How can you easily select the right CRM for your company in 2021?

Every donor is vital to your nonprofit. We don’t need to remind you. These are the people who allow you to do what you do. As your organization grows, there may be a Catch-22. You will need more donors in order to save the world, but you will also need more donors to help you keep up with your donors.


Software that manages constituent relationships is a complete solution for organizing donor communications. It doesn’t require a lot of handholding and keeps it personal. 

The minimalist to the Willy Wonka-esque (all bells and whistles) — There are all. They. They. There are many CRM softwares on the market today. If you accept this mission (and it is for all the love and care of 501c3 please accept), it is to find the right one to meet your needs. This guide will help you choose the right CRM for your nonprofit. We also recommend a few of our favorite platforms.


Also checkBest CRM for Nonprofits


Take into account the people

Not just people who donate money. Your CRM software should allow you to manage all your constituents: donors, volunteers and beneficiaries. This is your one-stop source for all the people who carry out your mission.


You can also cross-reference these groups to find overlaps. For example, did someone donate after attending an activity? Is a recipient of your services now a volunteer? Find out how much biographical information your organization needs to manage the software you are evaluating.


Take a look at the process

What is the typical way your nonprofit receives donations? Are all of your donations handled online? Do you receive in-kind, matching, or planned gifts? Do you run a pledge drive? You can still catalog offline donations in your CRM software and manage them in the donor’s profile. If you are processing many donations in these categories, you will want an option that makes it easy to enter the information.


If you are not the one who will be using the software every day, sign up for some demos. Is the process intuitive and provides feedback on both successes and failures. It is also easy to learn. It can be used to facilitate onboarding. Is it more customizable than the software on its own? It’s a great time to look online at reviews and talk to other users to find out how it works for them.


Take into account the purpose

You know the “that-way-you-have-it” game? You know the game where you can get all the add-ons or features to make sure you are prepared for anything.

Do not play that game.


Consider the purpose of investing in CRM software. Data culture aside, ask yourself. It could be to streamline and manage all donations. It might be to track signatures and social media campaigns if you are an advocacy group. You should know exactly where you’ll be investing your money so that you can ensure you are meeting the exact needs without any upsells.


You’ll need to ensure that features you require are available in your CRM. If you are migrating from another CRM platform to your new one, make sure you have data transfer support.


Take into account the product

This includes the software. But, you should also think about the end-products that your CRM software can offer. This comes down to reporting on the activities that matter most to meeting your organization’s goals, and the key performance indicators that correlate with those activities.


Your donation tracker can tell you what days and times are the busiest. Is it possible to break down your constituency according to demographics? These features are offered but not the reports that you need to make your organization more effective. Is your CRM offering what you require?


There are many other things to consider


Many of our favourite online donation platforms have CRM integrations. In addition to Salsa, we take a look at Donately, Fundly, MobileCause, and more in our roundup of the best donation platforms for nonprofits.

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