• Marketing and Communications
• Quickbooks Integration
• Volunteer Management
• Installation and Maintenance – Free email and chat support
• Monthly Subscription: Starting at $99 Per month

Kindful

• Import & Export Data – CSV and Excel
• Team Member/User Accounts
• Controls Duplicates
• Donor Analytics
• Allows bulk gift entry, pledges, installments, etc.
• List Creation & Management (create lists for mailings, reports, etc.)
• Acknowledgments/Receipts (ability to produce and store thank you’s)
• Newsletter and Event Email Marketing
• Connects with WordPress Plugin
• Event Planning and Tracking
• Installation and Maintenance – Phone Support $100/hour – Free email and chat support
• Monthly Subscription: $199 per 5,000 contacts
• Online Donation Processing With Stripe and other gateways

Additional evaluations are coming soon:

• DonorPerfect
• https://www.zeffy.com/
• Virtuous
• Salesforce
• Little Green Light
• Civi CRM
• Apricot