Key features to look for in nonprofit CRM tools
That there’s no one-size-fits-all CRM for nonprofits. Instead, you must find a platform that caters to your organization’s unique needs. This makes it crucial to have a clear idea of your must-have features as you conduct your nonprofit CRM software comparison.
If you’re looking for a CRM system for nonprofit organizations, keep an eye out for the following features.
1. Data management
Nonprofits have to handle a variety of data, from donor information to volunteer details. You also have to store information about grants, sponsors, and staff members. Keeping all that data in spreadsheets can be cumbersome.
A CRM solution provides a centralized dashboard to store information about donors, volunteers, sponsors, grants, and other stakeholders. You can collect their details from multiple sources, including your website, landing pages, fundraising platforms, and offline events.
With a platform like Act!, you can even segment your donor database according to demographics, age, location, and other parameters. It helps you target each segment with personalized requests for donations.
2. Workflow automation
The best CRM platforms let you streamline workflows with automation and eliminate the need to spend time on administrative tasks. For instance, you can set up a workflow to add a new donor’s details to the CRM when they contribute on a fundraising platform. This saves you the trouble of manually entering their information on a spreadsheet.
You can then take things up a notch by automatically sending a personalized thank you email that includes your company’s story. Act! will even let you set up automated alerts for new fundraisers that align with a donor’s interests and donation history.
3. Personalized marketing
CRM platforms come with a variety of built-in tools to help you build and implement marketing campaigns. For instance, Act! offers pre-designed landing page templates, which you can use to educate potential donors about a new campaign and turn them into leads. You can also use donation pages to inform patrons about upcoming events and donation drives.
Similarly, CRMs like Act! provide pre-built email templates to execute high-performing email marketing campaigns. These come in handy for staying connected with existing and prospective donors.
You can showcase inspiring stories of how their contributions impacted people’s lives and even recommend new campaigns based on their previous donations. Act! offers integrated SMS marketing, too.
Moreover, the best CRMs let you tailor your communication for different donor groups. Personalization goes beyond addressing donors with their names in emails. Instead, you can segment your database according to age group, location, donation history, and other parameters.
Then, you can target each segment with communication that caters to their interests and preferences. For instance, you can customize the language of your emails depending on whether the recipient is a millennial or a baby boomer.
4. User-friendly interface and mobile access
This is one of the most crucial features you should look for when comparing different nonprofit CRM solutions. Nonprofit organizations usually face high turnover rates, with new volunteers coming and going frequently.
A CRM platform like Act! comes with an easy-to-use and intuitive interface that ensures you can get new volunteers up to speed quickly. With Act!, you even get a mobile app that runs on Android and iOS devices to help staff members track contributions and collect donor data from anywhere.
5. Analytics and reporting
CRM platforms can provide real-time data about campaign performance and engagement rates. Tracking these metrics allows you to identify email campaigns that generate the maximum interest among donors.
They can also help you understand whether certain fundraisers resonate better with specific donor segments. These insights enable calculated decisions to improve outreach and retention strategies.
Additionally, you can convert the collected data into easily understandable reports. Sharing relevant reports with various departments allows them to assess the impact of their efforts and identify areas of improvement in different workflows.
6. Integration with your tech stack
Whether you’re using fundraising platforms, donor management software, or accounting tools, your CRM platform must integrate with these applications. Even the best CRM software won’t deliver any value for your organization if it isn’t compatible with your existing tech stack.
CRM integrations enable the smooth transfer of data between multiple tools in your stack. They also eliminate the need to constantly switch between platforms.
Act! supports integration with a broad spectrum of applications, including calendar and email software, productivity tools like Microsoft Office, and communication tools like Slack.