The best CRM for nonprofits

Attract more donors, nurture long-term supporters and communicate the impact they’ve made to your cause. Pipedrive’s CRM solution for nonprofits lets you manage donors, members and volunteers from an all-in-one platform.

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What is a CRM for nonprofits?

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.

Nurture new and existing donors

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.

Manage volunteers

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.

Add value with member communications

Use smart segmentation to send personalized communications, keeping your members in the loop while encouraging repeat donations.

Streamline your workflows and operations

Automate tasks, assign them to the right coordinators and create rules to help your donor or member services team provide next-level customer support.

Create event management workflows at fundraisers

Capture sign-ups from new donors and log every touchpoint at your events. Oversee who's communicated with individual constituents and how.

Make data-backed decisions

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.

Build lifetime advocates with a CRM system for nonprofits

If you only reach out to donors once a year to ask for a major gift, your chances of success are low.

Take time to educate, nurture and thank donors with many touch points throughout the year.

Build trust, momentum and a sustainable donor base using personalized and consistent communication.

Keep donor management all on one platform

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.

Streamline your workflows and finances

Your team shouldn’t waste hours on daily admin work like updating records, organizing donations and keeping track of fundraising activity.

Pipedrive helps streamline these processes, automate everyday tasks and keep your finances in order with donation payment processing through our powerful accounting integrations.

Browse our library of customizable templates to save time on emails and proposals.

Discover how Pipedrive automates your workflow

Advance your fundraising efforts

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.

How does a CRM for nonprofits work?

A CRM for nonprofits is a donor management tool designed to save you time and boost and measure engagement. With the right nonprofit CRM software, you can log communications from anywhere and track all the metrics that matter.

Attract new supporters and convert them into volunteers or donors
Track the effectiveness of all marketing and social media activity
Record donors, volunteers, event attendees and fundraisers with custom fields and other customization features
Create automated accounting and payment workflows with our Marketplace integrations
Send personalized messaging to activate donors for fundraising campaigns
Capture new donor information at events or “in the field”
Build pipelines for all your workflows, communications and advocacy efforts

What to look for in a nonprofit CRM solution

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:

Donor segmentation

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. With the right CRM for nonprofits, you’re able to manage constituent relationships, log communications from anywhere (including events) and track donations, member communications, event attendees and volunteers.

Marketing automation

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.

Accurate reporting

The best nonprofit CRM should calculate your donation forecast, keep track of campaign donations and provide visual insights into your process.

How Let’s Do It World uses Pipedrive to organize one of the biggest environmental movements in the world

Let’s Do It World, the NGO behind the World Cleanup Day campaign, needed a way to manage ongoing relationships with global leaders and organizations.

With Pipedrive’s centralized, up-to-date communication records and marketing app integrations, Let’s Do It World cuts down on repetitive admin tasks and minimizes communication errors. The increased efficiency allows the NGO to focus more of its efforts on saving the environment.

“Pipedrive is a tremendous help in organizing such a large movement as Let’s Do It World. We have the information in one place and there’s no confusion.”

Anneli Ohvril, Executive Director, Let’s Do It World

Read the case study

How Pipedrive is helping one grassroots charity

Pipedrive is a total gamechanger for our charity. It’s given us structure, it’s given us continuity. It just takes all the stuff that’s always happening and puts it in a manageable kind of process.

Shanna WhanCEO / Sober in the Country (SITC)

Used by over 100,000 companies in 179 countries

Pipedrive has helped visualize our sales landscape in realtime, and has become an integral component of our process. My favorite features are the reports and activity notifications. Pipedrive ensures no rock goes unturned.

Garrett WinderManaging Partner, Good Work

It’s the best sales tracking software that’s so easy to customise as we go!

Treasha LimDirector, Klear Picture Pty Ltd

Best program we have used for tracking sales. We have tried many others but this is the first one that the sales guys really like and most importantly... they use it!

Dan SetoCOO and Founder, CircuitMeter Inc.

How to implement CRM software for nonprofits

Look for a CRM that’s user-friendly, visual and offers award-winning support for seamless setup. Pipedrive has been rated the easiest sales tool to implement by G2Crowd and easiest to use CRM by Motley Fool.

Setting up Pipedrive is easy with our simple data import and export. Upload your constituent data from a spreadsheet and drag and drop to match data fields. We’ll identify any errors and you decide whether to merge data or create multiple records if duplicates are found.

Create custom fields for groups like volunteers, donors and members. Attribute each contact manually or use automations to segment them based on behavior or donation activity.
To nurture members into repeat donors, you must be able to send personalized messaging based on their interests. This means aligning your campaigns and fundraising priorities with causes your members care about.

Use your segments to create marketing campaigns and nurture workflows that send the right message to the right contacts. Give transparent updates on how you allocate funds to encourage additional donations.

Make your nonprofit operations more efficient with integrations

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:

Campaigns by Pipedrive

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.

Quickbooks

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 Quickbooks integration.

LeadBooster

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.

Microsoft Teams

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.

Aircall

Record inbound phone inquiries to your CRM. Keep track of follow-up activity and dial contacts directly from Pipedrive.

Discover Pipedrive’s Aircall integration.

Zapier

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.

Spend less time on admin and more time fundraising