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Updated by Jayden Coleman on Sep 20, 2017
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Top 5 Non-profit CRMs software features that every organization needs

There are thousands of non-profit CRM providers out there, each with slightly different fortes, and the most important thing is to choose a tool which help organizations to run and work smoothly and efficiently.


1. Comprehensive constituent profiles

The ultimate benefit of non-profit CRM software is that they enable organizations to get closer to their donors and gain their trust which may results in more giving. This tool track down the constitute data and help organizations to establish a deeper connection with all their donors.

In order to get closer to the donors, organizations must be able to connect with them personally. Non-profit CRM software provide organizations with a place to store all the personal information of their donors. It make sure that organizations never lose a track of their constituent relationships and makes it easy for them to cultivate, stewardship and communicate with the audience.

A good CRM software will also keep a track of the following:
• Familial, corporate, and organizational relationships
• Hobbies and interests
• Past and present contributions
Donation history
• Volunteer work
• Event attendance
• Preferred giving channels
• Advocacy activities


2. Donation process

The non-profit CRM software enables organizations to build forms and collect online donations as well as processing offline donations from the mobile app. Most CRMs software comes with a numerous built-in templates for secure and save online donation forms. After a donation is made, the non-profit CRM software will automatically store all the personal information of the donors and will keep a continuous track of them, as to how many times a donor contributes.

Organizations can speed up their donation process by streaming into the non-profit CRM software. The burden of staff members are lessen as they no longer have to handle all the donations. When organizations let non-profit CRM software to handle their donations they not only track their donors but even learn about the giving behaviour of their donors.


3. List segmentation

It is often useful to separate constituents into different categories and attribute them into different order.

Non-profit CRMs help organizations to organize and categorize their supporters and donors into different groups with the help of list segmentation feature. This software helps organizations to easily sort constituents into lists based on any of the data the donors have mentioned. Organizations can hitch these lists to target different groups with modified communications and appeals.It’s never a bad idea to get personal with the donors. List segmentation allow organizations


4. Email automation

Another important way through which non-profit CRM software help streamline organizational efficiency is through e-mail automation.

This powerful automation tool allows organizations to schedule e-mails and generate automatic e-mail responses to donor activities. It also offers a huge productivity to boost the efficiency and saves previous e-mail templates or messages to use in the near future, so as organizations don’t have to start over from scratch. It saves time and energy through automation of thank-you notes and donation receipts. It record sent e-mails, track open and click rates.


5. Data reporting

Reports are invaluable performance insights. Reports are the only way which let organizations to receive feedbacks for their work and performance, which let them identify areas which could be improved.

Organizations no longer need to grope around and waste resources making changes which actually bring no results. With data reporting feature of non-profit CRM, organizations will be able to create directed strategies for their improvement and better performance. Since all transactions are recorded in this software, organizations are able to keep up-to-date financial reports, which help them to be more transparent about fund allocation and management to their key stakeholders, and build loyalty and trust on the part of donors.

All the features of non-profit CRMs discussed above, ensures that organizations are working with a powerful and flexible solution, and let them fulfil their fundraising goals.