Why Use Free Nonprofit Customer Relationship Management Software?

When speaking of donor data, there are many to keep track of. Future willingness to give should have records about:

Giving histories
Gift amounts
Frequencies

A nonprofit organization can connect with the supporters on deeper levels on understanding about:

motivations
interests
passions

Nonprofit CRM keeps all the information accessible and organized. A record shows that over 50% of nonprofits are using CRM software due to these functions:

track donations
manage communications

Nonprofit customer relationship management will be a helpful tool for:

scaling up fundraising
donor engagement efforts

What is a nonprofit Customer Relationship Management?

The nonprofit customer relationship management software is a platform. It is used by nonprofits to store and update, including reporting on supporter data. Every interaction can be noted with a supporter in the nonprofit customer relationship management software.

The software has records of information about the following:

supporters’ interests
engagement histories
past interactions with the organization

So, it is easy to reach out to them, having personalized messages speaking to their motivations. It is a type of stewardship that helps boost donor retention.

Benefits of CRM software

The top challenge for nonprofits is the lack of organizational efficiency and automation. Among the challenges the nonprofits are facing that can be fixed by CRM software are:

Manual and time-consuming reporting
Lack of visibility around metrics
Disparate systems

Nonprofit customer relationship management aids organizations face the challenges with this platform. It has several functions that make organizations store important records of information for:

donor management
reporting
finances
automation

There are three methods a nonprofit customer relationship management software can benefit your organization:

Improve donor cultivation
Increase donor retention
Foster genuine donor stewardship

CRM System functions

The highly efficient evolution of the traditional customer database makes a CRM system more updated. It keeps the address book updated. CRM system is a technological solution that stores the current and historical data related to the entire customer pipeline.

The advanced CRM software is multifaceted. But, the central purpose is tracking every outbound communication, such as:

phone calls
emails
meetings
letters
proposals

It also caters for every inbound response from members, such as:

purchases
donations
attendance at events
engagement
correspondence

Most CRM systems are based on the cloud and scalable to grow as an organization expands.

Features of CRM software

CRM is developed to be straightforward and reasonable for your goals. A few features a CRM offers to the users are:

● Automation. You may set rules for:

scheduling email blasts
payment reminders
follow-up calls
Centralized database. CRM can organize and track the contracts and anyone who has access to the platform can do the following tasks:
- Update
- Search
- Use customer lead information
- Interactions
Personalization. You can communicate with the clients based on their preferences and interests. It includes the detailed past with your organization.

For nonprofit organizations that need more specialized database uses, CRM is the solution. CRM is built for the organization’s needs like addressing challenges to executive teams and fundraisers.

Data from inbound to outbound interaction in the nonprofit customer relationship management software can guide the fundraisers. It helps to identify the supporters for a new campaign. Nonprofit leaders can help create reports on identifying the following: