Nonprofit Constituent Relationship Management (CRM)

Challenges and opportunities abound when navigating the nonprofit CRM landscape.

Organizations use nonprofit constituent relationship management (CRM) software for a broad variety of purposes, ranging from fundraising to program management. With so many CRM software options that meet this wide variety of needs, how can your nonprofit best understand what system(s) it should select?

The first decision point might be a “product vs. platform” determination. Should you put as much functionality into a single, broadly capable platform (e.g., Salesforce, Dynamics 365) and/or invest in different CRM systems to meet different needs (e.g., Raiser’s Edge, EveryAction, ROI Solutions, Salsa).

And what about the many other tools that can integrate with a CRM system? Organizations may want to connect marketing automation, fundraising, grants management, event management, learning management, community management, and many other types of systems with their CRM—resulting in a complex set of integrated systems requiring management and support.

We can help you determine what nonprofit constituent relationship management CRM software best meets your needs, or how to make best use of your existing systems.

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