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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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.
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.
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.
Use smart segmentation to send personalized communications, keeping your members in the loop while encouraging repeat donations.
Automate tasks, assign them to the right coordinators and create rules to help your donor or member services team provide next-level customer support.
Capture sign-ups from new donors and log every touchpoint at your events. Oversee who's communicated with individual constituents and how.
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.
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.
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.
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.
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.
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
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:
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.
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.
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
Look for a CRM that’s user-friendly, visual and offers 24/7 support for seamless setup. Pipedrive has been rated the easiest sales tool to implement by G2Crowd and easiest to use CRM by Motley Fool.
Gather a group of internal stakeholders to develop a list of must-have CRM features. Set a timeline and process for testing out CRM tools and compiling feedback.
Seek feedback from donors and members about their communication preferences. Read reviews and ask for advice from others in the nonprofit industry to find out what fundraising software has worked well for them.
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.
Entering donor data and manually updating contact information can take a huge amount of time.
Record every online and offline touchpoint to help reduce the load. Integrate contact forms and communications with your CRM to store every interaction with your members in one place.
Create custom dashboards for every stakeholder and role with our versatile insights and reporting features.
Keep chairpeople informed on fundraising activities or create personalized dashboards for member-facing teams with metrics reports for every scenario.
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:
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.
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 Xero integration.
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.
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.
Record inbound phone inquiries to your CRM. Keep track of follow-up activity and dial contacts directly from Pipedrive.
Discover Pipedrive’s Aircall integration.
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.