Nonprofits need an all-in-one platform to manage relationships, track team activities and measure performance. A CRM (customer relationship management) tool does just that.
Pipedrive’s CRM for nonprofits allows you to streamline your operations by keeping track of donor activity, events and volunteers.
Multiple workflows and automations let you track the efficiency of your marketing, estimate fundraising potential and nurture long-term supporters for your nonprofit organization.
Follow up with new campaign donors and personalize your messaging based on previous activity. Turn one-time supporters into long-term members with targeted email communications.
Keep a database of current and former volunteers with custom fields to track events. Turn your CRM into a powerful volunteer management platform by streamlining volunteer communications.
Use smart segmentation to send personalized communications, keeping your members in the loop while encouraging repeat donations.
Automate tasks, assign them to the right coordinators and create rules to help your donor or member services team provide next-level customer support.
Capture sign-ups from new donors and log every touchpoint at your events. Oversee who's communicated with individual constituents and how.
Create customized dashboards for every stakeholder across your nonprofit organization. Keep your finger on the pulse of your financial health and create forecasts based on upcoming donor activity.
Using different donor data spreadsheets and systems across departments can create logistical nightmares.
Centralize constituent relationship management with nonprofit CRM software. Keep a detailed record of communications and donations to provide a better experience to advocates.
Find out how Pipedrive helps you manage donors and leads.
Whether you’re pursuing a first-time contribution from a potential donor or a gift from a major donor, fundraising can be tough work.
With a CRM system for nonprofits, you can track donors in a pipeline, empower your development team to keep conversations moving and focus their efforts where it matters most.
Reach your fundraising goals faster by tracking campaign results to find and replicate your best appeals.
Nonprofits have unique needs when it comes to managing contacts. It’s important you find a CRM platform with the functionality you need at a price that works for your budget. Here are the features to look for in donor management software for small nonprofits:
Customizing communications by donor profiles is critical for nonprofit growth. A good CRM for nonprofits will allow you to create custom fields to segment your donors by different variables.
Marketing activity and fundraising efforts must be simple to manage. Find a CRM solution that helps you keep track of your online and offline campaigns and their effectiveness from one place.
Look for a CRM that’s user-friendly, visual and offers 24/7 support for seamless setup. Pipedrive has been rated the easiest sales tool to implement by G2Crowd and easiest to use CRM by Motley Fool.
Automate your workflows with our powerful CRM solutions for nonprofits. Streamline your nonprofit operations by connecting with your email marketing and team communication tools.
Here are some essential integrations and add-ons for nonprofit teams:
Create attention-grabbing email campaigns with Pipedrive’s intuitive drag-and-drop email builder.
Use segmentation for targeted messaging and track campaign performance in real time with Pipedrive’s Campaigns add-on.
Cash flow is the lifeblood of your nonprofit organization. Streamline your operations by feeding online donation and payment data straight into your accounting software.
Automate donor payment reconciliation and bookkeeping with Pipedrive’s Xero integration.
Prospecting can take large chunks of your day. Put donor engagement on autopilot and give your members multiple ways to get in touch.
Set up web forms like donation pages and improve prospecting and member interactions with Pipedrive’s LeadBooster add-on.
Send real-time notifications to your membership teams when important events take place and manage file sharing and video calls.
Keep your teams in the loop with Pipedrive’s Microsoft Teams integration.
Connect Pipedrive to your favorite marketing apps. Update your donor database, track event registration, share data with your favorite marketing tools and much more, all with automated workflows.
Connect thousands of apps with the Zapier integration.