Table of Contents
The six CRMs mentioned in this article will likely be the most popular options for nonprofits by 2022. The financial landscape is changing, and nonprofit organizations are working hard to keep up with their donors’ demands. With that said, it’s important for your organization to stay competitive in order to succeed as well.
The “bloomerang” is a CRM that is ideal for nonprofits. It has been around since the early 2000s and has been used by many organizations to help them manage their finances.
Nonprofits may use customer relationship management (CRM) software to generate cash, manage donor campaigns, and create volunteer connections. While nonprofit-specific CRMs provide custom-tailored solutions, they may be rather costly. Meanwhile, a number of general-purpose CRMs include capabilities for donor and fundraiser management.
In this post, we looked at a variety of CRMs that are adaptive to nonprofit requirements, including nonprofit-specific and general-use CRMs. Based on your needs, budget, and objectives, we examined them to determine which one is the best CRM system for charitable organizations.
The following are our top selections and their finest use cases:
- Freshsales: Overall, the best CRM with a built-in phone dialer for low-cost donor outreach is Freshsales.
- HubSpot CRM (Customer Relationship Management): For nonprofits looking for a forever-free CRM with features to handle operations like bulk email sends, HubSpot CRM (Customer Relationship Management) is a good option.
- Bitrix24: For organizations in need of tools to create and manage an online ecommerce shop, Bitrix24 is ideal.
- NeonCRM is a great choice for nonprofits looking for a complete CRM with nonprofit-specific features.
- Kindful is a fantastic option for NGOs looking for features like donor lifecycle monitoring to help them develop their donor connections.
- Donor Resources: For NGOs in need of a dependable means to receive online, mobile, and in-person contributions, this tool is ideal.
Freshsales: The Best CRM for Nonprofits Overall
Freshsales
4.63 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.
What We Enjoy
- There is no restriction to the number of people who may utilize the free plan.
- Contact management that is robust, with auto-profile enrichment from social media.
- Support for many currencies for reliable recordkeeping
What Isn’t There
- The free plan does not include any calling capabilities.
- There are no capabilities specialized to nonprofits, such as grant management.
- It doesn’t have an internet shop.
A Quick Look at Freshsales Pricing*
- Free: There is no restriction to the number of people who may use it.
- $15 per month per user growth
- Pro: $39 per month, per user
- Enterprise: $69 per month for each user
- Freshsales Suite (Sales + Marketing): Prices range from Freshsales Suite (Sales + Marketing): Ranges from $0 to $69 per user, per month to $69 per month, depending on the number of users.
- 21-day free trial of premium plans
Add-ons:
- CPQ (Configure, Price & Quote): $19 per user, per month
- $5 for workflows
- Credits for phones start at $25.
*Pricing is based on a year-to-year basis. Monthly rates are also available at a little greater cost.
Freshsales is a general-purpose CRM with an integrated phone system and pay-as-you-go call rates to help NGOs with their outreach. Its lead management capabilities may also help you arrange your donations and provide a visual depiction of current transactions. These features, together with its reporting tools, mobile app, inexpensive pricing, round-the-clock service, and auto-profile enrichment, catapulted it reach the top of our list.
Freshsales, like HubSpot CRM (Customer Relationship Management), lets you set up automatic emails for contribution campaigns, fundraisers, and events. Its webforms aid in the collection of data from stakeholders and the reduction of mistakes during manual data transfers. You may also utilize custom fields to handle separate finances and use the mobile app to communicate with volunteers and contributors on the move.
Freshsales lacks nonprofit-specific functionality like grant and member administration, which are available in NeonCRM. It also lacks ecommerce functionality for managing orders and processing payments. Consider Bitrix24 if you’re seeking for a nonprofit CRM with telephony and an online shop.
Freshsales Highlights
The built-in phone dialer in Freshsales (Source: Freshsales)
- Management of contacts, accounts, phases of the contact lifecycle, and activity chronology
- Tasks, appointments, and notes are all things that you should keep track of.
- Modules for CRM renaming
- Management of the sales pipeline and deals, as well as sales targets and forecasting
- Import and export of data, as well as data migration
- Inbound caller ID, built-in phone dialer, and the ability to purchase local and toll-free numbers
- Conversation threads and a chat widget
- Classic forms, smart forms, and website tracking are examples of website integration technologies.
- Access based on roles
- Insights based on artificial intelligence (AI)
- Dashboards and reports
- Apps for iOS and Android are available.
- Customer service is available 24 hours a day, 7 days a week by phone, chat, and email.
To learn more about the features and advantages of Freshsales, read our Freshsales review.
Freshsales is a great place to start.
The Best Free CRM for Nonprofits is HubSpot CRM (Customer Relationship Management).
HubSpot CRM (Customer Relationship Management)
3.90 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.
What We Enjoy
- Free access to a charity resource library on the internet
- Plan that is always free and may be used by an endless number of people.
- Upgrade for additional marketing or sales tools with ease.
What Isn’t There
- Customer service is lacking with the free plan.
- Some third-party integrations come at an additional fee.
- Add-ons to a plan might be pricey.
HubSpot CRM (Customer Relationship Management) Pricing at a Glance*
- Free: Can be used by an infinite number of people.
- HubSpot for Startups: Monthly fees range from $40 to $89
- The Marketing Hub costs $45 per month.
- Starts at $45 per month for Sales Hub.
- Starts at $45 per month for the Service Hub.
- CMS Hub is available for $23 per month.
- Free plan for synchronizing HubSpot data with third-party applications; premium options start at $45 per month.
- The CRM Suite costs $45 per month.
- 14-day free trial for premium plans
*Pricing is based on a year-to-year basis. Monthly rates are also available at a little greater cost.
HubSpot CRM (Customer Relationship Management) is a general-purpose CRM that Supports an infinite number of users and up to 1 million contacts. It offers a forever-free plan packed with features for managing nonprofit activities, like bulk email sending and lead generation via webforms or pop-ups. This solution also gives you free access to a library of nonprofit resources with topics that include content marketing, marketing plan templates, persona templates, and how to secure more donors.
Organizations with bigger budgets for CRMs may apply for HubSpot CRM (Customer Relationship Management)’s nonprofit program, which offers a 40% discount for eligible nonprofits subscribing to higher tiers. However, this could still be expensive, as the lowest qualifying plan starts at $360 per month. While you can easily upgrade to paid plans, the cost can add up quickly. If you are looking for other free CRMs for nonprofits, try Freshsales or Bitrix24.
Another disadvantage of HubSpot CRM (Customer Relationship Management) is that its free tier only offers community support. Unlike Freshsales, its email, phone, and chat support are only available with the paid plans. Also, you can only collect payments by using its Stripe integration with its quotes feature. In contrast, nonprofit-specific CRMs like NeonCRM allow you to process payments within the system.
HubSpot CRM (Customer Relationship Management) Features
Free nonprofit resources (Source: HubSpot CRM (Customer Relationship Management))
- Contact management, contact website activity, businesses, deals, tasks, activities, and corporate insights are all CRM technologies.
- Forms, email marketing, ad management, landing sites, a shared inbox, and list segmentation are examples of marketing tools.
- Ticketing, email scheduling, and ticket closure reports are examples of service tools.
- Gmail, Outlook, Messenger, and the App Marketplace are among the integrations available.
- Dashboard for activity and performance metrics reporting
- Shared inbox, email tracking, email templates, and prefabricated snippets are just a few of the email options available.
- Documents related to sales
- Voice-over-internet-protocol in-app calling (VoIP)
- HubSpot Academy, as well as community support and knowledge base, are all available.
For more details on this solution’s features and capabilities, check out our HubSpot CRM (Customer Relationship Management) review.
Go to HubSpot CRM’s website. (Customer Relationship Management)
Bitrix24: Nonprofits’ Best Ecommerce CRM
Bitrix24
3.98 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.
What We Enjoy
- Nonprofits may get a free plan and a 15% discount.
- There are no transaction costs.
- App is available for download for free.
What Isn’t There
- There are no bulk email options in the free tier.
- Limits on the amount of items offered in the online shop for each plan
- Non-technical people will find it challenging to install and navigate due to the complex interface.
A Quick Look at Bitrix24 Pricing*
- Free: Access to basic services for an unlimited number of users.
- For up to five users, the basic plan is $35 per month.
- For up to 50 users, the standard price is $70 per month.
- Professional: $140/month for an unlimited number of users
*Pricing is based on a year-to-year basis. Monthly and quarterly rates are also available at a little greater cost, but two-year subscriptions are less expensive.
Bitrix24 is a CRM that allows you to monitor and communicate with your donations and supporters. You may utilize it to organize with your volunteers by using collaboration tools like group chats, video conferencing, and calendars. Nonprofits in areas where internet access is restricted may utilize the company’s on-premise software, which is installed directly on the computer and runs on in-house servers.
Bitrix24 also features an easy-to-use ecommerce module that allows you to set up an online shop in a matter of minutes. It comes with e-commerce templates and a product catalog, as well as order and inventory management capabilities.
While Bitrix24 offers many advantages for nonprofits, its complex interface can prove to be a trial for non-technical users. Moreover, its telephony feature is not included in the free plan, and bulk emailing is only available in the top two tiers. Freshsales, on the other hand, offers built-in calling across all plans, while HubSpot CRM (Customer Relationship Management)’s bulk emailing feature is included in its free tier. For an alternative that has grant management capabilities, try NeonCRM.
Features of Bitrix24
Current projects and team activities are fed into Activity Stream. (Image courtesy of Bitrix24)
- Nonprofits and faith-based groups are eligible for a 15% discount.
- Unlimited leads, deals, contacts, quotes, invoices, product catalogs, and pipelines are just a few of the CRM capabilities.
- Video calls, video conferencing, online storage, company drive, calendar, webmail, company social network, workgroups, polls, and knowledge base are examples of collaboration tools.
- Project and task management
- Built-in phone, CRM forms, live chat, and a website widget are all included in the contact center.
- Landing pages and a website builder
- CRM shop, items, orders, checkout scripts, payment processing, inventory management, income, and no transaction processing expenses are all examples of ecommerce solutions.
- Customer segmentation, segment-based email marketing, Facebook advertising, and email templates are all examples of CRM marketing.
- Automatic customer journey monitoring, analytical reporting, automated ad management, call tracking, and offline ad tracking are all examples of sales intelligence.
- Apps for iOS and Android are available.
- Knowledge base, webinars, training courses, and partner support are all examples of self-help options.
- Support through live chat
Read our Bitrix24 review to learn more about its features and advantages and see whether it’s the perfect CRM solution for you.
Bitrix24 is a website that you should check out.
NeonCRM: Best Nonprofit CRM for Fundraising & Donor Management
NeonCRM
2.76 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.
What We Enjoy
- Tier price is determined on the quantity of records required.
- Intuitive, easy-to-learn UI
- Social media integration and campaign emails are included.
What Isn’t There
- Pricing structure is complicated.
- An extra cost is charged for phone assistance.
- Email integration isn’t available.
A Quick Look at NeonCRM Pricing*
- $49 per month for Essential Light (less than 500 contacts)
- $99 to $299 per month for the essentials (1,000 to 15,000 contacts)
- Monthly cost: $149 to $599 (1,000 to 25,000 contacts)
- Empower costs between $299 and $749 per month (1,000 to 25,000 contacts)
Add-ons:
- Conversion and configuration of data: One-time charge ranges from $600 to $1,500.
- Training & consulting: $600 to $1,500 one-time fee (ranges from 4 to 10 hours)
- Starts at $125 per month and goes up to $350 per month for website design (two-year contract)
*Pricing is based on a monthly basis.
NeonCRM is a full-featured nonprofit CRM that offers tools for fundraising, donor management, and grant management. It also has modules for event planning and membership management, as well as tools for reporting and analytics. In addition, its built-in email platform allows you to create and track mass email campaigns. Like HubSpot CRM (Customer Relationship Management), it gives you access to a library of online nonprofit resources, but the selections here are wider.
One of NeonCRM’s biggest flaws is its complicated pricing model, which includes five categories based on the amount of contacts. Fundraising, email marketing, community management, database optimization, events, and accounting applications are among the few connectors available. Donor Resources, on the other hand, provides a lot more straightforward price structure and enables an unlimited amount of donors and transactions.
Features of NeonCRM
Data dashboard for fundraising campaigns (Source: NeonCRM)
- Unlimited fundraising campaigns are supported by the fundraising module.
- Modules for member, volunteer, grant, event, and file management
- Creating mass emails and letters
- Prospecting and activity monitoring
- Store on the internet
- Builder of applications and surveys
- Donor login portal, branded forms, website forms, and URL masking are some of the constituent-facing features.
- Prebuilt and bespoke reports, customized analytics dashboards, and ZIP code radius reporting are some of the reporting capabilities available.
- Receipts, emails, letters, and processes are all automated.
- QuickBooks and over 25 free third-party connections are among the integrations available.
- Access to support center guides and videos, Neon Academy free courses, monthly consultations, unlimited Email assistance is available., phone and Support through live chat (Monday to Friday, 7 a.m. to 5 p.m. Pacific Time and 24/7 for urgent technical issues)
Go to NeonCRM.com.
Kindful: The Best CRM for Nonprofits for Developing Donor Relationships
Kindful
2.73 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.
What We Enjoy
- Supports an infinite number of users
- On weekdays, email and phone help are available.
- Contacts and transactions may be self-imported using this tool.
What Isn’t There
- The entry-level plan for contact-based pricing is rather pricey.
- Email tracking isn’t available.
- Complex imports may need the use of a pricey support staff.
A Quick Look at Pricing*
- Contacts between 1,000 and 5,000: Monthly expenses range from $100 to $200.
- Contacts ranging from 5,000 to 25,000: Monthly costs range from $300 to $400.
- Between 25,000 and 55,000 contacts: Monthly income ranges from $500 to $600.
- $700 per month for 70,000 contacts
- Contact sales for pricing on 70,000+ contacts.
- $199 one-time cost for onboarding
- Ranges from $33 to $359 per month for consulting services.
*Pricing is based on a year-to-year basis. Monthly rates are also available at a little greater cost. All plans support an unlimited number of users.
Kindful is a nonprofit CRM that offers tools for building and nurturing donor relationships, fundraising, and reporting. It provides actionable analytics, improving donor acquisition and retention. In addition, it integrates with other fundraising, events, auctions, and volunteer management apps to automatically sync records and transactions. This platform also Supports an infinite number of users and features a Tool for self-import for your contacts and transactions.
However, like NeonCRM, its contact-based tiered pricing can be confusing, and the entry-level plan is also expensive. Other providers, like HubSpot CRM (Customer Relationship Management), offer a free plan that also supports unlimited contacts and has email tracking features, while Donor Resources uses a very simple pricing model. Still, it gains a slight advantage over other nonprofit CRMs by not charging additional transaction fees on top of the standard credit card processing costs.
Features that are helpful
Dashboard for tracking the progress of donors (Source: Kindful)
- There are no limits on the number of people who can
- Levels of permission for admin users
- Tool for self-import
- Notifications and tasks
- There are no extra transaction costs.
- Contribution sites and forms, donation tracking, reporting, recurring giving, registration forms, peer-to-peer fundraising pages, crowdfunding pages, employer gift matching, and event registration are some of the fundraising tools available.
- Donor lifecycle analytics, donor and contact records, group and list segmentation, donor account logins, transaction batch input, in-kind donation entry, pledge tracking, household and relationship tracking, and custom fields are among the capabilities available for donor management.
- Automatic email receipts, acknowledgement receipts, year-end tax summaries, email and letter templates, and solicitation emails are all examples of donor communications tools.
- There are 13 report templates to choose from and you may create as many custom reports as you like.
- Payment processors, fundraising, ecommerce, email marketing, accounting, analytics, volunteer management, and political advocacy applications are all included in the integrations.
- On-demand chat and Email assistance is available., as well as phone support (Monday to Friday, 8 a.m. to 5 p.m., Central Time)
Kindful is a website that promotes kindness.
Donor Management Software: The Best Nonprofit CRM
Donor Resources
Overall rating: 2.03 out of 5 Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.
What We Enjoy
- Processing costs that are reasonable
- Supports unrestricted gifts and givers
- WePay provides online payment security.
What Isn’t There
- There is no ACH (Automated Clearing House)**.
- It is not possible to import contacts.
- Payments made outside of WePay are not supported.
Donor Resources Pricing at a Glance*
- Unlimited contributors and contributions for $39 per month
- For all cards, there is a 2.3 percent processing charge plus 30 cents per contribution.
- 30 day free trial
*Pricing is based on a monthly basis.
**ACH is an electronic money transfer system used in the United States for low-value domestic payments.
Donor Resources is Management of donations software for nonprofits, NGOs, charities, and churches. It features a very simple interface that makes it easy to set up, learn, navigate, and use. This nonprofit CRM supports an unlimited number of donors and records. It also stands out among all the providers in this list because of its no-frills, one-pricing scheme.
While Donor Resources is very easy to use even for beginners, its simplicity also applies to its feature inclusions. It is not as robust as Kindful, which offers donor lifecycle journey analytics and fundraising tools. Customer support is also limited to email, and payments can only be processed via WePay. If you are looking for an alternative with more advanced customer support and more payment options, check out Bitrix24 and NeonCRM.
Donor Resources Features
Donations report (Source: Donor Resources)
- Management of donations
- Giving through the internet
- Making assertions
- Physical providing documentation (cash, in-kind, gifts, and checks)
- Web page with a logo
- Receipt for donations
- WePay is used to handle payments.
- Create a report
- Email assistance is available.
Visit Donor Resources
How We Decided Which CRMs Are Best for Nonprofits
Donors, volunteers, advocates, board members, and employees are simpler to monitor and manage with the finest CRMs for charities and non-governmental organizations (NGOs). A consolidated database for contact information, communications history, and financial transactions should be included in its CRM capabilities. It must also be able to gather and analyze data in order to identify patterns and utilize that knowledge to recruit new supporters.
Donors, payments, and files may all be tracked and managed with the use of specialized CRMs. Many, on the other hand, lack the communication features, expanded integration possibilities, mobile app access, 24/7 support, sophisticated reporting and analytics capabilities, and free or low-cost plans found in most general-purpose CRMs. As a result, we assessed and incorporated such options in this guide.
Freshsales is our top pick for nonprofit companies searching for a CRM, with a score of 4.63 out of 5. It was placed first in this post because to its free and reasonable price options, rich features and integrations, easy-to-use UI, good customer care, and positive user comments. It has an unlimited number of users, a built-in dialer, comprehensive contact management features, online connection, and a mobile app.
More information about our selection method for the best CRM for NGOs may be found in the tabs below:
40% of the overall score
Each CRM supplier on our list was examined for subscription alternatives, including the availability of a free plan and a monthly pricing option. The price of its premium features, CRM customizations, onboarding, and maintenance fees were also taken into account.
20% of the overall score
We looked at the availability of industry-specific capabilities like contact and payment management that many nonprofits need. Reporting and analytics capabilities, customized pipelines, third-party connectors, and mobile app access are also included.
15% of the overall score
Understanding and using the finest CRMs for NGOs does not need technical knowledge. They should also have an easy-to-use interface. Each app on this list was rated based on how simple it is to set up and use, as well as how effectively it integrates with other applications.
15% of the overall score
We evaluated the solutions to determine the level of assistance and support they provide to their consumers. The majority of them give access to self-help tools, but a select handful stand out by providing assistance 24 hours a day, seven days a week. During business hours, some feature customer service through phone, live chat, and email.
10% of the overall score
We looked at customer reviews on credible websites to see how happy their clients are. We also made a list of the most frequent difficulties that users encountered. To limit down the finest nonprofit CRM options, we examined the features that stood out, their value for money, and their popularity in addition to reviews.
*Percentages based on total score
The “nonprofit crm software comparison” is a list of 6 best CRMs for nonprofits in 2022. The list includes features and benefits of each CRM, as well as their price range.
Frequently Asked Questions
What CRM do non profits use?
A: This is a highly complex question that I am not able to answer for you.
Does a nonprofit need a CRM?
A: Well, a CRM is typically used for managing contacts and records of your company or nonprofit. It will help you record information about new leads, including how many people have taken the time to contact them on social media platforms like Facebook and Twitter.
What software nonprofits use?
A: Many nonprofits use Microsoft Word, which is a standard software program in the office. Additionally, many nonprofits also use G Suite for their email correspondence.
Related Tags
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