6 Best Nonprofit CRM Software for 2024

• Finest for managing volunteers and occasions: Pipedrive
• Finest for omnichannel advertising: Zoho CRM
• Finest for monitoring donor conduct with information insights: Virtuous
• Finest nonprofit CRM instrument with integrations: HubSpot
• Finest white label CRM for nonprofits: Bitrix24
• Finest for nonprofit undertaking administration: monday gross sales CRM

CRM software program used inside the nonprofit sector sometimes helps organizations handle and develop their relationships with donors, arrange outreach and monitor actions. The usage of a CRM instrument for a nonprofit group of any measurement can enhance productiveness and create a streamlined course of for them to market to donors, monitor income and progress to targets.

Prime nonprofit CRM software program comparability

The highest normal CRM suppliers provide a spread of promoting, gross sales and assist options. These core options can be utilized by nonprofits as nicely. Some notable options nonprofits may prioritize embrace donor (lead) administration, fee and income administration and a cell app for discipline promoting or canvassing.

Our record of prime choices embrace standard suppliers like Pipedrive, HubSpot and Zoho CRM, in addition to some industry-specific platforms like Virtuous. Every possibility will be applied into the enterprise of a nonprofit primarily based on actual want, scalability and finances. It’s additionally regular for some suppliers to supply discounted charges and even free variations of their instrument to nonprofits that apply for his or her low cost packages.

*Worth when billed yearly.

Pipedrive: Finest for managing volunteers and occasions

Our star ranking: 4.3/5

Pipedrive’s CRM platform permits nonprofits to streamline their operations by holding monitor of donor exercise, occasions and volunteers. Customers can create a number of workflows and automations to trace the effectivity of promoting campaigns, estimate fundraising potential and nurture long-term supporters for the group.

Customers can keep a database of present and former volunteers with customized fields to trace occasions. The platform works as a volunteer administration platform by streamlining volunteer communications in addition to capturing signups from new donors and logging touchpoints at occasions.

Pricing

• Important: $14.90 per consumer monthly, billed yearly, or $21.90 per consumer when billed month-to-month. Customers can obtain entry to guide and deal administration instruments, product catalog, API entry, electronic mail inbox and exercise reviews.
• Superior: $27.90 per consumer monthly, billed yearly, or $37.90 per consumer when billed month-to-month. This plan contains all Important choices, plus income reviews, dwell chat assist throughout enterprise hours, sensible contact information and extra.
• Skilled: $49.90 per consumer monthly, billed yearly, or $59.90 per consumer when billed month-to-month. Along with all Superior options, this tier contains computerized assignments, contacts timeline, method fields and extra.
• Energy: $64.90 per consumer monthly, billed yearly, or $74.90 per consumer when billed month-to-month. The Energy plan contains all Skilled choices, in addition to free undertaking add-ons, 24/7 dwell chat and telephone assist, 500 customized fields and extra.
• Enterprise: $99.00 per consumer monthly, billed yearly, or $119 per consumer when billed month-to-month. This plan provides all Energy options plus limitless open offers, customized fields, insights reviews, safety alerts and extra.

Options

• Objective monitoring: Preserve progress towards targets with concrete and detailed reporting. Create targets primarily based on offers or actions and monitor them by including pipelines, durations and assignees.
• Actions administration: View particular person or group calendars, handle actions like follow-up emails, telephone calls or conferences, and plan schedules effectively.
• E mail inbox: Create group emails from templates and deal with electronic mail scheduling, monitoring and syncing with Pipedrive’s electronic mail inbox.

Pipedrive execs and cons

Why we selected Pipedrive

Pipedrive is a CRM instrument that focuses on automating gross sales processes with visible pipelines for companies to simply handle leads and offers. Along with its intuitive interface, Pipedrive provides prompt gross sales insights by exact, real-time information analytics. These reviews can help in monitoring gross sales efficiency and forecasting and monitoring income or donations. Pipedrive has pricing plans designed for small to mid-sized companies on the rise.

Whereas Pipedrive’s premium plans are competitively priced, there isn’t a free possibility for smaller nonprofits on the lookout for a primary no-cost instrument. If that’s the case for you, contemplate wanting into HubSpot for its sturdy free CRM.

To study extra about this supplier, take a look at our Pipedrive evaluation.

Zoho CRM: Finest for omnichannel advertising

Our star ranking: 4.3/5

Zoho CRM provides an omnichannel method to advertising, so organizations will be current and lively on social media, chat, phone, electronic mail and SMS platforms to create visibility. Customers can share their progress, conduct polls, reply to questions and study what resonates most with potential donors, volunteers and different stakeholders.

These outreach methods determine not solely potential donors but additionally native supporters and volunteers. After concentrating on these potential stakeholders, customers can have interaction with them by personalized electronic mail templates and conduct and trigger-based autoresponders.

Pricing

• Free CRM: Free for as much as three customers and comes with lead and doc administration and a cell app.
• Commonplace: $14 per consumer monthly, billed yearly, or $20 per consumer when billed month-to-month. This plan offers primary modules, a number of pipelines, gross sales forecasting and extra.
• Skilled: $23 per consumer monthly, billed yearly, or $35 per consumer when billed month-to-month. This tier provides all Commonplace options, plus project guidelines, limitless customized reviews and dashboards and extra.
• Enterprise: $40 per consumer monthly, billed yearly, or $50 per consumer when billed month-to-month. Along with all Skilled options, the Enterprise plan contains superior dashboard elements, all AI instruments and lead segmentation.
• Final: $52 per consumer monthly, billed yearly, or $65 per consumer when billed month-to-month. This plan contains all Zoho CRM options, comparable to superior safety permissions and entry to Zoho Analytics.

Options

• Custom-made electronic mail templates: Create customized electronic mail topic traces and templates with Zoho’s drag-and-drop template builder. Emails can then be despatched to customized electronic mail lists to duplicate campaigns and save time.
• Zia AI assistant: Entry a gross sales assistant powered by AI that may perceive instructions and queries issued over textual content and voice to foretell gross sales or detect anomalies.
• Journey orchestration: Uncover buyer journeys in actual time and visualize them with intuitive journey maps. Construct and monitor journeys taken by donors to know after they’re almost definitely to donate.

Zoho CRM execs and cons

Why we selected Zoho CRM

Zoho CRM provides end-to-end options that cowl advertising, gross sales and buyer assist. Its advertising options make it a standout possibility for nonprofits seeking to spend money on their model visibility. Zoho CRM’s prime premium tiers grant entry to its AI-powered instruments comparable to Zia assistant. Collectively, these instruments can develop a nonprofit’s outreach and handle the inflow of donors with engagement methods.

Zoho CRM’s free tier and very best use case of omnichannel advertising make it an incredible possibility for rising nonprofits in rising markets. In case your group already has a gentle advertising technique and also you’re in want of an answer with donor reviews and behavioral monitoring, take a look at Virtuous for its industry-specific donor administration instruments.

Thinking about figuring out extra about Zoho? Learn our Zoho CRM evaluation.

Virtuous: Finest for monitoring donor conduct with information insights

Our star ranking: 4.1/5

Virtuous provides organizations a single donor view by the dashboard — this fashion, customers know who to contact and what to sort out. This view provides clever options for the subsequent greatest motion primarily based on the donor’s present historical past, social community behaviors, wealth information, demographic information and extra. Virtuous provides nonprofit-specific metric monitoring that may give your staff the facility to make data-backed choices concerning donor exercise and engagement.

Pricing

• Starter: Contact for a quote. Finest for companies with beneath 5,000 contacts. Helps as much as 5 customers and comes with 4 automation workflows.
• Platform: Contact for a quote. This plan helps limitless customers, limitless workflows and as much as 25,000 emails monthly.
• Enterprise: Contact for a quote. This plan helps limitless customers and might handle between 30,000 and tens of millions of contacts with open API, customized integrations and third-party reviews.

Options

• Present and pipeline administration: View donor present historical past straight by the instrument with a selected dashboard with filters round portfolios, fundraisers and exercise.
• Fundraising insights: Get clever options for the subsequent greatest motion or steered present asks primarily based on present historical past, social media conduct, wealth information and extra.
• Mission monitoring: Sync donations to particular initiatives to set off computerized observe up with donors utilizing project-level impression notes.

Virtuous execs and cons

Why we selected Virtuous

Virtuous is a full-scale resolution for nonprofits on the lookout for a donor, fundraising, volunteer and advertising platform. The instruments assist nonprofits of various sizes recruit and mobilize volunteers to fill mission-critical wants. Customers report how Virtuous doesn’t require a lot upfront funding of time or manpower to get it applied right into a nonprofit’s processes, which is a serious bonus for nonprofits which may lack these two key issues.

As a result of Virtuous doesn’t disclose its pricing upfront, it’s powerful to say how scalable and reasonably priced the platform is for small nonprofits. When you’re in want of an answer with a mess of premium plans to select from, together with all the important thing administration donor or volunteer options, take a look at Pipedrive.

Options

• Stay chat software program: Join this characteristic to your group’s web site to transform new donors in actual time.
• Assembly scheduler: Schedule conferences rapidly by eliminating back-and-forth emails and permitting donors to e book a gathering time that works for everybody.
• Deal pipeline: Assign duties to group members or volunteers inside a deal pipeline the place customers can monitor efficiency.

HubSpot execs and cons

Why we selected HubSpot

HubSpot is a well-liked CRM supplier that has landed as a entrance runner on our information to the highest free CRM. It’s a strong platform with extra options for advertising, service, content material, operations and commerce. The free model uniquely provides as much as 2,500 customers, making it a particularly scalable instrument. HubSpot has the aptitude to accommodate all donor info for startups, SMBs and even enterprise-sized organizations.

Although HubSpot’s free model is powerful, there are nonetheless some limitations, particularly with AI instruments. And the premium variations of the HubSpot platform will be pricey in comparison with others on this record. Due to this, for those who’re wanting an possibility with extra reasonably priced pricing tiers, look into Pipedrive or Zoho CRM.

Need to know extra? Head over to our detailed HubSpot evaluation.

Bitrix24: Finest white label CRM for nonprofits

Our star ranking: 4.1/5

Bitrix24 CRM software program will be prepared to make use of in 30 seconds, proper after a corporation registers an account at Bitrix24.com. From there, nonprofits can adapt the instrument as a white label supplier, which means it may be completely personalized to suit the model of the group. That model will be seen throughout social networks, file sharing, calendars and scheduling and extra.

Pricing

• Free: Limitless customers and 5 GB of storage with restricted entry to options like collaboration, web site builder and different core CRM instruments.
• Fundamental: $49 per group monthly, billed yearly, or $61 per group when billed month-to-month for 5 customers. This tier provides every thing within the free tier, plus extra job and undertaking options and buyer assist.
• Commonplace: $99 per group monthly, billed yearly, or $124 per group when billed month-to-month for 50 customers. This contains every thing within the Fundamental tier, plus video calls, CRM analytics and extra.
• Skilled: $199 per group monthly, billed yearly, or $249 per group when billed month-to-month for 100 customers. This tier provides superior enterprise course of automations and extra.
• Enterprise: $399 per group monthly, billed yearly, or $499 per group when billed month-to-month, for 250 customers. This tier provides full assist for HR, scalability, administration instruments and extra.

Options

• Cell app: Create invoices by the cell app rapidly with only one faucet, and combine with funds and e-invoicing to assist fundraise within the discipline.
• Volunteer coordination: Make the most of social media to focus on volunteers, share and sync calendars, handle sign-up paperwork and waivers, and extra.
• Workflow automation: Automate processes with guidelines and triggers to streamline requests and approvals with no-code RPA.

Bitrix24 execs and cons

Why we selected Bitrix24

Bitrix24 markets itself as a web-based workspace, with a CRM platform being the core resolution. The CRM product is very versatile with straightforward administration and customers can be a part of through an electronic mail hyperlink. The instrument can uniquely home information within the cloud or on-premises, relying on the group’s choice. Bitrix24 will be personalized with API and supply code out there for on-premises editions.

Bitrix24 provides loads of sources for onboarding and implementing their instrument, together with a singular pricing construction that’s per group with consumer caps quite than per consumer. However for those who’re on the lookout for an analogous possibility with specialization in nonprofit donor administration, look into Virtuous.

monday gross sales CRM: Finest for nonprofit undertaking administration

Our star ranking: 3.5/5

monday gross sales CRM provides nonprofit organizations all of the instruments to trace and handle ongoing and upcoming initiatives. The detailed dashboards give organizations high-level visibility that immediately reviews donation progress, fundraising figures and group efficiency.

Customers can entry all group actions, like calls and conferences, in a single place to trace efficiency, perceive their capability, and plan forward. This helps handle any group’s quota attainment, monitor wins and look at targets for particular members or your complete group. With no-code automations, organizations can let the platform do the mundane duties.

Pricing

• Free model: monday.com provides a nonprofit low cost just for monday work administration. It doesn’t but provide nonprofit reductions for the monday dev or monday gross sales CRM merchandise.
• Fundamental CRM: $12 per consumer monthly, billed yearly, or $15 per consumer when billed month-to-month. This tier provides limitless pipelines, boards and contacts, in addition to templates for lead, contact and deal administration.
• Commonplace CRM: $17 per consumer monthly, billed yearly, or $20 per consumer when billed month-to-month. This contains superior account, contact and deal administration, two-way electronic mail integration with Gmail and Outlook, and an AI electronic mail generator.
• Professional CRM: $28 per consumer monthly, billed yearly, or $33 per consumer when billed month-to-month. This tier contains gross sales forecasting, electronic mail templates with customized parameters, mass emails and added integrations.
• Enterprise CRM: Contact monday.com for a quote. This degree of assist provides lead scoring, group targets and superior analytics.

Options

• Dashboards and reporting: Create superior reporting on pipelines so organizations can get big-picture views in addition to detailed drill-downs.
• Group targets: Handle every group’s quota attainment over time, monitor main wins and look at targets for people.
• Name logging: Log all calls with donors, volunteers or group members with computerized abstract screens that recommend prebuilt fast responses.

monday gross sales CRM execs and cons

Why we selected monday gross sales CRM

Monday gross sales CRM is versatile CRM software program that may handle whole gross sales processes from lead or donor era to fundraising. monday gross sales CRM permits for sturdy automations with no coding background. This makes it an intuitive possibility for nonprofits which may not have the manpower to arrange the backend of a platform.

Whereas monday gross sales CRM is highly effective, solely its WorkOS for nonprofits plan provides an easy-to-use, discounted nonprofit platform to eligible organizations. In case your group is wanting a feature-rich instrument at an analogous value and even decrease, contemplate HubSpot or Pipedrive.

Learn our unbiased monday gross sales CRM evaluation for extra info.

How do I select the perfect nonprofit CRM software program for my group?

With this detailed record of the highest CRM suppliers for nonprofits, it’s now time to start contacting people who appear to suit your group’s wants greatest. Take into account requesting demos, join free trials or start speaking with the gross sales group to study extra. This provides you with a greater concept of what an onboarding and implementation course of would seem like, plus a possibility to ask any preliminary questions.

Listed here are some pattern questions to think about asking when selecting nonprofit CRM software program:

• Does the instrument provide in-market experience for the nonprofit {industry}?
• Does the software program suit your group’s finances? Would a free CRM instrument be a greater possibility?
• Does the instrument combine with instruments and purposes you have already got in your tech stack?
• Is the CRM instrument scalable and detailed sufficient to suit your small enterprise or enterprise?
• Does the CRM instrument have any open-source performance that requires coding or growth experience?

FORUM: Listed here are some elements to think about when selecting a CRM.

Evaluate methodology

To guage the highest nonprofit CRM software program, I used an in-house rubric with outlined standards with a particular deal with performance that particularly caters to the wants of nonprofit organizations. After scoring after which reviewing every supplier listed above with the rubric, an algorithm calculated an total star ranking, which I used to assign every a really perfect use case. That begin ranking is on a scale of 1 to 5.

Listed here are the precise scoring standards and weight scale I used:

• Value: Weighted 25% of the overall rating.
• Core options: Weighted 25% of the overall rating.
• Customizations: Weighted 15% of the overall rating.
• Integrations: Weighted 15% of the overall rating.
• Ease of use: Weighted 10% of the overall rating.
• Buyer assist: Weighted 10% of the overall rating.